Join Tuesday Demo of New Metrics Engine Software
I'm providing a quick overview of my new metrics engine software on Tuesday. Save your seat here: https://t.co/8LmsFlZ8bu If you can't make it, a replay will go out. https://t.co/CDzvmA4cIP
Gaps in Your MRR Schedule Wreak Havoc on Retention | SaaS Metrics School | MRR Schedule
The video warns SaaS operators that gaps in their monthly recurring revenue (MRR) schedule can distort retention metrics, turning ordinary renewals into apparent churn. Using a $12,000 annual contract amortized to $1,000 per month, the presenter shows how a delayed renewal...
SaaS Finance Shifts to Real-Time Metrics and AI Close
Most SaaS finance teams are still working with delayed metrics… - Closing the books weeks after month-end - Reporting shaky metrics and data - And stitching everything together in spreadsheets That doesn’t scale. Tomorrow, I’m joined by NetSuite to break...
New 5‑Pillar SaaS Metrics Engine Enables AI‑Powered Benchmarking
My 5 Pillar SaaS Metrics framework has been core to helping SaaS & AI founders and students in my Academy. I'm about to release the framework in my next code push to production for my SaaS metrics engine. My framework...
Great SaaS FP&A Requires These 4 Data Sources | SaaS Metrics School | SaaS FP&A
In this SaaS Master School episode, Ben Murray explains that a robust FP&A function hinges on four core data streams: financial data structured by a clean chart of accounts, bookings data captured in the CRM, customer‑revenue data used to build...
Why CAC Payback Beats LTV CAC At This Stage #saas #podcast #ai #shorts #double
In the clip, Ben says his go-to metric for an early-stage SaaS business is incremental CAC payback period rather than LTV:CAC. He argues LTV:CAC relies on many speculative inputs—churn and net dollar retention—that make it overly complex for companies at...
Double Raises $13M to Close Your Books in Half the Time | The SaaS CFO | Double HQ
Double, a month‑end close manager founded in 2020, announced a total $13 million raise, including a $6.5 million Series A led by Album Ventures. The platform integrates directly with major general‑ledger systems—QuickBooks, Xero, Sage, NetSuite—and automates everything from transaction categorization and accrual posting...
Renewal Rate Vs. Retention: What SaaS Leaders Must Know | SaaS Metrics School
In this episode of SaaS Metrics School, Ben Murray clarifies the distinction between renewal rate and traditional retention metrics, emphasizing why the former is a critical leading indicator for subscription‑based businesses that invoice annually or on multi‑year contracts. Murray explains that...
Financial Visibility: Why Small SaaS Firms Struggle to Track Revenue
Many small SaaS companies can’t clearly answer: “How much money are we actually making?” In Ep. 234 of The SaaS CFO Podcast, Helen Hastings shares why financial visibility shouldn’t be this hard. Watch 👇 https://t.co/BnQYh8fzzR #SaaS #AI #Quanta https://t.co/ftZ3u32GPX
Product Usage Guides Strategy; NRR Tops SaaS Metrics
What’s your North Star metric? In Ep. 234 of The SaaS CFO Podcast, Helen Hastings shares why product usage drives their strategy — and why NRR is her favorite SaaS metric. Listen 👇 https://t.co/BnQYh8fzzR #SaaS #NRR #Startups https://t.co/nLbvXo2yBs
Metadata‑Driven MRR Schedules Unlock Revenue Intelligence
As I was building my MRR analysis feature, I realized that there is much more power in our MRR schedule than we realize. With the correct metadata, we have a revenue intelligence engine that will provide more insight for our...
Storytelling Beats Metrics in Early-Stage Fundraising
Metrics matter. But in early-stage fundraising? Storytelling matters more. In Ep. 234 of The SaaS CFO Podcast, Helen Hastings shares why vision + narrative win investor conviction. Listen here 👇 YouTube: https://t.co/BnQYh8fzzR #SaaS #Fundraising #Startups https://t.co/zRSXoqqM2z
Top 5 Payment Processors Control 56% Market
Will anyone dislodge Stripe as the payments king? This chart is about the same as last year. Stripe lost a few points, but the same number of Do Not Accept / N/A remains the same. PayPal remained the same. Survey...
