Template Monthly Operating Report
This file contains a template of a monthly operating report for use by the finance function.
Functional Categories: Strategy & Planning
Conducting Primary Research to Inform GTM
Brady Jensen is the CEO of Clear Go-to-Market, a primary source qualitative market research firm that helps high-growth companies achieve better marke…
Scaling a Finance Function In a PE-Backed Company
David Woolliscroft is the Founder of Exit Point Partners, a consulting firm that helps B2B SaaS companies increase their valuations by improving execu…
Reporting on Product to the Executive Team and Board as a Product Leader
Sarah Korval is the Founder of Canvas Without Borders, a product strategic advisory. She was previously Operating Partner at Growth Equity firm PSG an…
Capturing Value Through Pricing in the Hold Period
Ian Clark is the founder of Crescendo Consulting, a monetization strategy advisory for PE and VC-backed software companies. Ian has worked with client…
Selecting and Supporting a Partner Model
Juhi Saha is a high growth revenue leader, with extensive experience working at multi-billion marquee brands like Microsoft, Intel and Qualcomm. She h…