GTM & Revenue Finance
For SaaS and non-SaaS leaders scaling Sales, Marketing, and Customer Success
Turn Revenue Strategy into Financial Clarity
Whether you’re selling software, services, or something in between — we bring rigor to GTM planning, performance metrics, and revenue forecasting so you scale profitably and predictably.
🎯 Drive GTM Performance
- Pipeline-to-revenue conversion modeling
- Sales comp and quota planning
- CAC, LTV, churn, and retention analytics
- Forecasting across bookings, usage, and expansion
🔁 Align Strategy to Finance
- Scenario planning for new GTM motions, pricing changes, or expansion
- Profitability by product, service, or GTM channel
- Cohort-based retention and monetization modeling
- SaaS-specific reporting and KPI dashboarding
📈 Prepare for Investors and the Board
- Investor-ready dashboards and GTM performance narratives
- Subscription metrics support (ARR, MRR, NRR)
- Equity comp modeling for GTM teams
- Cross-functional alignment across RevOps, SalesOps, and Finance
🧮 Scenario Modeling for GTM Control
- Dynamic forecasting and cohorting across ARR, retention, CAC, pipeline and quota
- "What if" logic to pressure-test GTM plans and uncover scaling risks
- Flexible levers built into models for quota, ramp, win rate and headcount alignment
