Our Clients
- Early-stage B2B SaaS companies, $500k – $10m ARR
- Lack in-house financial expertise
- Communicate financials to existing or potential investors
- Benefit from unlocking and benchmarking SaaS metrics, including: LTV, CAC, Payback Period, Net Dollar Retention, Magic Number, and more
Our Solutions
- Financial Analysis and Strategic Planning
- Advanced, bottom-up 3-statement financial forecasting (P&L, Balance Sheet, Cash Flow Statement)
- Strategic business planning/guidance, industry analysis, and financial guidance
- Financial reporting packages for internal analysis and external reporting (e.g. Board and Fundraising materials)
- Dashboards to efficiently gauge business health and performance
- Dynamic model inputs for streamlined scenario planning and sensitivity analysis
- Reverse-engineering of future financing rounds, to determine optimal resource allocations
- Bottom-up projections for increased accuracy
- Accounting and HR automation to sync historical financial data within the projection model
- Board and fundraising presentation packages and support
- Monthly variance analysis to determine catalysts for over or under-performance
- KPI Analytics
- We uncover, benchmark, and track critical, hard-to-calculate metrics (LTV, fully-loaded CAC, Payback Period, Magic Number + more) to induce real-time, data-driven decision-making, steer your company in the right direction, and create value
- Bottom-up model build-out produces accurate KPI calculations
- We coach our clients on speaking to the numbers and understanding appropriate KPI benchmarks and milestones
- Ongoing support
- Strategic guidance, monthly variance analysis, updated forecasts, and Board support to consistently monitor financial performance and drive business improvements
- Monthly reporting packages
- Network support
- Fundraising support highlighting key metrics and milestones, reverse-engineering future financing rounds, and backing up your story to impress VCs and stand out among peers