Step 1 · Your role
What's your role?
Multiple roles, one platform to drive your decisions.
You're inside a company
Functional Roles / C-Suite
FP&A / Finance
You own the numbers — ARR, burn, forecasts, board reporting.
NetSuite
Stripe
QuickBooks
+5 more
Revenue Operations
You keep pipeline, forecast, and segment metrics honest.
Salesforce
HubSpot
Clari
+6 more
Sales Leadership
You drive the number. Quota, pipeline, deal velocity.
Salesforce
Gong
Outreach
+4 more
Customer Success
You own retention, health scores, and renewals.
Gainsight
Zendesk
Gong
+3 more
Marketing Leadership
You own pipeline gen, attribution, and campaign ROI.
HubSpot
Marketo
Mixpanel
+4 more
CEO / COO / Board
The whole business in one view, decisions-ready.
Cross-functional
Board-ready
You evaluate companies
Deal professionals
CorpDev / M&A
You evaluate acquisition targets and build the investment case.
VDRs
SharePoint
CIMs / Decks
Private Equity / Investor
You run diligence on targets and monitor portfolio companies.
iDeals
Datasite
Intralinks
Venture Capital
You assess founder pitches and track portfolio metrics.
VDRs
Founder decks
KPIs
You own the company
Small / Medium Business
Owner / Founder
You wear every hat. You need the whole business in one view, no team to query.
QuickBooks
Stripe
Square
+5 more
Operator / Bookkeeper
You run the day-to-day for an owner. You need plain answers, not dashboards.
QuickBooks
Square
Spreadsheets
Step 2 · Bring your data in
Connect your business systems.
Plug into the systems you already use, or drop in a spreadsheet. Either path works.
Or drop your spreadsheets here
Pipeline reports, board exports, anything you already use to run the business.
XLSX · CSV · PDF
or connect a system
CRM & Customer Data
Salesforce
Accounts, opportunities, pipeline.
OAuth · 1-click
HubSpot
CRM alternative with same mapping.
OAuth · 1-click
Zendesk
Support tickets, sentiment, escalation.
OAuth · 1-click
Gong
Calls, sentiment, competitor mentions.
OAuth · 1-click
Revenue & Billing
Stripe
ARR, MRR, subscription events, churn.
OAuth · 1-click
Chargebee
Subscription billing alternative.
OAuth · 1-click
NetSuite
GL, P&L, balance sheet, cash flow.
Token-based · 2 min
QuickBooks
Accounting alternative to NetSuite.
OAuth · 1-click
Product & Warehouse
Mixpanel
Engagement, activation, retention.
API key · 2 min
Snowflake
Pre-aggregated metrics at scale.
Secure bridge
See all integrations
64 integrations across 10 categories.
Full catalog
Not sure what to connect? Start with a guided tour →
Step 5 · Your business analysis
Show us how you analyze your business.
The spreadsheet you'd send to your CEO or CFO. Board reports, monthly KPI rollups, the analysis you actually use. RevOpNow learns how you measure.
Drop your operating model here
Most people upload their annual planning spreadsheet or monthly KPI tracker.
XLSX · XLS · CSV · GSHEET (link)
or start from a template
SaaS
ARR, MRR, NRR, CAC, LTV, churn, magic number
Retail / CPG
GMROI, sell-through, comp sales, inventory turns
Manufacturing
OEE, yield, COGS, throughput, scrap rate
Services
Utilization, realization, pipeline, backlog
Healthcare
ARPU, bed utilization, claims velocity, denials
PE Portfolio
EBITDA bridge, working capital, debt covenants
Where does this data come from?
While RON reads your file — quickly, what's behind the numbers? Knowing the upstream sources helps RON reconcile your figures with the originals, saves you from re-pasting next quarter, and teaches RON more about how your business is wired.
