Understand your startup's finances.

Daydream and Puzzle Financial are teaming up to let founders understand & leverage their financial data like a seasoned CFO.

Your startup lives or dies based on how well you manage your financial health. But finance can feel intimidating, overwhelming, and like a massive time suck of spreadsheets & manual data prep for overstretched founders. The result is confusion, distraction, lack of visibility into critical pieces of the business, and fumbling through high stakes investor conversations. Not great.

Get a complete finance toolkit, when you connect Puzzle to Daydream. Auto-generate the key metrics, dashboards, reports, and docs you need to explore your financial data, collaborate with your team, and prepare internal and investor reporting.

Brought to you by Sasha Orloff, the CEO of Puzzle, the modern startup accounting tool.

Why is this template helpful?

1. Make better financial decisions. Understand your business with the core metrics, views, and support you need. Drill down for insights as needed.

2. Manage runway, burn, & financial health.

3. Stay on target and under budget. Collaborate with your team against your financial goals and diagnose gaps.

4. Build investor confidence. Power investor & board reporting and fly through diligence when fundraising.

5. Save work and stress. No more manual spreadsheets and out-of-date reports.

What's included?

Get the live, up-to-date metrics and reports you need to run your business via templates including:

Your startup's financial summary

1. Annual Recurring Revenue (ARR)

2. Compound Monthly Growth Rate (CMGR)

3. Cash Balance

4. Runway

5. Bookings

6. ARR Growth Rate

7. Burn Multiple

8. Daily Active Users

9. Weekly Active Users

10. Monthly Active Users

11. Annual Contract Value (ACV)

Income statement

1. Revenue

2. Gross profit

3. Gross margin

4. Net operating income

5. Net income

6. Cost of Goods Sold (COGS)

7. Expenses by category

Balance sheet

1. Cash In

2. Cash Out

3. Working capital

4. Inventory

5. Assets by Category

6. Debt

7. Liabilities by Category

8. Current ratio

9. Liquidity ratio

10. Quick ratio

11. Debt to asset ratio

12. Debt to equity ratio

13. Inventory to sales

14. Inventory turnover

15. Days sales in inventory

16. Cash balance

17. Accounts Receivable

18. Accounts Payable

Lots more!

Power your finance needs with live data:

1. OKR reporting

2. Internal finance & budget reviews

3. Monthly investor reports

4. Board reporting

5. Etc.

Why use Daydream?

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

For Founders, Finance, Execs, & Ops:

1. Fast set up without data work. Connect to your Hubspot, Salesforce, and other tools in a click and get best-practice metrics.

2. Unify your finance with other teams. Bring together all your teams and tools in one place.

3. Make reporting a breeze. Generate written reports in 1 click so you can focus on executing.

4. 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.

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