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Define ARR and learn how understanding Annual Recurring Revenue can enhance your business strategy and financial planning with this straightforward guide.
Navigating the financial metrics essential for your business can sometimes feel overwhelming, but some figures offer truly powerful insights. Annual Recurring Revenue (ARR) is one such metric, especially if your income relies on ongoing customer commitments. We'll take the complexity out of it and clearly define ARR, explaining how this single number can illuminate your company's financial stability and growth potential. It’s about understanding the consistent, repeatable revenue you can expect, which is vital for making informed decisions, from budgeting for new projects to assessing your overall business health. Let's explore how ARR can become your guide.
Alright, let's talk about a term you'll hear a lot, especially if your business relies on subscriptions or ongoing contracts: Annual Recurring Revenue, or ARR. So, what exactly is it? Simply put, ARR is a key metric that shows you the predictable and recurring revenue your business generates from customers over a one-year period. Think of it as the total value of all your customer subscriptions or contracts, normalized to an annual amount. It’s the money you can confidently expect to come in year after year, assuming nothing changes with your customer base. This isn't about one-off sales or project-based income; ARR focuses purely on the revenue streams that are consistent and repeatable.
For businesses, especially those in the SaaS world or any subscription model, understanding ARR is like having a clear window into your financial stability and growth potential. It helps you see how much revenue is locked in from your existing customers, providing a solid baseline for future planning and decision-making. Why is this predictability so important? Because it allows you to make more informed strategic choices, from budgeting for new hires to investing in product development. When you have a clear picture of your expected annual revenue from subscriptions, you're better equipped to manage cash flow and scale your operations effectively. It’s a powerful indicator of your company's financial health and its ability to generate sustainable income, which is exactly what you need for long-term success. For companies focused on accurate financial reporting and compliance, like those needing ASC 606 adherence, a clear grasp of ARR is fundamental.
Now that we know what ARR is, let's look at what actually goes into it. The core of ARR is, of course, your annual subscription fees. But it’s a bit more nuanced than just that. To get an accurate picture, you’ll typically calculate ARR by taking your total annual subscription revenue, adding any additional ongoing revenue from things like support packages or recurring professional services, and then subtracting any revenue lost from customer cancellations or downgrades during that year. It's really important to remember that ARR only includes predictable, recurring revenue. This means one-time charges, like setup fees, initial consultation fees, or hardware sales, don't count towards ARR. Keeping these separate ensures your ARR figure truly reflects the stable, ongoing income stream your business can rely on.
So, when does ARR really shine and why should you be paying attention to it? ARR is incredibly useful for getting a clear pulse on your business's overall health and trajectory. It helps you understand if your business is growing, holding steady, or perhaps losing ground, and importantly, it can give you clues as to why. For instance, a rising ARR often signals strong customer retention and successful acquisition, while a declining ARR might point to issues with churn or product-market fit. Beyond internal insights, ARR is a critical metric for communicating your company's stability and income predictability to external parties. Investors, in particular, look closely at ARR because it demonstrates a consistent revenue stream, which is a big plus when they're evaluating a company's potential. It’s a go-to metric for subscription businesses to track performance and make strategic plans.
Figuring out your Annual Recurring Revenue (ARR) might seem a bit daunting at first, but once you break it down, it’s quite straightforward. Getting this number right is super important because it gives you a clear picture of your business's financial health and growth potential, especially if you're running a subscription-based model. Think of it as a reliable pulse check for your revenue stream. It helps you understand the predictable revenue your business generates annually, which is crucial for planning and strategy. Let's walk through how to calculate it, look at an example, and point out a few common slip-ups to watch out for so you can feel confident in your numbers.
At its heart, the ARR formula is designed to show you how much revenue you can reliably expect to receive from your customers over a year, based on their ongoing subscriptions and commitments. The most common way to calculate it is:
(Total Value of Annual Subscriptions) + (Revenue from Recurring Add-ons/Upgrades) – (Revenue Lost from Churned Subscriptions/Downgrades) = ARR
Let’s unpack that a little:
This formula gives you a clear snapshot of your recurring revenue engine.
Let's make this real with a simple example. Imagine your SaaS company has the following figures for the year:
You start the year with 100 customers, each paying $1,200 per year for their subscription. So, your initial annual subscription value is 100 * $1,200 = $120,000. Throughout the year, various customers upgraded their plans, adding an extra $10,000 in annual recurring revenue. Unfortunately, some customers churned (cancelled), and others downgraded to less expensive plans, resulting in a total loss of $5,000 in annual recurring revenue.
