Investor KPI Dashboard
Series B metrics and unit economics for investor reporting
Updated 28 May 2026 at 22:06
+8
Net Revenue Retention
124%
Target: >120%
Revenue from existing customers this period vs. last period, including expansion and contraction. >120% signals strong upsell motion.
-1.8
CAC Payback
14.2 mo
Target: <18 mo
Months to recover fully-loaded customer acquisition cost from gross margin. Lower is better; <18mo is Series B benchmark.
+0.6
LTV:CAC Ratio
4.8x
Target: >3x
Customer lifetime value divided by acquisition cost. >3x indicates sustainable unit economics; >5x suggests under-investing in growth.
-0.4
Burn Multiple
1.3
Target: <2.0
Net burn divided by net new ARR. Measures capital efficiency: how much you burn to generate each dollar of new revenue. <1.5x is excellent.
+12
Rule of 40
58%
Target: >40%
Revenue growth rate + profit margin. Balances growth vs. profitability. >40% is the gold standard for SaaS/marketplace businesses.
+0.3
Magic Number
1.2
Target: >1.0
Net new ARR divided by prior quarter S&M spend. Measures sales efficiency: >1.0 means every $1 in S&M generates >$1 in new ARR.
+2
Gross Margin
65%
Target: >60%
Revenue minus direct costs (COGS, payment processing, hosting). >60% typical for marketplaces; >70% for pure software.
+45
Revenue Growth
133%
Target: >50%
Year-over-year net revenue growth. At Series B, investors expect >100% for top-tier deals, >50% minimum.
KPI Trends
Unit Economics Waterfall
Cohort Retention Analysis
| Cohort | Q0 | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| Q1 2025 | 100% | 94% | 89% | 85% | 82% |
| Q2 2025 | 100% | 96% | 91% | 88% | - |
| Q3 2025 | 100% | 93% | 89% | - | - |
| Q4 2025 | 100% | 95% | - | - | - |
Investor Summary
Key metrics for Series B fundraising
Strengths
- • NRR at 124% exceeds 120% benchmark
- • Revenue growth of 133% YoY
- • Rule of 40 at 58% (healthy)
- • LTV:CAC ratio of 4.8x (strong)
Areas to Monitor
- • CAC payback at 14.2 months (target <18)
- • Burn multiple improving but still 1.3x
- • Gross margin at 65% (room for optimisation)
- • Cohort retention needs Q3+ data