Montclair Advisors Company Profile


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Montclair Advisors, LLC
Strategic SaaS Business Advisory Services

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Montclair Advisors Company Profile

  1. 1. Company Overview Montclair Advisors provides personalized Software-as-a-Service business advisory services designed to help all types of software companies to optimize their SaaS business models, improve revenues, control costs and deliver world-class software. Founded in 2008, we have a proven track record of providing best practices SaaS services and expertise that is trusted by today's industry leaders including Taleo, Xactly, MrTed and Towers Perrin. Our team offers unique perspectives and a focused set of services including SaaS business transition, market analysis, business reviews, revenue optimization and building out winning product strategies. OUR CUSTOMERS We are completely focused on delivering the highest quality advisory services to help software companies improve competitiveness, revenue performance, profitability and enterprise valuation. “Montclair Advisors were innovative and Jerome Ternynck delivered extremely high quality work for us Chief Executive Officer when we launched our SmartRecruiters™ MrTed, Ltd. SaaS brand in the US.” “We were looking for a smart partner who knew the SaaS market and Montclair Karen Steele Advisors provided excellent insights at a Chief Marketing Officer very reasonable price.” Xactly Corporation OUR SERVICES Business Advisory Services  SaaS Transitions – Build and execute actionable business and operating plans for software companies moving to SaaS or the Cloud  Readiness Assessments – Determine readiness for successfully executing a SaaS business and guidance on how best to get ready  Business Tune-up – Comprehensive business review and SaaS business recommendations  M&A – Explore and execute on potential market alternatives for both buyers and sellers Sales Advisory Services  Revenue Review – Build the best sales structure, comp plan, and team for a SaaS business  Competitive Analysis – Comprehensive market scan of current competitive landscape Product Advisory Services  Product Review – Product portfolio review and recommendations for firms looking to move to a subscription software model OUR PARTNERS Montclair Advisors has developed a broad ecosystem of partner firms that offer specialized products and services that can be leverage to assist our clients in succeeding at a SaaS business model. Some of our partners include Inflexion Advisors, OpSource, Scio Development, Saugatuck Technology and many others. Visit us at Copyright 2010 Montclair Advisors, LLC Published February 2010
  2. 2. Company Overview SaaS services from Montclair Advisors are standard packaged services offerings designed to rapidly provide clients with the information and tools they need when planning or optimizing their SaaS businesses. Based on our experience working with all types and sizes of software firms, we provide unique insight into many operational areas based on our own operational experiences, rather than information gleaned from industry newsletters or websites. Montclair Advisors is different than other technology advisory firms because we roll-up our sleeves and work with our clients to build out their successful SaaS business. Scope of Services Montclair Advisors uses a standardized methodology to deliver insightful, yet cost-effective results:  Review – Conduct a through review of our client’s materials, including interviewing key stakeholders and as required, customers, competitors and industry experts.  Analysis – A concise best practice assessment of our client’s current state, identifying potential risks, opportunities and areas for improvement.  Findings – Our written assessment highlights options, reasonable suggestions and recommended next steps. Benefits Creating a successful Software-as-a-Service business model can open up a wide range of opportunities including:  Transparent, predictable revenue streams  Lower customer acquisition costs  Better gross margins  Higher customer retention rates  Increase lifetime customer values Getting Started To learn more or to schedule a no-cost consultation, call us 1-510-336-0019, email us at or visit our website at Montclair Advisors delivers personalized Software-as-a-Service advisory services designed to help software companies to optimize their business models to improve revenues, control costs and deliver world-class products. The company is based in Oakland, California. For more information visit or contact us at: [W] [B] - Smart SaaS [E] [P] 510-336-0019 [T] @Montclairadvrs Copyright 2010 Montclair Advisors, LLC Published February 2010