Select all that apply
0 selected
Salesforce
CRM, opportunities
HubSpot
CRM
NetSuite
GL, financials
QuickBooks
Accounting
Stripe
Billing, ARR
Chargebee
Billing
Snowflake
SQL query / view
BigQuery
SQL query / view
Mixpanel
Product usage
Gainsight
CS health
Manual entry
Typed by hand
Other system
Add below
R
You connected Salesforce and Stripe in Step 1, and you're telling me they feed this analysis — perfect. Once I'm done reading, I can wire those connections directly into your model so the numbers refresh automatically. NetSuite and Snowflake aren't connected yet — want me to walk you through those after we're set up?
Nothing leaves your account · formulas are read and interpreted, then the file is encrypted at rest
Step 3 · Where contracts live
Plug in your contracts.
Contracts are the source of truth — actual pricing, terms, renewals, expansion clauses. One of the biggest lifts to your fidelity score.
⚡
Skip is fine — but RON's confidence on revenue questions drops without this.
In your CRM or ERP
Salesforce
CRM with contract objects.
OAuth · 1-click
NetSuite
ERP with revenue contracts.
Token · 2 min
In a document library
SharePoint
Document library.
OAuth · 1-click
Box
Cloud file storage.
OAuth · 1-click
Dropbox
Cloud file storage.
OAuth · 1-click
Or upload directly
Upload directly
PDF, DOCX — drag in or browse.
Drag · drop · go
Contracts go through anti-virus and content review before they're processed. How it works →
Step 4 · RON's understanding
Here's what I'm seeing.
I read through your operating model and its 142 formulas. Before I build your knowledge graph, let me show you what I think this business is.
This looks like a B2B SaaS business operating at about $5.5M ARR, tracking monthly cadence with ARR as your primary revenue metric and ACV as a secondary. high confidence
I detected 14 metrics I'll track as first-class citizens — the ones you compute every month and seem to watch closely. They're listed below. I'll ground every future insight in these definitions, so when I say "NRR," I'll mean exactly what your spreadsheet says it means.
A couple of places I want to check with you before I commit to an interpretation — those are on the next screen.
14 metrics identified
Annual Recurring Revenue
Model!B4:B15
$5.54M
Monthly Recurring Revenue
Model!C4:C15
$462k
Net Retention Rate
NRR!D2 · custom formula
117%
Gross Retention Rate
NRR!D3 · custom formula
92%
Customer Acquisition Cost
CAC!G4
$8,200
Lifetime Value
LTV!F8
$34,440
LTV : CAC Ratio
derived · LTV / CAC
4.2×
CAC Payback Period
Payback!B12
14 mo
Step 6 · Confirm or correct
Let's make sure I've got it right.
Most of what I read is unambiguous. But I have a few places where your spreadsheet could be interpreted two ways — your call decides how I'll ground every insight going forward.
Confirmed automatically · 11 of 14
ARR Source
Sum of Model!B4:B15 · monthly × 12
Period Granularity
Monthly · fiscal year starts January
Customer Definition
Parent account · subsidiaries rolled up
3 places I want to double-check
R
I see two columns that could be ARR — Model!B4:B15 and Forecast!B4:B15. Which is your source of truth?
R
Your Churn column combines logo churn and downsell into one number. For retention bridges, I'd normally split these. Keep combined or split?
R
CAC in your spreadsheet includes headcount but excludes advertising spend. Should I use your definition, or the more common blended definition?
Step 5 · Populating the graph
Building your revenue brain.
Syncing your connected sources and grounding every record against your semantic model. You can watch or grab a coffee — takes about 3 minutes for most teams.
