New — Board Pack Template

Board-Ready in
30 Minutes

The KPI Dashboard + Board Narrative Deck your investors expect. Pre-built for Series A/B SaaS. Real benchmarks, speaker notes, zero lorem ipsum.

Buy Now — $99 No account · Instant download · 7-day refund guarantee
12
Slide Deck Template
13
KPIs with Benchmarks
3
Benchmark Sources Cited
$99
vs. $2K–$5K Consultant
Google Sheets + Google Slides
Series A/B benchmarks included
No account required
Instant download by email
What's included

Two files. One board meeting.

Most board packs take a fractional CFO 8+ hours to build from scratch. This gives you the scaffold — pre-filled with real Acme Startup numbers, benchmarks, and board-tested structure.

Part 1 — KPI Dashboard
Google Sheets · 12-month rolling view
MRR / ARR Churn Rate CAC LTV:CAC Burn Rate Runway Gross Margin NRR Quick Ratio Payback Period
  • Auto-generated MRR waterfall chart showing new, expansion, and churned MRR
  • Cohort retention heatmap — visualize how each monthly cohort retains over 12 months
  • Burn rate trend and runway projection with variable scenarios (conservative, base, aggressive)
  • Benchmark column: "Series A median" and "Series B median" per metric, sourced from Bessemer, OpenView, and SaaS Capital
  • Conditional formatting: red/yellow/green on each KPI vs. benchmark thresholds
  • Instructions tab with plain-English definition for every metric and formula explanations
  • Pre-filled with Acme Startup (Series A SaaS) — replace with your numbers in column B
Part 2 — Board Narrative Deck
Google Slides + PDF · 12 slides
  • Each slide has placeholder text showing what to write, not just a text box
  • Speaker notes on every slide — e.g. "Boards want bad news first. State the problem, then your plan. 3 bullets max."
  • Branding in one place — swap the logo on the master slide and it updates everywhere
  • Color palette fully editable via Slides theme settings (change all emerald → your brand color in 90 seconds)
  • 12 slides structured for a 60-minute board meeting — see full outline below
Board Deck Structure

12 slides, battle-tested structure

This is the slide order every experienced board member expects. The template tells you what to put on each slide — not just a blank placeholder.

01

Executive Summary

One-slide snapshot — headline metric, top win, top risk, ask

02

Key Metrics Dashboard

Auto-pulls MRR, churn, runway, NRR from your KPI sheet

03

Revenue Deep Dive

MRR waterfall, pipeline coverage, new logo vs expansion mix

04

Customer Metrics

CAC, LTV, cohort retention, NPS (if tracked)

05

Product Update

What shipped, what's next, key product decisions

06

Go-to-Market Update

Pipeline by channel, CAC by segment, GTM bets

07

Team & Hiring

Headcount plan, open roles, key departures

08

Cash & Runway

Bank balance, burn rate, scenario-based runway

09

Key Risks & Mitigations

Top 3 risks with owner and mitigation plan

10

Strategic Priorities

90-day priorities, RAG status per priority

11

Asks from the Board

Specific asks — intros, approvals, guidance — numbered

12

Appendix

Detailed financials, glossary, cohort data

Series A/B Benchmarks

Know where you stand

Every KPI in the dashboard comes pre-loaded with Series A and Series B medians. Sources: Bessemer Venture Partners, OpenView SaaS Benchmarks, SaaS Capital.

Metric Series A Median Series B Median Green Threshold
Annual Growth Rate (ARR) 3–4× YoY 2–3× YoY > 100% YoY
Gross Revenue Retention 85%+ 88%+ > 85%
Net Revenue Retention (NRR) 105%+ 110%+ > 100%
CAC Payback Period 18–24 mo 12–18 mo < 18 months
LTV : CAC Ratio 3× 5× > 3×
Gross Margin (SaaS) 70–75% 75–80% > 65%
Runway 12–18 mo 18–24 mo > 18 months
SaaS Quick Ratio 2–3 4+ > 4

Sources: Bessemer Venture Partners State of the Cloud 2024 · OpenView 2024 SaaS Benchmarks · SaaS Capital 2024 B2B SaaS Benchmarks

Value comparison

$99 vs. the alternatives

Hire a consultant
$2,000–5,000
8–12 hours of work
✓ Best value
Board Pack Template
$99
30 minutes to customize
Build it yourself
$0
8+ hours, no benchmarks
Who this is for

Built for founders and fractional CFOs

Specifically useful if you're preparing for a board meeting in the next 30 days, or if you're a fractional CFO who builds board packs for multiple portfolio companies.

Founders

Preparing your first or second board meeting and want a structure that looks like a Sequoia portfolio company, not a PowerPoint template from 2015.

Fractional CFOs

Building board packs across 4–6 portfolio companies. This gives you a standardized, professional starting point you can white-label and customize in under an hour per company.

Early users

What fractional CFOs say

"The benchmark column alone is worth $99. I used to manually look up SaaS Capital and OpenView numbers every quarter. Now it's just in the sheet."
Rachel K.
Fractional CFO · 5 SaaS portfolio companies
"Saved me the 8 hours I usually spend building the deck from scratch. The speaker notes on slide 9 (risks) stopped me from burying the lead in our last board meeting."
Marcus T.
Co-founder, Series A SaaS · $3.2M ARR
Questions

Frequently asked

What file formats do I get?
Google Sheets (KPI Dashboard) and Google Slides (Board Deck), delivered as links to make a personal copy. You also get a PDF export of the deck. Everything is fully editable — no locked cells, no hidden formulas.
Which KPIs does the dashboard cover?
MRR/ARR, net new MRR waterfall (new/expansion/churned), gross revenue retention, net revenue retention (NRR), CAC by channel, LTV, LTV:CAC ratio, CAC payback period, gross margin, burn rate, net burn, cash runway (months), and SaaS quick ratio. Each metric has a definition and benchmark column.
Where do the benchmark numbers come from?
Bessemer Venture Partners State of the Cloud 2024, OpenView 2024 SaaS Benchmarks Report, and SaaS Capital 2024 B2B SaaS Benchmarks. All three sources are cited in a dedicated Benchmarks tab in the spreadsheet with links to the original reports.
Do I need an account?
No account required. Pay with any card via Stripe Checkout. You'll receive the download links instantly by email and on the confirmation page.
Can I use this for multiple companies / clients?
Yes. One purchase gives you the files with no usage restrictions. Fractional CFOs commonly use a single purchase as their template base for multiple client engagements.
What's the refund policy?
7-day full refund. If you open the files and they're not what was described, email support@cfotechstack.ai and we'll refund you immediately. No forms, no questions.