Finance Pack
Runway & Pricing
Monthly financial summaries, unit economics, pricing strategy, investor metrics, expense audits, runway scenarios, tax prep.
expense-audit
Scan Gmail for SaaS subscription receipts, categorize every recurring charge, flag the ones most replaceable, and compute the monthly run-rate — so you know exactly what you're paying for before the next renewal hits.
investor-metrics-package
Pull ARR, MRR, NRR, churn, CAC payback, burn multiple, and runway into investor-standard format — the data layer that feeds the CEO Pack's investor update draft.
monthly-financial-summary
Pull this month's revenue, expenses, net, and runway vs. last month into a single 1-page brief you can act on.
pricing-strategy-brief
Research competitor pricing, surface vault feedback from customers, and produce a single recommendation with rationale when you're considering a price change or new tier.
runway-scenario-model
Take current MRR, monthly burn, and cash balance — produce three runway scenarios (flat, 10% MoM growth, 20% MoM growth) in a table you can defend to an investor or a co-founder.
tax-prep-data-pull
At year-end, organize income from Stripe, deductible expenses from Gmail receipts and the vault, and contractor 1099 data into a structured document your CPA can ingest without a two-hour call.
unit-economics
Calculate CAC, LTV, payback period, and gross margin with the math shown — so you can defend the numbers to an investor, not just read them off a dashboard.