Audits · Checklist
Investor Readiness Audit
Check whether your core metrics would hold up under investor due diligence — correct formulas, cohort-based analysis, and defensible numbers.
About this audit
Metrics that look fine in a casual dashboard don't always hold up under investor due diligence, where every formula gets questioned and every number needs to trace back to underlying data. This audit checks the specific places where casual metric calculation and investor-grade metric calculation diverge.
It overlaps with the SaaS Metrics Hygiene Audit but goes deeper on rigor — cohort-based retention analysis, fully-loaded CAC, and traceability, the details that come up specifically in due diligence conversations.
Frequently Asked Questions
What's the difference between this and the SaaS Metrics Hygiene Audit?
Hygiene checks whether metrics are tracked at all and roughly correctly. This audit checks whether they're calculated with the rigor that survives investor scrutiny — cohort-based NRR rather than an approximation, fully-loaded CAC rather than just ad spend, and full traceability back to source data.
Why does 'fully-loaded' CAC matter so much to investors?
CAC that only counts ad spend is easy to make look efficient. Investors specifically probe for whether sales salaries, tools, and overhead are included, because that's where the real cost — and real unit economics — usually live.
Fix what this audit finds
Turn your results into an action plan with the Board Meeting Metrics Pack Builder.
Board Meeting Metrics Pack Builder →Want this checked automatically, every month?
Connect Stripe in read-only mode and Dnoise flags these issues automatically — no manual audit required.
Connect Stripe — free →