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Scalability for Process Alignment, Data Migration, Product Onboarding Cross Sell

Spaulding Ridge’s M&A Starter Package can be utilized for acquisitions, carve outs, and IPO. Ideal for FinTech, Health Tech, SaaS, and subscription-based organizations.

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Business Challenges Solved

Digital Transformation

Selling effectively across multi-entities on one paper after acquisitions

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Creating a single view of the customer


Providing competitive market intelligence

M&A Starter Package, Powered by Spaulding Ridge

Start your transformation

Key Features
  • Automatic order splitting by entity
  • Quick connections to NetSuite ARM, LinkedIn Navigator, DocuSign CLM and eSign
  • Multi-year forecasting
  • Automated invoice & payment collection
  • Product onboarding (quick-to-bundle QTB templates)
  • Install system landscape – built out process for competitive market intelligence
  • Automated revenue treatment
  • Advanced accounting

Timeline & Technology Requirements

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Minimum of 10 weeks

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Must have Salesforce

(Optional Enterprise Technologies: DocuSign, NetSuite, etc.)
Meet Our Expert

Eric Jacobson, Partner

Eric has 8+ years of experience implementing CPQ software to build strategic offerings that connect Sales, Finance, Operations, Legal, and Accounting to create a truly connected cloud for clients.

Let’s talk