How Detailed Does Your SaaS Customer Cube (MRR Schedule) Need to Be for Due Diligence?
If a buyer or investor asked you to slice your MRR schedule by customer size, industry, and region tomorrow, could you do it?
In episode #392, Ben Murray tackles how detailed your customer cube really needs to be in due diligence. Your anonymized revenue by customer by month is table stakes in any fundraise or exit. But once you have hundreds of enterprise customers or thousands of smaller accounts, buyers almost always ask for more, and if you can't produce it quickly, the delay can derail your whole process.
- Why a single revenue-by-customer-by-month schedule is rarely enough once your customer base reaches meaningful scale
- The cuts diligence teams ask for: pricing plan, product line, and firmographics like customer size, employee count, geography, and vertical
- Why you should enrich your customer base now, the same way you enrich sales prospects in your CRM, before a buyer asks
- How inconsistent invoicing, discounts, and credit notes quietly corrupt your MRR schedule, even when your data structure is sound
- What a banker confirmed about the level of detail buyers expect from SaaS companies heading into a raise or exit
Tune in before your next fundraise or exit conversation, and treat your MRR schedule like gold.
Resources Mentioned
- SaaS Metrics Bootcamp: https://www.thesaasacademy.com/offers/rJhZ6VdM/checkout
- SoftwareMetrics.ai: https://softwaremetrics.ai/