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SaaS Metrics & Financial Modeling

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Course Content

START HERE

Tips to master this course

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What to expect & case study prompt

Case study material walkthrough Sample Lesson

Case study downloads

SAAS FUNDAMENTALS

Chapter kickoff

1. The atomic unit of SaaS

2. Multiple contracts & ARR waterfalls

3. Accounts receivable & deferred revenue

Additional resources & how to upgrade

Quiz: SaaS fundamentals 1 Quiz

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Lesson Content

Quiz: SaaS fundamentals

ARR WATERFALLS

Chapter kickoff

1. Customer-level data -> ARR waterfall

2. Customer bridge

3. Waterfall analysis

Quiz: ARR waterfalls 1 Quiz

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Lesson Content

Quiz: ARR waterfalls

SAAS METRICS

Chapter kickoff

1. Introducing REP framework

2. Benchmarking

4. Net revenue retention Sample Lesson

5. Gross revenue retention

6. Logo retention

9. SaaS magic number

10. Burn multiple

11. ARR & opex per FTE

12. Gross margin

13. Customer Acquisition Cost (CAC)

14. CAC Payback

16. Margins & cost structure

17. Metrics review & summary

Quiz: SaaS metrics 1 Quiz

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Lesson Content

Quiz: SaaS metrics

COHORT ANALYSIS

Chapter kickoff

1. How to build SaaS cohorts

2. Net Retention by cohort

3. CAC Payback by cohort

4. LTV/CAC by cohort

Quiz: Cohort analysis 1 Quiz

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Lesson Content

Quiz: Cohort analysis

SAAS FINANCIAL MODELING

Chapter kickoff

1. Getting started with modeling

2. Projecting ARR (top down) Sample Lesson

3. Projecting ARR (bottom’s up sales capacity)

4. Quota attainment

5. GAAP revenue recognition

6. Services revenue

7. Gross profit & COGS build

9. Other income statement

10. Transaction & PF balance sheet

11. Balance sheet projection

12. Cash flow statement

13. Returns analysis

14. Stock-based compensation

Quiz: SaaS financial modeling 1 Quiz

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Lesson Content

Quiz: SaaS financial modeling

ADVANCED SAAS MODELING

Chapter kickoff

1. Billings waterfall

2. Aside on billings rollover

3. Accounts receivable and cash collection schedules

4. Deferred revenue schedule

5. Expenses vs. capitalized expenses Sample Lesson

6. Preparing for capitalized expenses

7. Deferred compensation

8. Capitalized software costs

9. Wrap up: strengths, weaknesses, & opps

Quiz: Advanced SaaS modeling 1 Quiz

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Lesson Content

Quiz: Advanced SaaS modeling

PRACTICE

Chapter kickoff

Early stage SaaS target with $6M ARR (PROMPT)

Early stage SaaS target with $6M ARR (SOLUTION)

$300M minority stake in hyper growth SaaS (PROMPT)

$300M minority stake in hyper growth SaaS (SOLUTION)

$1.5B SaaS leveraged buyout (PROMPT)

$1.5B SaaS leveraged buyout (SOLUTION)

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