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 if hiring doubled?Why is CAC stable when pricing is shifting? Suddenly, your clean forecast looks more like a cover-up. This isn’t […]
https://theschlottco.com/wp-content/uploads/2025/06/pexels-olly-3771813-1.jpg8001200Sarah Schlotthttps://theschlottco.com/wp-content/uploads/2023/06/logo-schlottco-1.pngSarah Schlott2025-06-29 18:00:492025-09-17 22:11:13Why Your SaaS Board Hates Your Forecast (And How to Fix It)
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 solutions.One legacy ERP.A “strategic” Excel model that lives in someone’s Dropbox.And no clear source of truth. This isn’t just messy. It’s […]
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, product bets, and pricing pressure. If your forecast doesn’t integrate customer success data, it’s not a forecast.It’s a guess with pretty […]
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 for finance teams: If you don’t audit your forecast monthly, you’re not forecasting.You’re guessing. We’re going to walk you through how […]
https://theschlottco.com/wp-content/uploads/2025/06/pexels-artempodrez-6779567-1.jpg6751200Sarah Schlotthttps://theschlottco.com/wp-content/uploads/2023/06/logo-schlottco-1.pngSarah Schlott2025-06-28 12:21:072025-09-17 22:11:16How to Audit a SaaS Forecast in Under 60 Minutes
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 real leak happens between the spreadsheet and the team executing it. In 2025, SaaS CFOs can’t just model reality.They have to […]
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 want is a capital allocation machine. One that flexes. One that tells a story. One that earns confidence—before the pitch even […]
https://theschlottco.com/wp-content/uploads/2025/06/pexels-thecoachspace-2977547-1.jpg8001200Sarah Schlotthttps://theschlottco.com/wp-content/uploads/2023/06/logo-schlottco-1.pngSarah Schlott2025-06-28 11:07:272025-09-17 22:11:17How We’d Build an Investor-Ready Forecast for a SaaS Company Raising $20M
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 the real risk: not being wrong, but being late. We’re seeing a shift. A new generation of SaaS CFOs is phasing […]
https://theschlottco.com/wp-content/uploads/2025/06/pexels-olly-925786-1.jpg8001200Sarah Schlotthttps://theschlottco.com/wp-content/uploads/2023/06/logo-schlottco-1.pngSarah Schlott2025-06-28 10:59:222025-09-17 22:11:18Why CFOs Are Ditching the Annual Plan (And What They’re Building Instead)
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 June. In 2025, SaaS CFOs aren’t just forecasting the future—they’re defending against it. So we decided to run an exercise. What […]
https://theschlottco.com/wp-content/uploads/2024/06/pexels-goumbik-577210.jpg7951200Sarah Schlotthttps://theschlottco.com/wp-content/uploads/2023/06/logo-schlottco-1.pngSarah Schlott2025-06-19 23:04:162025-09-17 22:11:19We Tested Four Worst-Case Scenarios for a $10M SaaS — Here’s What We’d Actually Do
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 getting the microscope treatment. And for good reason. While most CFOs have nailed the topline efficiency metrics, many are bleeding through […]
https://theschlottco.com/wp-content/uploads/2024/07/8.jpg11551732Sarah Schlotthttps://theschlottco.com/wp-content/uploads/2023/06/logo-schlottco-1.pngSarah Schlott2025-06-13 21:44:152025-09-17 22:11:20How SaaS CFOs in 2025 Are Over-Spending on G&A (And Exactly How to Stop It)
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 take the heat (and the budget), bloated back-office spending often grows unchecked, especially as ARR crosses major inflection points. But we’ve […]
https://theschlottco.com/wp-content/uploads/2024/07/11.jpg10951732Sarah Schlotthttps://theschlottco.com/wp-content/uploads/2023/06/logo-schlottco-1.pngSarah Schlott2025-06-13 00:30:472025-09-17 22:11:21How SaaS CFOs Can Benchmark and Control G&A Spend by ARR Stage (Without Killing Growth)
Why Your SaaS Board Hates Your Forecast (And How to Fix It)
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 if hiring doubled?Why is CAC stable when pricing is shifting? Suddenly, your clean forecast looks more like a cover-up. This isn’t […]
The Hidden Cost of Tool Sprawl in SaaS FP&A
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 solutions.One legacy ERP.A “strategic” Excel model that lives in someone’s Dropbox.And no clear source of truth. This isn’t just messy. It’s […]
Forecasting vs. Retention: Why Finance Can’t Ignore Customer Success in 2025
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, product bets, and pricing pressure. If your forecast doesn’t integrate customer success data, it’s not a forecast.It’s a guess with pretty […]
How to Audit a SaaS Forecast in Under 60 Minutes
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 for finance teams: If you don’t audit your forecast monthly, you’re not forecasting.You’re guessing. We’re going to walk you through how […]
The Cost of Misalignment: Why Most SaaS Companies Burn Cash Without Noticing
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 real leak happens between the spreadsheet and the team executing it. In 2025, SaaS CFOs can’t just model reality.They have to […]
How We’d Build an Investor-Ready Forecast for a SaaS Company Raising $20M
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 want is a capital allocation machine. One that flexes. One that tells a story. One that earns confidence—before the pitch even […]
Why CFOs Are Ditching the Annual Plan (And What They’re Building Instead)
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 the real risk: not being wrong, but being late. We’re seeing a shift. A new generation of SaaS CFOs is phasing […]
We Tested Four Worst-Case Scenarios for a $10M SaaS — Here’s What We’d Actually Do
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 June. In 2025, SaaS CFOs aren’t just forecasting the future—they’re defending against it. So we decided to run an exercise. What […]
How SaaS CFOs in 2025 Are Over-Spending on G&A (And Exactly How to Stop It)
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 getting the microscope treatment. And for good reason. While most CFOs have nailed the topline efficiency metrics, many are bleeding through […]
How SaaS CFOs Can Benchmark and Control G&A Spend by ARR Stage (Without Killing Growth)
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 take the heat (and the budget), bloated back-office spending often grows unchecked, especially as ARR crosses major inflection points. But we’ve […]