All Episodes
Episodes
Great SaaS FP&A Requires These 4 Data Sources
To build a world-class FP&A process in a SaaS or AI business, you need more than great dashboards—you need clean, reliable data from the right sources.
In episode #317, Ben Murray shares the four foundational SaaS...
View Episode
Renewal Rate vs. Retention: What SaaS Leaders Must Know
Is renewal rate just another way of saying retention? Not exactly. In episode #316, Ben Murray breaks down the difference between renewal rate and the classic retention metrics—gross revenue retention (GRR), net...
View Episode
Defining AI ARR to Your Board and Investors
Every Board, investor, and potential acquirer is asking the same question: How are AI initiatives driving revenue? In episode #315, Ben Murray shares insights from his research into public tech companies and how...
View Episode
Top Financial Metrics Tracked by Usage-based Companies
Many usage-based companies like Twilio don’t disclose ARR as their North Star metric. So, what do they track instead to communicate growth and efficiency to investors?
In episode #314, Ben Murray shares his research...
View Episode
5 Metrics Every SaaS Leader Must Master
There are hundreds of SaaS metrics, but which ones truly matter for SaaS leaders who want to scale, raise capital, and maximize company valuation? In episode #313, Ben Murray breaks down the five essential metrics...
View Episode
Oracle Stock Jumps Over 30% Based On This One Metric
Oracle’s stock recently jumped 37% — and the driver wasn’t just revenue growth or earnings per share. The market reacted to one SaaS metric: RPO (Remaining Performance Obligations), which surged 359%...
View Episode
SaaS COGS Explained: Get Gross Profit Right
Your SaaS COGS (Cost of Goods Sold) is one of the most important foundations in your SaaS P&L — and getting it wrong can distort your gross profit margins, forecasts, SaaS metrics, investor metrics, and ultimately...
View Episode
Understanding the SaaS Magic Number — Benchmarks, Nuances & Investor Insights
The SaaS Magic Number is one of the most Googled SaaS metric posts — but it’s also one of the most misunderstood. In episode #310, Ben Murray explains what the SaaS Magic Number really measures, why investors care...
View Episode
7 Metrics a Strategic Acquirer Wants to See in Your SaaS Business
When a strategic acquirer or private equity firm comes knocking, they’ll ask for more than your headline ARR number. In episode #309, Ben Murray shares the seven critical numbers that buyers want to see before moving...
View Episode
Customer Concentration Risk Will Kill Your Fundraise or Exit
When preparing for fundraising or an exit to private equity, one overlooked metric can derail your deal: customer concentration risk. In episode #308, Ben Murray explains what customer concentration is, why it matters...
View Episode
What Gross Margin Should I Use in CAC Payback Period
The CAC payback period is one of the most important SaaS metrics — and a top investor metric used in boardrooms, fundraising, and valuation discussions. But here’s the nuance: which gross profit should you use when...
View Episode
Are AI Companies Out Funding Pure-Play SaaS?
Is the AI funding boom overshadowing traditional SaaS? In episode #306, Ben Murray shares fresh fundraising data from over 8,000 tracked funding events to see how AI-native companies compare to pure-play SaaS in...
View Episode
