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Clear decision guides for you

Straight comparisons of the tools you're choosing between, honest about where each one falls short. Where we quote a benchmark, we show its source.

Executive guides across every industry

7 guides of 1,000

FP&A, Cash Flow & Financial Planning4 min read

How to Build a 13-Week Cash Flow Forecast, Row by Row

Build a 13-week cash flow forecast in a spreadsheet: the rows to include, how to time collections and payroll, and the Monday routine that keeps it accurate.

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FP&A, Cash Flow & Financial Planning4 min read

Month-End Close Checklist for Small Businesses: A 5-Day Schedule

A day-by-day month-end close checklist for small businesses: what to reconcile, accrue and review, who owns each task, and what to do when the books won't tie.

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FP&A, Cash Flow & Financial Planning4 min read

Cash Runway Formula: How to Calculate Net Burn and Zero-Cash Date

Calculate cash runway from net burn, adjust for planned hires and slow collections, and see which levers add the most months before you run out of cash.

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FP&A, Cash Flow & Financial Planning3 min read

Board Financial Reporting Package: What to Include on Each of 5 Pages

Build a board financial package in five pages: results vs budget, cash and runway, KPIs, forecast and asks, plus when to send it and how to write commentary.

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FP&A, Cash Flow & Financial Planning3 min read

Burn Multiple: How to Calculate It and Judge Your Number

Calculate burn multiple as net burn divided by net new ARR, judge it against your stage and growth plan, and pick the levers that improve it fastest.

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FP&A, Cash Flow & Financial Planning3 min read

Rule of 40 for Private SaaS: Formula, Inputs and Trade-Offs

Calculate the Rule of 40 for a private SaaS company, choose the growth and margin inputs that fit your stage, and read the trade-offs between growth and profit.

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FP&A, Cash Flow & Financial Planning3 min read

CAC Payback Period: Formula, Inputs and Common Calculation Errors

Calculate CAC payback with the gross-margin formula, decide which costs to include, and segment it by tier and sales motion so the number drives decisions.

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