SaaS Dashboard

Bouncing file to file trying to capture the pulse of your marketing efforts? Save time and hair via this dashboard used by the likes of content marketing as a service experts Newscred. In one glance quickly validate ROI, lifetime value, and other essential metrics.

Details
• Track & Optimize Marketing KPIs by channel
• Includes glossary of key terms & strategies
• Built-in formulas for LTV, CAC, and more!

Operating Expenses Budget (Seed Stage)

For early stage companies managing overhead is a crucial component to scaling and sizing capital requirements. Use this template to appropriately scope operating expenses.

Details
• Helps monitor one-time, repeat, human, and infrastructure costs
• Captures 24 months of data

Board Deck

While there are several approaches - all of which you should explore to find the best fit - this template captures our thoughts on a well put-together board deck. Note: this should be accompanied with other elements of the board packet before the meeting.

Details
• 20+ slides covering department updates, cash projections, roadmaps, and a whole lot more
• Contains tips and step-by-guide to walk you through best practices (see the "Notes" area)
• PPT format for easy modification

Investor Update (Deck)

Beyond financing, your syndicate can be a boon to scaling and overcoming obstacles in your startup. Streamline keeping them in the loop by using this compact deck.

Details
• In 6 slides covers all the essential details your syndicate cares about
• Contains tips and step-by-guide to walk you through best practices (see the "Notes" area)
• PPT format for easy modification

Investor Update (Email)

Leaner than a deck - but just as impactful - this template gets right to the heart of what's important for you and your syndicate to touch base on.

Details
• Contains tips and sample content to get you off to the races
• Word format for easy copy-and-pasting