Tired of spreadsheets, broken integrations, and ARR re-trades?
SaaS companies lose time, money, and valuation when ARR data lacks integrity. LevelUp eliminates error-prone workflows and builds a scalable foundation for strategic finance.
⛔️ No Auditable ARR History
Missing traceability leads to lower valuations and delays in M&A and IPO prep.
🧮 No Transparency
Generalized ARR movements without visibility into underlying drivers.
⚙️ No Analytics
Loss of connectivity to source records limits segmentation.
We build your ARR Data Cube & Roll-Forward based on your existing systems, data structures, and ARR Definitions.
Without ripping out your CRM, ERP, or Billing platform.
🧊 ARR Data Cube
Track ARR across customers, products, regions, and time.
📈 ARR Roll-Forward
Segmented views of growth, churn, upsell, and FX impact.
🔗 Flexible Data Sources
Billing, CRM, ERP, or licensing — your call.
🧠 BI-Ready & CFO-Owned
Built in your warehouse. Visualized in your BI tool.
ARR/MRR Reporting
Data-connected ARR reporting produces reconcilable, automated ARR and retention rate reporting.
Boards regain confidence in reported figures, finance teams become drivers of strategy, and the key driver of valuation is supported by a diligenceable data set.
Other benefits:
Operational Finance
Data-connected ARR reporting provides a new lens into customer contract data
Process efficiency
Missing Billings and
Revenue
Growth & Retention
Granular understanding of the drivers of ARR growth and retention metrics
Higher Growth
Better Retention
Capital Raise / Strategic Exit
Supports higher revenue multiples and helps avert issues in diligence
Higher Valuation
Faster Processes
Benefits & ROI: Operational Finance
Operational Finance
Data-connected ARR reporting provides a new lens into customer contract data
Process efficiency
Missing Billings and Revenue
- A review of ARR underpinned by contract data points in a CRM identifies issues with revenue and billings:
- Unexpected movements in ARR are often caused by the same data entry errors that lead to missed revenue and billings.
- LevelUp identified >$1 million in missed billings and revenue for clients in 2024.
- Validated CRM data via ARR also improves ongoing processes such as billings and renewals.
- ARR is a unifying language across functions — it enables cross-departmental alignment by providing a unified view of contract data and ARR insights.
- Proper ARR data ensures data accuracy and transparency for improved forecasting and strategic planning.
Benefits & ROI: Growth and Retention
Growth & Retention
Granular understanding of the drivers of ARR growth and retention metrics
Higher Growth
Better Retention
- Delve deeper than high-level metrics to pinpoint the drivers of ARR growth and retention trends
- With a direct connection to the data, drill into any time period across any dimension (customer segment, geography, product, sales team, etc.) in real time
- Compress weeks of error-prone spreadsheet analysis into minutes with a few mouse clicks
- Segment customers for targeted strategies aimed at increasing retention, upsell and cross-sell
- Drive faster decision-making with automated insights tied directly to CRM data
Benefits & ROI: Capital Raise / Strategic Exit
Capital Raise / Strategic Exit
Supports higher revenue multiples and helps avert issues in diligence
Higher Valuation
Faster Processes
- Fast, competitive transaction processes:
- Automated reporting with immediate updates to ARR analytics
- Streamlined due diligence processes with a single source of truth for contract and ARR data
- Leverage ARR analytics to highlight the growth “narrative” for buyers:
- Showcase opportunities for upselling and cross-selling
- Tie the management presentation story to ARR analytics
- Reduce transaction and retrade risk for buyers and investors by providing a clear, reliable ARR dataset that will persist through diligence:
- Understand issues before they are uncovered in diligence
- Buyers will recreate their own ARR based on reviews of actual contracts — and will tell you where a spreadsheet is wrong (and lower their price)
- Inspire buyer confidence:
- Provide transparency into ARR, contract terms, and renewal rates
- Showcase scalability and operational efficiency through streamlined data processes tied to ARR reporting
Ready to See It in Your Stack?
We’ll connect to your systems and show the working model.