Baremetrics

APRIL 21, 2021

In this article, we shall get back to basics: What is SaaS finance, and what financial phases can you expect your business to go through? When it comes to understanding finance for SaaS companies, there are key differences between more traditional financial models and SaaS-specific financial modeling and forecasting.

Finance 98

Finance Scale SaaS Forecasting 98

Tom Tunguz

JULY 8, 2023

I once met a startup founder who called his first round of financing Series Awesome. Companies with great pipeline-to-quota ratios & stable sales cycles can forecast more accurately than the rest. Today, like a Neapolitan ice cream , Series As can mean a $1m round, a $23m round or a $110m round.

Metrics 288

Metrics Forecasting Finance Startup 288

SaaStr

AUGUST 26, 2024

The CFO Summit at SaaStr Annual Join us for the official Chief Finance Officer (CFO) Summit at SaaStr Annual. The CFO Summit at SaaStr Annual will feature an afternoon of invite-only content and networking for leaders and executives in Finance only on Wednesday, September 11.

Benchmarks 293

Benchmarks Finance Business Model Forecasting 293

Blulogix

FEBRUARY 26, 2025

By BluLogix Team The Role of Invoice Forecasting in Financial Planning Introduction Predicting revenue accurately is a game-changer for businesses of all sizes. Invoice forecasting is not just a financial functionits a strategic tool that helps companies optimize cash flow, improve budgeting, and reduce financial risk.

Payment Features 59

Payment Features Forecasting Subscription Data Analysis 59

Sales Hacker

JULY 28, 2021

After spending many quarters creating sales forecasts, you should have the process down and deliver precision accuracy. Unfortunately, sales forecasting is not that straightforward. In fact, 60% of forecasted deals don’t close, leading to uncomfortable conversations about budgets and with investors. What is sales forecasting?

Forecasting 131

Forecasting Scale Sales Hiring Sales 131

SaaStr

APRIL 28, 2022

Outreach , the first and only Sales Execution Platform, helps revenue teams bring intelligence to workflows, unlock full visibility across the entire revenue cycle, and commit their forecasts with confidence. Expense reports and out-of-pocket purchases just don’t work for today’s forward-thinking teams.

Forecasting 273

Forecasting compliance Finance AI 273

Teamgate

JUNE 21, 2023

In this article, we will explain the concept of CRM sales forecasting and its importance in business planning. You will learn how accurate sales forecasting can help you manage finances, make strategic decisions, and seize opportunities for growth.

Forecasting 98

Forecasting Sales Finance Management 98

SaaStr

DECEMBER 22, 2022

Don’t wait for the perfect numbers back from some outsourced finance firm. Carefully forecast and re-forecast your Zero Cash Date. Send Out Very Promptly Monthly Investor Updates By Email. It’s OK If They Are Only 90% Accurate. Send a quick flash update the day the month closes, if you can. No Surprises.

Forecasting 58

Forecasting Finance Startup Metrics 58

Baremetrics

NOVEMBER 21, 2021

Bookkeeping, accounting, and finance management are all critical to the financial success of your business. In this article, we will explore the following comparisons: bookkeeping vs. accounting, accounting vs. controller, controller vs. finance, finance vs. bookkeeping. Controller, CFO, and finance What is a controller?

Finance 98

Finance Payment Services Forecasting Payment Features 98

Andreessen Horowitz

FEBRUARY 13, 2024

But how can biotech teams effectively communicate to investors and partners how they will, with each round of financing, incrementally reduce the risks of discovering and developing successful new drugs? How much of the total financing is allocated towards the lead program?

Development Team Review 125

Development Team Review Technical Review Finance Systems Review 125

Sage Intacct

NOVEMBER 8, 2022

Forecasting accurately across long periods is an indispensable skill for SaaS finance and RevOps departments. The further you can reliably forecast, the clearer your picture of your company's financial health will be.

Forecasting 89

Forecasting Finance SaaS Software 89

SaaStr

MARCH 3, 2022

With over 70 million users worldwide, Zoho’s 50+ products aid your sales and marketing, support and collaboration, finance and recruitment needs—letting you focus only on your business. Zoho offers beautifully smart software to help you grow your business.

Payments 49

Payments Payment Solutions Sales Recruiting Onboarding 49

SaaStr

MARCH 27, 2023

They are really, really good at forecasting. Sometimes you can offer flexible payment terms to customers, but then finance part of the future payments to recover the CAC upfront and be able to redeploy the cash in the future. Forecasts should be living documents that you are constantly updating. So how do they get there?

