Jake McMahon — ProductQuant

8+ years B2B SaaS · Behavioural Psychology + Big Data (Masters)

Walk into your Series A with metrics an investor can't challenge.

Three weeks to build an investor-grade metrics package. Clean cohorts. Revenue quality analysis. The Q&A brief that ends “we'll follow up” before you leave the first meeting. A data room packaged for due diligence.

Book a Call → See what's included ↓

3–6 months out from a raise is the right time. Earlier is always better.

WHAT YOU HAVE AT THE END

Metrics audit Every metric checked against investor-standard methodology

Cohort retention Monthly curves, clean and correctly formatted

Revenue quality Expansion vs. new vs. churn, 18–24 months

Activation summary DAU/MAU, time-to-value, product engagement signals

Investor deck section Metrics narrative built from the data, not backwards

Q&A brief 15 hardest questions with pre-written, data-backed answers

3-week sprint · fixed scope · investor-ready deliverables

We build your investor story using your own data.

In three weeks, we turn your raw numbers into clear charts and a solid narrative. You get a complete, defensible metrics package for your fundraise.

FOUNDER PREP

"What's our true net revenue retention?"

We calculate it from your billing data and show the trend on a chart. This proves your customers love your product and stick around, which investors look for first.

INVESTOR MEETING

An investor asks, "How efficient is your sales spend?"

We build a slide showing payback period and CAC over time. You can answer confidently with a clear visual, showing you're in control of your growth engine.

DUE DILIGENCE

The investor's analyst requests "all customer cohort data."

We provide a clean, organized data room with pre-built cohort tables. This saves you weeks of scrambling and makes the diligence process smooth and fast.

BOARD REPORTING

Your board asks, "Are we on track for the plan?"

We set up your key metrics in a simple dashboard. You can now run the same report every month, saving you time and keeping everyone aligned.

What's happening right now

“We got to the partner meeting and they asked for the cohort chart. It was in a Google Sheet that nobody had cleaned up in six months.”

Going into investor meetings without clean data

You know the metrics exist somewhere. The problem is they haven't been audited, formatted, or packaged in a way that survives scrutiny. An investor who has seen 200 data rooms will find inconsistencies in 15 minutes.

“We spent three weeks pulling numbers before the raise. They still weren't consistent with what was in the deck.”

Weeks of internal scramble with numbers that don't reconcile

The ARR waterfall doesn't match the NRR calculation. The cohort chart uses a different period definition than the deck. Each fix creates new inconsistencies. This is what investor-grade preparation actually requires.

“We got a second meeting and then lost it when they dug into the unit economics. The numbers were defensible. We just couldn't defend them under pressure.”

Second meetings lost when investors dig into the data

Getting the second meeting is one thing. Keeping it is another. Investors who dig find CAC that doesn't include founder time, NRR calculated differently each quarter, and no pre-written answers for the hardest questions.

“Our CFO said the financials were clean. The product metrics were a different story entirely.”

CFO owns the financials. Nobody owns the product metrics narrative.

The income statement is clean. But the product metrics — the activation data, the feature adoption depth, the retention curves, the revenue quality breakdown — those gaps show up in partner meetings. That's what this sprint fixes.

WHY THIS IS DIFFERENT

Fundraise prep that starts with the data, not the deck. This sprint builds your investor narrative from audited metrics.

The standard approach: build a deck with whatever metrics you have handy, and hope the investor doesn't ask too many questions. That works at seed. It stops working at Series A, and it definitely stops working at Series B, where investors have seen your exact situation 50 times and know exactly what to probe.

This sprint starts from the data, not the story. Every metric is audited against investor-standard methodology before any deck is built. The cohort chart is correct. The ARR waterfall breaks out new, expansion, contraction, and churn for 18–24 months. Unit economics are fully loaded, including founder time. The Q&A brief covers the 15 hardest questions with pre-written, data-backed answers drawn directly from the metrics package.

The result is an infrastructure — a data room that holds up under scrutiny, a metrics summary that matches your deck, and a founder who answers hard questions with evidence instead of “we'll follow up on that.”

WHAT YOU GET

17 deliverables that make your metrics investor-ready before the raise.

Deliverable 01

Product Metrics Audit Across 5+ Dimensions

Every metric you're planning to present is reviewed — how it's defined, how it's calculated, and whether it will survive due diligence. Metrics that look strong but are calculated incorrectly get fixed before an investor finds them.

