Capital·Apr 19, 2026·8 min read

The Burn Multiple Is the Metric That Won

Why a single ratio has displaced growth as the dominant late-stage financing signal.

ER
Elena RossiContributor, The Signal

Burn multiple — net burn divided by net new ARR — has emerged as the single most predictive late-stage financing metric of the last three years. It captures, in one number, whether the company is buying growth or earning it. The thresholds are not subtle: under 1x is excellent, 1–2x is good, 2–3x is suspect, above 3x is a fundraising problem.

The Dispatch

The Signal in your inbox

Join 42,000+ software leaders for a weekly briefing on the architectural shifts and economic trends shaping the next decade of SaaS.

No spam. One email a week. Unsubscribe at any time.