Trying to break into SaaS finance? But come from a non-SaaS background?
SaaS has its own language and metrics. If you don't speak it, it's hard to get your foot in the door at a SaaS company, fund, or bank.
This course to is designed to accelerate your knowledge of SaaS finance and the SaaS business model.
Learn the concepts that SaaS finance pros must understand.
Sign Up Today!SPEAK THE LANGUAGE OF SAAS
Learn More In A Few Minutes Than Days or Weeks Searching The Endless Internet
Imagine getting crystal clear on the SaaS concepts. And in just a few minutes a day. I live and breath SaaS finance and metrics as a SaaS CFO and founding member of the SaaS Metrics Standards Board.
- Learn the in's and out's of the proper SaaS P&L
- Learn the items on the balance sheet that are specific to SaaS companies
- Download my 30+ SaaS metrics templates and forecast models
- Discover the go-to-market motions that drive SaaS revenue growth
- Don't get left behind as the SaaS market continues to grow
- Plus tons of bonuses. Keep reading below!
What's Included In The Course...
MODULE 1
The SaaS P&L
SaaS operators don't rely on the standard P&L from QBO, Xero, Sage, or NetSuite. SaaS has a specific P&L format. Without the proper SaaS P&L, you are running blind. But with the proper format, you can decipher key financial metrics on that SaaS business.
- SaaS P&L Format
- SaaS Cost of Goods Sold
- SaaS P&L Benchmarks
- The CSM Debate
You’ll finish this module with an understanding of the SaaS P&L and what critical information you should be looking for.
MODULE 2
SaaS Balance Sheet
There are several balance sheet items specific to SaaS operations. You must understand these to correctly interpret a SaaS balance sheet.
- R&D Capitalization
- Commissions Capitalization
- Bookings to Invoice to Revenue Cycle
- Deferred Revenue
- Rev Rec Example
Understand these B/S concepts to demonstrate your knowledge of SaaS financial
MODULE 3
SaaS Financial Management
Operators and investors love SaaS for the high margin profile. Understanding margins, OpEx, and EBITDA are key to scaling a SaaS company.
- Gross Margins
- Margins by Revenue Stream
- OpEx Profile
- EBITDA
- Cash-adjusted EBITDA
You'll understand why everyone talks about EBITDA, where to code expenses, and why margins drive performance.
MODULE 4
SaaS Metrics
We love our metrics in SaaS. You must understand the financial metrics that drive SaaS companies and their valuations.
- SaaS Metrics Framework
- Metrics Segmentation
Please note that we are scratching the metric surface here. I have an entire course (The SaaS Metrics Foundation) on metrics.
MODULE 5
SaaS Go-to-market (GTM)
To scale SaaS, you must invest heavily in the Sales and Marketing teams. However, we must understand S&M investment ROI. These are key metrics so that we can wisely invest our capital.
- Sales Led Growth
- Product Led Growth
- Partner Channels
- Sales Pipeline
- Bookings
- Pricing Models
GTM is where things get fun in SaaS. Finance spends a lot of time working with sales and marketing teams.
MODULE 6
Revenue
The key to understanding the health of a SaaS company's recurring revenue is the MRR waterfall and cohort analysis.
- MRR Waterfall
- Cohort Analysis
- Contracting
- Sales Pipeline
- Bonus: SaaS Org Chart
- Bonus: SaaS Tech Stack
You can't invest in a SaaS company without scrutinizing the MRR schedule.
GET STARTED TODAY!
SaaS Finance for Non-SaaS
My Content Consistently Generates Rave Reviews and World-class NPS Scores
But It Gets Better...
Because there is more! This course is loaded with bonuses that will help you get up to speed fast.
BONUS 1
30+ SaaS Metrics Templates and Forecast Models
Don't start from scratch! Save time with my templates. I've invested years and thousands of hours creating and improving these templates. The 5 year forecast model is the same model that I use with my clients. The picture is just a partial list of the templates!
BONUS 2
SaaS Community
Our SaaS community totals 8,500+ and growing. Network with your peers, post questions, find training, and more!
Tuition Rollover Program
I can't stop thinking in CFO terms to bring you the best deal possible. Your investment in this course is compounding. If you enroll in the SaaS Metrics Foundation course after taking this course, I'll discount that course by the amount that you invested in the SaaS Finance for Non-SaaS course.
How long do I have access to the course?
Do you offer a course completion certificate?
Can I share course info with a colleague?
Do you have any incentives if I refer a friend?
I loved this course and want more! What other courses do you offer?
Ready?
This is the lowest price that I will ever offer for this course. Why? Because I continue to add content and lessons to this course. Get in today!
ENROLL TODAY!