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This ARR dashboard is one of our best selling templates at $63. It tracks 20+ SaaS metrics at monthly, quarterly, and annual granularity. Today you can have it for free 👇 https://t.co/U664G2r5QL I manage 35 to 40 SaaS startups as a fractional CFO. And I see the SAME problem at almost every single one. They show up to the board meeting, present ARR growth, and someone asks: "How much of that came from new logos vs. expansion?" Silence. I've watched that exact moment play out more times than I can count. They don't have the waterfall. They don't have the breakdown. They just have... a number. Or they tell stakeholders net retention is "healthy." But when someone asks for a quarterly breakdown? Scramble mode. Four spreadsheets. Manual reconciliation. And they're STILL not confident the numbers are right. We've all been there. And here's the one that gets me every time. CAC payback quietly stretching from 6 months to 14. Nobody catches it because the data lives across three different systems. Now this template can fix all of that. But even the best dashboard in the world is useless if the data feeding it is wrong. And for SaaS companies, that data starts with billing. If your subscription changes aren't being tracked properly, every metric in your dashboard is WRONG. So I partnered with ChargeOver on this. They handle billing and subscription management for SaaS companies. Your invoicing, dunning, collections... all automated. Every upgrade, downgrade, and cancellation gets tracked. Clean data in. Accurate metrics out. What's Inside → Full ARR waterfall. New, expansion, contraction, and churn in one view. You'll see EXACTLY where your growth is coming from and where it's leaking. → Logo movements tracked separately from revenue. Your customer count can grow while revenue churn tells a completely different story. This catches that. → NRR, GRR, and gross churn calculated automatically. You'll KNOW your retention numbers cold. → Sales efficiency. CAC ratio, CAC payback, CLTV. So you know whether every acquisition dollar is actually worth it. → Labor efficiency. ARR per head, headcount costs by department. You'll finally connect revenue growth to team economics. And it comes pre loaded with sample data modeling a subscription business from $1M to $1.4M ARR. You can open it and see how the whole thing works before entering a single number of your own. === Next board meeting, you walk in with every SaaS metric your stakeholders ask for. One dashboard. No scramble. Grab it here 👉 https://t.co/U664G2r5QL This post is sponsored by ChargeOver.
Dimension Energy announces $650 million in new financing for community solar #energysky -- via pv magazine usa: https://t.co/yNAppIapKQ
After years of resisting industry norms, we’ve decided to modernize @PermanentEquity. Going forward, we will charge: a 2% management fee on committed capital a 2% management fee on invested capital a 2% management fee on appreciated capital a 1% transaction fee a 1% monitoring fee a 1%...
"Don Corleone, I am honored and grateful that you have invited me to your daughter's wedding. And I pledge my ever-ending loyalty." — Luca Brasi The big story beneath the story of OpenAI's $122 billion at an $852 billion valuation is...
It’s worse than that, @polymarket: a lot (most?) of OpenAI’s new funding is *contingent* money, not guaranteed. No wonder people are getting skittish about OpenAI’s secondary market shares. OpenAI may well become the biggest flameout since Enron.
The US Bond Market has now been in a drawdown for 68 months, by far the longest in history. https://t.co/iK6GQkwPgq
S&P 500 Information Technology forward P/E has declined from a peak of 32x in 2025 to 20.9x, now nearly in line with the overall S&P 500 at 19.9x forward P/E. data from Yardeni Research. Investing
Why would you hold the same credit exposure in every environment? Bull market, bear market, crisis, calm. Same portfolio? That's not a strategy. $JOJO adapts. https://t.co/btj3P2nFv0
$NRP is up 30% over the past 12 months. With preferreds retired, the company is set to resume higher distributions. Timing has slipped, though, due to a severe soda ash downcycle forcing reinvestment into the segment. Management now guides to likely distributions...
Humbled to announce we have closed the world’s first ever quadruple layered SPV to participate in this round. We thank our LP’s for their quick turnaround on the 12-hour process, and we are excited to lend our expertise to the OpenAI...
