Board-Ready Revenue Pack
A coherent set of SaaS metrics — and a deck — that holds up to investor and board scrutiny.
We pull the numbers out of CRM, billing, and product analytics; reconcile definitions; and produce a clean dashboard plus a 10–15 slide deck with honest commentary on what's healthy, what's risky, and what's next.
- 01 ARR / MRR, NRR / GRR, churn, expansion
- 02 CAC, LTV:CAC, CAC payback
- 03 Pipeline velocity, win rate, average deal
- 04 Investor-grade deck with commentary
The reason
it's productized.
Investors have heard every NRR story. What they want to see — and what most founders can't produce on demand — is one defensible spreadsheet that ties Stripe to HubSpot to the deck, where every number can be traced to a query.
We build that spreadsheet. Then we build the deck on top of it. Then we tell you, honestly, which numbers will get you grilled and which will get you a second meeting.
About DariuszBe honest with
yourself here.
If you can't say "yes, that's me" to at least three points on the left, this service is the wrong starting point. Save us both the call.
- B2B SaaS planning a seed / Series A / B round
- Board meeting or M&A conversation coming up
- Need a defensible view of MRR, NRR, CAC, LTV, payback
- No clean revenue records or customer-level data
- Very early stage (< 10 customers)
The plan,
in order.
Each week ships something concrete. Weekly milestone calls, async work in between. The timeline flexes ±2 weeks if life happens — beyond that we restart from the previous milestone.
- W1
Data & definitions
Collect CRM + billing exports. Define MRR/ARR, churn, expansion, plan structure.
- W2
Master sheet & maths
Build the master sheet. Calculate NRR/GRR, LTV:CAC, payback, velocity.
- W3
Dashboard & deck
Build the online dashboard. Produce the 10–15 slide deck with commentary.
- W4
Investor iteration (optional)
Tailor the deck to the specific fund / board's requirements.
Not a report.
A working asset.
Every service hands over an asset your team can use the next day. Here's the shape of what arrives.
- 01 01 · TL;DR — Where we are
- 02 03 · ARR build (gross, expansion, contraction, churn)
- 03 05 · NRR by cohort + segment
- 04 07 · CAC by channel · payback period
- 05 09 · LTV:CAC reality check
- 06 11 · Pipeline coverage & velocity
- 07 13 · Risks we're not hiding
What lands
in your inbox.
You own every file, account, repository, and document. Your team can edit them, hand them off, share them with investors. No vendor lock-in.
- № 01Master metrics sheet (Google Sheets / Excel)
- № 02Online dashboard with key metrics
- № 03GTM & Metrics Overview deck (10–15 slides)
- № 04Short memo: interpretation, risks, recommendations
What you won't get
from an agency.
- 01 One source-of-truth master sheet — every deck number traces to a cell
- 02 Investor-realistic framing — what to lead with, what to bury, what to anticipate
- 03 Pre-IC stress test: we ask the questions your future investor will
- 04 Light / Full tiers — light gets you the sheet & dashboard; full adds the deck
Kickoff:
3 working days.
The faster you get me access, the faster week 1 starts. Most of this is a single email with logins or CSVs.
- 01 Access to billing data (Stripe / invoices / reports)
- 02 CRM exports (deals, customers, sources)
- 03 Plan structure and pricing details
The ones I get
every time.
01 How is this different from a fractional CFO? +
02 Can you present to the board? +
03 What if our numbers aren't pretty? +
Start the
Board-Ready Pack.
Tell me about your stage and the symptoms you're seeing. I'll come back within 24 hours with a candidate kickoff date and a clear yes/no on fit.