SaaS investors read a company through a handful of ratios, and they check whether those ratios are calculated the way they expect. ARR that includes one-off services, net revenue retention measured on the wrong cohort or a burn multiple that ignores deferred revenue can cost a founder a round, even when the business underneath is healthy.
We work with SaaS companies from about $2M to $50M in ARR, venture-backed and bootstrapped. The first job is usually definitional: one metrics sheet, tied to the closed books, with ARR, retention and CAC payback calculated the same way every month. From there we build the model investors will pressure-test, a 13-week cash forecast that accounts for annual prepayments, and a board pack that shows growth and efficiency on the same page.
Revenue recognition under ASC 606 shapes how deferred revenue and bookings appear in your statements. We prepare the schedules, and your accountant or auditor signs off on the treatment.
Metrics that change every quarter
ARR, retention and CAC payback get recalculated by whoever builds the deck that month, and investors notice the drift. We write one definitions sheet, tie it to the closed books and use it for every pack and data room.
Runway that ignores annual prepayments
Annual contracts paid upfront make cash look healthy in renewal months and thin in others. A 13-week forecast built from the billing schedule shows the real low point, so hiring waits for cash rather than bookings.
Pricing that has not moved since launch
Many SaaS companies between $3M and $10M in ARR still sell on their first price list. We model packaging and price changes against retention and CAC payback before anything reaches customers.
A raise judged on efficiency as well as growth
Investors weigh burn multiple alongside growth rate. We show both on one page, explain the trend and build a plan in which burn multiple falls as the round's use of funds plays out.
Deferred revenue nobody reconciles
When deferred revenue does not tie to the billing system, revenue and ARR drift apart and diligence slows down. We reconcile it monthly as part of the close and flag treatment questions for your accountant.
01
Fractional CFO
A senior finance lead two to three days a month: close, forecast, board and raise.
From $8,500/mo
02
Financial Modeling & Forecasting
A driver-based model your team can run, tied to the plan you pitch to investors.
From $12,000
03
Fundraising Support
Model, narrative, data room and investor Q&A, from first deck to the wire.
From $25,000
05
Board Reporting
A standing board pack and KPI set that turns meetings into decisions.
From $4,500/mo
SaaS
Do you work with bootstrapped SaaS companies or only venture-backed ones?
How do you calculate net revenue retention?
Can you handle ASC 606 revenue recognition?
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Finance leadership for SaaS teams.
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