Using our formula: ARR = $120,000 (from initial subscriptions) + $10,000 (from upgrades) – $5,000 (lost from churn/downgrades) ARR = $125,000
So, your ARR for the year is $125,000. For businesses with multi-year contracts, you can also calculate ARR by dividing the total contract value by the number of years. For instance, a 3-year contract worth $30,000 would contribute $10,000 to your ARR each year.
Calculating ARR accurately is key, but a few common misunderstandings can trip businesses up. Being aware of these can save you from making decisions based on skewed data.
First, a frequent mistake is confusing ARR with your total revenue. Your total revenue might include one-time fees for things like setup, consultation, or initial training. ARR, however, strictly focuses on the recurring revenue components—that predictable income stream you can count on year after year. It’s important not to include one-time payments in your ARR.
Another point to remember is that ARR reflects expected revenue, not necessarily the cash you have in the bank. As we discuss in our guide to ARR in SaaS, ARR is an accrual accounting metric, meaning it recognizes revenue when it's earned, not always when the cash is collected. This distinction is vital for accurate financial planning and understanding your cash flow separately.
Understanding Annual Recurring Revenue (ARR) isn't just about number-crunching; it’s about getting a clear, reliable picture of your business's financial path forward. Think of ARR as a key health indicator for your company. It clearly shows the predictable revenue you can expect over the next twelve months, and that’s incredibly powerful information for any business, especially those with subscription models or ongoing contracts. ARR is a cornerstone metric because it shifts your focus from one-off sales to building sustainable, long-term growth. It’s the bedrock of a predictable financial future.
When you consistently track ARR, you uncover insights that can genuinely shape your entire business strategy. This isn't just a figure for your finance department; it’s a versatile number that informs product development, refines marketing efforts, and helps structure your customer success initiatives. For example, a steadily increasing ARR is a strong signal that your customers are satisfied and see real value in your offerings. On the flip side, a dip in ARR can be an early heads-up, giving you the chance to address potential issues before they escalate. At HubiFi, we’ve seen countless times how a solid grasp of ARR helps businesses make smarter, data-driven decisions. If you're aiming to better understand and manage your revenue streams, scheduling a demo with us can be a fantastic way to see how automated solutions can make this process much simpler and more accurate.
One of the biggest pluses of tracking ARR is how it helps you truly understand your business's overall health. It’s a straightforward way to see if your company is growing, holding steady, or losing ground, and it can even highlight the reasons behind these trends. Because ARR zeroes in on recurring revenue, it smooths out the usual ups and downs you might see in monthly sales figures. This gives you a much more stable and reliable view of your financial performance.
This metric offers clear insights into both your revenue growth patterns and how well you retain customers. If your ARR is on an upward trajectory, it’s a strong sign that you're successfully bringing in new customers who commit to ongoing payments, or that you're doing a great job keeping your existing ones happy. A healthy ARR points to a stable business model, which is reassuring for everyone involved, from leadership to the entire team. It clearly shows that the value you deliver translates directly into consistent income.
Trying to plan your budget or decide on key investments without a solid idea of your future income? That’s a tough spot to be in. ARR helps solve this exact problem by making your revenue predictions much more accurate. When you have a clear understanding of how many subscriptions are likely to renew and the value they represent, you can forecast future earnings with a much higher degree of confidence.
This predictability is incredibly valuable for strategic planning. It means you can allocate resources more effectively, whether you’re thinking about investing in new product features, growing your team, or putting more into your marketing efforts. Knowing your probable income stream makes it easier to plan for growth and manage your cash flow effectively. This kind of foresight is particularly vital for businesses focused on sustainable expansion, as it provides a strong foundation for making smart decisions about what’s next.
If you’re aiming to secure funding or want to clearly show your company's value to stakeholders, a strong and predictable ARR is a seriously powerful asset. Investors are always keen to see steady, predictable income because it signals a lower-risk investment and points to a business with a proven knack for generating ongoing revenue. A healthy ARR demonstrates that your company has a stable income stream and has cultivated a loyal customer base.
A consistently growing ARR can significantly enhance your company's valuation and make it much more appealing to potential investors or buyers. It’s a clear indicator that your business model is effective and that you have a reliable engine for future growth. This financial stability and predictability are exactly what stakeholders look for when they assess a company's long-term prospects and potential for a solid return on their investment. For more helpful insights into financial metrics like this, our HubiFi Blog is packed with useful information.
