SaaS Return on Capital Flywheel

See how capital flows through a SaaS firm and compounds sticky recurring revenue. Toggle Golden Section Lending to see what non-dilutive debt does to the math.

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Capital Invested $1,000,000
Initial S&M investment deployed into proven channels.

Sales Cycle 6 months
Average time from S&M spend to closed ARR.

Sales Efficiency Ratio 0.80×
S&M cost to create $1 of new ARR. Lower is better — 0.5× means $1 creates $2 of ARR.

Golden Section Lending
Borrow 40% against ARR — reinvest 90% of total ARR instead of 50%.

Year 5 Cumulative ARR
$37.4M
37.4× capital invested

SaaS Return on Capital
117%
Annualized over 4.7 years

ARR Multiple
37.4×
Ending ARR ÷ capital invested

Cumulative ARR Over 5 Years

Period S&M Deployed New ARR Cumulative ARR With Lending Delta
Period 1 (Mo 6) $1.0M $1.3M $1.3M
Period 2 (Mo 13) $625K $781K $2.0M
Period 3 (Mo 20) $1.0M $1.3M $3.3M
Period 4 (Mo 28) $1.7M $2.1M $5.4M
Period 5 (Mo 35) $2.7M $3.4M $8.7M
Period 6 (Mo 42) $4.4M $5.4M $14.2M
Period 7 (Mo 49) $7.1M $8.9M $23.0M
Period 8 (Mo 56) $11.5M $14.4M $37.4M