SF
Salesforce
Complete
247 accounts
1,832 opportunities
18 pipelines
St
Stripe
Complete
189 customers
$5.54M ARR reconciled
Zd
Zendesk
Syncing
4,218 tickets so far
68% complete
Go
Gong
Transcribing
312 calls indexed
~ 4 min remaining
14:23:01Salesforce sync complete — 247 accounts, 1,832 opportunities hydrated
14:23:04Stripe sync complete — ARR reconciled against your spreadsheet (variance: 0.2%)
14:23:06Building entity graph: 189 customers ↔ 247 accounts cross-referenced
14:23:1112,483 relationships linked · applying semantic model definitions
14:23:18Noticed: 14 accounts in Salesforce without matching Stripe records — will flag
14:23:22Zendesk sync at 68% · 4,218 tickets indexed against customer graph
14:23:28Gong call transcription started · 312 calls in window
14:23:34Running pattern detection across synthesized sources…
R
While we wait — I'm already spotting 3 patterns that look worth your attention. The most urgent one will be on your dashboard the moment we're done.
Step 7 · Your first insight
Your first insight is ready.
This is what 4 minutes of setup just bought you. I pulled this out of the graph about 30 seconds after it finished syncing.
High
Gong + Salesforce · synthesized 2 sources
just now
Northwind Pharma is showing strong churn signal — three of the last four calls mentioned a competitor by name, and product usage dropped 34% week-over-week.
I wouldn't have caught this without stitching your Gong transcripts to your Salesforce account records and your Stripe usage data. The call on May 14, the admin seat reductions on May 16, and the sudden drop in active users — those are three systems talking to each other through your semantic model, saying the same thing. ARR at risk: $184k. Renewal: 47 days.
I've got 8 more insights like this waiting in your dashboard — some positive, some worth watching.
Step 2 · Target materials
Bring in your target's materials.
Drop files in or connect a source. Either path works.
Name this target
This becomes the workspace name. Use a codename if the deal is sensitive — you can change it later.
Drop target materials here
Confidential Information Memorandum (CIM), management decks, financials, data tapes, board materials.
PDF · XLSX · PPTX · DOCX
or connect a source
Virtual Data Rooms
iDeals
Paste a room URL
Datasite
OAuth · seller-hosted
Intralinks
Single Sign-On (SSO) friendly
Firmex
Mergers and acquisitions room
Market data
PitchBook
Comps, multiples, deal history
FactSet
Public-comp benchmarks
Bloomberg
Market data, terminal feed
In-house file systems
SharePoint
Deal folder · OAuth
Dropbox
Deal folder · OAuth
Box
Enterprise file share
Google Drive
Folder share via OAuth
OneDrive
Microsoft 365 integration
Documents are scoped to this target workspace only. Other deals stay isolated. Next step: tell RON your thesis for this deal — what matters most.
Deal under Non-Disclosure Agreement (NDA)? Review our handling of privileged materials →
Step 4 · Your thesis
What matters for Project Horizon?
RON already knows your investor type from Step 1. This is where you fine-tune for this deal. Click any concept or metric you want weighted heavily.
Pick what RON should focus on
Growthtopline trajectory
Retentiondurability
Unit Economicsefficiency
Marginsprofitability shape
Cash & Capitalhow fast it converts
Leveragebalance-sheet capacity
Synergiesstrategic / mergers and acquisitions
R
Pick what matters most. RON will lead with these dimensions when reading Project Horizon's materials.
This is a hint, not a constraint. RON will surface off-thesis findings if they're material — even if you didn't pick "Customer Concentration," a 41% top-10 number still gets flagged.
Step 3 · Your analysis framework
What templates do you use?
Whatever you use to model deals, draft Investment Committee memos, or build business-case decks. Each goes into its own folder.
Upload your analysis framework
Investment memo template
How your firm writes up a deal — executive summary, thesis, risks, returns profile.
Drop file
DOCX · PDF
📁 memo-templates
Models
Your comparable-company or returns analysis template — the one your partners expect.
Drop file
XLSX · CSV
📁 returns-models
Trackers
The framework you use to score targets across thesis, team, market, financials.
Drop file
XLSX · DOCX · PDF
📁 trackers
Each template type lives in its own folder so the semantic model can reason about them differently — your memo template shapes narrative, your returns model shapes math, your diligence checklist shapes flags.
Don't have a template yet? Start with RevOpNow's default memo format →
Step 5 · RON's read
Here's what RON learned about Project Horizon.
