The Finance Tools Report

Issue No. 2 | July 28, 2026 Tools, AI, and workflow intelligence for private equity professionals. THIS MONTH: THE METRICS UNDERNEATH NET REVENUE RETENTION THE DATA POINT: 80-90% An annual Customer Retention Rate between 80% and 90% is often considered a healthy benchmark for a recurring revenue business, a different measure from Net Revenue Retention, […]

Issue No. 1 | June 24, 2026 Tools, AI, and workflow intelligence for private equity professionals. Welcome to The Finance Tools Report. This is the first issue of a monthly briefing on the tools, analytical frameworks, and workflow practices that change how PE analysts and associates do their work. Not deal intelligence. Not market color. The […]