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