CASE · HEALTHCARE SOFTWARE
Monthly ARR loss cut by 79%.
Healthcare Software · £50–100m · ARR Cube Clean-Up
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Sound familiar?
01Pricing has not been reviewed in two years.
02NRR appears healthy, but nobody can defend the cohort.
03The GTM motion shows up as one number when it is really three.
04You are relying on a verbal story to defend the multiple.
Illustrative data
The ARR snowball.
Every SaaS engagement ends in a defensible ARR snowball: every movement classified in the order PE prices it, from BoP through GRR, NRR and EoP.
Six pillars · one cube
The cube buyers actually price on.
01
ARR Snowball
New, expansion, contraction, churn and reactivation, split at price, product and volume.
02
Cohort Retention
NRR and GRR by vintage, segment and ICP, rebuilt from raw events.
03
CAC Payback & LTV/CAC
How efficiently growth was bought, with payback periods that hold up to buyer rebuttal.
04
Rule of 40
Growth plus profitability, the headline benchmark buyers use to set the multiple.
05
Quality of Earnings
Revenue recognition cleaned, one-offs stripped, the recurring base clearly defined.
06
Pipeline Health
Ability to meet plan from recent pipeline generation, with proof that historic pipeline converts as expected.
Pillar01 · ARR Snowball
Our recent SaaS work.
CASE · CLOUD HR SOFTWARE
One source of truth for ARR, across every invoicing system.
Cloud HR Software · <£50m · ARR Snowball
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CASE · TECHNOLOGY
Fast-moving ARR, finally trackable.
Technology · <£50m · Data Visualisation
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What SaaS clients ask first.
DVS builds the metrics a buyer prices on: NRR and GRR by cohort, segment and ICP, CAC payback by channel and segment, and ARR bridges. Each is defined the way a buyer will define it, so there is no argument later.