Montclair Advisors, LLC Strategic SaaS Business Advisory Services

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 www.montclairadvisors.com
Copyright 2010 Montclair Advisors, LLC Published February 2010

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
info@montclairadvisors.com or visit our website at www.montclairadvisors.com.
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] www.montclairadvisors.com
[B] www.montclairadvisors.com/blog - Smart SaaS
[E] info@montclairadvisors.com
[P] 510-336-0019
[T] @Montclairadvrs
Copyright 2010 Montclair Advisors, LLC Published February 2010