Vena Solutions
109 Case Studies
A Vena Solutions Case Study
Lookout is a cybersecurity SaaS company that relied on manual, offline spreadsheets for monthly reporting, which left the finance team “scrambling” and pushed executive reports into the third week of each month. That process prevented timely insight into key SaaS metrics (LTV/CAC, churn, monthly revenue per product) and left analysts spending time on data entry instead of strategic analysis.
By implementing Vena, Lookout created a single source of truth with native integrations to NetSuite, Salesforce and Workday, an Excel-friendly interface, and flexible scenario modeling. The result: financial statement delivery is 66% faster (moving reports to mid–first week), version-control issues disappeared, the finance team became a strategic partner, and critical rebudgeting—such as a COVID-driven 20% expense cut—was modeled in a single day.
Ricardo Trigueros
Sr. Financial Analyst