      SaaStr · 2015-03-05
      · 4108d
    

7-Point Checklist for Raising Capital: SaaS Company Fundraising Guide

A comprehensive guide for SaaS companies preparing to raise capital, covering seven critical factors including key metrics benchmarking, financial documentation, projections, customer analysis, competitive positioning, and funding strategy selection. The article emphasizes the 40% rule and other SaaS-specific metrics that capital providers evaluate, along with practical steps to increase fundraising success.

5 metrics· Cited 0× in the knowledge base ·Open source ↗

Metrics in this report

40% Rule (Growth + Net Income)

40%

target

SaaS companies seeking capital

Customer Concentration Risk Threshold

10%

threshold

Annual revenue concentration that triggers investor due diligence

Elevator Pitch Length

500words

maximum

Lighter Capital online application product pitch

Historical Financial Documentation

24months

preferred

P&L and Balance Sheet history for institutional lenders

Lighter Capital Portfolio Performance

47%

actual

MRR growth rate YoY plus net income percentage for Lighter Capital SaaS portfolio