Templates

Three working documents used across a SaaS acquisition: the scorecard you fill in during diligence, the report you hand to your investment committee.holdback language you negotiate when churn risk is real but the deal still makes sense.

SaaS Revenue Quality Scorecard Template

TL;DR: Template for scoring a SaaS acquisition target's revenue quality across 5 dimensions.

About This Template

Template for scoring a SaaS acquisition target's revenue quality across 5 dimensions. Use this template as a starting point for your own diligence workflow.

Better Alternative: ChurnLens

Instead of filling out templates manually, ChurnLens generates these reports automatically from raw SaaS billing data — complete with HHI scores, churn analysis, and logo retention curves.

Diligence Findings Report Template

TL;DR: Structured template for presenting SaaS due diligence findings to investment committees.

About This Template

Structured template for presenting SaaS due diligence findings to investment committees. Use this template as a starting point for your own diligence workflow.

Better Alternative: ChurnLens

Instead of filling out templates manually, ChurnLens generates these reports automatically from raw SaaS billing data — complete with HHI scores, churn analysis, and logo retention curves.

Churn Holdback Agreement Template

TL;DR: Template language for churn-based holdback provisions in SaaS purchase agreements.

About This Template

Template language for churn-based holdback provisions in SaaS purchase agreements. Use this template as a starting point for your own diligence workflow.

Better Alternative: ChurnLens

Instead of filling out templates manually, ChurnLens generates these reports automatically from raw SaaS billing data — complete with HHI scores, churn analysis, and logo retention curves.

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