Finance

ARR, CAC/LTV, Net Retention & other Investor Metrics: Preparing for your Next Capital Raise

Apr 20th, 2022 @1:00 pm
The fundraising landscape for SaaS and cloud companies is changing rapidly in 2022. 

Full Description

Speakers

Sameer Gulati

CEO & Founder Ordway
After having launched several billion-dollar finance applications at some of the world’s leading ERP companies, Sameer founded Ordway in 2018 with the vision of building a more flexible billing and revenue automation platform. He wanted to free customers from the constraints that many of the incumbent, rigid financial systems suffered. Over the past few years, Sameer has led Ordway through a period of rapid growth and outside investment as the company has begun to disrupt the recurring billing and subscription management category. Sameer brings over 20 years of experience in developing innovative financial products at some of the world’s leading technology companies. Prior to Ordway, Sameer was the Chief Product Officer at Spree Commerce before the acquisition by payments leader, First Data. At Zynga, he led the launch of Frontierville — one of the highest monetizing apps of all time. Earlier in his career Sameer worked at various tech startups, including roles as one of the first product managers during the early days of Zuora, Workday, and Intacct. An entrepreneur at heart, Sameer is also an active venture partner with NextGen Venture Partners and angel investor in startups such as UrbanStems, Social Tables, TrackMaven, and Advantia Health.

Dan Fletcher

CFO Planful
Dan Fletcher is the Chief Financial Officer (CFO) at Planful, with experience in high-growth SaaS and PE-backed companies. Prior to joining Planful, Dan served as the CFO for MarkLogic where he helped guide the company through acquisition transformation and growth. Before this role, Dan served in a variety of management roles for high-growth companies, including at Planful as CFO, following the acquisition by Vector Capital in late 2018.Dan is a Certified Public Accountant (CPA) and holds a B.S. and Masters from the University of Missouri, where he graduated with honors.

Marty Meyer

Marty brings more than 20 years of financial and operational experience to the team with deep domain expertise in e-commerce, SaaS, and enterprise software. He has raised over $250M in venture funding and has closed significant M&A transactions with companies such as Motorola, IBM, and Cisco.

Steve Keifer

Head of Marketing/Growth Ordway
As the VP of Marketing at Ordway, Steve’s role is to accelerate growth and expand market share by building brand awareness and growing sales pipeline. He also leads Ordway’s research practice, responsible for publishing white papers, webinars, and educational resources on topics such as billing, revenue operations, and growth metrics. Prior to Ordway, Steve led the marketing organizations at four different SaaS and cloud providers - including several which have achieved hyper-growth and significant valuations. He has spent much of his career marketing Fintech solutions in areas such as payments, e-invoicing, AP automation, cash management, supply chain finance, and identity verification.

ARR, CAC/LTV, Net Retention & other Investor Metrics: Preparing for your Next Capital Raise

The fundraising landscape for SaaS and cloud companies is changing rapidly in 2022.  IPOs are drying up, new rounds are slowing, and valuations are declining as VC/PE firms grow more conservative with their investment strategies.  Strong financial metrics will be one of the key factors separating those that get the raise they want in 2022 and those that don’t.  Join this session to hear thought leaders from private equity and venture capital firms as well as corporate finance leaders from operating companies discuss strategies for successfully reporting on key investor metrics such as ARR, CAC/LTV, and Net Dollar Retention.  Topics will include:

  • Which SaaS metrics are most important?  How does the focus change as you grow from early-stage to late-stage and pre-IPO?
  • What do you prepare for a fund raising round?  How do you create a narrative around the data to tell your growth story?
  • What are some of the differences in how companies calculate metrics like ARR?  Should there be more standardization of the definitions?
  • How do you educate the rest of the business around the importance of these KPIs?  How do you incentivize alignment outside of finance?
  • What are the most common reporting cadences with PE and VC firms?  What are the challenges gathering the data and ensuring it is error-free?

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