SaaS Magic Number vs Burn Multiple: Key Differences Explained

~1 min read

Both Magic Number and Burn Multiple are capital efficiency metrics popularized by David Sacks and used in venture diligence. They answer related but different questions.

Magic Number: GTM efficiency

Magic Number = Net New ARR / Prior-quarter S&M spend

Measures how efficiently your sales and marketing converts spend into ARR. Ignores R&D, G&A, and COGS — focused purely on go-to-market.

Burn Multiple: Total efficiency

Burn Multiple = Net Cash Burn / Net New ARR

Measures how much total cash you spend per dollar of net new ARR added. Includes all spending: S&M, R&D, G&A, infrastructure, headcount.

When they diverge

A company can have an excellent Magic Number (efficient S&M) but a poor Burn Multiple if R&D or G&A spending is high relative to growth. Conversely, a poor Magic Number with low total burn might mean you're growing slowly but frugally.

Use both together: - Magic Number tells you if GTM is efficient - Burn Multiple tells you if the whole business is efficient

Calculate your Magic Number at the Magic Number Calculator.

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