Beyond ARR: Key Metrics for Usage‑Based SaaS
What financial metrics do usage-based companies track when ARR isn’t the North Star? From revenue growth to NRR, AI adoption signals & RPO — here’s what truly matters 📊 Watch the full breakdown ➡️ https://t.co/g5IoWwadNz #SaaS #UsageBasedRevenue #SaaSMetrics https://t.co/hz15OquSg6
The #1 Acquisition Dealbreaker Founders Miss: Who Takes Over? #saas #podcast #shorts #ai #shopcircle
The video highlights the #1 acquisition dealbreaker that founders often overlook – the lack of a clear post‑sale leadership transition, especially when the founders intend to exit. It explains that customer concentration and an undefined succession plan can instantly raise red...
The “Less Sexy” AI Win: 30% of Support Tickets Handled #saas #podcast #shorts #ai #shopcircle
The video highlights how a SaaS company leverages “less sexy” AI—automation of routine tasks—to improve operations. Rather than focusing on headline‑grabbing generative models, the firm uses AI to handle a sizable share of customer‑support tickets. By deploying AI agents, the company...
AI Boosts SaaS Support, Productivity, Margins—No Price Hikes
AI doesn’t need to be sexy to move the needle. In Ep. 233 of The SaaS CFO Podcast, Luca Cartechini explains how AI is boosting support, dev productivity, and margins—without raising prices. Watch here: https://t.co/CvZiAzWspt #SaaS #AI https://t.co/DhDtGPTj5z
The #1 Red Flag in SaaS Acquisitions: Customer Concentration #saas #podcast #shorts #ai #shopcircle
The video spotlights customer concentration as the primary red flag when evaluating SaaS acquisition targets. Investors and acquirers typically shun companies where a single client accounts for more than 10% of revenue, and they dig deeper into the revenue mix...
FP&A Software
Once you use an FP&A solution, you never want to go back. Spreadsheets always have their place, but FP&A software dramatically increases FP&A productivity. Here are the highlights from my latest tech stack report. - 37 forecasting and budgeting solutions...
Customer Concentration and Founder Dependency Hide SaaS Risks
Customer concentration + founder dependency = hidden SaaS risk. In Ep. 233 of The SaaS CFO Podcast, Luca Cartechini breaks down what acquirers really look for beyond growth and EBITDA. 🎧 Watch here: https://t.co/CvZiAzWspt #SaaS #AI https://t.co/NnzH4dkR4I
Separate Revenue Streams for Accurate SaaS MRR
Is your MRR a mystery? Many companies I help struggle with revenue accuracy. Are one-time services muddying your recurring revenue? Co-mingled revenue streams aren't just confusing; they're a "big SaaS sin" impacting valuation and strategic planning and metrics. Clean up...
The Art of SaaS Acquisitions: Metrics, Retention, and AI Innovation | The SaaS CFO | Shop Circle
Luca Cardachini, co-founder and CEO of ShopCircle, describes the company as a buy-and-hold technology holding platform that acquires mission‑critical, often profitable SaaS businesses—typically $3–$15 million ARR—and preserves product and founder autonomy. ShopCircle centralizes back‑office functions, provides go‑to‑market support and talent...
Top Invoicing Vendors Capture 55% Market Share
You don't get paid unless you invoice. Accurate, timely invoices. These are the top invoicing vendors used in software companies. Plus, honorable mentions just off the chart. Survey Highlights: - 57 invoicing solutions named - Top 5 solutions own 55%...
Master These 5 SaaS Metrics for Sustainable Growth
Every SaaS leader should master these 5 metrics. Bookings, retention, margins, OPEX, and efficiency — the core numbers behind durable growth and valuation. 🎥 https://t.co/ViVeSCTLXx #SaaS #SaaSMetrics https://t.co/bvoRB24XES
Beyond the Buzzwords: True Differentiation #saas #podcast #shorts #ai #stuut
Beyond the buzzwords, the speaker argues that SaaS firms must move past generic AI claims and craft a distinct brand narrative. By pairing clear messaging with a tightly aligned marketing‑sales engine, companies can stand out in a crowded fintech space. The...
