What makes DealARR different from other revenue management tools?

DealARR combines deal management, data import from HubSpot and Freshsales, accounting integrations (Xero, QuickBooks, Stripe), sophisticated commission calculations, sales and customer success dual tracking, 30+ SaaS metrics, financial modeling, and AI-powered insights in one platform — with a universal recycle bin for safe data recovery.

What SaaS metrics does DealARR track?

30+ metrics including Active ARR, Active Clients, MRR, NRR, GRR, LTV/CAC, Rule of 40, Burn Multiple, Magic Number, ARR Bridge, New/Expansion/Contraction/Churn MRR breakdown — all with YoY change indicators, customizable dashboard layout, and flexible period filtering.

What integrations are available?

Data import from HubSpot and Freshsales, accounting integration with Xero and QuickBooks (OAuth 2.0), and Stripe data sync for subscriptions and invoices. All integrations include fuzzy matching reconciliation, encrypted credential storage, and self-serve setup wizards.

How does the 5-year financial model work?

Create multiple scenarios (Conservative, Base, Aggressive), run sensitivity analysis on key drivers, use goal seek to hit specific targets, and export investor-ready Excel with formulas or styled PDFs. The Cashflow Forecast shows 6-month projections with AI-powered runway analysis.

How does the incentive and commission system work?

Configure flexible commission rules per team member with percentage or flat bonus structures. Set multi-year contract bonuses, rate schedules by contract year, and clawback policies for churn events. Each rule can independently filter by Signed or Active deals.

Enterprise-grade security with HTTP security headers, rate limiting, comprehensive audit logging, complete multi-tenant data isolation, role-based access control (Admin, User, Salesperson, CSP, Manager), email OTP verification, Trust Device feature, and encrypted storage for all third-party credentials.

How much does DealARR cost?

DealARR offers two main plans: the Base plan at $299/seat/month for deal management, ARR/MRR tracking, invoicing, SaaS analytics, and more; and the Founder/CFO Hub at $399/seat/month which adds 5-year financial modeling, scenario planning, investor deck generation, and AI executive summaries. The AI Financial Model Builder is available as an add-on at $50/month per organization.

Does DealARR offer a free trial?

Yes, DealARR offers a 30-day free trial with full access to all features. You can cancel anytime during the trial at no cost.

What is included in the 30-day free trial?

The 30-day free trial includes full access to all DealARR features: deal management, ARR/MRR/TCV tracking, invoice scheduling, SaaS analytics dashboards with 30+ metrics, CRM and accounting integrations, team management, and AI-powered insights. No feature restrictions during the trial period.

DealARR

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CFO Due Diligence Report for B2B SaaS

The DealARR CFO Due Diligence Report is a 13-tab, investor-grade Excel workbook designed in the format a top CFO would use to evaluate a B2B SaaS target. It is pre-populated with your live ARR, P&L and balance sheet data so you can hand it to a buyer, board member or banker the same day.

What's inside the workbook

1. Executive Summary - deal overview, 14-metric scorecard and key risks
2. Income Statement - historical and projected P&L with adjusted EBITDA bridge
3. Balance Sheet - assets, liabilities and equity with balance check
4. Cash Flow Statement - CFO/CFI/CFF, free cash flow and unlevered FCF
5. Working Capital & Liquidity - DSO, DIO, DPO and receivables aging
6. Valuation - DCF, trading comps, precedents and football field
7. Quality of Earnings - EBITDA normalization and revenue quality
8. Debt & Capital Structure - existing debt and pro-forma sources & uses
9. Synergies & Integration - revenue and cost synergies
10. KPIs & Operational Metrics - SaaS metrics and unit economics
11. Risk Matrix & DD Checklist - 15-area risk matrix and 12 DD workstreams
12. Sensitivity Analysis - two-way EV tables and bear/base/bull scenarios
13. Assumptions Log - 50-row log so every hardcoded number is traceable

Pre-populated from your DealARR data

DealARR auto-fills the target company name, latest ARR, TCV, active client count, YTD new and churned ARR, top 10 clients by ARR for concentration analysis, historical P&L by year and the latest balance sheet snapshot. Every other input is a clearly marked cell for your finance team.

Who uses it

Founders preparing for a fundraise or sale, CFOs running internal diligence, and corp-dev teams evaluating an acquisition target. The workbook is fully editable, generated in native Excel format, and refreshable each time you click download in DealARR.