A SaaS product with a roadmap for value creation
80%
The team developed the plan about 80% faster than the firm would have — in six weeks versus six months.
4x
The product roadmap and GTM strategy quadruples EBITDA from $40 million to $160 million.
2-year horizon
The roadmap aligns to deliver performance and value creation objectives within a two-year investment horizon.
At a glance
Client
PE-backed SaaS software firm
Industry
Technology
Our role
Help new acquisitions create value
Our solution
Customer-centric roadmap and more
A roadmap with speed and results
Scenario
A PE-backed SaaS software firm wanted to accelerate integration of recent acquisitions into a new product with aggressive growth goals.
Approach
Grant Thornton assessed and mapped internal capabilities, competitive market dynamics and customer needs to design the product and GTM strategy.
Result
In only six weeks, the team delivered the assessment, product roadmap and GTM strategy, using experienced insights to guide a clear plan that unlocks value.
Scenario
A product with potential
Corporate acquisitions can ignite rapid innovation — but that flame needs direction. A SaaS company wanted to combine three business intelligence (BI) capabilities into one supply chain dashboard that used algorithms to optimize logistics, streamline operations and uncover new efficiencies.
The opportunity was significant: The new entity would target U.S.-based small to medium-sized enterprises (SMEs) generating $50 million to $1 billion in annual revenue. “They wanted to quickly integrate BI functionalities with robust planning algorithms, so customers could access, manage and forecast supply chain efficiencies,” explained Grant Thornton Growth Advisory Services Managing Director Mark Owens.
Backed by private equity, the organization aimed to accelerate annual recurring revenue growth to position itself for a lucrative exit. Yet, the product’s integration was challenging, and the company needed to quickly validate various key factors — like product functionality, architecture, customer needs and pricing — to guide the innovation in the right direction.
Approach
Designed for product-market fit
The Chief Product Officer convened representatives from Sales, Partnerships, IT, Finance and Marketing to identify the most attractive market segments and validate how best to position and price the SaaS solution for maximum growth. The Grant Thornton team helped the company combine its internal alignment with external market insights:
- Executive alignment and market research
The Grant Thornton team led leadership discussions that clarified the product’s strategic vision- while gathering direct feedback from prospective SME buyers to reveal the features they valued most. This “outside-in” perspective also highlighted how the solution stacked up against competitors. - Rapid assessment and co-creation of a customer-centric growth strategy
Over six weeks, the Grant Thornton team synthesized market data, competitive intelligence and willingness-to-pay findings. It facilitated workshops with key decision-makers and translated insights into a concrete growth plan that was anchored in real-world demand. - Guidance on data strategy, data management, IT and supply chain
Grant Thornton Supply Chain Management specialists ensured the roadmap addressed practical execution challenges. In parallel, Grant Thornton Technology Modernization specialists assessed the product’s architecture for scalability, providing options to accelerate development and deliver essential features more quickly.
Every business and technical requirement flowed from the initial market study, competitive analysis and pricing research. “Those intersections create the competitive and customer intelligence backdrop for strategic decisions,” Owens said. “Then, you align resources to develop the necessary features and deliver value on time.”
By providing on-demand development resources, the Grant Thornton team helped the client accelerate its product roadmap, avoiding delays and ensuring that high-priority features reached the market sooner. “It’s all about understanding your audience, pinpointing where to place bets, and executing quickly,” Owens said.
Result
Growth that outperforms the investment horizon
Guided by robust market validation, the company had a clear roadmap to reach its growth targets within two years. “The Chief Product Officer was impressed we achieved in six weeks what might have taken six months,” Owens notes. “That speed came from uniting leadership’s vision with data-driven market signals.”
Beyond the metrics, the Grant Thornton team helped co-create a strategic go-to-market plan that integrated marketing, direct sales and partner channels — all underpinned by validated pricing. This comprehensive approach differentiated the solution and positioned it to capture a larger share of a lucrative SME market.
“We applied our experience working across executive teams, knowing what it takes to move the needle,” Owens says. “Ultimately, this means accelerated top-line and bottom-line results, and real value for stakeholders.”
By blending strategic vision, deep market insight, and technical execution, the company is now poised to exceed its growth targets and maximize value in a successful exit.
Related Resources
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Connect with our team
Jonathan Eaton
Principal, Business Consulting
Grant Thornton Advisors LLC
Jonathan is a Principal in the Operations & Performance practice.
Charlotte, North Carolina
Industries
- Manufacturing, Transportation and Distribution
- Technology, Media and Telecommunications
- Energy
- Retail and Consumer Brands
Service Experience
- Advisory Services
- Business Consulting
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