B2B Startup Starter Pack

All you need as an early-stage founder or first finance/ops hire to build an efficient, growing b2b company.

Parker Gilbert

CEO @ Numeric

Use Template

Use Template

B2B founders & execs.

Instantly get what you need to build an efficient, growing b2b company: Manage burn, grow sales, support investor convos, and then focus on executing.

Brought to you by Parker Gilbert, Founder and CEO at Numeric.

Why is this template helpful?

  1. Build an efficient startup early. Manage burn, spend, and capital efficiency.

  2. Support investor conversations. Useful for board meetings, investor updates, and fundraising.

  3. Grow sales. Build a revenue engine focused on top-of-funnel and product-market fit.

  4. Just the metrics you need. Stay focused without noise or distraction.

What metrics are included?

This pack includes two templates.

From our early stage finance template:

  1. ARR & Bookings

  2. Related Growth Rates

    1. YoY Growth

    2. 6 Month CMGR (Compounded Monthly Growth Rate)

  3. Cash Balance

  4. Runway

  5. Deal Size

  6. Burn Multiple

  7. Engagement (DAU, WAU, MAU)

From our early stage go-to-market template:

  1. Leads, including inbound/ outbound split & basic source breakdown

  2. Opportunities

  3. Closed won deal ($ and #)

  4. Average deal size

  5. MoM comparisons to understand how you're tracking

Why use Daydream?

Daydream is the BI tool built for Founders, Execs, & Ops.

For early stage founders & exec teams:

  1. Fast set up without data work. Connect to all of your tools in a click and get best-practice metrics.

  2. Support a culture of learning & executing quickly. Built for collaboration & async workflows with your full team that helps you quickly generate and act on insights.

  3. Stay on top of the numbers that matter. Grow sales, manage burn, and support fundraising in 1 place.

  4. Intuitive and self-serve: Feels like a doc meets a spreadsheet.

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Stephen Daniels

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Sarah Riley

VP Finance & Strategy, dbt

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Kathleen Estreich & Emily Kramer

Founders @ MKT1

Pipeline coverage is essential for aligning sales & marketing and will improve both forecast accuracy & your funnel. But you can't build it with Salesforce.

Andy Mowat

Head of GTM Ops, Carta

Got Questions?

Got Questions?

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