Andreas Melzer joined the consumer research company Quantilope two years ago and is the company’s Associate Director of Finance, which is similar to a Chief of Staff role with a finance focus.

An advocate for helping SaaS startups stay on top of their finances, he published a B2B SaaS finance model that has received more than 8,000 downloads.

While determining which KPIs and metrics a company should share while fundraising, Andreas believes in being transparent about the state of the business while keeping things simple.

Quantilope leverages a “land and expand” strategy. As a result, net retention is a main KPI that is a centerpiece of its pitch to investors. Additional data, such as how long it takes to upsell, is also included, “but really net retention is what it comes down to,” he says.

On this episode of The CFO Playbook, Andreas talks about how he’s scaling Quantilope’s international finance team, why you shouldn’t be tracking more than 10 KPIs, and how he’s carved out a niche as a roving advisor with a finance focus. An avid chess player, Andreas also applies lessons from the chess board to the world of business strategy.

Connect with Andreas on LinkedIn.

Connect with our host Ross on LinkedIn.

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