Insights from FinStrat Management
Your Resource Hub
This Insights page serves as your content hub, offering actionable guidance and expert perspectives on these crucial topics. FinStrat Management provides clarity on everything from mastering cash flow and decoding essential metrics to meeting investor expectations and strategically scaling your finance function. We aim to bridge the knowledge gap, empowering founders and investors with the financial acumen needed for success, while highlighting how partnering with experienced professionals can translate these insights into effective implementation, strategic advantage, and operational excellence within the demanding startup ecosystem.
Insights
SaaS Revenue Cycle
SaaS Revenue Cycle The SaaS revenue cycle refers to the series of steps involved in generating and managing revenues in a SaaS business - from bookings and billings to revenue recognition. Understanding this revenue cycle is vital for SaaS...
Guide to SaaS Revenue Recognition
Guide to SaaS Revenue Recognition In the Software as a Service (SaaS) sector, understanding and accurately applying the principles of revenue recognition is crucial. Revenue recognition affects everything from day-to-day SaaS bookkeeping to...
How Web-Based Dashboards for Private Asset Portfolio Management Can Improve Performance
How Web-Based Dashboards for Private Asset Portfolio Management Can Improve Performance You would be surprised how many Family Offices, investors, and Registered Investment Advisors (RIAs) don’t spend any time or effort collecting and reporting on...
What to Include in SaaS COGS
What to Include in SaaS COGS As the Software as a Service (SaaS) business model continues to dominate the technology industry, understanding the key financial metrics for them becomes increasingly important. One such metric is the Cost of Goods...
Calculating SaaS Gross Margin
Calculating SaaS Gross Margin In the competitive landscape of the Software as a Service (SaaS) industry, financial metrics serve as signposts, steering strategic decision-making and offering critical insights into a company’s performance, past and...
How to Calculate the CAC Payback Period
How to Calculate the CAC Payback Period Attracting and retaining customers is the key to growth and business sustainability. However, attracting new customers comes with costs, which can heavily impact a company’s bottom line, especially in...
What is Cash Adjusted EBITDA
What is Cash Adjusted EBITDA The cornerstone of finance is understanding and interpreting financial data and financial metrics. They provide a comprehensive view of a company’s operational performance and overall financial health, acting as a...
How to Calculate Customer Acquisition Costs (CAC)
How to Calculate Customer Acquisition Costs (CAC) A SaaS business metric that warrants extra attention and consideration is the Customer Acquisition Cost (CAC). The CAC, by definition, represents the total marketing and sales spend required to...
Calculating Your Cash Burn Rate
Calculating Your Cash Burn Rate The world of finance can be overwhelming for any business, including those in the Software as a Service (SaaS) industry. One important financial concept to understand and consider when making important business...
What is the SaaS Rule of 40?
What is the SaaS Rule of 40? The SaaS (Software-as-a-Service) Rule of 40 is a metric commonly used in the software industry to evaluate a SaaS business's health. To do so, the SaaS Rule of 40 formula considers both revenue growth and the...