Deliverable 02

Cohort Retention Methodology Review

Retention is the metric investors scrutinise hardest. The methodology is validated, any presentation choices that could raise red flags are identified, and your cohort charts are set up to tell the clearest version of a true story.

Deliverable 03

Revenue Quality Analysis (Expansion vs. New ARR)

Investors want to know whether your revenue is durable. The composition of your ARR is broken down and framed in a way that shows the quality of the business — not just the topline.

Deliverable 04

Activation and Engagement Metric Validation

If your activation and engagement metrics don't hold up, the retention story falls apart. Definitions are validated, data is confirmed, and anything that needs to be cleaned or reframed before it's presented is flagged.

Deliverable 05

Investor Question Anticipation Research

The specific questions investors typically ask for your stage, sector, and model are researched — so your team isn't caught off guard by anything predictable.

Deliverable 06

Product Metrics Audit + Definitions Register

A clean, documented register of every metric you're presenting — with the definition, the calculation method, and the data source. Investors and their technical diligence teams can verify any number without you needing to explain it live.

Deliverable 07

Monthly Cohort Retention Chart (Investor-Standard)

A retention chart built to the format institutional investors expect — cohorted by month, with clear axes, honest labelling, and no presentation choices that invite scepticism.

Deliverable 08

Revenue Quality Analysis Document

A structured breakdown of your revenue composition — new ARR, expansion, contraction, churn — framed to show the durability and trajectory of the business in terms investors respond to.

Deliverable 09

Activation and Engagement Metrics Package

A clean, validated package of your activation and engagement data — ready to drop into your data room or deck without further preparation.

Deliverable 10

Investor Deck Metrics Section

The slides that carry your metrics story — designed to communicate clearly under the time pressure of a live pitch, with the right level of detail for the room and supporting material for the data room.

Deliverable 11

Investor Q&A Brief with Typically 15 of the Hardest Questions

The questions that have derailed raises at your stage, with recommended answers grounded in your actual data. Your team rehearses with the real questions, not the easy ones.

Deliverable 12

Metrics Methodology Documentation

Full documentation of how every metric is calculated — written for a technical audience. When an investor's analyst runs the numbers themselves, they reach the same answer you did.

Deliverable 13

Data Room Structure Guide

A clear map of how to organise your data room so investors can find what they need without friction. A well-structured data room signals operational maturity before a single number is read.

Deliverable 14

Investor Narrative Framing Document

The through-line that connects your metrics into a coherent story — growth trajectory, retention quality, activation momentum, revenue durability. Written to complement the deck, not repeat it.

Deliverable 15

Team Walkthrough Session (Recorded)

A live session where every deliverable and how to use it is walked through with your team. The recording means your CEO, CFO, and advisors can all get aligned without scheduling another call.

Deliverable 16

Due Diligence Preparation Checklist

A structured checklist of everything an investor is likely to request in diligence — so your team can prepare proactively rather than scrambling when the process accelerates.

Deliverable 17

30-Day Investor Meeting Prep Support + Two Mock Q&A Sessions + Data Room Review

A month of direct access for questions as meetings progress. Two mock Q&A sessions let your team stress-test the narrative under realistic conditions. The data room is reviewed before it goes live.

Everything above for $6,997. No hourly billing. No scope creep. Everything stays with your team.

THE TIMELINE

Three weeks. Every metric in your data room ready before the first meeting.

WEEK 1

Metrics Audit + Data Quality Check

Every existing metric definition challenged against investor-standard methodology. Data sources identified and ingested. You leave week one knowing exactly what needs to be built, what order to build it in, and which gaps will raise the hardest investor questions.

WEEK 2

Cohort Analysis + Retention Curves + Product Metrics Build

Monthly cohort retention chart built correctly. Revenue quality analysis completed — expansion vs. new vs. churn breakdown. Activation and engagement metrics package produced with definitions and benchmark comparisons. All methodology documented.

WEEK 3

Narrative Packaging + Deck Section + Data Room Setup

Investor deck metrics section built from the data room, not backwards from a story. Q&A brief produced with 15 pre-written answers. Data room structured for due diligence. Full handover — every number traceable to its methodology.

IS THIS YOU?

Built for founders 3–6 months out from Series A or B.

This is for you if...

