dataroomHQ

Excited to share that dataroomHQ CEO, Jeff Schwartz, is speaking at SaaSOpen in #NewYork this Friday, 9/6! Join him at the Marketing/Sales Stage to hear his session on “The Leading Indicators to Drive Forecast.” There, he’ll share the major flaws that cause misalignment in forecasting between sales, marketing and finance. And unveil the ultimate SaaS formula to bring alignment across the organization. #SaaSOpen #SaaS #NewYorkCity #TechEvent #Speaker #Salesforecast #growth

👀 Exciting Update from dataroomHQ 👀 Business Intelligence is prime for disruption via AI. The focus is going to shift from manually building to analyzing. At least this is what our customers are saying. We have been laser-focused on prioritizing customer feedback to drive our product roadmap and our latest release is a direct result of incorporating that feedback. Check out the demo below! 1️⃣ Get Instant Insights: Ask a question to your data and get an answer 2️⃣ Data Prep Through Text: Manipulate your data by telling it what to do 3️⃣ Inspect The Metric: Trust the output by being able to validate every metric 4️⃣ Investor Updates On Autopilot: Automatically generate board and investor memos

The year is 2013. Henry Ward of Carta (then eShares) saw how painful it was each time investors asked for the latest cap table. Scrambling to update it in Excel became a massive fire drill. There had to be a better way. Flash forward to 2024. Cap tables are clean (because of Carta) but metrics are a mess. Just think of the sprint companies go through to prepare for every board meeting, every quarter. At a minimum, the week before the board meeting, there are teams of people spending their entire week doing adhoc analysis. For earlier stage companies this happens more regularly, for their monthly update. There has to be a better way. If I had a dollar for every time someone mentioned the parallels between us and Carta, well that might have been enough to cover our seed round 😂 ! That's why it was so awesome to get to sit down with the Carta team and talk about our story. What Carta did for the cap table, dataroomHQ is doing for operational metrics. Thank you Carta, Kiley Roache, Zoran Basich, and Jessica Capibaribe for the feature.  And thank you Oceans, Bling Capital, Cortical Ventures, Garuda Ventures, B5 Capital and others for supporting our mission.

At dataroomHQ, we specialize in automating analytics to give companies the same view of their business that investors use to analyze a company. This puts companies in the best position when preparing for board meetings, going to raise capital, making strategic decisions, and surviving in today’s tougher environment. Our customers have asked and we shipped our ‘Inspector Gadget’ feature. Now, you can click any board level metric or cohort analysis and understand exactly which customers drove each metric, by how much, during any time period. This tool allows C-Suite, boards, and investors to instantly understand the 'why' behind each metrics. Take a look and let us know if you’d like to schedule a demo. Get started in 1 day, and get board meeting and fundraise ready 10x faster.

While software IPOs have experienced a lot of volatility over the years, something has stood the test of time…….. Investors deeply care about cohort analysis.  It consistently appears as you look through IPO documents over the years. (See carousel below) It makes sense too.  This one analysis can tell you so much about your company from: ⭐ Objectively, do we have product market fit? ⭐ Are we getting more efficient at acquiring customers? ⭐ What is our payback period and are we improving it? ⭐ Have we gotten better at onboarding and signing up the right customers? ⭐ Is our retention improving? If you’re any type of company that has a recurring revenue stream (doesn’t matter if it is #B2B, #Marketplace, or #B2C) this needs to be in your board decks, fundraising decks, and therefore needs to be front and center in your internal dashboards. MongoDB | MuleSoft | Dropbox | Zscaler | Slack | Lyft | Airbnb | DoorDash | HashiCorp | GitLab | Rent The Runway | Qualtrics | Klaviyo | Instacart

Are you a #SaaS or #Marketplace Investor, CEO or CFO?! Your input is needed! In our upcoming series "Questions From the Boardroom", we aim to bring transparency into the top 🌟 real🌟 questions that Boards and Investors are asking during board meetings and fundraising events. Why?! So everyone entering the Boardroom can be best prepared to share the data-backed story of their business. Do you have a question or scenario you've encountered?! Add it to the link in the comments. Stay tuned for the upcoming series #QuestionsFromtheBoardroom where we share our insights on how to analyze these questions, and respond with a financial and operational metrics lens.

❗ ❕ Help Needed ❕ ❗ We are gathering real-world questions from investors, board members, CEOs, and CFOs for our upcoming series "Questions From the Boardroom", where we will attempt to demystify the critical SaaS financial and operational questions investors ask during board meetings and fundraising efforts. We want to know from you...what questions can we help you prepare for? We will share our insights on how to effectively analyze and respond confidently to these questions with data. Please submit your question using the form linked in the comments. #QuestionsFromtheBoardroom is launching soon—stay tuned!

As a #SaaS Founder, CEO or CFO how do you create capacity plans with your headcount expenses, non-headcount expenses and quota categories? Does it take you more than 5 minutes? With dataroomHQ Planning, you can create a Rep Productivity Plan in less than 5 minutes. Test assumptions and get answers to questions like: 1️⃣ What would be the impact to Total New Business ARR if rep ramp time decreased by 1 month? 2️⃣ How would adding 2 Enterprise sales reps in Q3 impact burn? 3️⃣ What would be the impact to ARR if SMB average deal size increased by $8k? Optionality when you're building your operating plans is key to survival. So, we are giving SaaS companies the ability to create 3 operating plans at no cost. Link in comments.

As a #SaaS Founder, CEO, or CFO do you regularly experiment with leading indicators, and how they impact your operating plan? dataroomHQ CEO Jeff Schwartz shares, "optionality when you're building your plans is key to survival." With dataroomHQ Planning, you can create a Demand Forecasting Plan in less than 5 minutes, and model these scenarios (and more). ❓ What would be the impact to net burn if I can create 5 more opportunities in a month? ❓What would be the impact to ARR if I can increase my average deal size by $5k? ❓If I hire 3 more employees, what happens to my runway? We are giving SaaS companies the tools to have that optionality and are allowing companies to create 3 operating plans at no cost. Link in comments.

Did you know that more than 3,200 private venture-backed US startups that collectively raised $27.2B went out of business last year? 😲 We’re on a mission to change the future of SaaS. That’s why today, we’re proud to introduce dataroomHQ Planning, a new, free offering designed to optimize forecast and headcount planning while preparing for every future scenario. 🌟 Leading Indicator Planning 🌟Rep Productivity Planning 🌟Top Down Planning  Learn more about this new tool and sign up today for FREE: https://lnkd.in/eghjxFjt