Fundamentals of SaaS ARR and Revenue Forecasting

Fundamentals of SaaS ARR and Revenue Forecasting Financial modeling for SaaS businesses is a tall task. Because of the recurring nature of SaaS revenue and the range of customer billing approaches, it can be tricky to build a model that will accurately reflect your future cash position. SaaS financial models require that you build an…

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3 Signs It’s Time to Raise a Series A 

3 Signs It’s Time to Raise a Series A  In a recent joint webinar, SaaSOptics CFO Adam Morson and Riverside Acceleration Capital Partner Jonathan Drillings took a deep dive into raising a Series A. The pair covered everything from how to know when it’s time to raise your first institutional round to the broader implications…

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How to Make Your SaaS Pitch Deck Stand Out Using Metrics

How to Make Your SaaS Pitch Deck Stand Out Using Metrics It’s one of the most stressful parts of fundraising: creating and perfecting your SaaS pitch deck. Contrary to popular belief though, the days of the formal pitch deck presentation are largely over.  In a recent webinar, SaaSOptics CEO Tim McCormick, Lessonly CFO Brian Montminy,…

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Customer Success Metrics That Matter to Investors 

Customer Success Metrics That Matter to Investors  Customer success is key to any growing SaaS business. Deloitte found in 2017 that customer-centric companies are 60% more profitable than companies that don’t focus on customers. With numbers like that, it’s easy to see why customer success metrics are some of the most sought after numbers by…

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9 Key Findings on B2B SaaS Capital and Operating Efficiency 

9 Key Findings on B2B SaaS Capital and Operating Efficiency  In today’s SaaS landscape, optimizing capital and operating efficiencies is key. Financial models are wonderful tools for understanding how much capital you need to raise (and when) to stay afloat, but external benchmarking is also essential. That’s why the teams at SaaSOptics, a subscription management…

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SaaS Due Diligence: Spotlight on Financial Data & Metrics

SaaS Due Diligence: Spotlight on Financial Data & Metrics SaaS due diligence: the process every finance department loves to hate. On the one hand, it’s a tedious undertaking. But on the other, nailing it means protecting your company’s valuation, and depending on your equity stake in the company, putting money directly in your pocket. Who…

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5 SaaS Metrics You’re Calculating Incorrectly 

5 SaaS Metrics You’re Calculating Incorrectly  SaaS metrics: the performance indicators that startups love to hate. Whether you’re the CEO or an analyst at your company, SaaS metrics play a huge role in your day to day. But why are they so important? And what are the hidden costs of getting them wrong? In contrast…

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Churn Profiles: Segmenting Your Customer Base The Correct Way

On our recent episode of the Get Funded, Stay Funded Podcast, we discuss this topic with Chief Customer Officer and Co-founder, Clayton Whitfield. In the B2B SaaS / Subscription world, you rarely have a completely homogenous customer base. Churn Profiles are simply the analytical manifestation of the reality that B2B SaaS/Subscription customers will likely churn…

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