Sector Advisory
SaaS & Technology
Financial architecture for technology companies, from first revenue through IPO readiness.
Overview
Understanding the Landscape
Tech companies face a unique financial environment: rapid scaling, complex revenue recognition, equity-based compensation, and the constant balance between growth and profitability. The founders who build lasting companies know that financial infrastructure matters as much as the product.
We work with SaaS founders, venture-backed companies, and growth-stage enterprises that have outgrown their initial financial setup. We provide the financial leadership that helps promising companies operate at an institutional level.
From ASC 606 revenue recognition to R&D tax credits, from cap table management to IPO readiness, we deliver the financial precision that investors and boards expect.
Advisory Services
How We Serve
Revenue Recognition & ASC 606
ASC 606 implementation for subscription, usage-based, and hybrid revenue models. Compliance and optimized presentation for stakeholders.
R&D Tax Credits
IRC §41 analysis and documentation to capture qualifying research expenditures and turn R&D spend into real tax savings.
Equity Compensation
Stock option (ISO/NSO), RSU, and equity incentive plan structuring with 409A coordination and tax-efficient exercise strategies.
Financial Modeling
SaaS metrics modeling (ARR, CAC, LTV, churn, unit economics) integrated with financial projections for investors.
Fundraising & IPO Readiness
Financial infrastructure for venture rounds, growth equity, and public offerings: audit readiness, governance, and investor-grade reporting.
Multi-State & International Tax
Nexus analysis, state apportionment, and international structuring for companies with distributed teams and global customers.
The Athena Distinction
Why Athena
- Fluent in SaaS business models, metrics, and the financial language investors speak
- Experience from seed stage through Series C and IPO
- Technical accounting expertise in ASC 606, ASC 718, and ASC 740
- Tax strategy that captures R&D credits, optimizes equity comp, and reduces effective tax rates
- Financial leadership that grows with your company
Our advisory engagements are powered by the Noesis™ CFO financial analysis platform, delivering real-time executive dashboards, performance analytics, and strategic insights.
Great tech companies are built on strong financial foundations. We help you build yours.