Understanding your revenue is key, but not all revenue metrics tell the same story. Annual Recurring Revenue (ARR) gives you a specific lens on your business's financial health, particularly if you have a subscription model. But how does it stack up against other common terms you hear, like total revenue or MRR? Knowing the distinctions will help you get a clearer picture of your company's performance and make more informed decisions. Let's look at a few key comparisons so you can confidently interpret your financial data.
You might think total revenue is the ultimate number, and it's certainly important as it shows all the money your business brings in. However, when you're trying to understand the stability and predictability of your income, ARR offers a sharper focus. While total revenue might include one-time payments from a special project or a large initial setup fee, ARR zeroes in on the income you can reliably expect to recur year after year from your subscriptions. This distinction is crucial for forecasting and understanding the sustainable growth of your business, as ARR smooths out the impact of those occasional, non-repeatable sales, giving you a clearer view of your baseline.
Monthly Recurring Revenue (MRR) is a very close cousin to ARR. Think of MRR as the monthly snapshot of your predictable income, while ARR gives a longer-term view by annualizing that recurring revenue. Many businesses calculate MRR first and then simply multiply it by 12 to get their ARR. This is a straightforward way to get an estimate. However, it's good to remember that this quick calculation can be less accurate for businesses with high customer churn or significant seasonality, as it assumes the MRR will remain constant, which isn't always the case. For a more precise ARR, especially with fluctuating subscriptions, a more detailed calculation might be needed.
Customer Lifetime Value (CLV) is another powerful metric that tells you how much revenue you can expect from a single customer throughout their entire relationship with your company. So, how does ARR fit in? Well, understanding ARR helps businesses interpret other metrics like CLV. If your ARR is growing because you're retaining customers longer and they're happy to pay for your services year after year, that's a strong indicator that your CLV is also healthy. ARR provides insight into the ongoing value customers bring, which directly contributes to their overall lifetime value. These two metrics work hand-in-hand to paint a fuller picture of your customer relationships and long-term profitability.
Growing your Annual Recurring Revenue (ARR) isn't just about a flurry of new sign-ups; it’s about cultivating smart, sustainable strategies that keep your business thriving. Think of it like tending a well-loved garden – consistent care and the right conditions help it flourish year after year. So, let's explore some of the core ways you can genuinely expand your ARR. These aren't just quick fixes, but foundational elements that contribute to long-term success and a healthier bottom line for your business.
It might sound simple, but happy customers are loyal customers, and that loyalty is pure gold for your ARR. When you prioritize keeping your existing clients satisfied, you're building a wonderfully stable revenue base. Your ARR is a fantastic health indicator for your business because it clearly shows if you're expanding or contracting, and importantly, why. By consistently tracking what your customers value, you can better meet their evolving needs. This focus not only helps retain them but can also uncover opportunities to offer them even more, naturally supporting your ARR growth. Remember, holding onto a customer is often far more cost-effective than acquiring a new one.
How you price your products or services plays a massive part in your ARR. It’s a delicate balancing act: you want to attract customers by offering fantastic value, while also ensuring your business model remains profitable and sustainable. Finding that pricing sweet spot that resonates with customers and supports your financial goals is absolutely crucial. A really effective approach here is to offer different subscription options or tiers. This allows customers to select a plan that genuinely fits their specific needs and budget, making them more likely to commit and, importantly, stick with you for the long haul. Regularly reviewing your pricing strategy against market demands and the value you deliver can significantly influence your ARR.
Often, your best opportunities for ARR growth are right there with your existing customer base. Once you've built a solid relationship and they trust what you offer, they’re usually more receptive to additional products, services, or features that can provide them even greater benefit. Truly understanding your customers' needs and behaviors helps you identify what different customer segments might find valuable, paving the way for relevant offers. This is where upselling (encouraging an upgrade to a more comprehensive or premium plan) and cross-selling (offering complementary products or services) come into play. By thoughtfully presenting these opportunities, you increase the overall value each customer brings to your business, directly contributing to a healthier ARR.
