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Roemer Capital for Enterprise SaaS

Mastering the Metrics of Recurring Revenue

Optimize specific SaaS metrics for maximum exit valuation. In a crowded software market, "good growth" is no longer enough to attract premium multiples. We conduct a forensic audit of your revenue engine, moving beyond simple ARR to optimize the efficiency metrics that sophisticated investors scrutinize—Net Dollar Retention, CAC Payback, and Rule of 40 compliance. We position you not just as a software company, but as a hyper-efficient capital compounder that dominates its category.

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Our Approach

The Challenge: The Shift from "Growth at All Costs" to "Efficient Growth"

The SaaS funding landscape has fundamentally shifted. Investors who once rewarded pure topline growth now ruthlessly scrutinize capital efficiency. Founders often present impressive ARR numbers but get rejected due to high churn, unsustainable CAC, or poor cohort retention. This "metric misalignment" creates a valuation ceiling, where companies are valued as "nice lifestyle businesses" rather than venture-backable category leaders.

Our Solution: The "Rule of 40" Optimization Playbook

We work backwards from the investment memos of Tier-1 SaaS funds. We restructure your financial narrative to highlight "quality of revenue." We segment your customers to prove high Net Dollar Retention (NDR) in your ideal customer profile (ICP), effectively "hiding" the noise from bad early-stage cohorts. We build bottom-up forecast models that demonstrate exactly how every Euro of new capital will shorten your CAC payback period, turning your pitch from a "request for cash" into a "mathematical inevitability."

Milestones

Our achievements & milestones

At Roemer Capital, your financial success is our top priority.

200 +

Projects Completed

800 +

Investor Contacts

500 M+

Capital Secured

Our Services

Services we offer for SaaS and enterprise software

As a founder or managing director, you face the challenge of convincing investors of your vision. This is exactly where we come in: Roemer Capital makes your company fundraising ready—with a clear strategy, meaningful financial models, and a professional investor story, as well as access to the right investors.

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Business Plan Development

We create comprehensive investor-grade business plans that clearly communicate your vision, strategy, and financial future.

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Growth Strategy & Financial Modeling

We develop tailored growth plans and dynamic financial models to guide decision-making and drive scalable, sustainable success.

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Capital Raising Support

From business plan over pitch deck to investor outreach, we help you secure funding at every stage of your business journey.

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M&A Advisory

Roemer Capital accompanies you to prepare your startup or established company structurally and financially for the optimal time to sell.

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Certified financial consultants and capital-raising experts

Roemer Capital is a boutique advisory firm, dedicated to providing personalized financial services that align with your long-term financial goals. With our deep expertise in raising capital, we serve growth businesses, helping them navigate the complexities of the modern financial landscape.

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Choose the One That Works

Not All Funding Paths Are Equal

Most Founders Waste Time on the Wrong Path — Don’t Be One of Them.

Do-It-Yourself
You try it alone with no expert guidance.
Generic pitch templates, burned investor-contacts
No process structure, weak or no financial-planning
Very little investor response, high-time-involvment
Long timeline, low success rate
Burnout, delays, burned contacts, missed funding
Generalist Consultants
You hire help but not the right kind.
Standardized one-fit-all documents
Lacks startup & VC strategy logic, no industry experience
No warm investor network, cold-outreach
Not driving the process
Weak to mediocre results, no strategic partner, low ROI
Roemer Capital Logo
The strategic finance partner for you.
Investor-ready documents unique to your business
Dynamic, scalable and tailered financial model
Targeted outreach to real investors in our network
Faster deal flow, better outcomes
Best results, expert-guidance, better funding-terms, high ROI

Get investor-ready with tailored fundraising strategies

Stand out in every pitch through coaching & negotiation preparation

Connect directly with our trusted network of qualified investors

Your Strategic CFO for Capital Raises & Exits.

Our Invitation to You.

Book a free consultation

We invite you to get to know Roemer Capital in a complimentary initial consultation.

No sales pitch. No obligation.

In this first exchange, I will transparently show you:

  • How we structure the fundraising process
  • How we build investor-ready valuation and financial models
  • And how our approach can be specifically applied to your company

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Regardless of whether we work together afterward, you will leave the conversation with clear insights, concrete approaches, and greater clarity for your next fundraising steps.

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Sign up, get a clear picture for yourself, and decide at your own pace if Roemer Capital is the right partner for you.

‍

Lucas Roemer

‍Founder, Roemer Capital

Tailored financial solutions for your unique business needs

Optimize specific SaaS metrics for maximum exit valuation. In a crowded software market, "good growth" is no longer enough to attract premium multiples. We conduct a forensic audit of your revenue engine, moving beyond simple ARR to optimize the efficiency metrics that sophisticated investors scrutinize—Net Dollar Retention, CAC Payback, and Rule of 40 compliance. We position you not just as a software company, but as a hyper-efficient capital compounder that dominates its category.