SaaS Payments 246

SaaS Payments Technical Review Software Review Venture Capital 246

Baremetrics

NOVEMBER 1, 2021

It would be an understatement to say that we’re a fan of Flightpath Finance. We’re excited to announce that Baremetrics has acquired Flightpath Finance. Initially, we’ll be bringing your Baremetrics data into your Flightpath account so you can forecast new revenue by new customers, expansion, contraction, and churn. We listened.

Finance 96

Finance Outsourced Development Sales Hiring Forecasting 96

Tom Tunguz

JANUARY 31, 2021

During the past few weeks, finance and management teams will have been busy developing the financial plan for this year. During SKO, leaders discuss the strategy of the company, discuss product advances, and share the financial plan highlights including changes to quota and accelerators for sales commissions.

Forecasting 162

Forecasting Sales Hiring Headcount Finance 162

SaaSX

FEBRUARY 5, 2020

While many of these mistakes or potential issue items are likely to be more prevalent in a business with a lean (or essentially non-existent) finance team, we’ve seen large businesses deal with many of these same challenges. Taking steps towards a strategic finance function sooner rather than later will ultimately provide significant value.

Finance 118

Finance Sales Hiring Headcount Scale 118

Baremetrics

MAY 4, 2021

Financial forecasting models are used to predict financial outcomes within a specified area of your business, like recurring revenue or payroll. In this article, we'll have a closer look at five different forecasting methods and present examples of use cases. What Is Financial Forecasting? Delphi Forecasting Models 4.

Forecasting 98

Forecasting Benchmarks Finance Subscription 98

SaaStr

JUNE 20, 2019

What is a “bridge financing”? Simply put, it’s another round of venture financing from the same investors as the last round. So, bridge financings aren’t fun. And forecast it every month. And once you start seeing them in action, you see all the many, many mistakes founders make here.

Venture Capital 275

Venture Capital Scale Finance Pricing 275

Clouded Judgement

SEPTEMBER 13, 2024

Generally, software companies follow a beat-and-raise model in their forecasts. The interpretation of this could be one of several things: 1) companies are remaining conservative in their forecasts, 2) selling conditions have worsened slightly, or 3) beat-and-raise scenarios are simply becoming harder to achieve. the guidance) changes.

Cloud 252

Cloud Forecasting Metrics Subscription 252

Kellblog

FEBRUARY 6, 2021

They promise, among other things, to “make finance beautiful” and the whole thing strikes me as a product-led growth strategy for a new tool to build financial models outside of traditional spreadsheets. The company has raised an undisclosed amount of angel financing and has over 30 employees. They tell their story well.

Finance 92

Finance Forecasting Software Review Systems Review 92

Baremetrics

NOVEMBER 28, 2021

To do this, you need to use financial forecasting and scenario planning. Financial forecasting provides insights into how your company’s revenue and expenses are changing over time and will change into the future. What is financial forecasting? What is financial forecasting? Table of Contents. What is scenario planning?

Forecasting 98

Forecasting Sales Recruiting Sales Hiring Government 98

Sage Intacct

OCTOBER 21, 2020

Growth puts big demands on the finance team to prove out the revenue model, forecast the future, and manage cash and revenue. Are you able to stay ahead of it? Or is it all-nighters going through spreadsheets line-by-line and taking the whole weekend to do the board deck?

Finance 98

Finance Software Forecasting SaaS 98

Baremetrics

MAY 20, 2021

Financial forecast software helps you create projections of financial outcomes within a specified area of your company. In this article, we list the top 10 financial forecast software options for 2021. Are you interested in how your business would benefit from intelligent financial forecasting software?

Payment Solutions 87

Payment Solutions Forecasting Payments SaaS Payments 87

SaaSOptics

DECEMBER 20, 2021

Everything You Need to Know About SaaS Sales Forecasting Methods. Forecasting is an essential practice for growing businesses, especially considering the lightning-fast speed at which technology and the internet continue to change. Forecasting is particularly essential—and challenging—for B2B SaaS companies. What is Forecasting?

Forecasting 94

Forecasting Deferred Revenue SaaS Sales 94

ChurnZero

JUNE 9, 2023

Finance understands this intuitively, so they are inclined to support budget requests that will help teams close more deals. So said Randy Wootton , chief executive officer at Maxio and Alli Tiscornia , chief customer officer at ChurnZero in our webinar, “ Finance & CS: Charting a path to profitability.”