$40 Million Milestone: Major Series A Funding Achievement! #saas #podcast #shorts #ai #stuut
The podcast announces that the SaaS company has secured a total of $40 million in funding, highlighted by a $29.5 million Series A round led by Active and Coastal Ventures. The capital will be deployed primarily into product development and initiatives that help existing...
Key Signals Founders Need Before Raising Next Round
$40M raised. Series A ready. Episode 232 dives into the real signals founders should look for before raising more capital 👇 https://t.co/0CcjGEIVb9 #SaaS #AI https://t.co/S1vxKwuxiB
Rethinking Business Playbooks with AI #saas #podcast #shorts #stuut #ai
The discussion centers on the urgent need to rewrite the SaaS growth playbook for an AI‑first world. Five to ten years ago, founders followed a well‑trodden path of product‑led growth, outbound sales and conventional branding; today those scripts are evaporating...
AI‑First SaaS Lacks Playbook, Creating New Opportunities
No playbook yet for building an AI-first SaaS company — and that’s the opportunity. Episode 232 of The SaaS CFO Podcast with Ben Winter 👇 https://t.co/0CcjGEIVb9 #SaaS #AI https://t.co/62OFBrvp7A
Stuut Raises $40M to Help CFOs Use AI Agents to Collect Cash Faster | The SaaS CFO | Stuut
Stuut, an AI-focused order-to-cash startup, has raised $40 million to expand its suite of AI agents that automate invoice follow-up, dispute resolution, cash application and payments. The platform begins at invoice creation and works through collections, handling customer outreach, inquiry...
Oracle Stock Jumps Over 30% Based On This One Metric | SaaS Metrics School
Oracle’s shares vaulted more than 30% after the company disclosed a dramatic rise in its Remaining Performance Obligation (RPO), a metric that captures the value of contracted, yet‑to‑be‑delivered software and services. The earnings release showed RPO climbing 359% year‑over‑year, adding $317 billion...
Built a Replit App to Classify $10K+ SaaS Raises
Tomorrow, I'll release my latest tech fundraising report in my weekly newsletter. I categorized the software offered from my 4Q25 data points. I'll slowly work through my dataset to categorize the parent category and sub-category of software of 10K+ raises....
Launch Your SaaS Metrics Mastery with Our New App
I've been creating SaaS metrics from scratch for years. The hardest part? Getting the right data and accurate data. I've productized my process into a new app that is launching soon. But it's not just another app. It includes training...
Spot Hidden Risks in Your SaaS P&L
Is there hidden danger lurking in your perfectly formatted Software P&L? Inspired by a comment from my previous P&L post, let's address what could still go wrong with your great-looking P&L. - What about revenue co-mingling that isn't caught by...
CFOs Must Secure Data Quality Before AI Adoption
CFO's really want to use AI this year. But it still comes back to data quality and structure. Shocker. I'm holding a live session next week to help CFO's and Controllers assess their AI readiness. I'm teaming up with the...
ARR Numbers Mislead when Definitions Are Vague
Most ARR disclosures are technically correct — and still wildly misleading. After reviewing hundreds of public tech company ARR definitions and calculations, one thing became clear: 👉 The problem isn’t the ARR number 👉 It’s how companies define, calculate, and...
Four Pillars to Achieve a 10x Exit
What does it take for a 10x exit? These are the 4 pillars... Scale: $10M–$15M+ ARR Growth: ~40% year-over-year Retention: 120% NRR / 95%+ Gross Retention Profitability: Break-even or profitable
Buyers Still Eager for Top‑Tier Software Assets
Market Fatigue: The Need for Quality Deals I recently sat down with Jim Williams to catch up on the state of Software M&A. Have an "A" asset? There are plenty of buyers who want your business. Listen to the full...
ROSE Metric: Essential Profitability Gauge for SaaS
Free SaaS Template Fridays 📈 All paths to profitability lead to the ROSE Metric. I created the ROSE Metric years ago, b/c Revenue per FTE can be very misleading. And Rev per FTE is thrown around so much that we've...