Alright, so we know ARR is a fantastic metric for understanding your business's health and growth potential. But, like anything super useful, getting the numbers right can sometimes feel like working through a bit of a puzzle. Don't worry, though! Once you're aware of the common hurdles, they're much easier to clear. Let's talk about a few key areas where ARR calculations can get a little tricky and how you can handle them like a pro. The goal here is to make sure your ARR figure is as accurate and reliable as possible, giving you a true picture of your recurring revenue. For businesses dealing with high volumes of transactions, having a system that can automate revenue recognition becomes incredibly valuable in sidestepping these common pitfalls and ensuring compliance with standards like ASC 606. This automation can free up your team to focus on strategy rather than getting bogged down in manual calculations, ensuring you have real-time, accurate data at your fingertips.
Customer contracts are rarely set in stone. Throughout a subscription period, customers might upgrade to a higher tier, downgrade to a lower one, or, unfortunately, sometimes cancel altogether. Each of these changes directly impacts your ARR. To keep your ARR accurate, it's absolutely vital to "adjust for any changes in contracts, such as upgrades, downgrades, or cancellations." This means you need a solid process for regularly updating your ARR calculations to reflect the most current state of all your customer subscriptions. Think of it as keeping a live pulse on your revenue. If a customer upgrades mid-year, your ARR should reflect that positive change from that point forward. Similarly, if a customer churns, that revenue needs to be removed from your ARR calculation promptly to maintain accuracy.
Who doesn't love a good discount? While they're great for attracting new customers or rewarding loyalty, discounts and promotions need careful handling in your ARR calculations. If you offer a customer a 20% discount on their first year of a $1,000 annual subscription, your ARR from that customer for that year is $800, not $1,000. As Kixie points out, "Discounts and promotions can significantly impact ARR calculations." It's crucial to factor these into your ARR to ensure the revenue figure truly represents the cash you expect to receive. Always base your ARR on the actual recurring revenue post-discount, not the pre-discount price, especially for the period the discount applies. This gives you a more realistic view of your sustainable revenue stream.
Multi-year contracts are fantastic for securing long-term revenue, but they can add a layer of complexity to your ARR calculations. If a customer signs a 3-year contract for $30,000, it’s tempting to see that big number, but for ARR purposes, you need to normalize it. "Multi-year contracts can complicate ARR calculations," and the best way to manage these is to "divide the total contract value by the number of years to determine the annual revenue contribution." So, in our $30,000, 3-year example, the ARR contribution from this contract is $10,000 per year. This approach ensures you're recognizing revenue consistently over the life of the contract and not overstating your ARR in the first year. It’s all about reflecting the true annual recurring value.
Growing your Annual Recurring Revenue isn't just about attracting new customers; it's about nurturing the relationships you already have and refining what you offer. Think of ARR as a long-term commitment, and like any good relationship, it needs consistent effort. The great news is that there are practical steps you can take to see that number climb. It often comes down to truly understanding your customers and making their experience with your business as smooth and valuable as possible. Let's look at a few key areas where you can make a real impact.
When your customers succeed using your product or service, they’re far more likely to stick around and even expand their engagement with you. This is why making customer success a core part of your strategy is so vital for ARR growth. It’s about more than just support tickets; it’s about proactively helping your customers achieve their goals. By closely tracking customer preferences and satisfaction levels, you can spot opportunities to offer additional products or services that genuinely help them, which in turn drives up your ARR.
Think about implementing regular check-ins, actively soliciting feedback, and providing resources that empower your users. When customers feel supported and see tangible results, their loyalty deepens. This not only reduces churn but also opens doors for upselling and cross-selling, directly contributing to a healthier ARR. Understanding customer data through robust analytics, like those HubiFi can help integrate and analyze, is key to tailoring these success efforts effectively.
Your product or service is at the heart of your ARR. If it’s not meeting the evolving needs of your customers, you’ll struggle to grow. To effectively increase ARR, take a close look at who your customers are. By identifying the specific needs and preferences of different customer segments, you can tailor your offerings to provide solutions that truly resonate with each group. This might mean developing new features, creating different pricing tiers, or bundling services in a way that offers better value.
This targeted approach doesn't just make your current customers happier; it can also attract new ones who see that you understand their unique challenges. Regularly review customer feedback and usage data to guide your product development. This iterative process of listening, learning, and refining ensures your offering stays relevant and compelling, leading to increased customer retention and higher sales, both of which are fantastic for your ARR.
