Give the board and investors the data they want
Highlight your company’s journey in the most compelling way: with accurate, elegant, investor-ready reports and dashboards available on-demand.
Make smart decisions and keep investors in the loop
Use and share your data how you see fit for any audience. Ditch frustrating inflexible systems and use clicks instead of code to modify canned reports, metrics, graphs, and dashboards, or create your own.
Done-for-you ARR, NDR, LTV:CAC, Burn Rate, and more
The board and your investors want to see beyond what you’ve done. They need to know where you’re going. Use Place to modify or create your own dashboards to include anything–from hundreds of historical SaaS metrics to best-case and worst-case company forecasts.
Due diligence without the worry
CEOs who report financials via spreadsheets and disconnected systems risk bad data and getting stuck without a check. Place matches your sales engine with your accounting system to output real-time accurate bookings, billing, revenue, and expense information.
Never be caught off-guard
Savvy board members and investors expect you to know your numbers. With Place, instantly access your most current financial metrics from anywhere on both mobile and desktop.
Unlock your company’s full revenue growth potential — see our other solutions
How would you like to explore?
Choose a business activity to learn how your team can handle each one more effectively with Place.
Choose a role to learn how each team can use Place to improve their area of the business.
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Choose the closest match to your role.
Equip your go-to-market and finance teams with the connection they need.
Built on the Salesforce Platform, Place unifies SaaS go-to-market and finance teams, systems, and processes to drive stronger cash flow and increase customer retention.