Limited-time launch offer

Board-ready metric packs, computed live and benchmarked against peers.

Turn CACulator metrics into branded investor updates with cohort benchmarks when samples allow, secure magic links, and per-recipient watermarked PDFs. Launch pricing: just $29/mo (or $279/yr) while in early release.

See where you stand against your peers

Most metrics tools show your numbers in isolation. CACulator scores every Premium tile against a peer cohort sliced by the dimensions that actually matter to early-stage SaaS operators.

Cohort dimensions

Your SaaS profile feeds the peer match. The more you fill in, the tighter the cohort. Each definitional container below describes one dimension you select; the colored tile at the end shows what a benchmark band looks like on a real report.

  • Business model

    Pure SaaS · Hybrid SaaS + hardware · SaaS + services · Usage-based

  • Customer type

    B2B · B2B2C · B2C · B2G / public sector

  • Company stage

    Bootstrapped · Pre-seed · Seed · Series A / B / C / D+ · Growth / PE · Public

  • ARR band

    <$1M · $1–5M · $5–25M · $25–100M · $100M+

  • ACV band

    <$5K · $5–25K · $25–100K · $100–500K · $500K–$1M · $1M+

  • GTM motion

    PLG · PLG + sales assist · Velocity / SMB · Mid-market · Enterprise · Channel · Strategic alliances

  • Product category

    AI / ML · Cloud / Infra · DevOps · Fintech · Martech · Security · HR / Talent · 10+ more

  • Sample readout

    Your peer band — NRR

    p25

    95%

    p50

    108%

    p75

    125%

    Premium users see cohort bands like this when sample thresholds are met.

Everything in your board book

One workflow from calculator to investor inbox — without rebuilding the deck from scratch every month.

Live metric tiles with deltas

Every tile is a real CACulator calculation — ARR, NRR, Magic Number, Burn Multiple, Rule of 40, CAC Payback, Runway, and more — with period-over-period delta and optional variance vs. plan.

Structured Decisions Requested

First-class asks section: title, recommended action, owner, timing badge (this meeting / next meeting / informational), supporting metrics, and context. Renders as numbered decision cards.

Appendix / Downloads

Attach PDF, CSV, Excel, or image files per period (up to 25 MB and 10 files). Visibility toggles for all recipients, selected recipients, or owner-only. Recipients download from the secure viewer.

Cohort peer benchmarks

p25 / p50 / p75 bands sliced by stage, ARR band, ACV, business model, and GTM motion, shown on Premium tiles when sample thresholds are met.

AI narrative grounded in your metrics

Premium AI drafts Executive Summary, Highlights, Challenges, CEO Letter, and Decisions using the metric snapshots you select. Evidence shown before generation; never invented numbers.

Magic-link delivery + watermarked PDFs

Each recipient gets their own signed link; every PDF page carries the recipient email, delivery date, and a forensic hash in metadata. View tracking and one-click revoke keep the audience scoped.

CSV bulk import for current-period metrics

Download the board-book CSV template, fill metric inputs once, validate, and import — outputs are recomputed server-side. Stripe, QuickBooks, and HubSpot sync are on the roadmap.

How it works

  1. Step 1

    Pick a template

    Monthly Update (1-pager), Quarterly Board Pack (full sections), or Investor Update Lite. Pick which calculator tiles appear — every book is configurable.

  2. Step 2

    Fill the dynamic input form

    Import a CSV from the board-pack editor or enter inputs manually. We only ask for inputs the metrics in your book actually need. Stripe, QuickBooks, and HubSpot sync are coming soon.

  3. Step 3

    Invite your board

    Add email addresses; each board member gets a personalized magic-link email plus a watermarked PDF stamped with their email.

See a live sample

This is the full report a recipient sees — minus the per-page watermark and magic-link gate. Numbers below are illustrative for a fictional Series A B2B SaaS. Owners pick which calculator tiles appear and paste rich tables or charts into any narrative section.

Sample board book · Acme, Inc. (illustrative)Tile selection is configurable per book

May 2026

Acme — Board Update

Sample monthly investor update · fictional company, illustrative data

Generated Jun 3, 2026, 10:59 PM

Acme

Sample Acme logo. Premium subscribers upload their own logo (PNG/SVG) — it appears here and on every page of the watermarked PDF.

Executive Summary

May was our strongest month of the year. We closed $220K net new ARR, lifted NRR to 118%, and shortened CAC payback by two months on the back of two enterprise renewals that expanded into adjacent business units.

Cash position remains healthy at 19 months of runway under base case, 14 months under our hire+5 plan.

Decisions Requested

  1. Decision 1

    Confirm Series A fundraise timing

    Decision required this meeting

    Decision needed

    Approve Q4 2026 as the start of Series A conversations.

    Recommended action

    Greenlight the Q4 plan; align on lead-investor shortlist by end of August.

    Owner

    CEO

    Context

    Current plan starts conversations in Q4 2026 with a target close in Q1 2027. We hit our internal raise-readiness bar (NRR 118%, Magic Number 1.1, 19mo runway) — earlier is possible but trades terms for time.

    Supporting metrics

    • arr-mrr
    • nrr
    • magic-number
    • runway
  2. Decision 2

    Backfill two mid-market AE seats by July 15

    Decision required this meeting

    Decision needed

    Approve $750K incremental opex to accelerate the open AE roles; current pipeline coverage is 2.8x against a 3.0x target.

