For VC-Backed SaaS

Specialized financial leadership for Series A-C SaaS companies. We speak your language: unit economics, cohort analysis, and board-ready metrics.

Complete SaaS KPI Tree

Essential metrics your board and investors expect, with industry benchmarks

Annual Recurring Revenue (ARR)

critical

Predictable revenue from subscriptions normalized to annual value

Calculation:

Monthly Recurring Revenue × 12

Benchmark:

Series A: $1M+, Series B: $10M+, Series C: $30M+

Net Revenue Retention (NRR)

critical

Revenue expansion from existing customers (includes upsells, downgrades, churn)

Calculation:

(Starting ARR + Expansion - Contraction - Churn) / Starting ARR

Benchmark:

>110% (Great), >120% (Exceptional)

Customer Acquisition Cost (CAC)

critical

Total cost to acquire a new customer

Calculation:

Total Sales & Marketing Expense / New Customers Acquired

Benchmark:

CAC Payback < 12 months (B2B SaaS)

CAC Payback Period

critical

Time to recover customer acquisition costs

Calculation:

CAC / (Monthly Recurring Revenue × Gross Margin %)

Benchmark:

6-12 months (Early stage), <6 months (Scale stage)

Gross Revenue Retention (GRR)

important

Revenue retention excluding expansion (churn and downgrades only)

Calculation:

(Starting ARR - Churned ARR - Downgrade ARR) / Starting ARR

Benchmark:

>90% (Good), >95% (Excellent)

Magic Number

important

Sales efficiency ratio measuring revenue growth vs. sales investment

Calculation:

(ARR Growth × 4) / Sales & Marketing Spend

Benchmark:

>1.0 (Efficient), >1.5 (Very Efficient)

Lifetime Value (LTV)

important

Total revenue expected from a customer relationship

Calculation:

(ARPU × Gross Margin %) / Churn Rate

Benchmark:

LTV:CAC ratio 3:1 minimum, 5:1+ preferred

Burn Multiple

monitoring

Capital efficiency - dollars burned per dollar of net new ARR

Calculation:

Net Burn / Net New ARR

Benchmark:

<1.5x (Excellent), <2.5x (Good), >3x (Concerning)

Cohort & Retention Analysis

Track customer behavior patterns and predict future revenue

Advanced Cohort Analysis Template

Monthly and annual cohort tracking with retention curves, LTV calculations, and predictive churn modeling for your SaaS metrics.

Ready to Impress Your Board?

Get board-ready financials and SaaS metrics that VCs expect to see