Check your Fundraising potential
A man working on a calculator and a paper.
Choose the One That Works

Why 
Roemer Capital?

At Roemer Capital, we specialise in providing tailored financial advisory services that cater to the unique needs of startups. Our growth capital solutions are designed to fuel your business ambitions and drive sustainable success.

Personalized One-on-One Service

We provide exclusive, tailored advisory services designed to meet the specific goals, challenges, and growth trajectories of each business we partner with.

Securing Funding For You

We manage your capital raise end-to-end—crafting investor-ready materials and strategic financial narratives that position your business for successful funding.

Holistic Approach

We deliver a comprehensive advisory framework that integrates financial planning, forecasting, risk management and strategic insight.

Proven Track Record

We have successfully partnered with high-profile clients across various industries, delivering impactful and sustainable financial outcomes.

Founder & Managing Director of the Firm
About Lucas Roemer

Entrepreneur, CFO & Strategist

Lucas Roemer is the Managing Director of Roemer Capital, a boutique fundraising and investment advisory firm that also acts as an active investment vehicle. His professional journey combines entrepreneurial experience, hands-on investment expertise, and a strong track record across venture capital, investment banking, and private equity.

In addition to advising founders, Roemer Capital makes strategic investments, leveraging Lucas’s dual perspective as both an investor and advisor to support companies with capital, guidance, and operational insights.

Let's Connect
Background of Our Founder

Turning Capital into Impact

2018
2020
2021
2022
2024

Co-Founder & CEO, Healthynox

Launched a health-tech startup and navigated the challenges of building a company from scratch. This hands-on experience with fundraising, operations, and go-to-market strategies sparked a deep understanding of what founders need—and where traditional capital support falls short.

Venture Capital Analyst, Rheingau Founders

Gained an investor’s lens on early-stage startups. Worked closely with tech founders, sharpening the ability to evaluate potential, understand scale-up challenges, and identify funding gaps. Developed the groundwork for a founder-centric investment approach.

M&A Senior Associate, KPMG

Advised high-growth companies on strategic exits and capital raises. Executed complex transactions, including the sale of LucaNet to Hg Capital. Acquired the technical tools and precision to structure deals that create real value.

Investment Professional, Main Capital Partners

Led LBOs and Buy-and-Build strategies in the B2B software space. Focused on growth, operational efficiency, and long-term value creation—further aligning financial expertise with entrepreneurial vision.

Roemer Capital

Founded Roemer Capital to help startups do fundraising the right way. With over €500M raised for clients, combines deal expertise, investor insights, and founder empathy into one goal: making fundraising faster, smarter, and more successful for tech entrepreneurs.

CLIENT TESTIMONIALS

Customer testimonials

Transformative support for our startup journey.

Excellent strategic financial planning for entrepreneurs – wholehearted recommendation
I worked with Roemer Capital to professionally set up the financial structure and planning of my business with a solid financial plan – and I’m completely convinced. The entire process was marked by clarity, structure, and entrepreneurial thinking. Instead of superficial advice, I received well-founded strategies, clear action recommendations, and a robust financial model geared toward growth and scalability.
A logo for a company that sells shoes.
The collaboration with Roemer Capital was extremely efficient and goal-oriented. Especially noteworthy are their quick response times, high reliability, and deep market knowledge in the venture capital space. Thanks to their structured approach and excellent preparation, we were able to have high-quality investor conversations in a short time. Ideal for startups looking to raise capital quickly and efficiently.
Josef Berber
Roemer Capital was an extremely competent sparring partner with real understanding of the challenges in startup fundraising. The collaboration was not only effective and solution-oriented, but also very pleasant on a personal level. Working with Lucas and the Roemer Capital team was marked by professionalism, trust, and a true hands-on mentality. We feel excellently supported, look forward to a long-term partnership – and would hire the team again anytime. Clear recommendation for anyone seeking a reliable fundraising partner.
Maximilian Schulte
What convinced us the most was the combination of strategic consulting and hands-on implementation. The team around Lucas Roemer delivers not just concepts but real results. The managing director is an absolute top performer with deep market insight and strong execution skills. The collaboration is professionally excellent, strategically clear, and marked by genuine reliability – a strategic partner you truly enjoy working with at the highest level.
Ramona Spannagel
Excellent consulting performanceWe received excellent advice from Roemer Capital – from the storyline to the financial model to investor outreach. Their support played a decisive role in successfully closing our financing round. Many thanks!
Sarah Schuster
Efficient, professional, and on equal footing
Working with the Roemer Capital team was efficient, professional, and collaborative. Particularly helpful was the access to a strong investor network and clear communication throughout the process. Lucas brings not only comprehensive market knowledge but also an entrepreneurial, clear, and goal-oriented mindset – a true AAA player.
Stefan Klein
A strategically sound and solution-oriented partner!
Roemer Capital supported us throughout the entire fundraising process with a deep understanding of investor requirements. Their support – from investor profiling to final negotiations of our funding round – was consistently strategic and solution-oriented. A definite recommendation for startups in the growth phase.
Alexander Neumann
Let’s your next milestone happen.

