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PITCH GUIDE

SaaS pitch deck guide

Metrics that matter for recurring revenue

SaaS investors live and breathe recurring revenue metrics. Your pitch should be data-driven, showing clear paths to efficient growth and strong retention. The Rule of 40 (growth rate + profit margin > 40%) is your north star.

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Key metrics to know

Annual Recurring Revenue (ARR)

Your annualized subscription revenue, excluding one-time fees.

Benchmark: Seed: $100K-$1M ARR, Series A: $1M-$3M ARR.

Net Revenue Retention (NRR)

Revenue from existing customers including expansion minus churn.

Benchmark: Best-in-class: 120%+, Good: 100-120%, Concerning: <100%.

CAC Payback Period

Months to recover customer acquisition cost from gross margin.

Benchmark: Target: <12 months for SMB, <18 months for enterprise.

Gross Margin

Revenue minus cost of goods sold (hosting, support, etc.).

Benchmark: Software: 70-85%, Infrastructure: 50-70%.

Monthly Churn Rate

Percentage of customers or revenue lost each month.

Benchmark: SMB: <3% monthly, Enterprise: <1% monthly.

Must-have slides

1Cohort analysis

Show how customers behave over time

  • Display retention curves by signup month
  • Show revenue expansion within cohorts
  • Highlight improving cohort quality

2Go-to-market motion

Prove you can acquire customers efficiently

Common mistakes to avoid

  • !Conflating MRR with ARR or including non-recurring revenue
  • !Ignoring gross margin in growth discussions
  • !Not segmenting metrics by customer type
  • !Underinvesting in customer success
  • !Premature enterprise sales before product-market fit

What investors expect

  • Clear understanding of unit economics
  • Evidence of product-market fit through retention
  • Efficient go-to-market motion
  • Defensible positioning in the market
  • Path to profitability or Rule of 40

Ready to pitch?

Break down CAC by channel
  • Show sales cycle length and conversion rates
  • Explain your expansion playbook
  • 3Product roadmap

    Connect features to retention and expansion

    • Show how new features drive upsells
    • Explain platform strategy if applicable
    • Link roadmap to market positioning

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