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:
Ran 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 was leaking.
Designed a simple, scalable quote-to-cash flow inside their existing CRM and billing tools: standardised deal stages, quote templates, contract workflows, and automated invoicing.
Cleaned critical CRM fields and implemented minimal data rules so founders could finally trust ARR, MRR, and pipeline numbers.
Results:
Time-to-invoice dropped from several days to under 24 hours, improving cash flow within the same quarter.
Founders recovered 5–10 hours per week each by removing manual billing and chasing, freeing them to focus on product and fundraising.
The company gained investor-ready metrics (ARR, logo churn, net retention) and a scalable process that would 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. Use the form below to request a triage call.