Software & SaaS

Deal Nogotiation Expertise

The Software Buying Challenge

Shift to Subscription and SaaS Licensing Models

Subscription-based software licensing, such as Software as a Service (SaaS), has become popular within
organizations due to its promise of flexibility, speed, and agility. Though these benefits are real, they are
diminished by significant risks, such as high switching costs and vendor incumbency, leaving customers vulnerable to
large price increases and locked-in annual fees.

ClearEdge’s Software

ClearEdge Partners’ team of experts has
reviewed and advised on thousands of software deals. Our extensive experience has yielded a database of best practices in mitigating risk and optimizing costs with all software-based vendors.


Total Software Spend Analyzed


Software Deals Consulted


Software Suppliers Reviewed

Over 4,000 Software Suppliers

Consulted On, Including:

  • Microsoft
  • Oracle
  • ServiceNow
  • Palo Alto
  • Citrix
  • VMware
  • Salesforce
  • Adobe
  • Workday
  • DocuSign
  • Splunk
  • Micro Focus
  • IBM
  • SAP
  • Cisco
  • Okta
  • Zoom
  • Proofpoint

Software Deal Services

How ClearEdge Assists Clients with Software Spend

Contract Risk Assessment

Specialized contract reviews and recommendations across a variety of suppliers to document entitlements and areas of risk.

License Optimization

Identify current deployment gaps and work to optimize licenses to avoid the risk of overage charges or shelf-ware.

Spend Modeling

Assistance on planning your license demand, forecasting growth, and building complex spend models with your software provider.

Deal Preparation Management

ClearEdge Analysts and Subject Matter Experts project manage your deal and assist with negotiation execution.

Download Our Software Deal Content

SaaS Resources for Deal Makers

Download Our Software Deal Content

SaaS Resources for Deal Makers

Top 10 “Gotchas” in
SaaS Agreements

Rightsizing Your
SaaS Spend Guide

SaaS Buying Trends:

Our Expertise on Your Team

ClearEdge can help drive cost optimization, risk mitigation, supplier knowledge, and best negotiation practices within your most strategic software investments. If you are interested in learning more about our Software Deal Services or want to meet with one of our experts, fill out our contact form.