You're raising Series A or B in the next 3–6 months
You have $1M–$15M ARR and real product usage data
Your metrics exist but haven't been audited or packaged for investors
You want to defend your data under pressure in partner meetings
Your CFO owns financials but nobody owns the product metrics narrative
You want the Q&A brief ready before the first meeting

This is not for you if...

You're pre-revenue or early seed stage (different investor requirements)
You already have a dedicated analyst building the full metrics package
Your raise is in the next 2–3 weeks (insufficient time)
You need a pitch deck built (this produces metrics, not design)
You're raising on traction alone with no product usage data

WHO'S DOING THE WORK

Jake McMahon · Founder, ProductQuant

Jake McMahon

8+ years B2B SaaS · Behavioural Psychology + Big Data (Masters)

Eight years as a product leader inside B2B SaaS companies — product manager, growth lead, head of product, from seed-stage to $80M ARR. He kept watching smart founders walk into Series A and B meetings with metrics that hadn't been properly audited and couldn't survive 20 minutes of due diligence questioning.

ProductQuant is what he'd hire if he were still an operator — rebuilt as a service. Jake builds every model, calculates every metric, and produces every document himself. No junior analysts, no outsourced data work. The senior-level diagnostic from the first week.

What he won't do:

Promise revenue numbers he can't verify from your data
Build a metrics narrative backwards from the number you want investors to see
Recommend work you don't need to close the gap
Deliver a package that falls apart under due diligence scrutiny

“Could our CFO or analyst build these themselves?”

Possibly one or two pieces. The ARR waterfall takes a day if the data is clean. The cohort retention analysis takes longer. The activation metrics summary requires definitions that are easy to get wrong. Building all six in three weeks, in the sequence that produces a coherent investor narrative, while managing a raise timeline, is a different task. The sprint is designed for exactly that pressure.

PRICING

One fixed price for your investor-ready metrics.

$6,997

one-time · 3-week sprint · fixed scope

Everything stays with you permanently

Product metrics audit & definitions register
Monthly cohort retention chart — clean, correctly formatted
Revenue quality analysis (expansion vs. new vs. churn)
Activation & engagement metrics package
Investor deck metrics section — built from the data room
Investor Q&A brief — 15 hardest questions with answers
Data room structure — ready for due diligence

All deliverables owned by you at handover. No ongoing dependency.

Book a Call →

The guarantee.

Walk into every investor meeting with a metrics narrative you can defend — or full refund.

The deliverables are specific and verifiable: clean cohort retention chart, revenue quality analysis, activation metrics package, investor deck metrics section, Q&A brief, data room structure. If any deliverable is missing or not investor-ready, you pay nothing. The guarantee is straightforward because the scope is specific.

Questions.

Or book a call →

Is this just for Series A?+

Built for Series A and B. Pre-Series A (seed stage) has different investor requirements — cohort retention and revenue quality analysis aren't the right deliverables yet. If you're pre-revenue or raising seed, book a call and we'll point you toward the right next step.

What data access do you need?+

Read-only access to your payment processor (Stripe or equivalent), CRM, and analytics platform. For cohort analysis we need billing history — a CSV export from Stripe is usually sufficient. We specify exactly what's needed on the kickoff call so you can prepare access before we start.

Can you help with the deck itself?+

This sprint produces the metrics section of your deck — the data, the narrative, the framing. We don't design slides or create visual decks, but the metrics package is built in a format that slides directly into your investor presentation. The storytelling comes from the data, not the graphics.

What if our metrics are a mess?+

That's the situation this sprint was designed for. Cleaning up inconsistent definitions, reconciling mismatched calculations, and surfacing gaps before an investor finds them — that's the point. The earlier you start in your raise timeline, the more time there is to fix anything before your first partner meeting.

We have a CFO. Why do we need this?+

CFOs clean up the financials and cap table. This sprint builds the product analytics narrative — the cohort story, the retention curves, the revenue quality breakdown, the activation data. Most CFOs don't build product metrics packages. That's the gap this sprint fills.

What does the guarantee mean exactly?+

Walk into every investor meeting with a metrics narrative you can defend under pressure — or full refund. The deliverables are specific: clean cohort retention chart, revenue quality analysis, activation metrics package, investor deck metrics section, Q&A brief, data room structure. Not vague advice. Documents you can hold in your hands.