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InsightNarrative
Board review

SaaS metrics board deck

A board-review deck generated from a monthly SaaS metrics export — MRR, ARR, churn and cash flow — with every figure validated against the source file in code.

Generated from
Generated from 24 months of SaaS metrics (MRR, ARR, churn, cash)
Slide count
8 slides, every figure validated
Generate this from your own dataDownload the source file

What to look for: Growth rates and runway are computed deterministically in application code, then handed to the model as ground truth — the AI never calculates them.

  1. Slide 1 of 8

    CONFIDENTIAL · BOARD OF DIRECTORS

    H2 2024 Business Review

    Growth, retention, and capital plan · Jan–Dec 2024

    $1.51M
    ARR
    +597.5% vs. Jan 2023
    12.7x
    LTV : CAC
    vs. 3x benchmark
    4.3 mo
    Cash runway
    at current burn
    InsightNarrative • Confidential1 / 8

  2. Slide 2 of 8

    EXECUTIVE SUMMARY

    Growth and retention are strong; cash runway is the constraint.

    Recurring revenue is compounding — ARR up $1.29M (+597.5%), with 8.8% average monthly growth

    Unit economics are healthy — LTV:CAC expanded to 12.7x, churn down 66.7% to 1.8%

    Liquidity risk is acute — only 4.3 months of runway at a $171.53K burn

    $1.51M
    ARR (Dec 2024)
    +597.5% vs. Jan 2023
    98.2%
    Gross revenue retention
    churn down 66.7%
    12.7x
    LTV : CAC
    vs. 3x benchmark
    4.3 mo
    Cash runway
    at current burn
    InsightNarrative • Confidential2 / 8

  3. Slide 3 of 8

    Recurring Revenue

    ARR up $1.29M — compounding at 8.8% monthly

    ARR increased by $1.29M over 23 months

    Average monthly ARR growth of 8.8% compounded

    MRR up $107.55K, reflecting strong expansion

    ARR grew every month, compounding at 8.8%.

    InsightNarrative • Confidential3 / 8

  4. Slide 4 of 8

    Retention

    Churn cut by 66.7% — customers are staying longer

    Churn rate declined from 5.4% to 1.8%, a 66.7% reduction

    Gross revenue retention now 98.2%

    Longer customer lifetimes drive LTV expansion

    Churn rate improved every month, now at 1.8%.

    InsightNarrative • Confidential4 / 8

  5. Slide 5 of 8

    UNIT ECONOMICS

    LTV:CAC expanded to 12.7x — best-in-class

    12.7x
    LTV : CAC
    up from 3.2x in Jan 2023
    +163%
    LTV
    $5.2K → $13.68K
    -34.8%
    CAC
    down to $1,076
    InsightNarrative • Confidential5 / 8

  6. Slide 6 of 8

    Burn Rate

    Burn rate nearly tripled — cash runway now 4.3 months

    Burn rate increased by $109.53K (+176.7%) over 23 months

    Cash on hand is $743.89K, down 17.3% from Jan 2023

    Cash runway is now just 4.3 months at current burn

    Burn rate accelerated to $171.53K/month, shortening runway.

    InsightNarrative • Confidential6 / 8

  7. Slide 7 of 8

    CAPITAL PLAN

    Raise now to extend runway and fund growth

    Do nothing
    4.3 mo
    runway
    • •Cash-out by April 2025
    • •Forces distressed cuts and stalls growth
    Bridge — $1M
    10 mo
    runway
    • •Buys time to run a full process
    • •Allows retention of key talent
    Recommended
    Seed — $3M
    21 mo
    runway
    • •Metrics support a strong valuation
    • •Funds sales hiring and product expansion
    InsightNarrative • Confidential7 / 8

  8. Slide 8 of 8

    DECISIONS & NEXT STEPS

    Board approval required to pursue capital raise

    1
    Authorize the seed raise
    Approve a $3M process, targeting a term sheet by end of Q1 2025.
    2
    Approve the bridge backstop
    Pre-approve a $1M note callable if the process extends.
    Management Commitments
    • •Maintain growth above 8% and churn below 2.0% through the raise
    • •Deliver the data room within one week
    “We have built a machine that turns $1 into $13 of customer value — today's decision is whether to fuel it.”
    InsightNarrative • Confidential8 / 8
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