A credible SaaS financial model is not only useful for third parties; it should also guide your company strategy. But how do you build one you can trust? Hint: use the one linked...
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SaaS revenue-based financing: the cheat code to preventing ownership dilution
The magic word that hypnotizes investors: recurring revenue. So how can you use this to your advantage? Enter revenue-based financing. … Read More
Read MoreFinancial Models in Google Sheets vs Excel
The age old question: Excel or Google Sheets? Many finance folks will default to Excel, since that’s what they’re used to. However, Google Sheets has some very compelling features that set it apart,...
Read MoreNet dollar retention rate for SaaS: free calculator template
Customer churn can be a real blow to your SaaS business. That’s why it’s so important to keep track of your net dollar retention rate (NDR). This measures how well you retain customers...
Read MoreWhat’s Included in SaaS Cost of Revenue (COGS) in 2022?
For SaaS companies, one key expense to watch is your cost of revenue (COGS). This figure determines how profitable each customer is to you. In turn, this impacts your valuation (and investor interest)....
Read MoreThe Purpose of Financial Models
A financial model is a tool that helps you predict your company’s future performance. It converts assumptions into projections for revenue, expenses, and cash. As a result, you get ongoing, actionable insight to...
Read MoreModeling Approaches: Top-down vs Bottom-up
This decision could make or break the credibility of your projections. Imagine you’re in a board meeting and an investor ask why you’re projecting 50% revenue growth if marketing spend is being cut....
Read MoreSaaS Revenue Projections: A Bottom-Up Approach to New Customer Growth
SaaS revenue stems from new customers and renewals. While the latter gets a lot of attention (since recurring revenue is the magic of SaaS), in this post we'll focus on forecasting new customer...
Read MoreCustomer Success Hiring Requirements Template
A well-staffed Customer Success (CS) team is crucial for a smooth onboarding process and customer retention. As such, when your company customer base grows your CS staffing levels must follow suit. However, a...
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