@happygirlmarketingco came to me not seeing her numbers clearly. One year later: revenue up 101%. She hired 2 employees with confidence. Started paying herself consistently. Said budgeting finally gave her peace. That's not luck. That's what happens when strategy meets...
Giant brain cramp in nl this am. If SpaceX gives a 30% allocation to retail investors, that could work out to around $22.5 billion. Apologies for error.
𝐓𝐇𝐈𝐒 𝐈𝐒 𝐍𝐎𝐓 𝐀 𝐉𝐎𝐊𝐄! Kite Lake raised $700 million in new cash, signaling improving appetite for hedge funds. The event-driven trading specialist reopened for a day to take in the money and closed it to further capital again. https://t.co/8wIkR828BM
“We also recognize that the environment around us has become increasingly dynamic, and we could experience unplanned volatility due to the disruption in the Middle East, rising oil prices and other factors that could impact either input costs or consumer...
Julian Hearn just sold Huel to Danone for €1bn. he walked away with £420m personally. that is 49% of the exit. most DTC founders who raise that much end up with 15%. two things made the difference: how he built the business, and...
"Asset liability mismatches cause liquidity crunches and liquidity crunches can cause credit crunches. That’s just the way it is." - Kieran Goodwin (EP.494) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.
Beta is useful but imperfect. And, unfortunately, its imperfections tend to matter most when the need to manage risk is most critical. Simply, beta can be a broken compass when you need it most. https://t.co/xPNx2wvXwJ https://t.co/GFB8SiBOJR
Buybacks aren't automatically good for shareholders. A company buying back stock above intrinsic value is just destroying capital with extra steps.
The capital markets are being driven by hope that the Middle East war ends shortly. Markets are anticipatory. Still, they do not always get it right. Ahead of POTUS speech tonight, consolidation may be most likely scenario. https://t.co/6peh5F9uHH https://t.co/aae8efFiPO
From the @wsj “the safety of Treasury debt is a function of math and confidence…. There is no magic number where U.S. debt becomes unsustainable, but every tick upward leaves the government more exposed to interest-rate fluctuations and less able...
Thinking you have deployable cash is a risky mistake that leads to surprise margin calls for many options traders. @Tradesviz Options Command Center instantly reveals your true liquidity, exposes hidden concentration risk in your Capital Reserved breakdown, and shows exactly when...
At $50K MRR with typical SaaS margins that’s $35K going to your bank every month after costs. Congratulations you’re printing money. At that point, life is so freaking good, and you cultivate such an abundance mindset, I guarantee no founder...
What if you could own shares in Nigeria's biggest companies without picking a single stock yourself or needing a stockbroker? That is exactly what an EQUITY MUTUAL FUND does. An Equity Mutual Fund gives you stock market growth without stock market stress....
1/4 Yicai: "China’s local debt cleanup is moving faster, with the central government’s debt swap program simultaneously lowering borrowing costs and shrinking the implicit debt pile." https://t.co/Ru3dUFDjL5
X is seemingly full of business experts who don’t know the difference between MRR and ARR.
One impact of remote or partially remote teams - lower purchase price if startup goes for a smaller exit / M&A (or in some cases acquisition doesnt happen at all) Reason: fewer buyers want fully remote teams, or teams w key...
And @tedcruz & @ChrisRuddyNMX & @AGomezFCC have a problem with the @NXSTMediaGroup - @TEGNA merger at $6.7 billion. #pathetic
JUST IN: OpenAI's $122,000,000,000.00 raise will cover operations for just 18 months before they need more funding.
Have been discussing how to value companies like Anthropic with some investor friends. The practical likelihood of continuous IP leakage a major factor in valuing the equity imo.
March will close out as the largest new business month in CTC history. There is insatiable appetite for challenging the cost structures (labor and tooling) of the previous era of eCommerce. If you currently believe: your agency costs are too...
🇺🇸 Today is the last day for funds to rebalance their portfolios for the quarter-end close. Earlier, Goldman reported that by the end of the quarter, U.S. pension funds could buy equities in amounts close to a historical record as part...
