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Martech Companies
CFO Leadership for Martech Companies
Your metrics live in twelve tools. We turn them into one forecast, one runway number, and board decisions you can defend.
Trusted by 50+ SaaS businesses, marketplaces, and platforms:
Founder’s pains
The most measurable market in software, running on guesswork
Martech is the most measurable corner of software, which makes it the least forgiving. Your buyers scrutinize ROI on every dollar, AI-native competitors enter the market constantly, and usage-based pricing shifts your cost structure underneath you. Yet the finance layer behind these decisions often runs on stitched-together exports and tribal knowledge.
The trigger moments arrive on schedule: a board meeting that demands answers your decks cannot give, a fundraise that exposes the fragility of your forecast, a pricing change whose margin impact nobody can model. Each one consumes weeks of founder attention that should go to the product and the market.
Which campaigns and channels actually pay back?
When acquisition spend sits in one tool, attribution in another, and margin nowhere at all, you end up debating CAC and LTV in meetings instead of using them to allocate budget - so channel decisions stall and payback claims go unchallenged in both directions.
Can you trust your runway number?
When revenue data lives in the billing system, spend in spreadsheets, and scenario math in someone's head, every forecast becomes a fresh negotiation - and the runway number your board sees is only as reliable as the last time someone manually reconciled all three.
Does your board pack answer what to do next?
When board reporting is a recap of last quarter's metrics rather than a framed set of trade-offs, investors start asking harder questions, and the meeting ends without a decision on hiring, pricing, or spend - leaving your team to guess what the board actually wanted.
Can you defend the next hire or price change?
When headcount plans and pricing changes rest on instinct because no model ties them to runway and margin, every major move feels riskier than it should - and the safest-looking option becomes deferring the decision until the market, or your cash, decides for you.
WHY FISCALLION
Why martech companies choose Fiscallion
01
Financial Planning and Analysis
Strategic FP&A built around how martech revenue actually works: a driver-based model and rolling forecast that reflect seats, usage, and consumption-based revenue, refreshed on a monthly cadence so hiring, spend, and pricing decisions rest on current numbers rather than last quarter's export.
02
Fundraising & Investor Support
Fundraising and investor support with senior ownership: an investor-ready model and a board pack that frames choices and trade-offs instead of recounting history. Every client works directly with Aleksandar at the CFO layer, so the numbers in front of your investors are the ones he builds, stress-tests, and can defend in the room.
03
Actionable KPI Dashboards
Actionable KPI reporting with one definition per number: MRR and ARR, CAC payback by cohort, gross margin, burn, runway, and net revenue retention - delivered on a fixed cadence, so a metric means the same thing in every meeting and debates move from definitions to decisions.
04
Growth Focus CFO Advisory
Growth-focused CFO advisory for the decisions software alone cannot make: capital allocation, pricing, and growth trade-offs. For martech companies between $5M and $100M ARR, fractional CFO leadership provides senior judgment without the fixed overhead of a permanent executive seat.
FINANCIAL MODELING
The decision infrastructure we build for martech companies
Driver-Based Revenue & ARR Model
Maps revenue to the drivers that matter in martech - seat expansion, usage, and AI-driven consumption - so your ARR forecast reflects how customers actually buy. Supports pricing experiments, capacity planning, and growth targets the board can trace back to explicit assumptions.
CAC & LTV Cohort Model
Builds CAC and LTV as cohort ranges rather than single blended numbers, with payback computed on contribution margin - the right basis when AI-driven usage costs make revenue expensive to serve. Supports budget allocation across channels and customer segments.
Cash Flow & Runway Forecast
Consolidates billing, spend, and pipeline into one cash view with scenario ranges, so runway becomes a number you can defend under board questioning rather than a moving target. Supports the timing of hiring, fundraising, and discretionary spend.
Headcount & OPEX Planning Model
Ties every planned hire to runway impact and team-level capacity, so headcount discussions happen in a model rather than in opinion. Supports trade-off decisions between hiring earlier, hiring more senior, or protecting runway.
Pricing & Margin Model
Models cost-to-serve for usage-based and AI-heavy pricing, where variable compute costs strain flat seat-based economics. Supports pricing changes, packaging decisions, and gross-margin targets with margin assumptions stated explicitly.
Board & Investor Reporting Pack
A board pack that reports history briefly and spends its time on choices: scenarios, trade-offs, and the recommendations behind them. Supports investor reporting and fundraising preparation with a model and narrative that hold up to diligence.
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