Articles on financial planning, reporting, modeling and the decisions behind the numbers.
You walk into the board meeting with your forecast locked.Slides are crisp. Model’s been scrubbed. Story makes sense. And then the questions start. Why is churn flat if GTM just changed?Why does runway hold…
Read article ↗Most SaaS companies think they have a modeling problem.They don’t.They have a tooling problem they can’t see. In 2025, the average $20M ARR company is running eight to ten finance-adjacent tools.Three BI platforms.Two budgeting…
Read article ↗In most SaaS companies, forecasting lives in finance.But churn? That’s someone else’s problem. That’s the split that breaks models. Because in 2025, churn isn’t just a lagging indicator.It’s a lead signal for cash, hiring,…
Read article ↗Most SaaS forecasts are wrong.Not because the logic is bad.Because no one challenges the story the numbers are telling. In 2025, the pace of GTM shifts, pricing compression, and AI-induced chaos means one thing…
Read article ↗Cash isn’t burned in the forecast.It’s burned in the gaps between finance and GTM. You can build a pristine model—perfect logic, clean assumptions, elegant charts—and still miss your number by $2M. Why? Because the…
Read article ↗You’re a SaaS CFO. You’ve got 3–6 months of runway, an ambitious pipeline, and investors asking one question: Where does the money go? Most teams show up to fundraising with an operating plan.What investors…
Read article ↗Most annual plans die quietly.They don’t break. They just become irrelevant. The numbers get approved, the slides get saved, and by Q2—leadership is solving a new set of problems with last year’s assumptions. That’s…
Read article ↗There’s a quiet panic happening inside SaaS finance teams right now. It’s not about revenue. It’s not about cash.It’s about uncertainty—and the realization that the models they built in January no longer apply in…
Read article ↗If you’re a SaaS CFO in 2025, chances are someone has recently asked you:“What’s your G&A as a percent of ARR?” Not your burn rate. Not your CAC.G&A. Why? Because suddenly, back-office spend is…
Read article ↗It’s one of the most painful conversations in SaaS finance right now—and one of the most avoidable. General & Administrative spend, or G&A, has become the quiet killer of runway. While sales and marketing…
Read article ↗In a growth company, the early wins feel electric. Product-market fit clicks. Sales start compounding. The Slack channels are full of wins, momentum, and “next big thing” excitement. Everyone’s sprinting. Everyone’s hacking. Everyone’s flying…
Read article ↗Expanding a business requires more than just ambition—it demands careful financial planning, resource allocation, and risk management. This is where Financial Planning & Analysis (FP&A) plays a critical role. FP&A ensures that growth initiatives…
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