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Optimize Subscription & Usage-Based Billing

Customize pricing, aggregate usage, accept sign-ups, and send invoices. Automate RevRec and SaaS metric reporting.

Dashboard displays financial graphs and data. Includes bar charts, line graphs labeled "Invoices and Revenue Summary," "Customer Lifetime Value," "Customers: +2,500 users in 2024," "Actions Required," "Revenue Recognition." Left sidebar shows menu options.

Accelerate Value Creation Across Your Portfolio

Partner with Maxio to equip your B2B SaaS and AI portfolio companies with modern finance infrastructure, real-time visibility, and investor-grade metrics.

See How We Drive Value Become a Partner

The Maxio Portfolio Advantage

2 Weeks to 2 Days

  • Reduce time to close revenue from weeks to days with automated billing, revenue recognition, and reporting.

2,000+ Companies Powered by Maxio

  • B2B SaaS and AI companies trust Maxio to manage their subscription operations and financial metrics.

$20B+ Revenue Managed on Platform

  • Annual recurring revenue processed through Maxio’s platform with investor-grade accuracy.

What You Get as a Maxio Partner

Portfolio-Wide Discounts

Secure preferential pricing across your entire portfolio with volume-based incentives and exclusive partner rates unavailable to direct customers.

Educational Resources

Access personalized educational content, best practices guides, and training materials to enhance portfolio company experience.

Dedicated Value Creation Team

Work directly with Maxio’s partnerships team to ensure seamless onboarding and ongoing support for portfolio companies.

Consistent Metric Definitions

Standardize financial reporting across your entire portfolio with consistent definitions of ARR, MRR, churn, and other key insights.

Innovation & Thought Leadership

Collaborate on customized events, engage with industry experts, and shape thought leadership within the B2B SaaS and AI finance community.

Strategic Integrations

Get seamless connections to leading ERP systems (NetSuite, Sage Intacct), CRMs (Salesforce, HubSpot), and payment platforms.

Built for Your Portfolio’s Success at any Stage

Early-Stage Startups

Simple subscription billing and revenue recognition to get started quickly without complex implementations or dedicated finance headcount.

Growth Companies

Scale financial operations with advanced billing, usage metering, revenue forecasting, and automated reporting as complexity increases.

Pre-Exit Optimization

Ensure clean, auditable financial data with investor-grade reporting to maximize valuation and streamline due diligence.

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The Future of Financial Intelligence

Maxio MCP brings AI-powered insights to portfolio companies. Finance teams can ask questions like “Which customers are at risk of churn?” and get real-time answers backed by accurate, investor-grade data.

Learn About Maxio MCP

Ready to Build with Maxio?

Join our technology partner ecosystem and deliver best-in-class solutions to your portfolio companies.

Questions? Contact our Partnerships team at partnerships@maxio.com.