LeanScaper Revenue — CARR

Generated 2026-09-26 07:21 UTC · Sage contracts and Stripe billing, rebuilt nightly.

Accelerator (gross, Sage-parity) + Product at EFFECTIVE price — real run-rate money.

6,801,900
Ending CARR
(120,000)
Net new (month)
-1.7%
Growth rate
533
Customers
Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026Oct 2026
Beginning CARR (billed)4,623,3004,902,3005,228,7005,232,3005,221,2005,550,6005,957,1006,251,7006,258,300
New370,200350,400244,800104,400421,800530,100447,600273,30036,000
Recovered00002,40022,800000
Expansion (upsell)90,00052,200015,60051,000023,40036,0000
Contraction (downgrade)(18,000)0(36,000)0(36,000)(15,600)(54,000)(12,900)0
Churn(163,200)(76,200)(169,200)(85,500)(109,800)(130,800)(122,400)(289,800)(2,400)
Moved to non-billing (comped)00(36,000)(45,600)00000
Ending CARR (billed)4,902,3005,228,7005,232,3005,221,2005,550,6005,957,1006,251,7006,258,3006,291,900
Paying accounts274289297295317402508526526
Ending CARR (contracted, per Sage)5,449,2005,780,4005,841,6005,857,2006,213,6006,620,1006,921,9006,801,9006,835,500
of which pending renewal000000090,000180,000
Active Term CARR5,449,2005,780,4005,841,6005,857,2006,213,6006,620,1006,921,9006,711,9006,655,500
Customers under contract278293302303325410516533533
CARR / customer19,60119,72819,34319,33119,11916,14713,41512,76212,825
Growth (net new)338,400331,20061,20015,600356,400406,500301,800(120,000)33,600
Growth rate6.6%6.1%1.1%0.3%6.1%6.5%4.6%-1.7%0.5%
Basisreconsreconsreconsreconsreconsfrozenfrozenfrozenrecons

Ending CARR since Jan 2025

Sage contract programs, gross of discounts (matches the Sage ARR view). Net of discount lines shown in the Net row. Lapsed terms still open on the contract header count as Pending Renewal, per Sage.

6,100,800
Ending CARR
(220,800)
Net new (month)
-3.5%
Growth rate
324
Customers
5,557,200
Net of discounts
Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026Oct 2026
Beginning CARR (billed)4,623,3004,902,3005,228,7005,232,3005,221,2005,550,6005,632,2005,651,4005,557,200
New370,200350,400244,800104,400421,800205,200174,000177,00036,000
Recovered00002,40022,800000
Expansion (upsell)90,00052,200015,60051,0000000
Contraction (downgrade)(18,000)0(36,000)0(36,000)(15,600)(36,000)(1,200)0
Churn(163,200)(76,200)(169,200)(85,500)(109,800)(130,800)(118,800)(270,000)(2,400)
Moved to non-billing (comped)00(36,000)(45,600)00000
Ending CARR (billed)4,902,3005,228,7005,232,3005,221,2005,550,6005,632,2005,651,4005,557,2005,590,800
Paying accounts274289297295317324323317317
Ending CARR (contracted, per Sage)5,449,2005,780,4005,841,6005,857,2006,213,6006,295,2006,321,6006,100,8006,134,400
of which pending renewal000000090,000180,000
Active Term CARR5,449,2005,780,4005,841,6005,857,2006,213,6006,295,2006,321,6006,010,8005,954,400
Customers under contract278293302303325332331324324
CARR / customer19,60119,72819,34319,33119,11918,96119,09818,83018,933
Growth (net new)338,400331,20061,20015,600356,40081,60026,400(220,800)33,600
Growth rate6.6%6.1%1.1%0.3%6.1%1.3%0.4%-3.5%0.6%
Ending net of discounts4,902,3005,228,7005,232,3005,221,2005,550,6005,632,2005,651,4005,557,2005,590,800
Basisreconsreconsreconsreconsreconsfrozenfrozenfrozenrecons

Ending CARR since Jan 2025

LeanScaper AI subscriptions straight from Stripe (source of truth, nightly, no manual entry). Ending = EFFECTIVE price after coupons; List shows plan price — the gap is the active discounts (e.g. founder's 50%).

701,100
Ending CARR
100,800
Net new (month)
16.8%
Growth rate
209
Customers
1,215,000
List-price CARR
513,900
Discount gap
Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026Oct 2026
Beginning CARR (billed)000000324,900600,300701,100
New00000324,900273,60096,3000
Recovered000000000
Expansion (upsell)00000023,40036,0000
Contraction (downgrade)000000(18,000)(11,700)0
Churn000000(3,600)(19,800)0
Moved to non-billing (comped)000000000
Ending CARR (billed)00000324,900600,300701,100701,100
Paying accounts0000078185209209
Ending CARR (contracted, per Sage)00000324,900600,300701,100701,100
Active Term CARR00000324,900600,300701,100701,100
Customers under contract0000078185209209
CARR / customer000004,1653,2453,3553,355
Growth (net new)00000324,900275,400100,8000
Growth rate0.0%0.0%0.0%0.0%0.0%0.0%84.8%16.8%0.0%
Ending at list price00000630,0001,090,8001,215,0001,215,000
Basisreconsreconsreconsreconsreconsfrozenfrozenfrozenrecons

Ending CARR since Jan 2025

Advisory is services revenue, not recurring revenue. These are invoiced Sage AR lines with no contract term, no renewal and no MRR. Advisory is not in Consolidated CARR, not in all-up recurring, and not in the churn family — a services engagement ending is delivery, not churn. It sits here because it is revenue the Revenue page should show, not because it is a fourth CARR stream.

