What We Do
Uptrend Labs is a boutique value-creation advisory firm that assists PE firms and SaaS businesses achieve maximum growth potential by focusing on product-led growth and M&A strategies.
Uptrend Labs was founded to help companies grow and create enduring value. Our singular focus on what makes software businesses successful – with the right expertise, frameworks, and benchmarks – enables us to deliver superior growth and value creation.
We provide specialized investment and value creation advice for companies with recurring or re-occurring revenue streams by focusing on three service pillars across the entire lifecycle.
Business Optimization
& Cost Reduction
We help businesses solve challenges such as inefficient operations, processes, or technology footprint.
We leverage our extensive industry experience to drive consolidation, simplification and optimization of I.T., Technology, Software, and Applications spend – and can renegotiate contracts to achieve major savings.
Our Value Chain team can analyze Supply Chain networks and physical operations to optimize logistics and warehousing resources, uncover waste and cost reduction opportunities, and improve team and organization performance.
I.T. & Software focus
- Comprehensive Technology Audits
- Cloud Optimization
- Security and Compliance Audits
- Data Analytics for Decision-Making
- Vendor Management & Negotiation
Business / Operation focus
- Cost Optimization Strategies
- Process Automation
- Supply Chain Optimization
- Operational Excellence
- Continuous Monitoring & Improvement
Tech Diligence
& Value Creation
We develop early insights and assess product against market opportunities.
Our Technology diligence provides unique insights into the company’s product roadmap, tech debt, organizational resources and a value creation roadmap to deliver growth and EBITDA improvements.
Our targeted Value Creation support focuses on post-investment support in accelerating the product roadmap, outsourcing/offshoring opportunities, and software development.
Due Diligence
- Alignment of Technology with Business Strategy
- Organization, Process and Leadership Assessment
- Software Architecture, Strategy and Roadmap
- Product Development Lifecycle (PDLC)
- Infrastructure, Security and Compliance
- Technology Debt Assessment
Post Signing
- Tech Debt Remediation
- Customer Features Mapping
- Product Roadmap Acceleration
- Team Agility and Innovation Capacity
- Offshoring, Outsourcing, Buy & Build
- Platform and Architecture Optimization
Strategic M & A
Collectively, our experience in over 60+ integrations and carve-outs is differentiated. We partner with software businesses in evaluating acquisition targets from the lens of an investor and provide an outside-in view on a growth and value creation roadmap.
During diligence, we assess the target’s fit and contribution to the combined business growth, and identify deal points to support purchase bids.
Post signing, we drive an operationally and tactically-focused plan with outcomes tied to strategic priorities. We are also able to access our large network of specialists to support functional topics in branding/SEO, benefits, cloud migration, international legal entity & finance, contracts, and CRM & ERP systems.
Due Diligence
- Management Meeting Assessment
- Strategic Imperatives for Integrations/Carve-outs
- TSA Development and Negotiation
- Synergy Identification
- High-level Day 100 Plans
Post Signing
- Growth Post-Merger Integration
- Carve-out Planning and Execution
- TSA Management and Exit
- Synergy Acceleration
- Functional Planning & Execution
Code Assessment
& Application Security
Getting right under the bonnet of any tech or software acquisition, we assess code quality, cybersecurity and GDPR risks to help businesses identify improvement areas before an acquisition/exit.
We examine the technology stack, coding and architectures of the software products and the systems that automate service delivery, and evaluate the scalability, reliability, vulnerability and maintainability of these systems, among other key characteristics.
We support both buy-side and sell-side companies to make the right decisions, and take appropriate actions either pre or post acquisition/sale.
Due Diligence
- Code and architecture diligence
- Technology Stack & Dependency Analysis
- Static/Dynamic Security Scanning
- Independent Penetration testing
- CSRF Vulnerability Security Scan
- Open Source and License Vulnerability Scan
- GDPR Access Compliance Scan
Post Signing
- GAP Analysis
- Compliance Roadmap & Remediation Plan
- On-Going Code Scan Process
- Strategic Technology consultancy
- Remediation Resource Support
- Vulnerability Management
- License Compliance
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“Technical Integration of a $1.3B Global Acquisition flawlessly executed in a record time of 9 months without business interruption”
Assessed, planned, executed and delivered a complete integration of IT infrastructure, networks, business applications, collaboration systems and financial reporting & consolidation systems of a large global acquisition in record time under budget and without any business interruption.
A large global industrial firm in process manufacturing of chemicals
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“Supply chain turnaround that increased revenues 3x while lowering COGS 23%”
Accelerated supply chain transformation that increased capacity, globalized manufacturing, reduced COGS, improved manufacturing yield, reduced time to market and lowered cost of capital in a complex electronic product.
High growth innovative manufacturer of electronic devices
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“Digital transformation that fueled significant growth in revenue, profit, and customer satisfaction”
Massive digital transformation involved new and first-time integrated consistent mobile apps, websites, and databases to give the traveler the ultimate choice and flexibility in a front-end experience that enabled better, cheaper, faster travel booking and stays.
Hotel business of a hospitality conglomerate