EPM Lite for SaaS
Plan ARR cohorts, churn, and runway in the same view.
Most SaaS finance stacks split between an FP&A tool, a BI tool, and a Stripe export. EPM Lite collapses them — driver-based ARR projections, cohort retention curves, and a runway calculator that updates when you toggle hiring.
Metrics you'll actually track
- MRR / ARR (committed, ramped, ending)
- Net + gross dollar retention by cohort
- Magic Number, CAC payback, LTV / CAC
- Burn multiple, runway under stress
- Rule of 40, ARR per FTE
Why EPM Lite fits
- Drivers: NEW_LOGOS, ACV, CHURN_RATE, EXPANSION_RATE — recompute the plan when any of these moves.
- AI agent: ask it to model 'extend runway by 6 months without slowing growth' — it stress-tests headcount + S&M + churn assumptions.
- Connectors pull from Stripe / HubSpot / Salesforce so the cube has live ARR, not last quarter's CSV.
- Audit-grade trail satisfies pre-IPO due diligence on day one.
Example scenario
$15M ARR, 60% growth, 11-day close. Move to a 4-day close, run weekly re-forecasts, and surface board-ready variance commentary in 90 minutes per cycle.
Composite scenario based on the saas buyers we've talked to. Not a quoted customer.