Pipeline and forecast reporting
Current pipeline, coverage and forecast by segment, reconciled to bookings.
Walk into diligence with GTM numbers that hold up.
We turn messy CRM and GTM data into fundraising-ready pipeline, forecast, conversion, rep performance and capacity models.
What we cover
The GTM models investors and boards ask for.
Built from your own CRM data, reconciled to finance, and documented so your team can update them every quarter.
Historical stage conversion
Stage-by-stage conversion, win rates and cycle length by cohort and segment.
Forecast model from current pipeline
A bottom-up forecast built from stage probabilities your history supports.
Rep performance and productivity
Attainment, pipeline generated, win rate and ramp for every rep.
Ramp and capacity planning
Hiring, ramp and quota capacity modelled against the plan you are raising on.
CRM data cleanup
Stages, close dates, amounts and owners fixed so the history can be trusted.
Metric definitions
One written definition for every GTM metric, so the board and the team read numbers the same way.
Board and data room pack
Clean exports, charts and a short narrative ready for decks and diligence.
Signs you need this
When an investor asks a question your CRM cannot answer.
Fundraising exposes GTM data gaps fast. These are the questions we prepare you for.
- What you seeWhat we fix
- Stage conversion is a guess→Historical conversion by stage, segment and cohort
- The forecast does not match finance→A forecast model reconciled to bookings and the plan
- Rep performance is anecdotal→Attainment, productivity and ramp for every rep
- The hiring plan lives in a spreadsheet→A ramp and capacity model tied to the revenue plan
- Every export tells a different story→Clean CRM data and one set of metric definitions
How we run it
Four steps from messy CRM to diligence-ready.
- 1AuditWeek 1
Pipeline history, stage data, close dates and owners, checked against finance.
- 2Clean and defineWeek 2
Data fixed at the source and every metric given a written definition.
- 3ModelWeeks 3–4
Conversion, forecast, rep performance and capacity models built and stress-tested.
- 4PackageWeek 5
Board-ready charts, data room exports and a walkthrough with your leadership team.
What we measure
The metrics diligence will test.
Each one is sourced from your CRM, reconciled to finance and explained in plain language.
- Net new ARR
- Pipeline coverage
- Stage conversion by cohort
- Forecast accuracy
- Win rate and sales cycle
- Rep productivity and ramp
Platforms
Moving platforms? See migration paths →Built in the stack you already own.
- HubSpot
- Salesforce
- Excel
- Google Sheets
- Snowflake
- BigQuery
- Looker
- Power BI
Intro call
Raising in the next two quarters?
Thirty minutes with an operator who has built fundraising analytics. Tell us when you plan to raise, and we will show you which numbers to get ready first.