Optimizing SaaS IPO Pricing & Roadshow Across Markets

About the Client

A global investment bank was managing the IPO for a mid-stage SaaS company that was expanding its business into the EMEA region. The bank needed timely and specific insights from investors to help them set a realistic price range for the IPO, fine-tune their roadshow presentations, and prepare for difficult questions from institutional investors in different regions.

The Challenge

Volatile Market Conditions

Made it difficult to gauge investor interest and pinpoint an appropriate valuation.

Varying Investor Expectations

Across the U.S., UK, and continental Europe meant a single roadshow pitch might not resonate with everyone.

A Tight Schedule

Meant the bank had to quickly gather and act on this feedback to avoid delaying the IPO.

Our Approach

We helped the bank by gathering key insights through a multi-step process:

Expert Sourcing

We screened a wide pool of experts and created a curated list of professionals with relevant experience, including buy-side portfolio managers, sell-side equity analysts, and SaaS CFOs.

Structured Interviews

We worked with the bank to design a focused discussion guide to address key issues like pricing sensitivity, potential red flags in financial metrics, and common investor concerns.

Mock Sessions

We conducted one-on-one interviews and led mock investor panels where the bank’s lead professional could practice answering tough questions in a realistic setting.

Data Synthesis

We gathered and synthesized all the feedback into a concise memo that helped the bank understand investor sentiment and a recommended price-range model.

Results & Impact

The engagement provided the bank with valuable information in a short amount of time. The insights gathered helped them narrow their initial valuation range, improving their pricing accuracy. The mock sessions also helped the bank’s team improve their readiness for the roadshow, allowing them to respond to questions more effectively. Ultimately, the deal was priced within the range recommended by the engagement.