The SaaS CFO Playbook: Growth, Capital, and Exit Readiness
Overview
Designed for finance leaders in the fast-moving world of Software-as-a-Service, this course equips you with the strategic frameworks, capital insights, and leadership tools needed to move from financial operator to influential growth partner. Across four in-depth modules, you’ll master SaaS-specific financial foundations, subscription forecasting, unit economics, and valuation drivers. You’ll also learn how to lead through funding rounds, navigate buyouts and trade sales, and prepare confidently for IPO readiness. Whether scaling a growth-stage company or preparing for a strategic exit, this course empowers you to guide key decisions, elevate your leadership, and shape the future of your business.
Learning Objectives:
After completing this course, you will be able to:
- Identify key SaaS metrics and distinguish how they affect financial performance and strategic decision-making.
- Recognize the components of unit economics and calculate capital efficiency indicators such as CAC payback and Rule of 40.
- Select appropriate funding strategies based on growth stage, runway, and investor expectations.
- Differentiate between trade sales, private equity buyouts, and IPO pathways in terms of readiness requirements and valuation impact.
- Determine the financial systems and processes needed to support scale, improve insight, and prepare for due diligence.
This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.
Lessons:
Lesson 1: Mastering SaaS Financial Foundations
Master the unique financial metrics of SaaS—like MRR, CAC, LTV, and churn—to drive insight, challenge assumptions, and lead strategic decisions with clarity.
Lesson 2: Driving Growth, Capital Strategy & Exit Readiness
Master SaaS funding and metrics to drive growth and prepare for a high-value exit.
Lesson 3: Operational Excellence and Scalable Systems
Build a scalable finance function for SaaS by optimizing teams, systems, and processes that support fast growth and operational clarity.
Lesson 4: Strategic Influence and Leadership
Learn to evolve from financial gatekeeper to strategic leader—driving alignment, accountability, and performance across your SaaS business as it scales.
Additional Information
CPD Hours: 4
Field of Study: Finance
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required. The primary purpose of this module is to address any deficiencies in this CFO competency compared to your peer group. So, you might find it helpful to have first taken the CFO competency framework to determine your existing skill level before starting the module.
Program Level: Basic
Delivery Method: QAS Self Study
Unlock Full Access with Premium Membership
- A vast library of on-demand courses
- Interactive simulators for hands-on practice
- Exclusive live boot camps
- Join today and start learning instantly!