    Recommended action

    Approve the budget and the move to a fintech-vertical sourcing partner.

    Owner

    VP Sales

    Context

    The April-hired AEs slipped a month, dropping coverage from 3.1x to 2.8x. A vertical-focused recruiter shortlist is ready; without action we forecast a 5–7% miss on Q3 new logo ARR.

    Supporting metrics

    • net-new-arr
    • magic-number
  3. Decision 3

    Warm intros to top-10 target accounts

    Informational

    Decision needed

    No decision needed — request for help.

    Recommended action

    Each board member to flag 1–2 known operators at the named accounts.

    Owner

    Head of Sales

    Context

    Target list (Stripe Connect-style fintechs and mid-market platform companies) is in the Appendix.

arr-mrr

$4,320,000

Annual recurring revenue

Public directional guidance · Series A B2B SaaS

p25

$1,800,000

p50

$3,200,000

p75

$6,500,000

Public directional guidance · Series A B2B SaaS · Seed/Series A B2B SaaS reference

Public reference

Benchmark methodology

net-new-arr

$220,000

Net new ARR (May)

Public directional guidance · Series A B2B SaaS

p25

$80,000

p50

$165,000

p75

$300,000

Public directional guidance · Series A B2B SaaS · Seed/Series A B2B SaaS reference

Public reference

Benchmark methodology

nrr

118%

Net revenue retention

Public directional guidance · Series A B2B SaaS

p25

95%

p50

108%

p75

125%

Public directional guidance · Series A B2B SaaS · Seed/Series A B2B SaaS reference

Public reference

Benchmark methodology

cac-payback

8 months

CAC payback (months)

Public directional guidance · Series A B2B SaaS

p25

18 months

p50

12 months

p75

8 months

Public directional guidance · Series A B2B SaaS · Seed/Series A B2B SaaS reference

Public reference

Benchmark methodology

magic-number

1.1:1

Magic number

Public directional guidance · Series A B2B SaaS

p25

0.5:1

p50

0.8:1

p75

1.2:1

Public directional guidance · Series A B2B SaaS · Seed/Series A B2B SaaS reference

Public reference

Benchmark methodology

burn-multiple

1.4:1

Burn multiple

Public directional guidance · Series A B2B SaaS

p25

2.5:1

p50

1.6:1

p75

1:1

Public directional guidance · Series A B2B SaaS · Seed/Series A B2B SaaS reference

Public reference

Benchmark methodology

rule-of-40

52

Rule of 40 score

Public directional guidance · Series A B2B SaaS

p25

25

p50

40

p75

60

Public directional guidance · Series A B2B SaaS · Seed/Series A B2B SaaS reference

Public reference

Benchmark methodology

runway

19 months

Runway (Base)

Public directional guidance · Series A B2B SaaS

p25

12 months

p50

18 months

p75

24 months

Public directional guidance · Series A B2B SaaS · Seed/Series A B2B SaaS reference

Public reference

Benchmark methodology

Highlights

  • Closed two competitive enterprise renewals at +35% expansion
  • Magic number ticked up to 1.1 — sales efficiency is improving as enterprise motion matures
  • Shipped the new analytics module that was the top customer ask in Q1

Challenges

  • Mid-market churn ticked up two points; we are running a save-play pilot in June
  • Hiring two AEs has slipped by a month — current pipeline coverage is 2.8x, below the 3x target
  • Stripe processing fees as a % of revenue increased 0.3pts as enterprise share grew

Financial Detail

CFO-prepared financial summary. In the real product, owners paste rich tables, charts, or screenshots into any narrative section — the editor accepts pasted formatted content.

LineAprMayvs Plan
New logo ARR$95K$140K+12%
Expansion ARR$60K$95K+18%
Gross churn($12K)($15K)flat
Net new ARR$143K$220K+9%
Cash burn($310K)($295K)-5%

Runway

runway

19 months

Runway (Base)

Public directional guidance · Series A B2B SaaS

p25

12 months

p50

18 months

p75

24 months

Public directional guidance · Series A B2B SaaS · Seed/Series A B2B SaaS reference

Public reference

Benchmark methodology

Appendix / Downloads · illustrative

Premium subscribers attach supporting documents per period — financial model exports, pipeline detail, cap tables, KPI backup — with per-attachment visibility for all recipients, selected recipients, or owner-only. Real recipients download from the secure HTML viewer; this preview shows the kind of files a board pack typically includes.

  • May 2026 financial model.xlsx

    Excel · 1.4 MB · All recipients

  • Pipeline detail — top 25 accounts.pdf

    PDF · 480 KB · Selected recipients

  • Series A target list.csv

    CSV · 12 KB · Selected recipients

  • Cap table snapshot (May 31).pdf

    PDF · 220 KB · All recipients

Files in this preview are illustrative only and are not downloadable. See how board books and metrics are calculated →

Integrations

CSV / Excel import

Long-format template covers every metric input for the period. Validate row-by-row, then import — outputs are recomputed server-side.

Live

Manual entry

Type metric inputs directly in the board pack editor. Useful for the first board pack and one-off adjustments alongside CSV import.

Live

Coming soon

Stripe syncQuickBooksHubSpotAccounting data APIs

Ready to ship next month's update in 30 minutes?

Launch pricing: $29/mo or $279/yr while in early release.

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