Read of the Confidential Information Memorandum, management deck, three-year financials, and your memo template.
Applied your memo template
Mapped to your five sections
Thesis, Market, Financials, Team, Risks. Every metric and claim is slotted into the section your firm expects.
Need to diligence
6 items worth pressing on
Customer concentration is high vs. sector. A cohort decline I want to verify. Two management claims that don't reconcile with the financials.
Headline metrics · 23 detected across 5 sections
View all →
Annual Recurring Revenue
$38.2M
CIM page 4 · confirmed by financials tab 'ARR Bridge'
Year-over-Year Growth
34%
Management deck slide 7 · 3-year compound annual growth: 41%
Net Revenue Retention
118%
Financials tab 'Cohort Analysis' · trailing 4-quarter average
Top-10 customer concentration
41%
⚠ Flagged — higher than sector norm (28%)
Customer Acquisition Cost payback
~20 mo
Derived from sales and marketing spend / new Annual Recurring Revenue bookings · fourth-quarter cohort
Gross Margin
72%
Profit and Loss · trailing 12 months · in-line with sector
Step 6 · Reconcile conflicts
I need your read on a few data conflicts.
Three things in Project Horizon's materials don't reconcile cleanly. Your call shapes every output RON generates for this target.
⚠ Conflicts that need your judgment
Net Revenue Retention — 118% reported. Real?
Cohort table shows 118% trailing 4-quarter average, but the most recent quarter is 108%. Is the decline a data issue or a trend I should weight in the model?
Customer concentration — risk or strength?
Top 10 customers = 41% of Annual Recurring Revenue. Management frames this as "strategic enterprise wins." RevOpNow flags as a concentration risk relative to sector norm (28%).
Customer Acquisition Cost payback — management says 14 months, RevOpNow derives 20
Discrepancy is due to how sales and marketing spend is allocated. Which methodology should I use for the memo?
✓ No conflicts — already locked in
Annual Recurring Revenue: $38.2M
Matches across all sources.
Matches across all sources.
Vertical: Healthcare, mid-market
Stated consistently.
Stated consistently.
Gross Margin: 72%
In line with Profit and Loss; matches sector.
In line with Profit and Loss; matches sector.
Step 7 · Building your target model
Structuring Project Horizon's semantic model.
Indexing sources, linking metrics to your framework, cross-referencing management claims against the financials, building the comparable-company pull.
✓ Complete
Parsed Confidential Information Memorandum · 42 pages
Extracted 94 entities, 23 metrics
✓ Complete
Parsed financials · 3 years
Annual Recurring Revenue bridge, Profit and Loss, cohort tables
✓ Complete
Reconciled management claims
6 variances flagged
→ In progress
Pulling comparable companies
14 of 28 benchmarks loaded
R
While I finish building the model, I'm already spotting one thing: Project Horizon's cohort table shows a material Net Revenue Retention decline in the most recent quarter that management didn't call out. I'll surface this in the first output and flag it for your diligence.
Step 7 · Take it home
Your deal artifacts are underway.
Four documents are mid-drafted in your Project Horizon workspace. Open them to add your judgment, finish the analysis, and prep for Investment Committee.
Thesis, financials, key flags, and recommendation drafted in your firm's memo template. Sections needing your read: Returns Profile and Competitive Positioning.
80%
Draft
Open in Word
→
Rough cut from the memo — title, thesis, financials, three diligence flags. Charts auto-generated from the financials. Take a look and re-order before IC.
35%
Rough draft
Open in PowerPoint
→
Three-year history, cohort table, comparable-company benchmarks pulled. Returns model awaiting your assumptions: entry multiple, hold period, exit assumptions.
70%
Draft
Open in Excel
→
Single-page summary built for partner review or LP teaser. Headline metrics, thesis sentence, top three flags. Ready to send.
100%
Ready
Open or share
→
Open Project Horizon to finish
Iterate on any artifact, regenerate as a deck, add comparable analyses, or invite teammates. RON keeps everything in sync as you go.