Finance 98

Finance Metrics Customer Success Headcount 98

SaaStr

DECEMBER 6, 2022

Brex is a company that provides credit cards for startups, and Alloy provides financing for small businesses. Tannenbaum and Spiekerman recommend forecasting upcoming risks and potential issues to mitigate them before they turn into a crisis scenario. Brex and Alloy are two companies that have both achieved hypergrowth.

Scale 274

Scale Scaling compliance Forecasting 274

Blulogix

FEBRUARY 14, 2025

With predictive analytics, businesses can forecast renewal likelihood, spot churn risks early, and identify upsell opportunities before customers even reach the renewal stage. Billing Integration Aligns Renewals with Financial Forecasting One of the biggest issues with renewal management is the disconnect between renewals and billing.

Payment Features 59

Payment Features Subscription Payments Payment Services 59

SaaStr

DECEMBER 13, 2023

They’re only a financing tool, not linked to OKRs and no leading indicators. You can show 5 or 9 trailing quarters of history or the most recent forecast, so it’s rich in context. There’s no shared metrics foundation — what the metrics mean, how they’re calculated, and why they matter. Metrics aren’t integral to strategy.

Metrics 339

Metrics Sales Hiring Benchmarks SaaS 339

Sales Hacker

NOVEMBER 29, 2021

When done incorrectly, commission forecasting is like looking into a crystal ball: it can be misleading. In this session, we’ve brought in Ops and Finance superstars to share their exact frameworks so that you can get ahead of 2022 planning and make smarter decisions based on predictive analytics.

Forecasting 75

Forecasting Finance Sales Revenue 75

Sales Hacker

FEBRUARY 7, 2025

This approach aligned well with the products value proposition in the early stages, as each signature translated directly into operational savings and revenue generation for customers, particularly in industries like finance and real estate. Data-Driven Decisions: Leverage analytics to fine-tune pricing and forecast customer behavior.

Pricing 112

Pricing Scale SaaS Technical Review 112

InsightSquared

JULY 8, 2020

Most companies miss the mark when it comes to sales forecasting — in more ways than you think. The chronic inaccuracy of sales forecasting is well-documented by SiriusDecisions , noting that nearly 80% of sales organizations miss their mark by more than 10%. Fortunately all of these can be addressed with AI-Driven Sales Forecasting.

Forecasting 62

Forecasting AI Machine Learning Artificial Intelligence 62

SaaStr

JUNE 11, 2024

Traditional and GenAI: Financial Forecasting Finance departments may use planning and budgeting software, often AI-powered with traditional AI. These tools are here now and can provide value to any finance organization. What these tools typically do is analyze the plans for costs and variances.

AI 176

AI Artificial Intelligence Data Generative AI 176

Valuize Consulting

NOVEMBER 11, 2024

Revenue Attribution and Customer Satisfaction Historically, Customer Success and Finance have clashed due to the difficulty in attributing CS efforts to revenue impact. New pricing models offer transformative opportunities to strengthen this connection, driving long-standing business objectives at the executive level.

Customer Success 52

Customer Success Pricing Investment Revenue 52

SaaStr

JUNE 21, 2023

Harbaugh had to sheepishly go to their new board member and tell them that instead of achieving their forecasts to go from $1M-$5, they’d be lucky to eke out $1.5M Those two hours could have been spent doing other things, and a full-time finance person can do a lot more work to move the needle.

Sales Recruiting 293

Sales Recruiting Sales Hiring Underperforming Technical Team Pricing 293

FastSpring

AUGUST 12, 2024

Predictable forecasting. When developers deploy the simple code, accurate forecasting and expedited renewals get exponentially easier. With FastSpring’s Proforma Invoice API, customers are happy, and finance teams can accurately forecast and hit their numbers more consistently. The result? Streamlined approval processes.

Payment Features 147

Payment Features Payments Subscription Payment Services 147

OpenView Labs

DECEMBER 6, 2021

With some simple approaches that we can all adopt, predictable revenue forecasting is possible with usage-based pricing. . Why Revenue Forecasting Matters. In today’s highly dynamic economic environment, the more accurate revenue forecasts are, the more likely the captain will steer the ship through choppy waters.

Forecasting 65

Forecasting Pricing Revenue Systems Review 65

Kellblog

FEBRUARY 2, 2021

It’s part of a four-part SaaS Success Series , hosted by SageIntacct, with episodes including: The 100-Day Ramp Plan for New Finance Hires. What is the Next SaaS Finance Technology Stack? 3 Best Practices for Forecasting and Fundraising (our session). How to Plan for Your ASC 606 Revenue Recognition Scenario.

Forecasting 64

Forecasting Finance SaaS Banking 64