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A collection of blog posts to help you on your way to success.

We write about numbers and adjacent topics — statistics, data, visualisation, and best practices for modelling and forecasting.
Finance
Startup Funding, Explained
Everything you need to know about how to fund your startup
Marketing
Six Marketing Metrics Every SaaS Should Monitor
A list of the most important growth metrics for SaaS businesses
Personal Finance
Should you Join a Startup?
The pros and cons of choosing to work at a startup
Should I hire a full-time or outsourced CFO?
If you want to get serious about your business's financials, you need a CFO. But how do you find the right type?
Sensitivity Analysis, Explained
Sensitivity analysis is a powerful tool that can help you understand how variables affect one another in complex models.
Company
Announcing our $4.2m seed round led by Accel
Scenario Analysis, Explained
Unsure just how much an assumption impacts your model? Scenario analysis lets you visualise this.
Finance
Sales Forecasting: The What, How, and the Why
SaaS vs. Subscription
High level view on differences in unit economics
Marketing
SaaS Retention, Explained
How your SaaS can retain subscribers
Finance
Rolling Budgets, Explained
Pros, cons, and how to implement
Finance
ROIC, Explained
Show, don't tell, your profitability to investors with ROIC
Revenue, Etc.
what revenue actually is
Finance
Reporting Tools 101
How reporting tools can help you find insights from data, and give you the best visualizations to improve business decision making.
Finance
Real-Time Financial Planning, Explained
Build value with real-time financial planning
Finance
Pros and Cons of the SaaS Business Model
The upsides and downsides of software as a service
Finance
Personal Investments: Asset Allocation
Why it pays to diversify your asset allocation
Operating Data Time Steps
Taking the right cut of data for the business
Operating Budgets, Explained
What is an operating budget, and why does every business need one?
Finance
Ongoing Expenses vs. One-time Expenses
Where accounting and unit economics diverge, continued
Finance
One-Time Costs, Explained
Are you processing one-time costs correctly?
Modeling SaaS with Causal — Answering Key Questions
I recently started working with the team at Causal, which has created a powerful browser-based modeling tool. As an excel junkie for many…
Metrics, metrics & METRICS
Diagnostic Metrics and Operating Metrics
Miscellaneous
Market Analysis, Explained
What is market analysis, and why does your company need it?
Company
Announcing our $4.2m seed round led by Accel
Company
CPA Firm Issues SOC 2 – Type I Report at Causal
Finance
Churn - How it works operationally and ways to calculate it
Understanding the intricacies of working with churn metrics
Finance
Why Financial Analysis Matters
10 types of models every financial advisor needs
Finance
Financial Statements: A Beginner's Guide
A guide to the language of business.
Finance
What to Know About SaaS Downgrades
Understanding the impact of user downgrades on your SaaS
Finance
Utilizing Models to Increase Revenue & Business Efficiency
The benefits of a solid modeling process
Finance
Tiered Pricing, Explained
Finding the sweet spot with tiered pricing
Finance
Three Key KPIs for Startups
Three potential KPIs every startup should know
Finance
The Pros and Cons of Common SaaS Pricing Models
A guide to the different SaaS pricing models
Finance
The Keys to a Successful SaaS Business Model
The keys to a SaaS business model, and the financials behind it
Finance
The Key Components of a SaaS Financial Model
And how to go about building your own
Finance
Staying One Move Ahead with Human Resource Planning
And how good resource planning can help your business grow
Finance
Staying in Front of the Numbers with a Financial Dashboard
How the right dashboard can simplify your workflows, and aid your productivity.
Finance
Startup Funding, Explained
Everything you need to know about how to fund your startup
Finance
Sales Forecasting: The What, How, and the Why
Finance
Rolling Budgets, Explained
Pros, cons, and how to implement
Finance
ROIC, Explained
Show, don't tell, your profitability to investors with ROIC
Finance
Reporting Tools 101
How reporting tools can help you find insights from data, and give you the best visualizations to improve business decision making.
Finance
Real-Time Financial Planning, Explained
Build value with real-time financial planning
Finance
Pros and Cons of the SaaS Business Model
The upsides and downsides of software as a service
Finance
Personal Investments: Asset Allocation
Why it pays to diversify your asset allocation
Finance
Ongoing Expenses vs. One-time Expenses
Where accounting and unit economics diverge, continued
Finance
One-Time Costs, Explained
Are you processing one-time costs correctly?
Finance
Interpreting and Analyzing the Profit and Loss Statement
Skip the crystal ball, P&L is all you need to make the big decisions
Finance
Interactive Data in Financial Modeling
Embracing interactive data in your financial modeling
Finance
How & When to Hire
Marketing
Six Marketing Metrics Every SaaS Should Monitor
A list of the most important growth metrics for SaaS businesses
Marketing
SaaS Retention, Explained
How your SaaS can retain subscribers
Marketing
Demand Forecasting, Explained
You don't have to be a psychic to see into the future
Marketing
Are Ads Worth It?
Understanding the different types of ads, and whether they're worth running.
Personal Finance
Why You Need a Personal Financial Statement
Working towards your future? Start with a personal financial statement
Personal Finance
Should you Join a Startup?
The pros and cons of choosing to work at a startup
Personal Finance
How to Pay off A Debt
How to model paying off a debt (and still be able to afford coffee)
Personal Finance
How to Manage Your Money 101
How to be more intelligent with your personal finance
Personal Finance
Cost-Benefit Analysis for Personal Finance

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