Revenue Operations
We help startups make sense of their revenue so they can grow with confidence.
Revenue Recognition Modeling & Policy Design
Crafting, automating, and documenting GAAP-compliant revenue recognition frameworks across different business models (e.g., SaaS, marketplace, freemium) using Google Sheets and modeling tools.
Customer & Product-Level Margin Analytics
Segmenting revenue by customer and product to measure contribution margins and identify profitable growth strategies.
Go-to-Market Efficiency Metrics (Sales Ops Support)
Structuring cost allocation models for GTM teams (e.g., marketing, sales, CS) to compute metrics like CAC payback, sales productivity, and quota attainment.
Multi-Scenario Revenue Forecasting
Building models to evaluate best-case, base-case, and worst-case scenarios using dynamic inputs for pricing, churn, and sales efficiency.
Whether you're figuring out how to recognize revenue under GAAP, tracking key SaaS metrics, or testing new pricing strategies, we’ve got you covered. We build easy-to-use models and dashboards, automate your revenue tracking, and connect sales data with financial forecasts. Our work also includes reviewing contracts for revenue impact and designing workflows that save time by connecting tools like QBO, Ramp, and GSheets. Simply put, we turn complex revenue data into smart, scalable growth strategies.
Subscription & SaaS Metrics Reporting
Building dashboards and models to track and forecast key SaaS metrics like MRR, ARR, CAC, CLTV, churn, and upsell—especially aligned with investor reporting packages.
Deferred & Accrued Revenue Management
Automating the tracking and reconciliation of deferred and accrued revenue balances by customer and contract terms.
Customer Contract Review for Revenue Impact
Reviewing contracts for key revenue terms (e.g., variable consideration, performance obligations) and mapping them to financial models and recognition schedules.
Pricing Strategy & Optimization Modeling
Designing scalable pricing models that support consumption-based, tiered, or hybrid models to match startup growth stages and investor expectations.
Sales Pipeline Modeling and Forecasting
Linking CRM and pipeline data into FP&A models to produce dynamic revenue forecasts based on real-time conversion rates and deal velocity.
Revenue Automation Workflow Design
Leveraging integrations between tools like QBO, Ramp, and GSheets to streamline invoicing, recognition, and reporting processes.