Messy founder financials into clean SaaS metrics
Every portfolio founder sent numbers in a different shape. We built the fund a pipeline that ingests any format, consolidates each company into one record, and calculates the SaaS metrics automatically.
A B2B SaaS growth fund · portfolio financial monitoring
This client asked to remain anonymous.
Where the time was going
Every founder in the portfolio reported differently: a spreadsheet here, a PDF export there, a screenshot of a dashboard, a cut of the accounting system. Before anyone could look across the portfolio, someone had to hand-key each company's numbers into a common shape, every reporting period, and hope nothing was mistyped along the way.
- Founder financials arriving in a different format from every company.
- Hours of manual re-keying before any number could be compared.
- SaaS metrics recalculated by hand, inconsistently, each period.
- No single, trustworthy record to look across the portfolio from.
DealSage, on their reporting
We built the fund an ingestion pipeline that takes founder financials in any format, extracts and reconciles the figures, and consolidates each company into one structured record. From that record, DealSage calculates the fund's standard SaaS metrics automatically, the same way, every time.
- Ingests any format: spreadsheets, PDFs, exports, accounting cuts.
- One consolidated, structured record per portfolio company.
- ARR, NRR, burn, runway and the rest, calculated automatically.
- Every figure traced back to the founder document it came from.
Three steps, one workflow
The compounding win is comparability. Once every company reports into the same structured record, the fund can look across the whole portfolio in one view, spot the outliers, and trust that the metrics were calculated the same way for each company, rather than reassembled by hand every quarter.
“Reporting used to be a re-keying exercise. Now the numbers land consolidated and the metrics are just there.”
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