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John Smith
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P&L Statement
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Gross Margin
90.1%
Net Margin
-46%
Rev MoM
+6.2%
| Line Item | SEP 2025 | OCT 2025 | NOV 2025 | DEC 2025 | JAN 2026 | FEB 2026 | MOM |
|---|---|---|---|---|---|---|---|
| Revenue | |||||||
| >Revenue | $310K | $335K | $350K | $370K | $388K | $412K | +6.2% |
| Gross Revenue | $310K | $335K | $350K | $370K | $388K | $412K | +6.2% |
| Cost of Goods Sold | |||||||
| >Hosting & Infra | $31K | $34K | $35K | $37K | $39K | $41K | +5.1% |
| Total COGS | $31K | $34K | $35K | $37K | $39K | $41K | +5.1% |
| Gross Profit | $279K | $301K | $315K | $333K | $349K | $371K | +6.3% |
| Operating Expenses | |||||||
| >Payroll & Benefits | $312K | $318K | $325K | $330K | $338K | $345K | +2.1% |
| >Marketing & Ads | $95K | $102K | $108K | $112K | $118K | $124K | +5.1% |
| >Software & Tech | $42K | $44K | $46K | $48K | $52K | $58K | +11.5% |
| >Office & Facilities | $22K | $22K | $22K | $22K | $22K | $22K | 0% |
| >Professional Svcs | $8K | $8K | $9K | $9K | $10K | $11K | +10% |
| Total OpEx | $479K | $494K | $510K | $521K | $540K | $560K | +3.7% |
| Net Income | -$200K | -$193K | -$195K | -$188K | -$191K | -$189K | +1.1% |
Goals
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John Smith
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Goals & Milestones
Benchmarked against B2B SaaS companies at Series C+ stage · Change in Settings →
Fundraising Scorecard
Needs Work (1/4)ARR Milestones
Current: $4.9M ARREfficiency Metrics
ANNUAL REVENUE
$4.9M
$412K/mo
ANNUAL EXPENSES
$7.2M
$601K/mo
NET MARGIN
-46%
-$189K/mo
BURN MULTIPLE
4.6x
Target: 1-2.5x
What VCs Want (B2B SaaS, Series C+)
Sources: KeyBanc Capital Markets 2024, High Alpha 2025, SaaS Capital 2025, Benchmarkit 2025, Lighter Capital 2025
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John Smith
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AI Copilot
Ask anything about your finances -- powered by live QBO data
Show me where our money is going. Break down the path from revenue to net income and tell me what to fix.
Looking at February, your $412K revenue flows down to a -$189K net loss. Total expenses hit $601K this month.
Cloud Infra is your biggest line at $68.2K (+22% MoM), followed by Payroll at $54.1K (+15%). Marketing spiked 41% to $31.8K, which is driving most of the cost increase.
At this burn rate, your $2.34M cash balance gives you roughly 12 months of runway (cash-out: Mar 2027). That's tight for a Series C company.
Recommendation: Cut marketing spend back to January levels (-$9.3K/mo) and audit cloud infrastructure for unused capacity. Together that buys ~3 additional months of runway without touching headcount.
Expense breakdown, Feb 2026
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