In episode #265, I address one of the four key professional services metrics. I received a message from someone who read my blog posts about this metric. Let’s break down the steps and inputs.

- Services backlog

- Monthly burn number

- Billable FTE’s

Services Metrics: https://www.thesaascfo.com/how-to-effectively-manage-your-professional-services-team-with-metrics/

Episode 264 – The Difference Between Booking Date and Revenue Start Date

In episode #264, I tackle a question from a SaaS CEO in Spain. They messaged me on LinkedIn about dates. Sales wants to record the contract on the execution date, and finance must begin revenue on the subscription start date. What’s the right process?

- Bookings dates

- Revenue on the P&L

Have SaaS questions? Join our community: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

In episode #263, I address the building blocks to your financial transparency. Tired of running financially blind? Know that you can do more with your data?

- Why do we need this?

- Chart of accounts

- 4 key data sources

- SaaS P&L

- Technology

- Training

Free training on my process: https://www.thesaasacademy.com/offers/zz3ZR2WL/checkout

In-depth course on SaaS Metrics: https://www.thesaasacademy.com/the-saas-metrics-foundation

Live course on SaaS metrics: https://www.thesaasacademy.com/the-saas-metrics-foundation-course-community

In episode #262, I address 2025 planning and R&D investments.

- Calculate your OpEx profile.

- Factors influencing your R&D budget

- Where to get your benchmark data

Check out Ray's data at benchmarkit.ai

In episode #261, I address the world of SaaS data. Bookings data is one of the biggest data mistakes that I see in SaaS. With this data, you can forget about understanding your GTM efficiency

- What is bookings data?

- Sources of bookings data

- What if I’m self-service SaaS?

Check out my post on the bookings report here: https://www.thesaascfo.com/the-saas-bookings-report/

In episode #260, I address the world of fractional help. I’ll focus on the SaaS CFO but also share other fractional roles that I see in SaaS companies.

- What ARR level should I hire a fractional CFO?

- When should I hire a full-time CFO?

- Fractional CFO or Interim CFO or part-time CFO

- Outsourced bookkeeping

- Other fractional roles

My go-to firms for outsourced bookkeeping are at the bottom of this blog post: https://www.thesaascfo.com/how-to-properly-structure-your-saas-accounting-foundation/

My fractional SaaS CFO services: https://www.thesaascfo.com/saas-consulting/ 

In episode #259 I address the data and metrics required to scale your SaaS business. It’s no accident when SaaS companies achieve big ARR numbers.

- Growth

- Retention

- Margins

- Financial Profile

- Efficiency

Free training January 10th on my metrics playbook: https://www.thesaasacademy.com/pl/2148613448

SaaS Metrics Foundation course in February: https://www.thesaasacademy.com/the-saas-metrics-foundation-live-cohort-new

In episode #258, I address fundraise sizes. Let’s break down common Series C and D round raises.

- Series C round sizes

- Series D round sizes

- Sourced from TheSaaSNews.com

Join my SaaS community for the latest data, trends, and templates: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

Episode 257 – How Much Are SaaS Companies Raising in Series A and B Rounds?

In episode #257, I address fundraise sizes. Let’s break down common Series A and B round raises.

- Series A round sizes

- Series B round sizes

- Sourced from TheSaaSNews.com

Join my SaaS community for the latest data, trends, and templates: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

In episode #256, I address fundraise sizes. Let’s break down common pre-seed and seed round raises.

- Pre-seed round sizes

- Seed round sizes

- Sources from TheSaaSNews.com

Join my SaaS community for the latest data, trends, and templates: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout