- Business Transformation
- Sales & Revenue Optimization
- Finance & Operations
- Information Technology
- Private Equity
- Healthcare & Life Sciences
- High Tech
- Manufacturing
- Explore All Industries →
- Advisory + Diagnostics
- Change Management
- Implementation Services
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- About Us
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.
Business Challenges Solved
Selling effectively across multi-entities on one paper after acquisitions
Creating a single view of the customer
Providing competitive market intelligence
M&A Starter Package, Powered by Spaulding Ridge
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
Minimum of 10 weeks
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.