Advisory lines are dated by Sage ENTRY_DATE and a sold engagement books its whole billing schedule at once, so the source carries months that have not happened yet. The table below is months to date only; the forward book is the Scheduled ahead figure. Booked, calendar year spans both, because that is the basis the Company Scorecard uses and the two have to tie.

1,731,115
Booked, calendar 2026
1,590,855
Invoiced, trailing 12 to date
130,991
Invoiced, Sep 2026
38
Customers billed, that month
709,424
Scheduled ahead, to Aug 2027
Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026
Invoiced47,36879,183104,941122,570113,823121,702150,981153,314197,620195,886172,477130,991
Customers billed171521253636373742424338

Ties to the Company Scorecard. 2026 advisory here and on the scorecard both read 1,731,115.

Churn and retention — accelerator and product CARR

The five-metric family from docs/churn-definition-card.md, 2025-10 to 2026-09 (trailing 12, denominator = average monthly beginning). Every figure in this block is read from the churn report's published sidecar — this page recomputes nothing, so the two cannot disagree.

27.1%
Realized churn
gross revenue churn
31.3%
Incl. contraction
full downward pressure
30.6%
Logo churn
97 accounts lost
77.0%
NRR
net revenue retention
27.1%
Excl. 30-day money-back
0 MBG cancels
not measured
Committed (forward)
see note below

Committed churn (forward) cannot be measured from Sage. Not built, and Finance has ruled it should not be. A signed non-renewal enters the churn calc when the decision is made, so it is already here. Pending Renewal is NOT the missing half: those accounts are most likely to renew and only the one that will not is a loss, so adding it to churn would overstate the number the way gross discounts already did once. It is published beside churn as undecided, not as loss. (Mechanically the forward book is also unrecordable: measured 2026-09-03, all 104 terminal program lines were already effective, because Sage does not carry a non-renewal until the back office processes it.) It is published as absent rather than as a zero, which would read as "nothing is coming" instead of "we cannot see what is coming".

Churn by month — net of discounts

Churn is an account going to zero billed CARR in a month; contraction shrank but still pays; moved to non-billing is a comp, neither churn nor contraction (Finance, 2026-09-03). Rate is churn against that month's beginning. Every account behind these numbers: account-level churn detail.

MonthBeginningChurnContractionTo non-billingRate
2025-092,442,300(37,800)001.5%
2025-102,951,100(54,000)(1,200)01.8%
2025-113,411,900(36,600)(25,200)01.1%
2025-123,507,300(22,800)000.7%
2026-013,987,300(22,800)000.6%
2026-024,623,300(163,200)(18,000)03.5%
2026-034,902,300(76,200)001.6%
2026-045,228,700(169,200)(36,000)(36,000)3.2%
2026-055,232,300(85,500)0(45,600)1.6%
2026-065,221,200(109,800)(36,000)02.1%
2026-075,550,600(130,800)(15,600)02.4%
2026-085,957,100(122,400)(54,000)02.1%

Reconciles. Account-level detail equals the warehouse waterfall in all 21 months checked.

Cohort retention — accelerator

July-1 book: of 325 accelerator logos active on 2026-07-01, 300 are still active (92.3% logo retention) as of 2026-09. Below, each vintage is every logo whose first contract began that month, tracked on strict survival (a churned logo never re-enters). Full triangles: account-level churn detail.

VintageLogosCARR at startM3M6M12Revenue M12
2025-1020511,200100%90%——
2025-1110151,200100%90%——
2025-1222490,800100%95%——
2026-0135775,200100%100%——
2026-0229429,60086%86%——
2026-0328361,20075%71%——
2026-0416248,40088%———
2026-0513104,40085%———
2026-0635420,00066%———
2026-079182,400————
2026-0812184,800————
2026-096144,000————

Product churn — paid tier week to week

Week of 2026-09-14: 211 companies on a paid product tier at week end, 10 new, 3 churned, 0 downgraded. A company is a paying product customer on Core, Premium or Max; churn is paid at one week end and Free or canceled at the next (DEFINITIONS.md, decided Sep 9); a downgrade is contraction. Read from the nightly plan-tier snapshot, the only record of when a company moved tier — Stripe and Neon rewrite in place and carry no purchase date. Tier counts, not dollars: ~34 paid-tier companies sit on a $0 Stripe price (comps), so this is the product-side count and the Product CARR tab is the money. Purchase dates so far: 118 dated to the day, 1 to the first day seen, 103 were already paying when the snapshot began on 2026-08-04 and have no date in our data.

Week ofPaying at week endNewUpgradesDowngradesChurnedCore / Premium / Max
2026-09-1421110203152 / 44 / 15
2026-09-072047110147 / 43 / 14
2026-08-3119710000140 / 44 / 13
2026-08-2418715000130 / 44 / 13
2026-08-1717227001116 / 43 / 13
2026-08-101463230091 / 42 / 13
Accelerator is gross of discounts to match the Sage ARR view; product is Stripe at effective price; consolidated is the sum of the two. Advisory is services revenue, on its own tab, never in the recurring total. Frozen months were locked at month close; reconstructed months are replayed from contract dates and can shift a movement by a month. Definitions: dictionary.