Let’s Hit Your Goals Quickly, Reliably and With Real Results You Can Count On

Free consultation
85 %

of our startup clients reach their fundraising targets within 4–8 months

12 x

On average, our clients see a 12x return on investment (based on real client feedback)

100 %

certified processes according to DIN standard EN ISO 9001 (Quality Management)

5 levels

5-stage internal quality control – documented & regularly audited

Connect

Get in Touch

Understand how much capital you could realistically raise
Identify the next steps for attracting the right investors
See actual funding results from startups we’ve worked with, including amounts raised
Check your Fundraising Potential
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Next Steps

What happens next?

Our proven process is results-driven and not just focused on outputs. We emphasize clear communication, prioritize your customers' needs, and work collaboratively and holistically.

Discovery Call

A free 30-minute consultation to understand your business, goals, and funding needs.

Deep Dive

We identify gaps, risks, and opportunities for investment positioning.

Strategic Planning

Craft a comprehensive, business plan designed to meet investor standards.

Capital Access

Identifying and approaching relevant investors or funding sources (VCs, angels, lenders).

Growth Advisory

Support with capital deployment strategy, team expansion, KPI tracking, and board preparation.

Resources

Insights that make growth fundable

We believe in actionable insights over theory. That’s why we share knowledge gained from hundreds of funding rounds: real deal structures, proven financial models, and actionable strategies—transparently accessible to you.

Blog & Cases

We break down complex funding rounds, analyze current valuation trends, and share detailed success stories.
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Next Round Podcast

We speak with VCs, CFOs, and founders about market sentiment, red flags in due diligence, and the honest reality of raising capital today.
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Seminars

Get hands-on guidance, ask your specific questions, and learn how to build frameworks that convince investors.
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Our Office

You are welcome to Our Düsseldorf Office

Our modern offices are located right in the heart of Düsseldorf, offering excellent connections and infrastructure. While our work is fully digital, we also welcome clients and applicants to meet us in person for direct and personal exchange.

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A blue background with the word "D-40421 Dusseldorf" in white letters.
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FAQs

Still have questions? Book a meeting and let's talk.

Book a free consultation

Which SaaS metrics do you focus on?

We go beyond standard ARR. We dive deep into Net Dollar Retention (NDR), CAC Payback Period, Magic Number, and Gross Margin expansion. These are the levers that truly drive Series B+ valuations.

Can you help us prepare for a Series B?

That is our sweet spot. Series B is the "metrics round." We prepare your data room to be "due diligence proof," ensuring your cohort analysis and unit economics stand up to the scrutiny of analysts from global growth equity funds.

What is your typical engagement process?

We start with a comprehensive metric audit, identify gaps in your equity story (e.g., "your churn is too high for this valuation"), and then build a forecast model that shows exactly how you will fix it.

How do you handle "Service Revenue" in SaaS?

We help you separate low-margin onboarding/service revenue from high-margin recurring software revenue in your P&L. This clarity usually results in an immediate uplift in your blended valuation multiple.

Do you help with pricing strategy?

Yes. Pricing is the easiest lever for profitability. We model the impact of price increases or packaging changes (e.g., Good/Better/Best tiers) on your LTV and cash flow.

How do you view Product-Led Growth (PLG) vs. Sales-Led?

Different models require different metrics. For PLG, we focus on "Time to Value" and expansion revenue. For Sales-Led, we focus on biological sales efficiency and quota attainment. we tailor the story to your motion.

Can you help with US market entry?

Yes. A "US Flip" often requires a specific corporate and financial structure. We model the costs of a US go-to-market team to ensure you don't run out of cash before gaining traction.

Do you work with Vertical SaaS?

Absolutely. Vertical SaaS often has lower TAM but higher retention. We help you emphasize the "monopoly potential" within your niche to offset investor concerns about market size.

What if our growth has slowed?

We help you structure a "turnaround story" or a "profitability pivot." Sometimes, showing a path to cash-flow breakeven is more attractive to investors than burning cash for mediocre growth.

Do you assist with venture debt for SaaS?

Yes. SaaS recurring revenue is perfect collateral. We help you secure non-dilutive ARR financing to extend your runway between equity rounds.

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