Ebooks
The 2024 Financial Planning Blueprint
Download this blueprint and complete guide to nailing the 2024 annual planning process. (Plus, get tips for keeping your plan fresh throughout the year.)
2023 B2B SaaS Benchmarks Report
Learn how your financial and operational metrics stack up against other B2B SaaS companies. Get personalized, cohorted benchmarks according to your company profile.
The Investor Due Diligence Checklist
Set yourself up for fundraising success. Get your copy of the due diligence checklist that helped us raise our own Series C.
The 10 SaaS Metrics You Didn’t Know You Needed
The library of metrics finance leaders need to manage is always growing. Check out these 10 SaaS metrics you didn’t know you needed.
Better Together: NetSuite + Mosaic
You have more options than ever before to build out your finance tech stack. But with so much overlap between tools, it can be tough to understand the differences between them — and the value of bringing them together. Here, we dive into why NetSuite and Mosaic, in particular, are better together.
The Playbook for Board and Investor Communications
In times of economic uncertainty, the strategic bond between business leaders and investors should be stronger than ever. We tapped into the expertise of 7 finance-leaders-turned-founders to build a playbook for making that happen.
The Anatomy of a Strategic Finance Function
Finance is expected to be a partner in strategic decision making. But it’s hard to break the mold of backward-looking reporting. Learn how to propel your business forward with the CFO's Guide to Creating a Forward-Looking Operation.
SaaS Metrics Cheat Sheet
Download this cheat sheet for easy access to definitions, calculation formulas, and quick tips for 24 of the most important SaaS metrics.
Finance's Complete Guide to CRM Hygiene
Download this guide to learn where CRM setup can go wrong, the five universal rules of CRM hygiene, and how clean revenue data unlocks strategic insights.
Weathering the Storm: How Finance Can Guide Companies Through a Down Market
Finance has an opportunity to be the compass that guides companies through this economic storm. Learn how to uncover strategic insights and make actionable recommendations to leadership about what to do next in this market downturn.
