Case Study: Finstrat Management achieves faster fundraising and SaaS growth with Geckoboard

How dashboards can help SaaS companies gain investment and grow, with Kristian Marquez of Finstrat Management

Finstrat Management is a Washington, D.C.–area outsourced finance team that provides GAAP‑compliant accounting and advisory services to early‑stage SaaS companies. Their challenge was helping resource‑constrained founders surface the right SaaS metrics, present investor‑ready reporting, and give management and boards a simple, reliable way to monitor performance and make decisions.

Finstrat solves this by delivering Geckoboard dashboards as a standard client deliverable—combining actuals and forecasts and tracking metrics like Net MRR, churn, CAC payback and ARPA with benchmarks and shareable links. The result is clearer, real‑time visibility that boosts investor confidence, improves operational decisions and team accountability (for example, Citus Health reduced CAC payback to 6–9 months), and enables easy sharing and automated reporting across the business.

Finstrat Management

Kristian Marquez

Managing Director