First impressions matter, especially when it comes to new customers. A clunky or confusing onboarding process can lead to frustration and early churn, nipping potential ARR growth in the bud. Conversely, a well-structured onboarding experience significantly enhances customer satisfaction and retention. This initial phase is your opportunity to set customers up for success, show them the value of your offering, and make them feel confident in their decision to choose you.
Your onboarding should be clear, concise, and focused on helping customers achieve their first "win" as quickly as possible. Provide easy-to-follow guides, tutorials, and perhaps even personalized assistance. Breaking down ARR components can offer insights into how effective your onboarding is for different customer segments. By investing in a smooth and supportive onboarding journey, you not only reduce the likelihood of customers leaving but also lay the groundwork for a long-term, revenue-generating relationship. For more ideas on optimizing processes, you might find helpful insights on the HubiFi Blog.
Alright, so you're tracking your Annual Recurring Revenue (ARR) – that's a fantastic start! But ARR is much more than just a number to report; it’s a goldmine of insights that can help you make truly informed decisions across your entire business. Think of it as a compass, guiding your strategies and helping you understand what’s working and what needs a little tweaking. When you start to dig into your ARR data, you can uncover trends and patterns that reveal how your customers behave, what they value, and where your biggest opportunities for growth lie.
This isn't just about looking at a single ARR figure. It's about breaking it down, comparing it over time, and seeing how different actions impact it. Are certain products contributing more to your ARR growth? Are specific customer segments more loyal? Answering these questions can transform how you approach everything from product development to your marketing spend. By leveraging ARR data effectively, you move from guesswork to data-driven strategies, which is exactly where you want to be for sustainable growth. If you're looking to get a clearer picture of your revenue streams, exploring automated revenue recognition can provide the detailed insights you need.
Ever wonder which features your customers truly love or what new offerings might really take off? Your ARR data holds some pretty significant clues. As Zuora points out, "ARR helps businesses understand their health: It shows if the business is growing or losing money and why. By tracking what customers like, businesses can sell them more products or services." When you see ARR increasing for specific product tiers or add-ons, it’s a strong signal that you’re on the right track with those offerings.
Conversely, if you notice ARR stagnating or declining for a particular service, it might be time to reassess its value proposition or consider if it’s still meeting customer needs. Use this information to double down on what’s working or to innovate where there’s an opportunity. This data-backed approach means you’re investing your development resources wisely, creating products and features that your customers are willing to pay for consistently. To truly get this level of insight, ensuring your financial data accurately reflects product performance is key, which is where solutions that help you close financials quickly can make a significant difference.
Your ARR isn't just a financial metric; it's a powerful tool for refining your marketing efforts. When you understand the components of your ARR, like new bookings, expansion revenue, and churn, you can tailor your marketing messages and campaigns much more effectively. Salesforce highlights that "ARR provides clear metrics on revenue growth and customer retention...Understanding your ARR helps you interpret other numbers, like customer churn, to see if they're a problem." For instance, if your ARR data shows high churn in a particular customer segment, your marketing team can develop targeted retention campaigns.
If you see strong ARR growth from customers who upgraded to a premium plan, your marketing can focus on highlighting the benefits of that upgrade to similar customer profiles. This allows you to allocate your marketing budget more efficiently, focusing on acquiring and retaining the right customers—those most likely to contribute to long-term, stable revenue. For more ideas on leveraging financial data, check out the Insights on the HubiFi Blog.
ARR provides a common language and a shared goal for your sales and customer success teams, fostering better alignment and collaboration. The Corporate Finance Institute notes, "ARR is crucial for both company management and investors because it shows the stability and predictability of income. Breaking down ARR into its components helps companies understand which customer segments are most valuable." When both teams are focused on growing ARR, sales can concentrate on acquiring customers who fit the ideal, high-value profile, rather than just chasing any deal.
Simultaneously, customer success can prioritize activities that reduce churn and encourage upgrades within these valuable segments. This unified approach ensures that you’re not just bringing in new revenue, but you’re also nurturing and expanding the revenue you already have. When sales and customer success work in tandem, guided by ARR insights, the entire customer lifecycle becomes smoother and more profitable. Understanding these dynamics is key, and if you're ready to see how integrated data can help, you can always schedule a demo to explore solutions.
You might think Annual Recurring Revenue (ARR) is just for a specific niche, but its principles can actually apply to a surprising variety of business models. Understanding how ARR fits into different structures can help you see opportunities for more predictable income and sustainable growth in your own company. Whether you're selling software, offering ongoing services, or even in a more traditional space, there's a good chance ARR has something valuable to offer. Let's look at a few common scenarios.
