Case Title
From Company to Investable Asset: Structuring a SaaS Scale-Up for Venture Capital
1. Scenario
- Client Archetype: SaaS software scale‑up.
- Sector: Technology / B2B Software.
- Operation Vector: Spain → Europe (Access to Investment).
2. The Strategic Challenge
A Spanish SaaS scale‑up with 2 million euros in ARR and more than 200 customers had spent 18 months trying to close a Series A round without success. It had a real business and demonstrable traction, but its corporate structure was chaotic, it lacked an investor-standard shareholders’ agreement, its financial documentation was not auditable and it was unable to articulate its investment narrative.
3. The META Channel Solution Architecture
The Orbital Investment & Execution Hub was activated to run a complete structuring process geared towards institutional investment. The corporate restructuring was carried out, a new shareholders’ agreement with standard investment clauses was designed and implemented, auditable financial statements were prepared, compliance was verified, and the institutional presentation materials and the due diligence package were built.
4. Ecosystem Orchestration: Layers in Action
Layer 5 (Substantive Legal), led by META Channel, carried out the restructuring and the new shareholders’ agreement adapted to venture capital standards. Layer 2 (Reference Partners) prepared the financial documentation and the valuation model under international criteria, while Layer 4 (Technological) implemented a Virtual Data Room with pre-packaged due diligence; Layer 1 (Institutional) presented the project to VC funds aligned with the company’s profile.
5. META Channel Category
Orbital Investment. Transforms operating companies into investable financial assets, aligning the legal, financial and technical structure with investment theses and the demanding standards of Venture Capital (VC).
6. Strategic Capabilities Deployed
- ☑ Institutional Connection
Activates the network of institutional investors and Venture Capital funds, validating the fit between the project and the investment thesis and coordinating the presentation meetings (Roadshow).
- ☑ Global Regulatory Strategy
Compliance audit and alignment of corporate governance in order to meet the regulatory requirements demanded by international institutional investors.
- ☑ Implementation and Technology
- ☐ Mode A: Implementation of Existing Platforms
- ☑ Mode B: Custom Development (Bespoke Software)
Custom development and configuration of a technology environment (Virtual Data Room) and structured financial reporting tools to guarantee traceability during the Due Diligence.
- ☑ Global Law and Comprehensive Legal Advisory Services
Drafting and negotiation of the Shareholders’ Agreement (SHA) with industry-standard clauses (Drag-Along, Tag-Along, Liquidation Preference) and complete restructuring of the Cap Table.
7. Key Results
- Structuring process completed in 4 months.
- Pre-packaged due diligence cut investor analysis time by 60%.
- 3 million euro Series A round closed with a top-tier European fund.
- The investment process was completed in 45 days from the first meeting.
