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Efficiency guide

Burn multiple & runway, worked the way an investor does

Two numbers decide whether your growth reads as efficient or as expensive: the burn multiple (how much you spend to add a dollar of recurring revenue) and your runway (how long the cash lasts). A partner computes both in the first ten minutes of looking at your model — often before they finish your traction slide. This guide gives you the exact formulas they use, the tiers they grade against, one worked example, and a calculator that runs the same math as the RaiseReady report engine.

Burn multiple: the efficiency number of the 2023–26 era

Coined by David Sacks, the burn multiple answers one question: how many dollars of net cash did you burn to generate one dollar of net-new ARR? Lower is better. It's the number that separated the "growth at any cost" era from the efficiency era, and it's now the first efficiency metric most Series A partners open.

burn multiple = LTM net burn ÷ LTM net-new ARR
(LTM = last twelve months · net burn = cash out − cash in · net-new ARR = ending ARR − starting ARR)

The report engine computes it from monthly burn as burn multiple = (monthly net burn × 12) ÷ net-new ARR over the trailing year — the same thing, annualized. Note it uses net burn and net-new ARR: churn counts against you on both sides, which is exactly why a company losing logos can post a fine-looking growth number and still a bad burn multiple.

The tiers investors grade against

Burn multipleReads asWhat a partner thinks
< 1.0×AmazingEvery dollar in generates more than a dollar of new ARR — you could raise on efficiency alone.
1.0 – 1.5×GreatClearly fundable; the efficiency story helps rather than needs defending.
1.5 – 2.0×GoodNormal for a company still finding its motion; fine if growth is strong.
2.0 – 3.0×SuspectYou'll be asked to explain it — one-time costs? a bad quarter? — before the number is trusted.
> 3.0×BadReads as an unproven engine. Fast growth here reads worse, not better: you're buying revenue.

Tiers from the report engine's benchmark set (Sacks/Craft framing). The stage bar tightens over time: seed clears at ≤3× (strong ≤2×), Series A clears ≤2× (strong ≤1×), Series B clears ≤1.5× (strong ≤1×). CRV's 2026 Series A bar has effectively tightened toward ≤1.0×.

Always read alongside growth. A 2.5× burn multiple at 300% YoY growth is a different conversation than 2.5× at 40%. The metric is never judged alone — it's judged as "how much did this rate of growth cost you." That's why the report scores burn multiple and growth on the same page.

Runway: the number that decides your negotiating position

Runway is months of cash left at your current burn. It matters less as a survival number and more as a leverage number: investors can tell when you're raising from strength versus raising because the account is about to hit zero, and they price that difference into the term sheet.

runway (months) = cash in bank ÷ monthly net burn
post-raise runway = (cash + raise) ÷ post-raise monthly burn

The engine assumes post-close burn steps up to whichever is larger: +50% on today's burn (you hired against the plan) or the amount that would spend the round over 30 months. Then it reads your position off the result:

Runway todayHow it reads
< 9 monthsRaising under duress — investors know a round takes ~12 weeks, so under 9 months means you'll be desperate before you close. Move fast, or bridge first.
9 – 15 monthsInside the normal raise window. Start now; a round takes about 12 weeks end to end.
> 15 monthsRaising from strength — you can walk from a bad term sheet, and investors can feel it.

The 2025–26 norm investors want a round to fund is 24–36 months of post-raise runway. If your raise size doesn't buy that at a believable burn, the round size itself becomes a diligence question.

Worked example

Take a seed company: $800K starting ARR, $1.4M ending ARR a year later, $220K/month net burn, $1.1M cash, raising a $3M seed.

None of this needs a spreadsheet — it's five divisions. But seeing it the way the partner will, before the meeting, is the difference between walking in with a plan and getting surprised by the question.

Run your own numbers

Same formulas as the report engine. Nothing leaves your browser — this is client-side math.

Burn multiple = (monthly burn × 12) ÷ (current ARR − starting ARR). Runway = cash ÷ monthly burn. Post-raise burn = max(burn × 1.5, (cash + raise) ÷ 30). These mirror the RaiseReady report engine exactly.

Score your full company, not just these two numbers

Burn multiple and runway are two of a dozen numbers an IC memo cites. The RaiseReady report computes all of them from your inputs, scores each 🟢/🟡/🔴 against the stage bar, and writes the IC-memo language around them — plus the financial model, market sizing, comps and data-room blueprint. Start with the free on-page check.

See every efficiency number scored, not just these two.

The free on-page check grades you against the 25-item rubric in two minutes. The $990 report computes burn multiple, runway, Rule of 40, CAC payback and the rest from your numbers and writes the memo around them.

Run the free readiness check →

FAQ

Is burn multiple the same as CAC payback or the magic number?

No — they're related efficiency metrics but measure different things. Burn multiple covers your whole net burn against net-new ARR (product, G&A, everything, minus churn). CAC payback isolates sales & marketing efficiency (months to recover acquisition cost from gross margin). The magic number is net-new ARR ÷ prior-quarter S&M. Investors read all three; burn multiple is the company-wide one.

What if I'm pre-revenue and have no net-new ARR?

Burn multiple is undefined (you'd be dividing by zero or a tiny number, which produces a meaningless spike). Pre-revenue and pre-seed companies are judged on runway, milestones and the team instead — the burn multiple starts mattering once you have a full trailing year of recurring revenue to divide into.

Should I use gross burn or net burn?

Net burn — cash out minus cash in — for both the burn multiple and runway. Gross burn overstates how fast you're actually depleting cash if you have revenue coming in. Investors expect the net figure; be ready to show the bridge from gross to net so they trust it.

My burn multiple looks bad because of a one-time cost. What do I do?

Show it explicitly. Compute the metric both with and without the one-time item, name the item, and let the partner see the normalized number. Trying to bury it is the fast path to the "suspect" read — surfacing it yourself is how you keep the "great" read.

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