Avalara
Avalara is a leading provider of cloud-based sales tax management software. The company's core products provide accurate, timely, and cost-effective sales tax calculation, administration, reporting, and remittance. The company was founded in 1999 and is based in Seattle, WA.
Sageview Value-Add
-
Operations
- Improved financial reporting
- Helped build out KPI metrics
- Focused on unit economics
-
Sales & Marketing
- Accelerated sales and marketing investment plan supported by metrics-based tracking of customer acquisition cost efficiency and lifetime value of customer
-
Human Resources
- Helped recruit a General Counsel, Chief Financial Officer, Vice President of Sales, Executive Vice President of Engineering, Chief Operating Officer, Vice President of Marketing, and board recruiting
- Helped with compensation plan design
-
M&A
- Helped analyze over 25 M&A targets, having executed on 11 during Sageview's hold period, resulting in significant TAM expansion
-
Capital Markets
- Helped execute on 4 follow-on equity investments
- Helped with bank loan structuring
- Advised on IPO