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<p>Subscribe to keep up with the latest strategic finance content.</p>


Financial Reporting & Analysis

Investor & Board Reporting

Financial Close & Consolidation

Custom Metrics

Financial Modeling

Revenue Planning

Collaborative Planning & Forecasting

The SaaS Metrics 101 Ebook

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Download this Ebook to get a crash course on the most important metrics for your business.

The Professional Services Metrics Cheat Sheet

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Download this cheat sheet for easy access to definitions, calculation formulas, and quick tips for 20 of the most important Professional Services metrics.

SaaS Metric Hot Takes

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Download our newest Ebook for spicy takes on your favorite SaaS metrics. Experts like Ben Murray, CJ Gustafson, Ray Rike, Brian Weisberg, and more will help you think about the metrics that matter most to your business in a whole new way.

The 30-60-90 Plan for New Finance Leaders

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Use this breakdown of your first 90 days to put yourself on the path of strategic finance success.

The 2025 Financial Planning Blueprint

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Download this blueprint and complete guide to nailing the 2025 annual planning process. (Plus, get tips for keeping your plan fresh throughout the year.)

The 2024 B2B SaaS Benchmarks Report

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Learn how your financial and operational metrics stack up against other B2B SaaS companies. Get personalized, cohorted benchmarks according to your company profile.

The 2024 Interactive B2B SaaS Benchmarks Portal

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2023 B2B SaaS Benchmarks Report

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The Investor Due Diligence Checklist

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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

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The library of metrics finance leaders need to manage is always growing. Check out these 10 SaaS metrics you didn’t know you needed.

The Business Guide to Liquidity Ratios

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Managing liquidity is vital for companies of every size. Pre-revenue startups need to carefully manage their burn rate to ensure they don’t run out of cash. More established businesses need to ensure they balance their revenue and expenses to achieve sustainable growth.

What is Capital Structure? A Guide for High-Growth SaaS

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Mistakes and failures are valuable opportunities for learning. High-growth SaaS companies should expect plenty of mistakes along their path to success, knowing that each one is a stepping stone to a stronger business.

But there’s one specific area of a business where early mistakes can be difficult, if not impossible, to fix. The cap table.

Finding the right debt-to-equity ratio is hugely important for any early stage company. Understanding the implications of decisions that impact the capital structure of a company is one of SaaS finance teams and founders’ most important roles.

Mosaic Ranks #1 in Momentum Leader for CPM Software Report

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Mosaic is proud to announce its remarkable achievements in G2’s Summer 2024 reports. Our continued dedication to providing cutting-edge financial solutions has earned us the #1 rank in the Momentum Leader category for Corporate Performance Management (CPM) Software.

The Difference Between Financial Planning & Forecasting and How To Excel at Both

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SaaS companies are pioneers, always pushing the limits of software architecture to deliver the best product possible to customers. And you can't get there without research and development expenses.

A SaaS Guide to Tracking and Managing R&D Expenses

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A Guide to Foreign Currency Translation Adjustments in SaaS

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Three Statement Financial Model Guide

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The three statement financial model is the cornerstone of every company’s financial health and forecast. Building an accurate and timely three statement model can help companies gain a clear understanding of their current financial position, as well as serving as a baseline for forward looking projections and scenario planning.


The Essential Unit Economics Guide For SaaS Businesses

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A Strategic Guide to R&D Capitalization for SaaS Companies

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The question of whether to capitalize or expense your R&D costs is a SaaS accounting riddle for the ages. While recent changes to IRS section 174 mean you must capitalize and amortize R&D spending for tax purposes, it’s still theoretically optional for financial reporting purposes.

How to Choose Between Debt vs. Equity Financing as a SaaS Company

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Before a SaaS company can build a product, hire a sales team, or implement a marketing strategy, it needs cash to pay for it all. Whether you’re a brand-new startup or have progressed to later funding rounds, the need for new money is a key component for many business operations.


The Marketing KPI Model Template

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This driver-based model will help you forecast key marketing funnel metrics like Leads, MQLs, Opportunities, Closed Won Customers, funnel conversion rates, marketing costs by channel, and Pipeline and Bookings ROI. In other words, all the key metrics every marketing and finance leader should be analyzing on a regular basis.

The ARR Bookings to Cash Collection Model Template

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This driver-based model will help you forecast ARR activity like new bookings, upsell, renewal, and churn by customer, build an ARR summary report, and analyze the impact of individual customer activity on overall ARR, billings, and collections.

FP&A Software Evaluation Template

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When it comes to choosing the right FP&A software, you’ve got a lot of things to consider. Use this template to prioritize and rank the most important features and capabilities across the competitors in your evaluation.

Board Deck Template

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The only way to maximize value from board meetings is to come prepared each quarter with a clear, concise deck. But the process of making that board deck can be painful. So, we've taken our most requested asset and made it even better with added CFO insights, suggested metrics, and more! Use this clear and concise template to perfectly capture your company's story.

Venture Debt Amortization Model Template

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Welcome to Mosaic’s Venture Debt Amortization Model Template. With venture debt becoming a more popular fundraising option for many startups, this template provides a driver-based amortization schedule that calculates monthly principal and interest payments for the full term of the loan.

Professional Services P&L Model Template

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Welcome to Mosaic’s Professional Services P&L Model Template. This template provides a driver-based P&L financial model built specifically for the needs of Professional Services companies.

The Top 30 SaaS Metrics Calculator

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Welcome to our Top 30 SaaS Metrics Calculator. This template provides definitions and formulas for some of the most popular SaaS metrics along with some dummy data so you can see the calculations come to life. 

