KPI Sense

2025 is shaping up to be a very exciting year for KPI Sense as we officially unveil our latest offering: a model for #SaaS #ICP discovery and refinement! As we build on our experience helping SaaS businesses navigate strategic FP&A needs we're now able to help them make more proactive GTM decisions and, importantly, align #GTM and #Finance teams. They may not always be on the same page, but at least they can get onto the same sheet (yea, sorry, obligatory spreadsheet pun...)! We look forward to having more of these strategic conversations on both the GTM and finance sides of SaaS businesses and bridging an oft overlooked gap. And for those who don't believe a new offering is "official" until it has a one-pager, see below!

What can your #finance #data tell you about your #ICP (ideal customer profile)? Quite a lot, actually! But... Only if you ask it the right questions... Turns out there are a lot of patterns hiding in plain sight that can further inform your ICP development/refinement and your financial data is what can illuminate them. But, you need two things, first: 1. The right financial model, that can be queried to isolate and highlight those patterns. 2. To know where to look for them in the first place. Are questions of #growth and #churn top of mind? Are you looking to take answers to those questions to the next level? Want to talk about it? If you answered "yes" to any of the above, a conversation with the KPI Sense team might make sense. From standing up models and metrics to discovering characteristics of your ICP, let's get the most out of your finance data!

When I stepped into the CEO role at KPI Sense six months ago I knew it had created a better way for growth-stage #SaaS companies to do #strategicfinance without dedicated headcount. But there’s something else that has materialized quietly over time, a new “role” not previously defined: the “transactional CFO” - a new concept in transaction prep. Many SaaS companies work with a fractional #CFO. We sometimes serve in that capacity but many clients already have one. When SaaS companies bring in their first CFO the priorities are often day-to-day items: accounting, payroll, finance systems. Strategic FP&A comes later. So, when a fundraising or M&A transaction rolls around, and that expertise is required, what’s the best approach? Your fractional CFO is likely now a trusted advisor and invaluable team member, so consider the option of working with the “transactional CFO” (that we’d created without realizing it). What’s a transactional CFO? Best way I can describe it is: -CFO-level finance knowledge and advice  -Ownership of the most crucial strategic finance deliverables (models, KPI dashboards, revenue waterfalls, cohort analysis, etc.) -Significant experience with transaction preparation Their mission is to have you ready for transactional diligence, with financials supporting a strong valuation, as efficiently as possible. And they can either be seen as a resource for the existing CFO or a substitute for one, ready to provide the strategic finance support you need at this key inflection point. If you’ve reached this point and are nodding along in agreement, why not reach out to the team at KPI Sense to learn more?

If you're a #SaaS #founder, and wonder why it's so important to have your financials prepared in exactly the right way leading up to a transaction, maybe it's time to think about them differently. Building a successful company means you've probably spent a lot of time carefully reviewing resumes when recruiting for key positions. Some are impossible to make heads or tails of. Some are easy to follow but oh so bland - merely an employment record. And some really, really stand out. Well, I've got news for you: Your financials ARE your company's resume. They have to not only be accurate and make sense, they have to stand out, and tell a story about why THIS is the business to acquire or invest in. I've personally helped many friends and acquaintances write resumes over the years, and the team KPI Sense would be more than happy to help your business write its financial resume!

I just pitched a company. And got turned down. Why? ”I have zero interest in that.Sounds like the least fun thing ever.” Totally get it. Most people feel that way about FP&A.  The reality? If that’s how you feel about a pitch from an FP&A provider, I can only imagine how you feel about the whole #strategicfinance function… and those are exactly the execs who should want to have a conversation. Because you know who does care about that? Investors. Acquirers. Lenders. In fact, they care A LOT.  So by all means, continue to find #financialmodeling and #kpi #dashboards the “least fun ever” but at least then have a conversation with KPI Sense so they can be properly built and maintained, because we absolutely love this stuff!

Register for a free session on how to navigate Seed to Series A → Only 17% graduate to series A in <2 years → Average time to Series A is climbing to 28 months → Extension and bridge rounds are on the rise Let's unpack investor expectations for an A round in this free 1hr session Grab your free spot here: https://lnkd.in/gF9YW66T -- ♻️ Repost to help a founder in your network