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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

Revenue Planning

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Headcount Planning

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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.

Mosaic Named a Top Finance & Accounting Software in G2’s 2025 Best Software Awards

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At Mosaic, our mission has always been clear—empower finance teams with the tools they need to move faster, collaborate smarter, and drive strategic growth. Today, we’re honored to share that our hard work is paying off in a big way: Mosaic has been ranked #28 on G2’s 2025 Best Finance & Accounting Software list!

Mosaic joins HiBob: A new chapter in the future of FP&A

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Today, Mosaic is joining HiBob (subject to closing conditions). This is a huge moment for us, for our customers, and for the future of FP&A. Together, we’re building the first fully integrated FP&A and HR solution for mid-market companies, with a shared commitment to innovation and people-first finance.

Cash vs. Accrual Accounting: A Comprehensive Guide for Businesses

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The ERP Dashboard You Can't Afford Not To Have

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What makes a great enterprise resource planning (ERP) dashboard? For many companies, the answer isn’t as straightforward as it should be.

How AI is Transforming FP&A (and How Your Team Can Leverage It)

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Mosaic Ranks #97 on the 2024 Deloitte Technology Fast 500™

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San Diego, California, November 21st, 2024 — Mosaic today announced it ranked #97 on the Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 30th year.


Revenue Planning Guide for Professional Service Businesses

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Mosaic Recognized With Multiple Awards from Gartner in 2024

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<p>As we wrap up another year, we are excited to share that <a href="https://www.capterra.com/p/219079/Mosaic/">Mosaic</a> has been recognized with multiple accolades from the Gartner Digital Markets brands – <a href="https://www.capterra.com/">Capterra</a>, <a href="https://www.softwareadvice.com/">Software Advice</a>, and <a href="https://www.getapp.com/">GetApp</a>. Our product has been featured across various flagship reports released in 2024, a testament to the value we continue to deliver to our users.</p>

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.

The Department Budget Template

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Welcome to Mosaic's Departmental Budget Template. This workbook provides best-practice department budget templates for the budget owners in your business. It includes both an OpEx and Headcount model that can be used for each department in your org, and automatically consolidates all the department-level budgets into a company-level P&L Summary tab.

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.

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.

Build an R&D Payback Ratio Metric in 4 Minutes

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Learn how to build popular financial metrics like the R&D Ratio Payback Metric customized to your data with Mosaic's Metric Builder.

Mosaic in Minutes

Build a ROSE Metric in 3 Minutes

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Learn how to build popular financial metrics like the ROSE Metric customized to your data with Mosaic's Metric Builder.

Build a Days to Collect Metric in 3 Minutes

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Learn how to build popular cash collection metrics like "Days to Collect" customized to your data, with Mosaic's Metric Builder.

Build a Cost per MQL Metric in 4 Minutes

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Learn how to build popular marketing metrics like "Cost Per MQL" customized to your data, with Mosaic's Metric Builder.

Introducing Metric Builder!

Learn your way around Mosaic's Metric Builder. No technical code. No black-box formulas. Just a simple, visual experience that lets you build the metrics you rely on most — at lightning speed.

Connect Snowflake Data to Mosaic in 5 Minutes

Snowflake Integration

Learn how to use Mosaic's Snowflake connector to connect your Snowflake instance to Mosaic to leverage more of your company's datasets, build custom metrics, and more.

How to use the Retention Dashboard Template in 2 Minutes

Retention Dashboard Template

Learn your way around Mosaic's prebuilt template for Retention Analysis. This prebuilt template is available out of the box with a 1-click setup for all customers.

How to use the Income Statement Dashboard Template in 2 Minutes

Income Statement Dashboard

Learn your way around Mosaic's prebuilt template for your Income Statement. This prebuilt template is available out of the box with a 1-click setup for all customers.

How to use the ARR Dashboard Template in 2 Minutes

ARR Dashboard Template

Learn your way around Mosaic's prebuilt template for ARR Analysis. This prebuilt template is available out of the box with a 1-click setup for all customers.

How to use the Headcount Dashboard Template in 1 Minutes

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Learn your way around Mosaic's prebuilt template for Headcount Analysis. This prebuilt template is available out of the box with a 1-click setup for all customers.

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Download PDF

Virtual Incentives is a fintech company that operates at the intersection of motivation and finance. Virtual Incentives provides businesses with tools to reward employees, research participants, and motivate stakeholders through digital incentives. Its complex business model is transaction-based, focusing on gift card issuance, yield management, and leveraging partnerships with financial entities.

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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