This dashboard tells you if your business is healthy in 5 seconds. No digging required. I kept hearing the same question from CEOs. "Are we doing okay or not?" Simple question. Never a simple answer. "Well, revenue is up, but margins are down,...
OpenAI adds $10 billion to its massive fundraising haul, including $3 billion from individuals. https://t.co/fYFIkCIpZB
Mike Cagney is dismantling the $74 trillion DTCC monopoly. Why wait for incumbents to innovate when you can just build a better, cheaper, and more transparent financial stack yourself? (0:00) Why hasn't the $74T DTCC been tokenized? (0:18) Why won't stocks trade...
I really suck at software demos, but hopefully that didn't diminish my new Revenue Intelligence feature I demo'd today. I may be able to methodically explain a P&L, but I realized today that I need training on software demos. Can...
White smoke can be seen billowing out of the top of the JP Morgan building as a new JPM collar strike has been chosen https://t.co/UWJFjOF7Rr
Warren Buffett is not rushing to enter the market just yet. Berkshire Hathaway currently holds around $382 billion in cash - a record amount in the company’s history. Even amid the market decline, the team is not hurrying to make new purchases....
Record year for @vox_royalty: revenue of $16.6M, record operating cash flow of $10.7M, and adjusted EBITDA of $9.3M. Also: debt gone, stock included in GDXJ, and new royalties added. 70+ royalties now, 12 producing = Vox is the royalty stock...
Looks like some private credit is good. With Apellis $APLS set to be acquired by Biogen $BIIB, Sixth Street $TSLX is likely to earn a prepayment fee on its term loan (which is at SOFR + 575). https://t.co/AS5W0OFzUn
Mativ priced at 95 cents. Only 2 US lev loans have priced at deeper discounts this year.
"Goldman's on Canton. DTCC is on Canton. There's a reason they're moving there rather than permissionless blockchains. It would be very hard for a regulated institution with trillions of dollars to connect to a permissionless chain right now." — Jessi https://t.co/OMA9HmxIQs
New Report Says AAdvantage Is Worth 4X More Than American Airlines — Airlines Are Really Credit Cards With Wings - View from the Wing https://t.co/8VEJPwB5ph
U.S. banks' loan exposure to NDFIs has grown to $1.4 trillion or about 11% of total balances, according to Moody's. That growth has been led by lending to private credit, which rose 7.5% QoQ (as of Dec. 31). Moody's says...
$MSOS @thestreetpro Apropos to the possibility of takeover optionality in cannabis stocks mentioned in my previous post: https://t.co/PAAYQbNLtA In the first real precedent of tobacco companies taking an equity stake in cannabis - $BAT has elected to convert its debenture into...
It was a very busy Q1 2026 for many companies in the @NFX portfolio 🚀 Across AI infrastructure, space, security, tech bio, fintech, and consumer — we’ve seen a wave of financings + M&A from companies where we led the seed...
The IPO window is back, & 2026 could be unprecedented. 🔥 In an interview with @SchwabNetwork, Crunchbase Research Lead @geneteare explains how AI is driving record venture funding & what an @OpenAI IPO could mean for the market. Watch the conversation. 🎥:...
"Valuation is a story" Great thoughts on Allbirds from @ProfPaulNary who I encourage you to follow for his thoughtful insights on the M&A space.
Today I fixed a business that was making money… but still broke. Here’s what I found: • No separation of finances • Wrong business structure • Overpaying in taxes After ONE session: ✔️ Clear structure ✔️ Tax savings plan ✔️ Profit strategy This is what a I do‼️ Y...
You'd think with $MSTR -80% from highs, bagholders would be more skeptical of every new "digital credit" innovation and its effect on the capital structure, but given the hype over $STRC, that appears to not be the case. While consensus on...
“The banker [might demand] an ‘opening balance sheet debt to equity ratio of at least 3:1.’ What does this mean?... Basically 25% of the purchase price needs to come from you.” –Borrow from Biz Brokers https://t.co/l2EObkfURN #smallbiz #mergersandacquisitions https://t.co/z7HqTBPGvz
