FP&A for B2B SaaS

Your board wants live metrics.
You're stuck in spreadsheets.

$5M-$50M ARR SaaS companies: real-time LTV:CAC, automated cohort analysis, and board-ready runway models. No more manually rebuilding dashboards every month.

What We Do

Real-Time LTV:CAC

Live customer economics. Every cohort, every channel. Know your true unit economics daily, not quarterly.

Cohort Analysis

Automated churn by cohort. See retention curves by signup month, plan type, and segment. Updated daily.

Runway Modeling

Board-ready burn scenarios. Multiple scenarios in minutes, not days. Cash runway to the penny, updated in real-time.

What This Looks Like

BEFORE

Manual Spreadsheet Hell

  • ×4-8 hours rebuilding cohort analysis every month
  • ×LTV:CAC is 3+ weeks old by board meeting
  • ×Runway scenarios take 2 days to model
  • ×No real-time visibility between closes
  • ×Board asks questions you can't answer
Cost: ~$15K-25K/year in finance time
AFTER

Automated Board-Ready

  • Cohort analysis updated daily, automatic
  • LTV:CAC live, any segment, any time
  • Runway scenarios in minutes
  • Real-time dashboard, any device
  • Board-ready decks in seconds
Save: ~$12K-20K/year in finance time

The Problem

You're a growth-stage SaaS company. The board expects Series C-level reporting. But your finance team is buried in manual work.

Board wants live metrics

Board meeting is in 5 days. You just started building the deck. Last quarter's cohort analysis is already stale. You don't know your real LTV:CAC.

Finance builds spreadsheets manually

Every month, someone exports data from QuickBooks, builds a pivot table, manually categorizes customers, and hopes nothing breaks. Takes 4-8 hours. Always errors.

Cohort data is always stale

By the time you close the books and run analysis, it's 3 weeks old. Cohort churn from January doesn't show up until mid-February. Too late to act.

Can't model runway scenarios

Board wants 3 scenarios: current plan, 20% revenue miss, 50% revenue miss. Building each takes 2 days. You're guessing. No one trusts the numbers.

How It Works

1

Connect Your Data

We connect to QuickBooks, Stripe, Salesforce, and your data warehouse. No manual exports. We pull the data you need, automatically.

2

We Build the Models

LTV:CAC by cohort, churn curves by segment, runway scenarios — pre-built and automated. Your data, updated daily. No spreadsheet maintenance.

3

Board-Ready in Seconds

Live dashboard. Board decks generated instantly. Runway scenarios at the click of a button. Answer board questions in real-time.

Who This Is For

SaaS Founders

$5M-$50M ARR. Need board reporting but can't afford a full finance team. Want live metrics without the spreadsheet hell.

CFOs / VP Finance

Leading finance at a growth-stage SaaS. Need to scale reporting without adding headcount. Want automated cohort analysis.

Controllers

Drowning in manual reporting. Want to automate FP&A so you can focus on strategic work. Need board-ready metrics.

Who This Is NOT For

This isn't for everyone. Skip this if:

  • ×You're pre-PMF or under $2M ARR — you don't need this complexity yet
  • ×You have a full finance team with dedicated FP&A already
  • ×You want someone to just close the books — we focus on FP&A, not bookkeeping
  • ×You need compliance/audit support — we do strategy, not audits

About Eagle Rock CFO

We're finance operators. Not advisors. Not accountants. Our team has run companies — made payroll, managed boards, navigated growth phases. Former PE backgrounds. We've sat in the room where capital allocation decisions get made.

We combine deep SaaS finance expertise with AI-powered automation to deliver board-ready FP&A at a fraction of the traditional cost.

Ready to get board-ready metrics?

Book a 15-minute finance review. We'll look at your current setup and show you what's possible.

Book 15-min finance review

No long-term contracts. No commitment required.