The Platform
The Revenue Intelligence Platform Built for PE-Backed SaaS
Every IOP engagement includes full access. No extra charge. No separate login. Your data, your benchmarks, your story — always current.
16 KPIs. Four Views.
Every metric that actually tells the story of a SaaS business.
Benchmarked against targets your team sets — not industry averages that don't apply to your stage.
Marketing
New ContactsInbound PipelineOutbound PipelinePipeline Sufficiency
Growth
Ending ARRARR Growth RateSaaS Quick RatioExpansion ARR %
Retention
Net Dollar RetentionGross Dollar RetentionRevenue Churn RateLogo Churn Rate
Efficiency
SaaS Magic NumberCAC Payback PeriodLTV to CAC RatioNew Logos
AI-Powered Features
- Plain-language definition for every metric — what it means, why it matters, what good looks like
- AI commentary on every KPI that reads your specific number against your benchmark
- Ask Your Data — type any question and get an answer from your actual numbers
- Pipeline risk scoring with High / Medium / Low flags and recommended actions
- Weekly AI narrative digest delivered to your CEO and board every Monday morning
- Year-over-year comparison for any month — every metric side by side
Integrations
🔗
HubSpot CRM
Pipeline, ARR, and marketing data sync automatically
☁️
Salesforce
Opportunities and pipeline stage sync
💳
Stripe Billing
MRR, churn, and expansion from billing data
Board-Ready Exports
One click. Board meeting ready.
Export a full board report PDF with all 16 KPIs, trend data, and benchmark context. The weekly Monday digest goes to your CEO and board automatically — written by AI using your actual numbers.
Built for Portfolios
One login. Every company.
PE sponsors and VC firms get a single login with access to every portfolio company. Each company's data is fully isolated. Benchmarks are configured per company. The platform grows with your portfolio.