About CMM Financial Consulting
B2B SaaS Finance: ARR, NDR, CAC payback, margin, and board-ready reporting.
Our mission is to create smart value
We lead with smart value for founders to get the best return on investment— with a background in KPI‑driven SaaS finance (ARR waterfalls, cohort and pipeline analytics), we turn data-driven insights into lasting wealth.
Data-driven insights & reporting for B2B SaaS
Monthly close and KPI cadence built for SaaS: revenue/ARR bridges, churn and expansion analysis, sales capacity planning, cash runway, and investor/board reporting that aligns GTM, Product, and Finance.
B2B SaaS finance & asset management solutions
We specialize in:
- B2B SaaS metrics & operating reviews (ARR, NDR, CAC payback, LTV/CAC)
- Forecasting & fundraising support (data rooms, metrics narratives)
- Investor reporting and LP/board communications
Our team
Chris malone
Chris, founder of CMM Financial Consulting, has experience as a Fortune 200 analyst and at an AI startup. He has his BBA in Business Fellows, Finance, and Entrepreneuship from Baylor and is currently pursuing his Master of Trust and Wealth Management. He has passions for client service, personal finance, tutoring, and serving others. He has tutored corporate finance, managerial accounting, and economics.
Luke Overman
Luke received his bachelor's degree in Mathematics and Physics, Summa Cum Laude, from the University of Texas at Arlington in 2021. He has experience and a passion for tutoring a variety of subjects including SAT prep, calculus, and introductory physics at the high school level. He is currently pursuing his master's degree in Economics and teaches macroeconomics and international business economics.
