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Ownership change or take-private

Get clean, defensible revenue data after a take‑private

New owners, new lenders and a 100-day plan all start from one number: your revenue. xfactrs checks every contract against every invoice so that number holds up.

This is for you if

  • A take-private or new majority owner closed in the last 12 months
  • The new owners want an ARR baseline they can underwrite
  • Lender, board and audit requests are landing on a stretched finance team
Talk to our teamTakes about a minute

See how clean your revenue is

Tell us where you are. We'll show you where contracts and invoices don't match, with the dollar amount and root cause.

Billing systems in play

When did ownership change?

  • Read-only access
  • SOC 2 Type II
  • No system changes

We have your message.

Thanks for reaching out. Someone from our team will get back to you shortly.

The problem

The new owners bought a revenue number. Now you have to prove it.

After close, the questions come fast: what is the real ARR, what is at risk at renewal, and does it match the data room? The answers sit across CRM, billing and ERP, and they rarely agree the first time.

Sampling and spreadsheets got you through diligence. They won't hold up for monthly lender reporting, a new board and a value creation plan that counts on every price increase landing.

Same business. Two ARR numbers.Illustrative
Diligence model
ARR$312.0M
Paying customers1,840
Uplifts applied62%
Avg discount18%
Renewing in 12 mo$96M
Billing system
ARR$304.6M
Paying customers1,872
Uplifts applied41%
Avg discount23%
Renewing in 12 mo$96M
Ray traced a $7.4M gap to 3 root causesMissed uplifts, expired discounts still applied, and 32 inactive accounts still counted.
1 to 5%of revenue leaks in a typical subscription business. Source: MGI Research
CloseData room numbers become your baseline
First 100 daysLender, board and audit requests arrive at once
Value creationPrice increases that have to show up in billing

A new owner adds new scrutiny on top of that baseline. The first 100 days set the story for the rest of the hold.

Where it breaks

Six things new owners find in the revenue data

None of these show up in a data room summary. All of them show up once someone checks contract by contract.

01

An ARR number that won't reconcile

The board deck, CRM and billing each say something different, and nobody can explain the gap.

02

Contract terms nobody enforced

Uplifts, minimums and renewal increases that were signed but never billed.

03

Discounts that outlived the deal

One-time concessions still on invoices years after they should have ended.

04

Customers counted who aren't paying

Churned, paused or duplicate accounts still sitting in the base.

05

Price increases that don't land

The value creation plan assumes them. Billing applies them to some customers and misses others.

06

Controls you can't show

A new board or audit firm asks how revenue is controlled. Spreadsheets aren't an answer.

How xfactrs works

From close to a number you can defend

1

Right after close

Set a baseline you can defend

We connect read-only to your CRM, billing and ERP. Ray, our AI agent, ties contracts, subscriptions and invoices into one ARR view and shows where sources disagree.

Read-onlyOne ARR view
2

First 100 days

Fix what's leaking

500+ control points flag missed uplifts, expired discounts and unbilled terms. Every finding comes with a dollar value and a root cause.

Finding$186,000 / yr
Contract7% uplift on 140 contracts
BillingNot applied at renewal
Root causeRenewal job skips uplift field
3

Through the hold

Report with confidence

The controls run every billing cycle, so lender, board and audit reporting comes from checked data.

Every billing cycleEvidence trail

xfactrs sits on top of your billing, CRM and ERP. It doesn't replace them. Your team keeps its systems. We add the checks new owners expect to see.

ZuoraSalesforce BillingOracle BRMNetSuiteChargebee

Proof

$20.4M

in revenue protected every year

That is what one xfactrs client protects each year with continuous checks across quote-to-cash. The same controls give new owners a revenue number they can trust.

See client stories
500+Control points across quote-to-cash
70%Faster reconciliation
14 to 3Days to close, for one client

What changes

What changes for your team

CFO

A number the new owners trust

An ARR baseline that ties back to contracts and invoices, not a spreadsheet.

Controller and CAO

Faster answers to every request

Lender, board and audit asks answered from checked data, with 70% faster reconciliation.

Internal Audit

Controls you can show

Revenue controls running and documented, with an evidence trail behind every finding.

Sponsor and operating partners

Value creation you can see

Price increases and fixes that actually show up in billing.

Questions

Before you start

Anything else? We're happy to walk through your first 100 days.

Talk to the team
When should we start?

As soon after close as you can. The first ARR baseline you report to new owners and lenders sets expectations for the rest of the hold.

How is this different from a quality of earnings review?

A quality of earnings review is a point-in-time look during the deal. xfactrs checks every contract against every invoice, every billing cycle, after close.

Do you need write access to our systems?

No. xfactrs is read-only. Nothing in your CRM, billing or ERP changes.

We're a sponsor with several portfolio companies. Is there a version for that?

Yes. See xfactrs for PE companies for how we work across a portfolio during the holding period.

Start with one finding.

The 15-Day Challenge connects to your CRM and billing, read-only, and brings back one confirmed leak with the dollar amount and root cause.

Start the 15-Day Challenge Book a demo