article thumbnail

Why you should never have a data room — the most counter-intuitive fund-raising advice you’ll ever…

Both Sides of the Table

A detailed financial model that shows your anticipated revenue, costs and profits (Income Statement) as well as your balance sheet and cashflow statements. I hired a sales coach named Kai Krickle who helped me figure out how to close more deals. against a broad range of similar companies.

Cap Table 336
article thumbnail

How to Write a Business Plan

Up and Running

Use this chapter to describe your current team and who you need to hire. An online software company might look at churn rates (the percentage of customers that cancel) and new signups. Balance Sheet. The balance sheet provides an overview of the financial health of your business. Read more ».

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to Write a Business Plan for a Subscription Box Service

Up and Running

The five key metrics to judge your subscription model’s success are: Churn and churn rate. You might outsource packaging, shipping or both instead of hiring more people to work with you directly. . Balance sheet : Make sure your assets and liabilities balance out to show financial health.

article thumbnail

Webinar Recap: 14 Tips on How to Pitch and Get Funded

Up and Running

You should have a good solid executive summary, you should have full financials, and that means a projected balance sheet, P&L and cash flow. Then referral rates and opt-out rates. How many people are going to leave? This is what we track. These are the metrics for the SaaS model that we have.