P&L + Headcount Model

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Welcome to Mosaic's P&L + Headcount Model Template. A staple of every FP&A team, this template provides a connected P&L financial model to plan revenue, headcount, and operating expenses with precision.

SaaS Financial Model Template

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While there's no one-size-fits-all financial model for every company, our B2B SaaS financial model template should give you a strong foundation as well as the flexibility to add or remove model components (formulas, metrics, drivers, etc.) as necessary for your organization. Start here instead of building from scratch.

Mosaic ROI Template

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You’ve evaluated a few FP&A software solutions and you’ve shortlisted Mosaic as your favorite. But you still need to make the business case internally to justify the investment. The following guide will help build an ROI proposal that makes Mosaic a no brainer.

Breaking Down Annual Planning with CJ Gustafson of Mostly Metrics

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In this episode of The Role Forward, CJ Gustafson, CFO of PartsTech and the man behind Mostly Metrics, discusses what it takes to run a successful annual planning process and set your company up for success from the finance seat.

Mapping the Path to Profitability with Kristian Marquez, CEO of FinStrat Management

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In this episode of The Role Forward, Kristian Marquez, President and CEO of FinStrat Management, discusses challenges and advice for startups on the path to profitability.

Exploring AI in Finance with Todd Spartz, CFO of LinkLive

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In this episode of The Role Forward, Todd Spartz, CFO of LinkLive, discusses the current state of AI in finance and explores the technology's potential to change the profession.

Getting the Best Out of Fractional CFO Services with Scot Mollot, CFO at Attivo Partners

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In this episode of The Role Forward, Scot Mollot, CFO at Attivo Partners, discusses what it's like to work with fractional CFO services and how to make sure you're getting the best service possible from your partner.

The Collaborative Finance Function with Zack McCarty, Director of FP&A at Qwick

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In this episode of The Role Forward, Zack McCarty, the Director of FP&A at Qwick, discusses how he thinks about building a collaborative finance function that acts as strategic support for all departments across his organization.

The State of Strategic Finance in Q3 2023

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In this episode of The Role Forward, Bijan Moallemi and Joe Garafalo, Co-Founders and CEO/COO of Mosaic, discuss the current state of the "strategic finance" category they set out to create in 2019.

The State of Venture Funding in 2023 with OMERS Ventures

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In this episode of The Role Forward, Eugene Lee and Marissa Moore from OMERS Ventures join Joe Michalowski and Joe Garafalo to discuss the state of venture funding in 2023 and how to navigate it as a startup leader.

Brian Campbell on Making Sense of SaaS Billing Data

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In this episode of The Role Forward, Brian Campbell, a Co-Founder of Mosaic, discusses the process he has gone through with the Mosaic data team to provide more granular visibility into SaaS billing data. 

Jervis Williams on a 30-60-90 Plan for New Finance Leaders

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In this episode of The Role Forward, Jervis Williams, the CFO of Second Front Systems, discusses his journey through various stints as a startup CFO. Jervis and our host Joe Michalowski walk through a 30-60-90 plan for new finance leaders to thrive in their roles.

Jeremy Tsui on Raising Debt as a Startup

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In this episode of The Role Forward, Jeremy Tsui, the Co-Founder and CEO of Finley, gets into the importance of capital strategy and managing capital. Jeremy and our host Joe Michalowski discuss raising debt versus equity, the process of raising debt, and how you can find a lender.

Create New AE Cohort Waterfall in 3 Minutes

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Planning and forecasting revenue has never been this easy. Combine complex metrics to accurately forecast account exec cohort performance over time all in a matter of minutes.

Mosaic in Minutes

Build LTV:CAC in 5 Minutes

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A hallmark SaaS capital efficiency metric, LTV:CAC (or Lifetime Value to Customer Acquisition Cost) measures on average how much revenue you earn from a customer over their lifetime compared to how much you spent to get them. Use it to ensure you’re putting capital to good use and building a financially efficient go-to-market engine.

Build a Rolling Forecast in 3 Minutes

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Sales Pipeline to Cash Scenario Planning in 5 Minutes

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Vendor Forecasting and BVA Reporting

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Build more accurate forecasts by planning your big expenses by vendor. Then instantly compare actual results against plans to track performance over time.

Forecast ARR based on Rep Activity in 3 Minutes

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Tracking ARR bookings is essential to planning your company's future success. Combine dynamic headcount metrics from your HRIS with sales rep ramp and quota to accurately predict and plan your revenue. 

Do Scenario Planning in 3 Minutes

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Markets change fast. You need to act faster. Mosaic’s lightning fast scenario planning enables your finance team to work proactively instead of reactively.

Build an ARR Model in 5 Minutes

How fast can you build an ARR snowball model? Mosaic can save hours and even whole days by helping you model your business in minutes.

Create an ARR Bookings to Revenue Waterfall Model in 3 Minutes

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Mosaic simplifies your most complex workflows. Forecast your ARR with waterfalls and cohorts in a matter of minutes.

Build Your Board Deck  Presentations in 3 Minutes

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Dreading your next board deck? Mosaic makes building board decks a breeze. Pull, organize, and share the metrics your board cares about in under 3 minutes.

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General Counsel and Chief Administrative Officer, AiCure

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Gordon Kessler

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Download PDF

AiCure puts personalized care into the hands of scientists, healthcare professionals and patients through advanced computer vision and machine learning software, empowering unbiased and objective digital diagnoses and predictive insights to optimize patient care.

SaaS Board Deck Template, Tips, and How to Prepare Your Own

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Modeling the Top Line: ARR Snowball for SaaS Revenue Forecasting Explained (Plus Template)

The 12 Most Important Operational Metrics & KPIs to Track in SaaS

Investor Documents: A Comprehensive Guide for Startups Seeking Funding

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