Blog
SaaS finance insights and fractional CFO perspectives.
The NRR Number That's Lying to Your Board
Net revenue retention is the most praised metric in SaaS — and right now, the most misleading. Here's how to read what's actually underneath it before the board does.
Read article →The $470 Billion Headwind Hiding in Your Pipeline
Hyperscalers will spend $470B on AI infrastructure in 2026. That budget came from somewhere — specifically, from your enterprise customers' software line items. Here's how to read the signal before it shows up in your churn.
Read article →Five Questions That Decide If AI Will Eat Your SaaS
AI agents will hollow out some SaaS businesses and leave others untouched. The difference comes down to five questions your CFO should be able to answer before your board asks them.
Read article →The SaaS Valuation Reset: What Your Company Is Actually Worth in 2026
Private SaaS multiples have settled at levels most founders haven't fully confronted. Here's what the data shows, which levers actually move your multiple, and why the math matters now — not at exit.
Read article →The Tariff Effect No SaaS CFO Is Modeling
Tariffs are a hardware story — right up until they aren't. Here's how trade policy uncertainty is quietly reshaping enterprise procurement behavior, and what to do about your contracts before it shows up in your pipeline.
Read article →The 5 Metrics Your Board Is Judging You On (And How to Get Them Right)
Most SaaS boards evaluate you on five numbers. Here's what good looks like in 2026, the mistakes that erode trust, and how to present each one.
Read article →You're Making Decisions on 60-Day-Old Data
Most founder-led companies don't know their real financial position until weeks after it matters. Here's what that lag costs you, and what it looks like when you close it.
Read article →Board Deck in 90 Minutes: The End of the Monthly Fire Drill
Finance teams spend half their time building reports and a fifth communicating results. Here's how to invert that ratio.
Read article →Fractional CFO vs. Full-Time CFO: The Third Option Nobody Talks About
The classic comparison misses a category. What happens when you pair a fractional CFO with a purpose-built finance platform?
Read article →Your Next CFO Has an AI Co-Pilot: What That Means for Growing Companies
87% of CFOs say AI will be critical to their function by 2026. Here's what that looks like in practice, not theory.
Read article →Why PE Portfolio Companies Keep Losing CFOs (And What to Do Instead)
The revolving door of CFOs at PE-backed companies isn't a talent problem. It's a structural one.
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