At Upward Partners, we do our most impactful work when companies come to us in crisis mode. A fast growing SaaS company recently came to us seeking a partner they could trust for high stakes, highly confidential work – our specialty. The company had completed a merger, closed a funding round, and lost its financial and operational leadership team in the last 4 months. Now they were in talks with both VCs and acquiring companies that wanted to help them scale. But with their systems in disarray from the merger and loss of key financial staff, they needed immediate help to maintain operations and put together the financial projections needed to close a deal. Upward created financial projections, presented to VCs with the team, and reorganized the accounting and operational functions of two companies in a matter of days to ensure that the story was about the potential of the business, not missing staff or data.