MetricFrameOpen MetricFrame

Complete financial analysis engine

MetricFrame turns financials and customer revenue into performance trends, cohort analysis, CAC/LTV, benchmarking, an executive summary, and a live Excel model

Explore live sample data. No signup required.

How it works

1

Upload

Upload financials and customer revenue; no template required

2

Review

Review and edit AI-proposed normalization and categorization

3

Generate

Generate a full analysis across multiple views

4

Summarize & Export

Generate an executive summary, live Excel model, and build your benchmark library

Analysis outputs

Every view is built from the same normalized data

Dashboard & Financials

Spreadsheet view of financials and dynamic operating metrics, including margins, growth, and efficiency KPIs

MetricFrame dashboard with financial performance and operating metrics

Performance Trends

KPI charts across revenue, growth, profitability, cash, customers, and retention

MetricFrame performance trends with revenue, gross profit, and growth charts

Customer & Revenue Analysis

Customer-level revenue, ACVs, concentration, and segment views. Revenue movement across new, expansion, contraction, churn, and resurrection

MetricFrame customer revenue analysis with customer-level data, concentration, and revenue distribution

Cohort Analysis

Revenue and logo retention, cumulative revenue per customer, and layer cake and cross-section views across customer segments

MetricFrame cohort analysis with revenue and logo retention matrices

CAC, LTV & Payback

Multi-period CAC, cohort payback curves, LTV/CAC, observed cohort LTV, and implied lifespan

MetricFrame CAC, LTV, and payback analysis with cohort payback curves

Benchmarking

Compare KPIs across saved analyses and expand a private benchmark library with every analysis

MetricFrame benchmarking with cross-company KPI comparisons

Executive Summary & Live Excel Model

Executive summary of the strongest signals, key risks, and open questions, plus a working, formula-linked Excel model you can extend

MetricFrame live Excel model export with formula-linked financial and operating metrics

Who it's for

Built for teams that need repeatable financial analysis

VCs & family offices

Investment screening, diligence, portfolio review, and benchmarking

SaaS CFOs & finance leaders

Board, fundraising, and executive reporting

Fractional CFOs & consultants

Repeatable analysis across clients

See it on your own data

Bring a real reporting pack. We'll run it live. You keep the model.