Growth & Pre-IPO

SaaS Metrics & Analytics for Series C Funding

Education Technology

Peter Thomas
Peter Thomas

Managing Director

A fast-growing education technology company needed to establish robust analytics capabilities and SaaS metrics to support their Series C funding round and drive operational excellence.

Situation

The EdTech company had achieved strong product-market fit and was experiencing rapid growth. However, as they prepared for Series C funding, they faced a common challenge: their data infrastructure and analytics capabilities had not kept pace with business growth.

Investors would expect sophisticated SaaS metrics - cohort analysis, customer lifetime value, churn analytics, unit economics - but the company lacked the systems and processes to produce these insights reliably. Additionally, operational leaders needed better data to make informed decisions as the organization scaled.

What We Did

We performed a comprehensive analytics and organizational buildout:

  • Designed and implemented SaaS metrics framework covering ARR, MRR, churn, LTV, CAC, and cohort performance
  • Built executive dashboards providing real-time visibility into business performance
  • Established operational analytics to support decision-making across sales, marketing, and customer success
  • Created investor-ready reporting packages with standardized SaaS metrics
  • Built internal analytics team capabilities to maintain and extend the platform

Our work ensured that both executive leadership and potential investors had access to actionable insights that demonstrated the health and trajectory of the business.

Impact

The analytics buildout delivered immediate value across multiple dimensions. Executive and operational leadership teams gained visibility into key performance drivers, enabling more informed and timely decisions.

Most importantly, the company successfully closed its Series C funding round. Investors cited the sophistication of the company's analytics capabilities and the clarity of the SaaS metrics as key factors in their investment decision.

This engagement demonstrates how the right analytics foundation can accelerate growth-stage companies - providing the operational insights leaders need and the investor-grade metrics that support successful fundraising.

Growth & Pre-IPOEducation TechnologySaaS MetricsData & Analytics