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Private & WealthTriple Eight Advisory

Technology

SaaS, fintech and platform businesses partner with us for the metrics, R&D and audit rigor investors expect.

Technology
Est. 2012Advisory Dossier
Practice FocusTechnology
Practice since
2012
Engagement model
Partner-led
Disciplines
Tax · Audit · Advisory
Assurance grade
Board-ready
Sector Briefing

Market Environment & Structural Pressures

Technology firms need robust compliance, clean ARR reporting, and defensible R&D claims to attract capital. Structuring international expansion and IP holding entities is critical for scaling.

Triple Eight Advisory partners have spent decades working in the Technology practice. We understand that this sector is highly dependent on structural changes, regulatory shifts, and technological disruptions.

We coordinate multidisciplinary packages, combining corporate tax planning, independent audits, risk governance, and specialized business advisory services, under a single personal point of contact. This ensures all strategic decisions are fully aligned with your long-term goals.

Advisory Standards

Combining rigorous oversight with deep sector fluency to yield institutional results.

Strategic Drivers

Technical Focus Areas in Technology

The key pressure points where we deploy specialized work programs to protect profit, satisfy regulators, and compound value.

01 / 03

ARR & unit-economics reviews

Auditing annual recurring revenue (ARR), customer acquisition cost (CAC), and lifetime value (LTV) metrics. We provide investor-ready financial metrics for capital raises.

02 / 03

R&D and EMDG grants

Structuring and documenting research and development activities to secure tax concessions. We help draft claims for international expansion grants (EMDG).

03 / 03

IPO readiness

Preparing tech startups for listing on the ASX or international exchanges. We audit historical financials, establish internal controls, and advise on corporate governance.

Strategic Q&A

Frequently Asked Questions & Advisory Guidelines

Click on any cards below to flip and read partner guidelines, technical parameters, and strategic solutions.

The playbook

How a Technology engagement unfolds

A four-part rhythm designed for sector depth. The same movement whether you engage us for tax, audit, advisory or all three at once.

I

Sector diagnostic

We benchmark you against peers, decode the reporting rhythm and surface the levers with the highest commercial return.

II

Partner-led plan

One coordinated plan, tax, audit and advisory, signed off by the partner who will personally lead the work.

III

Cross-disciplinary delivery

A single team with sector fluency executes on a weekly cadence, with one point of contact from day one.

IV

Ongoing stewardship

Quarterly reviews keep the strategy aligned as regulation, markets and your business evolve year on year.

Inside the engagement

The disciplines we deploy

Every Technology relationship draws from these core disciplines. Coordinated by one partner, priced on fixed scope, and delivered by specialists who work in this sector every week.

See all service lines
  • 01 Corporate finance
  • 02 Audit & assurance
  • 03 R&D & grants
"They know our sector inside out. The advice is commercial, the delivery is on time, and the partner is on every single call."
CFO · Technology

Ready to open a technology file?

A thirty-minute call with a sector partner. No pitch deck, no juniors. Just a candid read on where we could add the most value.

Book a partner conversation