For Software-as-a-Service (SaaS) companies and other subscription-based businesses, ARR is the lifeblood. It directly reflects the expected yearly revenue these companies can anticipate from their active subscriptions. Think about companies like Adobe, which successfully transitioned from selling one-time software licenses to a subscription model with its Creative Cloud. This strategic move created a steady, predictable revenue stream and built stronger, ongoing customer relationships. When your income is based on recurring payments, ARR becomes a primary indicator of your company's health and its potential for future growth, allowing for better financial planning and clearly showing investors your stability.
If your business still relies on traditional software licensing, you're likely familiar with the revenue rollercoaster that can come with one-time payments. Sales might be great one quarter and dip the next, making long-term financial planning a real challenge. This is where the concept of ARR offers a compelling alternative. While ARR is inherently about the recurring revenue generated from ongoing subscriptions, understanding it can inspire traditional software companies to explore hybrid models or develop new subscription-based offerings. Shifting even a portion of your business towards a recurring model can introduce a layer of predictability that smooths out those revenue peaks and valleys, making your financial future much clearer.
It's not just tech companies that can benefit from an ARR mindset. Many service-based businesses are finding clever ways to incorporate recurring revenue. Imagine a marketing agency offering monthly retainer packages or a consultancy providing ongoing support subscriptions. By structuring services into subscription models for ongoing services, these businesses can achieve more predictable revenue and significantly improve their cash flow management. This approach allows for better resource allocation and provides a more stable foundation for growth, moving away from the uncertainty of purely project-based work. The revenue predictability ARR offers is a game-changer for service providers looking for stability.
I get my total sales figures each year. How is ARR different from that? That's a great question because it gets to the heart of why ARR is so special. Your total sales for the year will include every bit of money that came in, which is fantastic! But ARR zooms in on just the predictable, ongoing income you get from your customer subscriptions or contracts. So, if you had a big one-time project or sold some equipment, that would be in your total sales but not in your ARR. ARR helps you see the stable revenue you can count on year after year, which is super helpful for planning.
My business isn't a big software company. Is ARR still something I should pay attention to? Absolutely! While ARR is a superstar metric for software and subscription businesses, the core idea – understanding your predictable, recurring income – is valuable for many types of companies. If you offer any services on a retainer, have maintenance contracts, or even membership programs, thinking in terms of ARR can help you see how much stable income you have. It’s all about identifying those revenue streams you can reliably expect, which gives you a clearer financial picture.
What happens to my ARR if a client signs up for a two-year deal? Do I count all of that money this year? That's a smart question because multi-year deals are awesome but need a little care when calculating ARR. For ARR, you want to reflect the annual value. So, if a client commits to a two-year contract worth, say, $2,400 in total, you'd count $1,200 towards your ARR for the current year and another $1,200 for the next year. This way, your ARR accurately shows the recurring revenue you're earning each year from that contract, keeping things consistent.
Everyone talks about getting new customers. Why is keeping the ones I have so important for my ARR? Getting new customers is definitely exciting, but keeping your current ones happy is a powerhouse move for your ARR. Think about it – every customer who renews their subscription or continues their contract is directly contributing to that stable, predictable revenue base ARR measures. When you focus on customer satisfaction and retention, you're not just preventing revenue loss from cancellations; you're also creating opportunities for them to upgrade or buy more from you down the line, which actively grows your ARR.
Okay, I've calculated my ARR. Now what? How does this number actually help me run my business better? That's the best part! Your ARR isn't just a number for a report; it's a fantastic guide for making smarter decisions. When you track your ARR and see how it changes, you can understand what's really working. For example, if you launch a new service tier and see your ARR go up, that tells you customers find it valuable. It can help you decide where to invest in product development, which marketing efforts are bringing in loyal customers, and even how to structure your sales and customer success teams for better results.
Former Root, EVP of Finance/Data at multiple FinTech startups
Jason Kyle Berwanger: An accomplished two-time entrepreneur, polyglot in finance, data & tech with 15 years of expertise. Builder, practitioner, leader—pioneering multiple ERP implementations and data solutions. Catalyst behind a 6% gross margin improvement with a sub-90-day IPO at Root insurance, powered by his vision & platform. Having held virtually every role from accountant to finance systems to finance exec, he brings a rare and noteworthy perspective in rethinking the finance tooling landscape.
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