Company profile:
A Seed-stage B2B SaaS company has just raised €1.5M. They have 3–5 reps, are closing deals, but everything is still founder-led: quotes in Google Docs, contracts in email threads, invoices manually created in an accounting tool, and renewals tracked in spreadsheets. Revenue is growing, but the team is flying blind.
Problems:
No clear quote-to-cash process: every deal looks different, so billing takes days and errors creep in
CRM data is incomplete and inconsistent, making pipeline, ARR and churn reports unreliable
Founders spend hours per week chasing signatures, collecting payments, and “fixing” invoices instead of focusing on product and GTM
The Synaptia Haus solution:
Run a focused RevOps Audit to map the full journey from first demo to cash in the bank, highlighting handoffs between Sales, CS and Finance and where revenue is leaking
Design a simple, scalable quote-to-cash flow inside the existing CRM and billing tools: standardised deal stages, quote templates, contract workflows, and automated invoicing
Clean critical CRM fields and implement minimal data rules so founders can finally trust ARR, MRR, and pipeline numbers
Results:
Time-to-invoice drops from several days to under 24 hours, improving cash flow within the same quarter
Founders recover 5–10 hours per week each by removing manual billing and chasing, freeing them to focus on product and fundraising
The company gains investor-ready metrics (ARR, logo churn, net retention) and a scalable process that will support the next round
Are you at the seed-stage and feeling the chaos in your quote-to-cash? Let’s run a RevOps Audit to design the foundations before you scale. Contact us for a triage call.