Case study

Founder-led scale-up under investor scrutiny

A founder-led tech business was growing quickly and attracting increased investor scrutiny. The board needed to evolve from “founder + friends” to a professional governance structure that could support the next phase.

The business (£15m ARR, Series B-funded, SaaS) had grown fast but was showing strain:

  • Unit economics deteriorating: CAC payback at 24 months, LTV/CAC ratio at 2.1x. Growth was impressive but increasingly expensive.
  • Founder-CEO stretched across product, sales, and fundraising. No COO, no VP Sales, no CFO.
  • Board composed of two investor directors and one “friend NED” with no SaaS operating experience.
  • Investors signalling that Series C would require improved governance, clearer unit economics, and evidence the business could scale without the founder doing everything.

I joined as an independent NED with a specific commercial mandate: improve unit economics, support founder transition to scale-up leadership, and upgrade board composition.

  • Challenged unit economics: led a forensic review of CAC, LTV, and payback by segment. Identified two segments destroying value and recommended strategic pivot to profitable customer segments.
  • Supported founder transition: worked 1-on-1 with the founder-CEO on delegation, hiring senior operators, and transitioning from heroic individual contributor to leader who scales through others.
  • Upgraded board composition: recommended adding a CFO-level NED and replacing the friend NED with an operator who had scaled SaaS businesses internationally.

18 months post-engagement:

  • Unit economics improved (CAC payback down from 24 months to 14 months; LTV/CAC ratio up from 2.1x to 3.8x).
  • Revenue growth moderated to 45% YoY (from 80%) but margins improved 12 percentage points.
  • Founder-CEO successfully transitioned (hired COO, VP Sales, CFO; delegated operational execution).
  • Board composition upgraded (2 new NEDs with operational depth).
  • Series C funding secured at higher valuation (investors cited improved governance and unit economics as key drivers).
Case Study Category
Related Service page