Phase 1: SaaS Performance Diagnostic
A 6-8 week diagnostic and strategy sprint. We dive deep into your metrics to understand operations, and product-market fit to identify what’s holding you back and what’s ready to scale.
You get a customized benchmark report, strategic OKRs, and a 12-month growth roadmap.
- Clarity on what’s working (and what’s not)
- Align your team around actionable metrics using SaaS KPIs
- Benchmarks for churn, CAC, LTV, and more
- Our unique Product-Market Fit Score
- Actionable strategic plan with baseline and target KPIs
Phase 2: Implementation & Acceleration
We join your team. High quality deliverables, coaching, workshops and strategic execution, ScalePilot advisors embed into your operations to help you implement the strategy—aligning your team, tracking progress, and building data fluency along the way.
- Weekly check-ins + execution support
- Deliverables you need, when you need them
- Real-time KPI monitoring and reporting
- Investor-ready updates and insight
- Coaching your team to become data-driven
Why Scale Pilot
Based on your organization’s needs, ScalePilot stays engaged in an ongoing partnership for up to 12–24 months, helping you scale, refine your strategy, and build operational excellence. We become part of your extended team—whether that means supporting fundraising, advising your execs, or creating investor-grade performance reports.
- Work with SaaS veterans specializing in Marketing, Sales, Operations and Product
- Stay lean, build fast without adding executive salaries to your payroll
- Trusted by founders scaling from $500K to $10M+ ARR
- Operator-led: we’ve built, scaled and exited SaaS from pre-revenue to $10M+
- Structured, actionable, measurable results
Additional Services: Fundraising Readiness
Story, strategy, and support — all in one place. Raising capital is a full-time job. We make it faster, sharper, and far more effective. Our Fundraising Readiness services help SaaS founders get investor-ready with the clarity, credibility, and confidence it takes to close.
Whether you’re raising a Seed+ or gearing up for Series A, we help you craft a compelling narrative backed by investor-grade numbers and a disciplined outreach plan. From pitch to close, we’re your partner in making the next round your best one.
- Investor-Grade Financials — Forecasts, KPIs, and financial models that stand up to diligence
- Deck Creation & Pitch Coaching — A clear, focused story that hooks investors fast
- Targeted VC List & Outreach Strategy — Warm intros, smart VC segmentation, customized outreach messaging and a repeatable process for managing your raise