New finance leader
A new CFO or finance leader needs a fact base quickly.
Who it is for
Built for the messy middle.
Companies large enough for fragmented spend and complex renewals, but without a dedicated function that owns software value end to end. Josh works with CFOs, controllers, and fractional CFOs.
A common fit
Enough spend and complexity for focused work to matter.
Organization
Roughly 100–500 employees, with enough business units, vendors, and ownership changes for drift to compound.
Spend
$500K+ in annual software and AI spend, where even a focused improvement can matter.
Operating signal
Fragmented purchasing, unclear ownership, renewal clusters, duplicate capability, or fast-changing AI usage.
Support needed
The company wants Josh to review spend or support a negotiation, working with the people already in place.
Strong trigger events
Why now matters.
Post-acquisition cleanup
Two stacks, duplicate capabilities, and contracts inherited without a single owner.
Margin pressure
EBITDA, cash, or cost-reduction initiatives make recurring spend visible.
Rapid AI adoption
Seats, APIs, model choice, and shadow AI are growing faster than governance.
Renewal cluster
Several important vendors renew in the same quarter.
Decentralized buying
Business units buy locally and finance sees the total only after the fact.
Works alongside your team
Your procurement team can be part of the plan.
SaaS Spartan can add an independent challenge, negotiation support, replacement economics, or M&A cleanup alongside your team.
The scope, decision owner, and economic result must be clear enough to verify.
See whether the fit is real.
A short conversation with Josh is enough to determine whether a deeper review is sensible.