Connect your company and customers
to create, manage and track the right plans and gain insights
Apply a standard approach to model amd manage any of your company’s business cases – be it be it SaaS, eCommerce, Advertising, ..
Choose from our templates, models, drivers and benchmarks to model your revenue streams, expenses, capital and headcounts.
Select from our templates to model your revenue mix (Subscription B2B/B2C, eCommerce, Marketplace, Advertising, License, Professional Service, Product, ..), upload your Sales Forecast from Salesforce or Excel or talk to us to customize your own model.
Pick the right drivers and tags to add Cost of Goods Sold, Cost of Marketing, Cost of Selling and General Expenses, e.g. add a one-time onboarding cost per new user, a monthly customer service charge per existing user, payment cost as a percentage of revenue or upload your own cost data.
Immediately understand the unit economics of a customer contract and a Sales Team and the viability of your business. Is the lifetime value of a customer high enough to justify the cost of customer acquisition? What’s the cashflow requirement to achieve relevant growth?
Define your Sales Team Profile and Scaling Rules to understand revenue impact, major investment required as well as the Time-To-Break-Even to add one additional Sales Team as well as cash flow requirements to set up the entire Sales Power,
Simulate the viability of your go-to-market model by understanding the customer lifetime and unit economics abd the sensitivities of input factors. Make use of industry’s best benchmarks and metrics definitions.
Simulate and Compare business model scenarios and present smart financial projections to partners and decision makers.Upload your actuals to manage and track your progress and support your annual planning and quarterly and monthly business reviews.
Finally gain insights from having all your business cases in one place.
By having all your cases in one place, you can apply standards, make business analysis a piece of cake and finally gain valuable insights from your activities for future decisions.
Leverage Reports on Income, Cash-Flow, Funding and Break-Even and upload your actuals from your favorite tools to track your business. Compare business model scenarios and evaluate business model transitions (e.g. Move a License business to SaaS)
Share and track your plans with the relevant people – be it your peers, partners, boards or investors. Stay in control of who has access.
Rely on enterprise grade security measures like single sign-on and multi factor authentication.
You can setup the Lean-Case Portal with your brand, preferred models and benchmarks to differentiate your business for your staff, customers and partners.
We have Business Model Templates for almost any type of situation you can dream of. But if you don't find what you need, ask us to customize and integrate your own specific models faster than you could possibly build a new model in Excel
Develop and Rollout a Training Program to enable your staff, partners or customers to apply your companies metrics and business model concepts and engage.
The key challenge for all types of Investors – from Business Angels, Ecosystem Players like Incubators and Accelerators to Investment Firms such as VCs and PE companies – is to select the right investment opportunities, manage the portfolio successfully and gain valuable insights.
The Lean-Case Business Case Portal enables Investors to introduce an efficient assessment and portfolio monitoring process. With Lean-Case, Investors can assess invest opportunities in a standardized and efficient way, coach their portfolio companies to run their businesses effectively and at the same time gain long-term insights across their portfolio and demonstrate ongoing impact for other key stakeholders.
The key challenge for all advisors – from Accounts, Startup or Interim CFOs to Management Consultants – is to demonstrate their value add and long-term impact to their clients. While being challenged to prove their expertise in their operational work, they want to strategically support their clients with targeted advice and strategic insight. Being able to draw conclusions for each company and across their portfolio from recurring updates, they can differentiate as advisors to leverage their experience and connections.
Lean-Case is a Business Case Portal for Advisors enabling them to differentiate with a best-in-breed advisory service for financial planning and reporting. With Lean-Case, advisors can have a much deeper and broader strategic conversation with their clients. They can find the balance for the right level of strategic collaboration, training, customer success and priority support.
Software Vendors such as ISVs move their offerings into the cloud to remove cost and scale barriers and to build recurring revenues. However, they cannot assume that – because they built wonderful solutions – partners will adopt them easily. Their Partner channels have turned into tumultuous places undergoing wholesale reinvention.
The Lean-Case Business Case Portal enables software vendors to introduce a shared account planning process with their Partners. ISVs can educate their Partners which cloud business models they can apply to make money, how they can plan and sell together and how they can jointly track progress against the plans. Having all key partner data in one place, enables the ISV to gain valuable insights and ensure highest consistency and continuity of execution. This is the key prerequisite that Partner Management becomes a science instead of an art.
The Lean Startup movement has revolutionized Entrepreneurship lectures given by professors, trainers or mentors on how we create products and companies. However, when students want to model the diverse revenue and cost streams as well as the relationship to get, keep and grow customers, there is a lack of support. They all find themselves in creating an Excel model from scratch.
The Lean-Case Business Case Portal enables all types of educators to introduce an efficient financial modeling service as part of their Entrepreneurship class. Instead of re-inventing the obvious in Excel. students can actually tap into a growing library of models, templates and benchmarks for standard business models which come with standard metrics, explanations and benchmarks. Educators can actually spend valuable time with their students on what truly matters while boost their qualification in financial modeling and simulation. Being able to draw conclusions for each students and across all their classes, allows them to gain valuable insights and case studies.
Founder Intershop, Demandware, NewStore
Lean-Case Should become the Standard for every VC!
Free e-Book: 75 Best Practice Benchmarks for your Business Case
This e-Book provides Entrepreneurs, Business Managers and Investors with an overview of top resources for SaaS and Software benchmarks.
Across those resources, we have selected 75 best practice benchmarks to make reasonable assumptions when creating your SaaS business case