Series A KPI & Board Pack Template
The exact KPI structure and board-pack outline our fractional CFOs use with Series A-stage founders. Built to mirror what tier-1 investors expect – so your numbers and narrative show up the same way they read every other deck.
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KPI Workbook – what's inside
Growth & Revenue
- – ARR (committed, billed, collected) – monthly + quarterly
- – New / Expansion / Contraction / Churn ARR waterfall
- – Net & Gross Revenue Retention (cohorted)
- – Logo retention vs. dollar retention
- – Pipeline coverage by stage and forecast accuracy
Unit Economics
- – CAC (fully-loaded), CAC payback, LTV/CAC
- – Gross margin by product line and segment
- – Magic number / sales efficiency
- – Burn multiple (net new ARR ÷ net burn)
- – Rule of 40 – growth + FCF margin
Cash & Runway
- – Net cash, monthly burn, runway in months
- – 13-week cash forecast, scenario sensitivity
- – Hiring plan tied to revenue triggers
- – Capital efficiency vs. plan-of-record
Operating & Governance
- – Quarterly OKRs and progress vs. last board
- – Hiring scorecard: open roles, time-to-fill, attrition
- – Top customer wins / losses / at-risk accounts
- – Risks register with mitigations and owners
Board Pack – section outline
One-page summary investors actually read
Single source of truth, auto-populated from the workbook
P&L, cash, runway, variance vs. plan
Quarterly retention + expansion view
Stage waterfall, win-rate, ICP fit
Plan vs. actuals, key hires, attrition
Specific decisions and intros required from the board
Have a fractional CFO build your board pack
Our partners run the KPI workbook and board pack alongside your finance lead – investor-ready in weeks, not quarters.
Book a board-pack walkthrough