Designed for finance and accounting workflows
Field | Value | Notes |
---|---|---|
Company Financials | ||
Current Cash Balance ($) | End-of-month cash | |
Monthly Burn Rate ($) | Net cash burn per month | |
Monthly Recurring Revenue ($) | Recognized subscription revenue | |
Monthly Revenue Growth (%) | MoM growth % | |
Gross Margin (%) | As a percent | |
Cap Table & Funding | ||
Total Shares Outstanding (M) | Fully diluted, in millions | |
Employee Option Pool (%) | % of FD shares | |
Last Round Valuation ($M) | Post-money, in millions | |
Months to Next Funding Round | Expected timing | |
Expected Next Round Size ($M) | In millions | |
Expected Dilution (%) | From next round | |
Business Performance | ||
Customer Acquisition Cost ($) | Blended CAC | |
Customer Lifetime Value ($) | Gross margin LTV | |
Monthly Churn Rate (%) | Logo churn, monthly | |
Months to Break-Even | Projected timeline | |
Total Addressable Market ($B) | Top-down TAM | |
Team & Role | ||
Current Team Size | Full-time employees | |
Role Level | Seniority band | |
Role Function | Functional family | |
Employee Number (hire order) | Lower number → earlier employee | |
Geographic Market | Location cost index | |
Market Context | ||
Founder Track Record | Signal strength | |
Investor Tier | Latest institutional round | |
Market Competition | Competitive intensity | |
Technology Moat | Defensibility |