Investor Due Diligence

Workflow Example: Investor Due Diligence Prep

Use this workflow to prepare clean, defensible retention and revenue views for fundraising or due diligence.

Use Case

You’re raising capital (e.g., Seed/Series A), and investors want to see:

• Cohort-based retention
• Revenue growth drivers
• Evidence of product-market fit

Prerequisites

• 1–2 years of customer and revenue history in Google Sheets.
• Jetti installed and a basic understanding of Cohort and Snowball Analysis.

Steps

1. Build historical cohorts (≈10 minutes)
   • Open your customer history sheet.
   • Run a Cohort Analysis:
     • Cohort granularity: monthly.
     • Measure: active customers or revenue.
   • Export the resulting table to a clean “Cohorts” sheet if you want to add extra formulas or charts.
2. Compute key retention metrics (≈5 minutes)
   • On the Cohorts sheet, add simple formulas to compute:
     • Average 6-month retention.
     • 12-month retention for the best and worst cohorts.
   • Optionally build a simple line or area chart showing retention curves over time.
3. Run a Snowball Analysis for growth drivers (≈5 minutes)
   • On your revenue/transactions sheet, run a Snowball Analysis.
   • Highlight:
     • New vs. Expansion vs. Lost.
     • Net MRR change per month.
   • Note any structural improvements (e.g., expansion growing faster than churn).
4. Prepare drill-down evidence (≈5 minutes)
   • For standout cohorts (e.g., “Q3 2023”), click into late-period cells (Month 6–12) and use Drill-Down to:
     • Export a list of your best customers.
     • Identify logos or customer stories you can highlight in the deck.
5. Generate an AI-ready summary (≈5 minutes)
   • Open AI Export → Quick Rundown or Revenue Analysis.
   • Specify:
     • The timeframe (e.g., “last 24 months”).
     • Your metric (MRR).
     • Fundraising context (e.g., “pre-Series A SaaS”).
   • Copy the prompt into your AI tool to get a narrative summary of:
     • Retention strength
     • Growth drivers
     • Areas of risk and mitigation
6. Assemble your investor slides (≈10–15 minutes)
   • Add to your deck:
     • Cohort heatmap screenshot.
     • Retention charts and key metrics (6- and 12-month retention).
     • Snowball table or summarized chart of revenue drivers.
     • A short narrative derived from the AI summary.
     • Optional appendix of top customers from strong cohorts.

What You Get

• A polished, data-driven view of retention and revenue.
• Clear answers to common investor questions:
  • Are customers sticking around?
  • Where is growth coming from?
  • What changed over time?
• A repeatable workflow you can refresh before each investor meeting or update.