Sample analysis
What the numbers can reveal.
New and expansion revenue set against churn reveal net revenue retention — the clearest signal of how durable the growth really is.
Recurring revenue, retention, and rev-rec determine what a SaaS business is really worth. We pressure-test the metrics that matter.
In SaaS, the headline ARR is only the start. Revenue quality lives in retention, churn, deferred revenue, and how bookings convert to recognized revenue.
We build the ARR bridge, test gross and net revenue retention by cohort, and scrutinize revenue recognition and capitalized software — so you know how durable the growth really is.
Typically delivered through: Quality of Earnings · Due Diligence · Valuations
New and expansion revenue set against churn reveal net revenue retention — the clearest signal of how durable the growth really is.
For a private equity buyer evaluating a vertical SaaS business, we constructed the ARR bridge, tested net revenue retention by cohort, and reviewed ASC 606 revenue recognition and deferred revenue — clarifying how much of the growth was durable versus one-time.
Let's pressure-test the numbers together. A short conversation is often all it takes to see the path clearly.
Book an intro call