Revenue and SaaS metrics
Is the ARR in the deck the ARR in the ledger?
Pactlab rebuilds recurring revenue from invoice lines rather than from the data book, so every metric traces to the transactions behind it.
What it does
Revenue ledger
MRR and ARR rebuilt from billing records, with currency conversion at recorded rates.
Retention
Gross and net revenue retention, expansion, contraction, churn and reactivation.
Cohorts
Revenue and logo cohorts by start month, so a strong year cannot hide a weak vintage.
Concentration
Share of revenue held by the largest customers, and how it has moved.
Reconciliation
Management ARR set against billed ARR. A reviewer approves the difference, or it stays open.
Explanations
Every figure shows its formula, time basis, inclusion rules and the source rows behind it.
What the reviewer gets
A reconciled revenue view with an approved bridge from reported to billed ARR.
Where it sits in the loop
01 · Evidence
Collect the evidence
Billing records, repositories, delivery data and documents — normalized, hashed and kept with their source.
02 · Finding
Draft the findings
Analysts, scanners and models draft issues that cite the evidence they rest on.
03 · Review
A person decides
A named reviewer accepts, rejects or asks for support. Nothing is accepted by a machine.
04 · Assumption
Price the risk
Accepted risks become explicit, versioned inputs with a price range and a basis.
05 · Valuation
Run the numbers
Deterministic scenarios and a purchase-price bridge, run from stored inputs.
06 · Deal terms
Set the terms
Price adjustments, escrows and indemnities, each tied to the risk that justified it.
Pilots with acquirers of software companies
We are working with a small number of design partners on live deals. If you buy or invest in software businesses, talk to us.