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Resource Hub

Playbooks

Playbooks is a collection of the best curated resources for founders at any stage of their journey. It includes original materials from Reach Capital, market insights, and trusted resources from leading founders and operators.

Playbooks
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Benchmarks
How to Superpower Your Retention Analysis
How to Superpower Your Retention Analysis
Topic
Benchmarks
Format
Article
Source
Reach
Description
Having a strong grasp on present and future customer retention is critical to having a strong grasp on the overall health of a business, especially in edtech.
Tags
growth
retention
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Benchmarks
ICONIQ ‘Enterprise Five’ Benchmarks (2025)
ICONIQ ‘Enterprise Five’ Benchmarks (2025)
Topic
Benchmarks
Format
Report
Source
Iconiq
Description

Iconiq’s annual benchmarks for growth and operational efficiency for B2B SaaS

Tags
B2B
growth
retention
revenue
SaaS
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Benchmarks
Digital Marketing Trends in K-12: Behavior & Benchmarks (2023)
Digital Marketing Trends in K-12: Behavior & Benchmarks (2023)
Topic
Benchmarks
Format
Report
Source
MDR
Description

Benchmarks for email, social and display advertising for K-12 customers.

Market Sector
Learning
Tags
marketing
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Benchmarks
HighAlpha SaaS Benchmarks Report (2025)
HighAlpha SaaS Benchmarks Report (2025)
Topic
Benchmarks
Format
Report
Source
OpenView Partners
Description

Shifting industry norms, showing slower growth but higher efficiency expectations, and pointing to PLG, expansion, and AI adoption as key drivers of outperformance.

Tags
growth
retention
revenue
SaaS
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BizOps
Forecasting: 5 major approaches used by B2B SaaS leaders
Forecasting: 5 major approaches used by B2B SaaS leaders
Topic
BizOps
Format
Article
Source
Subscript
Description

Five common methods for forecasting new revenue in B2B SaaS, and how top-performing teams often blend several approaches for greater accuracy.

Tags
Finance
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Board Management
Preparing a Board Deck & Structuring an Effective Meeting
Preparing a Board Deck & Structuring an Effective Meeting
Topic
Board Management
Format
Article
Source
Sequoia
Description

What it means to “prepare just enough.” The Calibration section is an especially worthwhile read.

Tags
board
leadership
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Board Management
The Beauty of Amazon’s 6-Pager and Memo Writing Culture
The Beauty of Amazon’s 6-Pager and Memo Writing Culture
Topic
Board Management
Format
Article
Source
Brad Porter
Description

Why Amazon’s writing and memo culture forces clarity and encourages more effective business decisions.

Tags
board
leadership
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Board Management
Running Effective Board Meetings (templates and slide examples)
Running Effective Board Meetings (templates and slide examples)
Topic
Board Management
Format
Article
Source
Delian Asparouhov
Description

The post outlines how to run effective board meetings by choosing strong directors, setting agendas in advance, preparing focused decks, running meetings efficiently, and following up clearly.

Tags
board
leadership
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Board Management
Managing Your Startup Board
Managing Your Startup Board
Topic
Board Management
Format
Article
Source
Mark Suster
Description

Series of tactical advice and insights for running the meeting and realizing the concept of a “continuous board.”

Tags
board
leadership
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BizOps
Business Development: A Primer and Tips for Startups
Business Development: A Primer and Tips for Startups
Topic
BizOps
Format
Slide Deck
Source
Ethan Beard
Description

101 on the basics of business development and negotiations.

Tags
bizops
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BizOps
Incorporating GenAI Into Everyday Operations & Workflow
Incorporating GenAI Into Everyday Operations & Workflow
Topic
BizOps
Format
Article
Source
Reach
Description

Eight ways every startup should consider using AI, based on our observation with founders and also within our own work.

Tags
AI
operations
BizOps
Finance 101 For Pre-Seed and Seed-Stage Companies
Finance 101 For Pre-Seed and Seed-Stage Companies
Topic
BizOps
Format
Slide Deck
Source
Burkland Associates
Description

This presentation at a Reach AMA, “Finance 101 for Pre-Seed and Seed Startups,” was presented by Debbie Rosler, Fractional CFO at Burkland. Burkland offers services for startups including Fractional CFO, Startup Accounting, Tax Services, and People Operations.

Tags
Finance
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