Most SaaS founders hit a point where the spreadsheets break, the board starts asking for metrics you cannot produce, and investors want a financial narrative you have not built yet. That is not a business problem. It is a CFO problem.
Consult EFC embeds as your Fractional CFO — tracking the SaaS metrics that matter, building investor-grade models, managing your runway, and getting you Series A ready without the full-time overhead.
Kish Patel ACA
ICAEW Chartered Accountant
Founder, Consult EFC
"SaaS investors are not just buying your product. They are buying your unit economics, your retention, and your growth efficiency."
These are not vanity numbers. They are the benchmarks any serious investor will stress-test before committing capital.
Correctly calculated and structured for investor due diligence.
The ratio that tells investors whether your growth is sustainable.
Revenue churn and net revenue retention broken down by cohort.
The industry gold standard benchmark for SaaS health.
We also track: Gross margin, payback period, magic number, DAU/MAU, NPS correlation, expansion MRR, quick ratio, and burn multiple — all structured for investor-grade reporting.
Revenue is growing but cash is not keeping pace. Burn rate is not being managed with the precision a Series A investor will expect.
CAC payback, NRR, cohort analysis — the questions are coming and your current spreadsheets cannot produce investor-grade answers.
VCs will probe your model in detail. Walking in without a qualified CFO to defend those numbers costs you valuation and credibility.
SaaS investors expect high margins. If yours are lower, you need a clear story and a plan to optimise them before the raise starts.
Subscriptions, upfronts, and multi-year contracts are often booked incorrectly, killing deal confidence during due diligence.
A qualified SaaS CFO commands £150k+. A fractional model gives you that calibre of leadership at 15% of the cost.
A dynamic three-statement model built for subscription logic — cohorts, expansion revenue, churn assumptions, and scenario planning.
Rolling cash flow forecasting, burn rate analysis, and headcount planning to manage your capital efficiency during the growth phase.
A monthly board pack that tells your financial story in the language investors speak — clean, accurate, and told in the right context.
We build the financial narrative and data room required to give VCs what they need to say yes to a high-value raise.
Standardising your accounts, separating COGS from OpEx, and applying correct treatment to subscription contracts.
Building the ARR multiple story, cleaning the books, and preparing for the scrutiny of an acquirer's finance team.
Structuring accounts, MRR waterfalls, and standardising board reporting cadence.
Unit economics optimisation and full fundraising data room preparation.
ARR multiple defence, bridge to full-time CFO, and M&A management.
The 12-point audit used by institutional investors to stress-test your SaaS numbers before they commit.

Most failures are down to finance functions that were never built for investor scrutiny.

A step-by-step programme to cleaning your metrics and preparing for growth.

How ARR multiples really work and how to maximise your valuation story.
Book a free 30-minute call with Kish. We will cover where your SaaS metrics stand today and give you an honest view on what needs to change.
Free · No obligation · Available within 48 hours · ICAEW Regulated