All Episodes
Episodes
Am I a Software Co with Hardware or Hardware Co with Software?
In episode #269, I address a question from a recent conversation with a founder who was starting a software/hardware play. You must understand your business model and the type of company that you are building.
- Am I...
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Should Rev Ops Report to the CRO or CFO?
In episode #268, I address a debate that arose a recent SaaS CEO and CFO dinner in San Francisco.
- What is Rev Ops?
- CFO or CRO?
Be in the know! Join our SaaS...
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What is the Purpose of an MRR Schedule and Why You Should Care
In episode #267, I address the coveted MRR schedule. Done wrong, it causes a ton of headaches and can derail due diligence.
- What is the MRR schedule?
- Where do you source the data?
- What systems house this...
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Should I Count Payment Processing Revenue as ARR
In episode #266, I address a reader's question about payment processing revenue. There are two key points. Recording the revenue on your P&L, and can I take ARR credit for this revenue stream?
- The nature of your...
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How to Calculate Services Backlog in Months
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
-...
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The Difference Between Booking Date and Revenue Start Date
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...
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How to Build Your Metrics Foundation in 2025
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...
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How to Size Your R&D Budget for Next Year
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
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You Can’t Scale without Bookings Data
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...
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When Should Your Hire a Fractional SaaS CFO?
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...
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Your SaaS Metrics Playbook for 2025
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...
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How Much Are SaaS Companies Raising in Series C and D Rounds?
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,...
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