17 articles
FinanceLearn how to break down ARR growth into new ARR, expansion ARR, contraction ARR, and churned ARR — and how to present this decomposition to your board in a way that drives better decisions.
FinanceA practical guide to building and maintaining a cash flow forecast for SaaS startups — covering the 13-week rolling model, common cash timing differences unique to SaaS, and how to use the forecast to make better capital decisions.
FinanceA structured 90-day framework for a new SaaS CFO or finance leader: how to audit the financial infrastructure, establish credibility with the board, and build the systems that matter most in the first three months.
FinanceHow to close the books in five business days or fewer at an early-stage SaaS company — including the reconciliation checklist, revenue recognition approach, and common bottlenecks that slow most startups down.
FinanceA practical guide to understanding the Rule of 40 — what it measures, when it matters, how to calculate it correctly, and how to improve your score through growth rate optimization and margin improvement.
FinanceA practical guide to designing a SaaS board metrics package that communicates business health clearly, builds investor confidence, and drives productive board conversations instead of data archaeology.
FinanceHow to conduct budget variance analysis in a SaaS company that generates actionable decisions — not just reports that get filed and forgotten. Includes a practical variance review framework and the questions that turn numbers into actions.
FinanceHow to prepare your SaaS financial model for investor due diligence — covering the structure investors expect, the assumptions they will test, and the common errors that kill deals in the data room.
FinanceA practical guide to building financial planning and analysis capabilities at an early-stage SaaS company without a dedicated finance team — from closing the books to building a real forecast model.
FinanceHow to build and interpret a SaaS unit economics model — covering customer acquisition cost, lifetime value, gross margin, payback period, and the LTV/CAC ratio — with benchmarks by stage and practical calculation examples.
Finance & Unit EconomicsBurn Multiple = Net Burn ÷ Net New ARR. This guide covers how SaaS founders use Burn Multiple to make investment decisions — where to spend, when to cut, and how to defend the number in a board room.
Founder/OpsUnderstand the specific ARR stages where the absence of a CFO — or the wrong CFO — limits SaaS growth. Includes a hiring timing framework, CFO vs. controller decision tree, and common failure patterns.
Finance & PlanningMost SaaS companies design their contingency plan after the crisis has already started. Learn how to build a contingency budget framework with specific trigger points, pre-approved cost reduction sequences, and scenario-specific responses before you need them.
Finance & PlanningMRR forecasting separates actuals from wishful thinking. Learn the waterfall model, cohort-based forecasting, and the specific techniques that make your forecast defensible in front of investors and in downside scenarios.
Finance & LegalThe S-Corp vs C-Corp decision for a SaaS company is not permanent and the tax implications shift dramatically from $0 to $10M ARR. Learn when each structure wins, when to convert, and the specific tax planning moves by stage.
Founder/OpsMaster SaaS cash flow management — from deferred revenue mechanics and upfront collections to the 13-week cash forecast. Learn why MRR and cash collected are not the same number.
Founder/OpsThe 5 proven SaaS runway extension strategies — from annual billing conversion to headcount restructuring — with specific numeric examples and the Rule of 40 as your solvency signal.