SaaS CMR Analytics

Stage 4 (2022) “SaaS CMR Analytics”


Sally SaaS (back from December’s 2021 case) is evaluating an acquisition of another SaaS business. When looking through the data room, she found raw data from the CRM rather than summary statistics. She has asked you to help make sense of the CRM data and generate summary statistics.

This is an actual case study that was presented to the participants of the Financial Modeling World Cup 2022, Stage 4 (June 10-13). The downloadable file consists of the following:
Task: PDF file with Case Materials; PDF file with Questions; Excel file with initial data and case assumptions
Solution: Excel file with full Solution Model; PDF file with correct Answers in Bold