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4 Industries

SaaS & Technology

Subscription businesses, software companies, and tech-enabled services. You live by metrics: ARR, churn, LTV/CAC, NDR. We help you measure, plan, and report on what actually matters.

Finance challenges in SaaS and technology

SaaS finance operates by its own rules. Revenue recognition is complex. Metrics matter more than GAAP. Investors expect ARR bridges, not just P&L. And you're probably doing all of this in spreadsheets while the business grows 50% a year.

The problems we see most often

ARR vs revenue confusion

Billings, bookings, ARR, MRR, recognised revenue - everyone uses different numbers. Your board sees one figure, the management team sees another, investors see a third.

Cohort and retention hell

You know cohort analysis matters. But calculating NDR, GRR, and logo churn accurately requires data from billing, CRM, and product - none of which agree on who's a customer.

Unit economics black box

What's your CAC by channel? What's LTV by segment? Is that enterprise deal actually profitable? The numbers are scattered across marketing, sales, and finance systems.

Rev rec complexity

Multi-year contracts, usage components, implementation revenue, renewals. ASC 606 compliance means tracking SSP, allocating revenue, and managing deferred schedules.

Runway and scenario planning

How long until you need to raise? What happens if growth slows 10%? What if sales cycles extend? You need dynamic models that update as assumptions change.

Headcount planning chaos

You're hiring fast. Engineering wants ten more. Sales wants twenty. Finance is trying to model the cash impact while maintaining the Rule of 40. The spreadsheet is buckling.

Solutions for SaaS and technology

SaaS Metrics Framework

ARR waterfall, cohort retention, NDR/GRR, unit economics. Single source of truth that everyone can trust.

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ARR Planning

Driver-based models that plan by customer segment, product, and cohort. Revenue build-up that reconciles to ARR and GAAP.

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Headcount & Runway

Hiring plans connected to cash forecasts. Scenario modelling for growth and burn rates. Rule of 40 tracking.

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Sales & Pipeline Analytics

Pipeline coverage, win rates, sales cycle trends. Connect CRM data to financial forecasts properly.

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Data Integration

Connect billing, CRM, product analytics, and accounting. Unified customer and contract data for all your metrics.

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Investor Reporting

Board packs and investor updates formatted for how VCs and PE want to see SaaS performance.

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SaaS success stories

We've supported SaaS finance teams from Series A through to public company readiness. B2B, B2C, PLG, enterprise sales - we've seen the different models and the different challenges they create for finance.

Let's talk about SaaS finance

We understand your metrics and your investors. Tell us about your challenges and we'll show you how we can help.