Account Financials & Revenue Lifecycle Tracking

Stratum Software — Portfolio: 231 accounts, $18.6M ARR — Updated Dec 2024

GRR (TTM)
91.4%
↓ 1.7% vs 6mo ago
Discount Intensity
22.3%
↑ 3.1% QoQ
Avg DSO
47d
↓ 5d vs last Q
Net Price Realiz.
77.7%
Avg after disc.
Expansion Velocity
$142K
Monthly avg net new
Accts at Risk (DSO>60)
18
$3.2M ARR exposed

ARR Cohort Expansion Rate (M18 from Entry)

Discount Intensity by Rep & Segment

SMB
Mid-Market
Enterprise
Avg
Jordan M.
28%
32%
34%
31%
Casey F.
26%
35%
36%
34%
Alex T.
18%
22%
24%
21%
Morgan K.
15%
19%
21%
18%
Riley P.
16%
24%
26%
23%
Team Avg
19%
25%
27%
22.3%

Red cells (≥30%) flagged for pricing governance review.

Invoice Aging Buckets (Top 10 Accounts)

Account Financial Detail — Top 12 by ARR

Account ARR Gross Margin Discount % DSO 90+ Days Aging Expansion (12mo) Status
Bellweather Industries $580K 62% 28% 71d $124K -8% At Risk
Apex Manufacturing $512K 71% 18% 34d $0 +14% Healthy
Fontaine Logistics $340K 58% 32% 56d $89K +2% Monitor
Morrow Capital $290K 54% 35% 68d $67K -5% At Risk
Crescent Tech $276K 69% 22% 41d $0 +11% Healthy
Horizon Partners $258K 66% 24% 38d $0 +9% Healthy
Quantum Dynamics $245K 73% 16% 29d $0 +18% Healthy
Vertex Solutions $231K 61% 29% 52d $34K +3% Monitor
Stratos Group $219K 68% 21% 36d $0 +12% Healthy
Meridian Ventures $207K 64% 26% 44d $0 +7% Healthy
Pinnacle Industries $198K 70% 19% 32d $0 +15% Healthy
Cascade Corp $184K 59% 31% 58d $41K +1% Monitor

DSO Trend by Account Tier (Last 12 Months)

Revenue Recognition & Price Escalation

Expansion ARR Velocity by Entry ACV Cohort

Each dot = one account. X-axis = months since first contract; Y-axis = cumulative expansion ARR.