Finance Transformation For Pre-IPO Readiness in Edtech

Client: A prominent education technology company dedicated to enhancing educational experiences through innovative solutions, with a 50-year history of empowering educators and institutions.

Challenge: As a pre-IPO entity with revenues exceeding $200 million, the company needed to evaluate and enhance its financial operations, including key functions like Procure to Pay, Order to Cash, and Financial Planning & Analysis, to meet the stringent standards of public markets.

Solution: We conducted a comprehensive current state assessment, identifying gaps and opportunities across people, processes, policies, and technology. We provided detailed opportunity roadmaps to guide the client in transforming their financial operations for IPO readiness.