COVID Revealed Subscription Models' Resilience over Transactional Revenue
COVID left lasting scars on how buyers view revenue. Transactional revenue that looked predictable vanished overnight in travel tech—while subscription models proved more resilient. That lens still drives today’s diligence. ▶️ https://t.co/qRnBVxuCM5 https://t.co/0odnxtGKr2
Use True Gross Profit, Not Blended Margin, for CAC Payback
Your CAC Payback might be lying to you 😬 If you’re using blended gross margin… you’re probably overstating efficiency. Here’s which gross profit actually belongs in CAC Payback 👇 https://t.co/rEuGYOPins #SaaS #CAC https://t.co/fq7g6CAoR1
What Gross Margin Should I Use in CAC Payback Period? | SaaS Metrics School | Gross Margin
The video explains that the CAC payback period must be calculated using the gross margin that corresponds to the specific revenue stream, not the company‑wide blended margin. It walks through how to multiply the average annual contract value (ACV) or...
SaaS Fundamentals Still Win: Focus on Scale, Retention, Growth, Profitability
The SaaS market isn’t broken—fundamentals still win. Scale, retention, growth, profitability. You don’t need perfect metrics, but you need the right combination—and something differentiated. 🎙️ New SaaS CFO Podcast w/ Jim Williams ▶️ https://t.co/qRnBVxuCM5 https://t.co/8OXVKuRyJw
Buyers Prioritize A‑Grade SaaS Deals Over Volume
It’s not deal volume—it's deal quality. Buyers want A-grade SaaS assets. B & C deals are stalling, valuations remain disciplined, and many founders decided 2025 wasn’t the year to sell. 🎙️ New SaaS CFO Podcast w/ Jim Williams ▶️ https://t.co/qRnBVxuCM5 https://t.co/gC773j9VyT
Usage vs Subscription: Revenue Quality Drives Buyer Decisions
Subscription vs. usage-based revenue isn’t just a pricing debate—it’s a revenue quality question. Buyers are digging deeper into how usage models impact retention, predictability, and valuation—and the jury’s still out. ▶️ https://t.co/qRnBVxuCM5 https://t.co/woliqJLsLP
2025 SaaS M&A: Fundamentals Trump Hype for Premium Deals
SaaS M&A in 2025 with Jim Williams (GLC Advisors) 🎙️ Selective buyers, fundamentals > hype, and real paths to premium outcomes. Watch the End-of-Year Special 👇 https://t.co/qRnBVxuCM5 https://t.co/SaoVpLEL7c
100K Downloads: Quick SaaS & AI Finance Insights
Just 2-5 minute episodes to stay current in SaaS & AI finance 👈 SaaS Metrics School has passed 100K downloads. These episodes are quick hits on what I'm seeing on the frontlines of tech finance. No theory. What I see...
Beyond ARR: Track Revenue Uplift, Usage, Velocity
At Year 2, ARR isn’t enough. 📊 Moonshot AI tracks customer revenue uplift, usage, and testing velocity—alongside ARR—to guide real progress. 🎧 SaaS CFO Podcast Ep. 224 ▶️ https://t.co/4EAZEOUVMC #SaaS #Podcast #AI https://t.co/uIKnDdTkA9
Capital, MVP, and Partners Drive Early AI Success
Bootstrapping or fundraising? ⛽🚀 Moonshot AI knew early: to build something big, they needed capital—plus an MVP and real design partners to prove early PMF. 🎧 SaaS CFO Podcast Ep. 224 ▶️ https://t.co/4EAZEOUVMC #SaaS #AI https://t.co/oKz7cYA1gR
Scaling to 2026 Starts with Culture‑Fit Hiring
Scaling into 2026 = people first. 🧑💻🚀 Moonshot AI’s CEO Aviv Frenkel on why hiring the right culture-fit talent is the hardest—and most important—part of scaling. 🎧 SaaS CFO Podcast Ep. 224 ▶️ https://t.co/4EAZEOUVMC #SaaS #AI https://t.co/zmI6T4zr2r