All Episodes
Episodes
Don’t Exit Without Preparing These 4 Key Finance Data Sources
In episode #224, I address a common problem in SaaS companies. Finance data. I see this over and over. You not only need this data to properly scale your business, but you also need for a fundraise or exit.
- HRIS
-...
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The Canary in the Coal Mine Subscription Metric
In episode #223, I address a metric that I rarely see tracked. It’s called Renewal Rate. If you sell annual or multi-year customer contracts, this is a must-have metric.
- What is renewal rate?
- Renewal rate inputs
-...
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What Churn Metric Do I Use in LTV
In episode #222, I address churn, retention, and LTV. Like any metric, LTV can be made very subjective if we use the wrong inputs. We must the correct churn rate and gross margin percentage.
- LTV components
- What...
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Should I Code Wages and Benefits to COGS
In episode #221, I address expense coding for tradeshows. This is a great question from a SaaS Metrics School podcast listener.
- What departments are in COGS?
- COGS vs. OpEx
- Fully-burdened cost centers
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Where Do I Code Tradeshow Expenses
In episode #220, I address expense coding for tradeshows. This is a great question from a SaaS Metrics School podcast listener.
- Scenario: we attend tradeshows for lead gen. Multiple staff attend the tradeshow.
-...
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9 Legal Strategies for a $100M Exit – Tactics 7 to 9
In episode #219, I address preparing for an exit. You must prepare ahead of time for an exit. I hosted guest expert Omeed Tabiei, an attorney for SaaS companies. His tactics were golden. They must be followed so you...
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9 Legal Strategies for a $100M Exit – Tactics 4 to 6
In episode #218, I address preparing for an exit. You must prepare ahead of time for an exit. I hosted guest expert Omeed Tabiei, an attorney for SaaS companies. His tactics were golden. They must be followed so you...
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9 Legal Strategies for a $100M Exit – Tactics 1 to 3
In episode #217, I address preparing for an exit. You must prepare ahead of time for an exit. I hosted guest expert Omeed Tabiei, an attorney for SaaS companies. His tactics were golden. They must be followed so you...
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Ignore Your Accounting Pay the Price Later
In episode #216, I address poor accounting data. This is SO common in early-stage SaaS, even later stage. But it can easily be avoided.
- The pillars of your accounting foundation
- Revenue categories
- Department...
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I’m Struggling with Your Bookings Data
In episode #215, I address bookings data from our CRM. This is one of the four key finance data sources. And one that we get wrong.
- What is a booking?
- How do we use bookings data?
- What are the key fields that I...
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What to Do When Your Accounts Receivable and Aging Are Out of Control
In episode #214, I address cash flow. Plain and simple. Don’t collect on your open invoices and you’ll soon be out of business.
- What is AR?
- What is AR aging?
- My plan of attack to collect on invoices
Check out...
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How Late is Late for a Late Payment?
In episode #213, I address a student question from my SaaS metrics community. As a CFO, this question is near and dear to my finance heart.
- What is considered late?
- Does invoice size amount matter?
- My maximum...
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