SaaS Metrics & Monthly Reporting
Clean, consistent, investor-grade SaaS metrics produced every month. We build your MRR bridge, track cohort retention, calculate your LTV:CAC, and produce a board-ready dashboard that tells the right story about your business.
- MRR & ARR bridge (new, expansion, contraction, churn)
- Net Revenue Retention & Gross Revenue Retention
- CAC, LTV & payback period by channel and segment
- Gross margin and contribution margin analysis
- Rule of 40 and Magic Number tracking
- Monthly management accounts & P&L commentary
Sample Monthly Dashboard
3-Statement Financial Model
Investor-Grade SaaS Financial Model
Most early-stage SaaS models fall apart in a Series A data room. A lead investor’s finance team will pull at every assumption. We build models that survive that scrutiny—with documented assumptions, flexible drivers, and a revenue model that cohorts correctly.
Every model we build is a true 3-statement model. The P&L, balance sheet and cash flow are all linked. Revenue is built up by cohort and tier. The model answers the questions investors ask before they ask them.
Learn more about our financial model →Fundraising & Investor Readiness
We prepare SaaS companies to raise with confidence. From the first investor conversation to the signed term sheet, we manage the financial side of your fundraise so you can focus on the relationships.
- Data room build and management
- Financial due diligence preparation
- Vendor due diligence (VDD) report
- Term sheet and cap table review
- Investor Q&A preparation
- Dilution modelling and waterfall analysis
Fundraise Timeline
AI-Specific Finance
Fractional CFO for AI Companies
AI companies have finance challenges that generalist CFOs do not understand. GPU costs that dwarf traditional SaaS infrastructure. Usage-based revenue models that make standard MRR metrics misleading. R&D expenditure that must be structured correctly to maximise tax credits.
We build the financial model and reporting stack that reflects the actual economics of an AI business—and that stands up to the scrutiny of a specialist AI investor.
Learn more about AI company CFO →Pricing
Fixed fees. No surprises.
All fees are agreed before work starts. No hourly billing. No retainer creep.
- Monthly SaaS metrics dashboard
- Management accounts review
- Runway & burn modelling
- Monthly CFO call (2hrs)
- Everything in Starter
- Full board pack preparation
- Investor reporting & liaison
- Financial model maintenance
- Board attendance (monthly)
- Weekly CFO availability
- Financial model build
- Data room construction
- Due diligence support
- Term sheet & cap table review
- Investor Q&A preparation
All retainers are month-to-month with 30 days’ notice. No long-term lock-in.
Ready to build a finance function
that scales with you?
Book a free 30-minute call. We will assess your current metrics, identify the gaps, and tell you what you need.
Your Fractional CFO
Kishen Patel ACA
ICAEW Chartered Accountant · Big Four Trained · London
Kish is the founder of Consult EFC and the CFO behind SaaSFractionalCFO.co.uk. He is an ICAEW Chartered Accountant (ACA) with over 12 years of experience across Big Four audit, investment banking, and corporate finance advisory.
He has worked with over 100 UK businesses — from pre-revenue SaaS startups raising their first SEIS round to established software companies preparing for Series B and exit. Every engagement is led personally by Kish. Your work is never passed to a junior.
As a regulated ICAEW member, Kish is held to the highest professional and ethical standards in UK accountancy — the same standards that FTSE 100 boards and global investors rely on.
12+
Years finance leadership
100+
UK businesses advised
£40m+
Capital raised
Big 4
Trained