Step 2 · Connect
What systems does your business run on?
Connect the tools you already use. RON pulls the numbers — you don't have to.
Or drop your spreadsheets here
Plenty of businesses run on Excel. Sales logs, invoices, expense tracking, customer lists. Whatever you've got.
XLSX · CSV · PDF
or connect a system
Most owners use these
QuickBooks
Accounting · OAuth login
Stripe
Payments and subscriptions
Square
In-person sales
Shopify
E-commerce orders
Xero
Accounting · OAuth login
ServiceTitan
Field service · home services
Toast
Restaurant point of sale
Gusto
Payroll and benefits
You only need one to get started — usually QuickBooks or whatever runs your sales. RON gets smarter as you add more.
Don't see what you use? Browse all 80+ integrations →
Step 5 · What you want to know
What do you actually want to know?
Pick the questions you ask yourself. RON will answer them first — and check on them every day so you don't have to.
Pick what keeps you up at night
Money in / outcash and revenue
Customerswho pays you
Grow Revenuelevers you control
Comparisonshow am I doing
R
Pick a few questions. RON will answer them on Day 1 and re-check every morning. You can change these any time from your dashboard.
Step 3 · Contracts
Any contracts to share?
If you've got recurring customer agreements or signed proposals — uploading helps RON understand what was promised vs what's billed. Totally optional.
⚡
Many SMB workspaces skip this and add later — RON will check back.
From cloud storage
Dropbox
Pull from your Dropbox.
OAuth · 1-click
Google Drive
Pull from Drive.
OAuth · 1-click
Or upload directly
Upload directly
PDF or DOCX — drag or browse.
Drag · drop · go
Step 4 · Health snapshot
Here's how your business is doing.
RON read your accounting and sales data. Three things stand out — in plain English.
Cash position
$48,200 in the bank
About 3.5 months of runway at your current burn. That's healthy — most owners we work with sit at 2 months.
Recent trend
Revenue up 12% this month
$42,300 booked vs $37,800 last month. Driven by three new customers in the last two weeks. Best month since November.
Worth watching
Two invoices over 60 days late
$8,400 outstanding from Acme Co. and Mercer Inc. That's 17% of the cash you should have. Want me to draft a follow-up?
R
I read 14 months of QuickBooks data and your last 90 days of Stripe activity. Numbers are pulled from your accounting — no guessing. If anything looks off, tell me which number is wrong and I'll show you where it came from.
Step 6 · First answer
Let's answer your first question.
You picked these in Step 3. Tap one and RON will answer it right now — with the numbers behind it.
Your starred questions
How much am I spending to acquire a new customer?
Showing the answer below ↓
Where will my cash be in 90 days?
Tap to see the answer →
R
RON's answer
You're spending about $340 to acquire each new customer.
What you spent
$5,440
Marketing, ads, promos · last 90 days
New customers won
16
First-time buyers · last 90 days
Cost per customer
$340
Spend ÷ new customers
A new customer pays you back in about 2 months on average ($170/month per customer). That means your acquisition spend is profitable — but if customers don't stick around past 2 months, you're losing money on each one.
Step 7 · Take it home
Your dashboard is set up.
RON will check on these every morning and tell you if anything changes. Open it any time — ask a new question, or just see how you're doing.
Every morning you'll see cash on hand, this month vs last, and any spend that jumped. Plain English. No charts to read.
Live
Ready
Open dashboard
→
Type a question — "can I afford this?", "who paid me last week?" RON answers from your real data.
Live
Ready
Try a question
→
RON flags things worth knowing — 2 invoices already late. Drafted follow-up emails are waiting for your review.
2 waiting
Review
Review the 2 follow-ups
→
One-page summary every month. What you made, what you spent, what changed. Plain English. Sharable with your accountant or partner.
Scheduled
Auto
See the format
→
Open my dashboard
Your business in one view. Everything we set up is waiting.