Startups, SaaS, fintechs, healthtechs, and digital platforms need to accelerate product, revenue, and fundraising — but without accounting, tax, and regulatory structure, growth remains vulnerable. We transform complexity into decisions and uncertainty into vision. Structure is not a cost: it's protection. We work alongside financial management and founders with Real Profit technology accounting, ensuring reliable numbers for funding rounds, boards, and due diligence.
Technology profiles we accelerate
Technology profiles we accelerate
Atuamos com startups e empresas digitais em diferentes estágios de crescimento — do seed ao scale-up.
Technology Company Challenges
| Challenge | Business Impact |
|---|---|
Need for rapid growth with weak financial controls | Risk of undercapitalization and difficulty scaling predictably |
Preparation for investment rounds and due diligence | Delays in fundraising and missed opportunities due to lack of accounting organization |
Utilization of tax incentives (Good Law, IT Law) | Loss of significant tax benefits that could finance R&D |
Valuation and financial modeling for investors | Difficulty demonstrating value and growth potential |
Management of stock options, equity, and variable compensation | Tax and labor complexity without specialized support |
“OSP helped us organize our entire accounting structure before our Series A. This was crucial to accelerate the due diligence process and close the round 2 months ahead of schedule.
How We Work with Tech Companies
Strategic partnership for accelerated growth
| Our Approach | Value Delivery |
|---|---|
Accounting preparation for investment rounds and M&A | Due diligence without surprises and organized documentation for investors |
Utilization of tax incentives (Good Law, REICOMP, PADIS) | Up to 30% reduction in tax burden with legal incentives |
Financial modeling and valuation for investor pitch | Robust financial projections and validated performance indicators |
Stock option and equity plan structuring | Tax and labor compliance for variable compensation |
BI with SaaS metrics (MRR, ARR, CAC, LTV, Churn) | Dashboards with essential KPIs for growth decisions |
“Having an accounting firm that understands SaaS metrics and knows how to structure tax incentives for tech made all the difference in our growth. Today we save over R$ 1 million/year in taxes.
Recommended Solutions for Tech
Success Story: B2B SaaS Startup
Cenário
Sales management SaaS platform with ARR of R$ 8 million
Desafios
- •Traditional accounting without understanding of SaaS metrics
- •Loss of tax incentives estimated at R$ 400k/year (Good Law)
- •Lack of proper accounting structure for investment fundraising
- •Absence of management dashboards with growth KPIs
Soluções Aplicadas
- ✔️Utilization of R$ 650k/year in tax incentives (Good Law + PADIS)
- ✔️Complete structuring for Series A: cap table, equity, documented valuation
- ✔️Due diligence completed in 3 weeks (vs. average of 2-3 months)
- ✔️BI with real-time SaaS metrics (MRR, ARR, Churn, CAC Payback)
- ✔️R$ 15 million round closed with valuation 40% above expected
Resultados
- •Rodada de R$ 6 milhões aprovada sem ressalvas técnicas
- •Redução de 18% no burn rate com reorganização contábil e fiscal
- •BI omnichannel implantado com visão real por canal e payback
“OSP was essential for our Series A. They organized the entire accounting base, calculated our valuation with solid fundamentals, and accelerated due diligence. We wouldn't have closed this round so quickly without them.
Empresas do setor que confiam na OSP
Resultados reais de clientes similares ao seu negócio
Why technology companies trust OSP
Somos o braço contábil e estratégico de startups e scale-ups que operam no Brasil. Entregamos presença consultiva, domínio técnico e visão orientada a investidores.
Experts in accounting for startups and SaaS
Dedicated squads understanding recurring revenue, CAC, LTV, cohorts, burn rate, and venture capital practices.
Tax planning under Lucro Real and transitional regimes
Lucro Real vs. Presumido simulations, benefit reviews (Innovation Law, state incentives), and structuring to reduce burn.
Reports and accountability for investors
P&L, cash flow, SaaS metrics, and reports in Portuguese and English, ready for board decks, audits, and due diligence.
Integration with ERPs, CRMs, and digital platforms
We integrate ContaAzul, Omie, Nibo, NetSuite, Pipefy, HubSpot, Stripe, Vindi, and proprietary APIs into accounting.
Regulatory compliance for fintechs and regulated operations
Operations aligned with BACEN, SUSEP, CVM, and LGPD requirements with complete audit trails.
Advisory presence in fundraising and M&A
War rooms with founders, CFOs, and funds, data room support, stock option policies, and corporate reorganizations.
Accelerate your tech company's growth
Talk to our team specialized in startups and scale-ups and discover how we can boost your next growth cycle.