Case Study: Driving Valuation Uplift Through Structured KPI Infrastructure
by The PeEdge
The Client
A mid-market European Private Equity firm preparing the exit of a B2B SaaS portfolio company (€120m revenue).
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Background
The firm’s valuation preparation process was fragmented and highly manual. Performance data was held across the ERP system, CRM platform, and billing systems. KPI reporting was built in Excel and lacked a standardized, buyer-ready structure.
There was:
- Limited ARR segmentation clarity
- No centralized cohort tracking
- Manual forecasting models
- Inconsistent linkage between operational KPIs and valuation drivers
Initial market feedback suggested a valuation of ~9.5x EBITDA, below expectations.
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The PeEdge’s Project
The firm engaged The PeEdge to strengthen valuation readiness and improve multiple outcomes.
Our team assessed the existing KPI architecture, revenue reporting structure, and forecasting methodology. We documented the firm’s requirements across finance and commercial functions and mapped them against available analytical solutions.
PM Insights was identified as the most-suited analytical platform to centralize KPI data and enable driver-based valuation modelling.
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In Preparation for Implementation
The PeEdge:
- Designed the future-state KPI framework
- Mapped ERP, CRM, and billing system connectivity
- Defined standardized ARR and retention metrics
- Structured margin bridge logic
- Established valuation sensitivity scenarios
We worked alongside internal finance teams to ensure data integrity and consistency across systems before consolidation into PM Insights.
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The PeEdge Managed the Process Including:
- Ensuring PM Insights reflected the firm’s complex SaaS metrics
- Acting as the bridge between investment, finance, and management teams
- Performing validation testing on KPI outputs
- Building buyer-ready dashboards
- Designing scenario modelling for diligence resilience
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What Was the Result?
The implementation and valuation preparation initiative delivered measurable impact:
- Improved Data Confidence: Centralized, defensible KPI reporting reduced diligence friction.
- Structured Equity Narrative: Clear articulation of ARR durability and margin scalability.
- Multiple Expansion: Final exit achieved at 11.3x EBITDA.
- Enterprise Value Uplift: €85m increase versus initial market expectations.