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How We Used Product Qualified Leads to Get Started with Product-Led Growth

Why Product-Led Growth? According to OpenView Labs, Product-Led Growth is “a go-to-market strategy where the product is central to how these companies acquire, convert, expand and retain users. This allows…

Top Down vs Bottoms Up Projections

Financial projections are essential for any business, even if it’s not yet generating revenue. A variety of specific methods exist for performing this task, but they can generally be classified…

Making Changes to Your Cash Flow Projections

No founder has ever created a financial plan and cash flow projections they didn’t like. But what happens when the countless hours spent sifting through data, building models, and pitching…

Pull Levers in your Sales Funnel with Product Qualified Leads

Product Qualified Leads (PQLs) have become a major trend in SaaS companies over the last couple of years. Why the shift to the new framework? I have two thoughts. 1)…

Ultimate Report Part 4 of 4: Marketing Demand Gen Funnel

Welcome to part 4 of 4 of our Ultimate Report series. When we talk to our customers and potential customers we love to get an understanding of their “ultimate report”. It’s…

5 Free Google Sheet Templates to Jumpstart Your Quarterly Reporting

An Open Sourced Financial Model for SaaS Startups In the 5th iteration of his SaaS Financial Model, Mike Simmons, the CEO of CredSimple, offers an open sourced Google Sheet template with explanations and resources for the components in the model; ranging from hiring, fundraising, and growth plans. From Mike himself: “I decided to create an open source template so that other founders can benefit from the work that we’ve done. In this project, I have tried to thread the needle between robust…

An Open-Sourced Financial Model for SaaS Startups

Back in the beginning 2016 we penned one of our most popular posts ever, Financial Modeling for Startups, then “open sourced” a Total Addressable Market template after building it for…

4 Ways to get to $100 Million in ARR

Back in April we partnered with OpenView to share our free Total Addressable Market template. With an overwhelming positive response and some inspiration from Point Nine Capital’s “5 Ways to Build a $100 Million…

Ultimate Report Part 3 of 4: ARR Movements

Welcome to part 3 of 4 of our Ultimate Report series. When we talk to our customers and potential customers we love to get an understanding of their “ultimate report”. It’s…

Ultimate Report Part 2: Cadence & Operational Metrics

Welcome to part 2 of 4 of our Ultimate Report series. When we talk to our customers and potential customers we love to get an understanding of their “ultimate report”. It’s…