Financial Metrics for Startups

Built for early-stage founders, finance, & execs. Get the key metrics you need to stay on top of your finances & support investor conversations.

Parker Gilbert

CEO @ Numeric

Use Template

Use Template

Manage burn & grow efficiently.

Built for early-stage founders, finance, & execs. Get the key metrics you need to stay on top of your finances, efficiently company-build, & support, investor updates, and board conversations.

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 basic capital efficiency.

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

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

What metrics are included?

  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)

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.

Datasources

Hubspot, Quickbooks, Stripe, Xero, Product Data

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Got Questions?

Got Questions?

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