[Webinar] ARR, recognised revenue, deferred revenue and cash: Reconciling the four numbers in your pitch deck

​ARR, recognised revenue, deferred revenue and cash: Reconciling the four numbers in your deck

​Four numbers describe the same business, and they almost never agree. ARR says one thing. The P&L says another. The deferred revenue balance says a third. The bank statement says a fourth. All four can be correct at the same time. The problem starts when an investor, auditor or board member spots the gap and nobody in the room can explain it in one clean sentence.

​This session breaks down how the four numbers connect, why they diverge, and how to present them so the differences read as deliberate rather than careless.

​What we will cover

• ​What ARR actually measures, and the point at which it stops being a fair proxy for revenue

• ​How contracts turn into recognised revenue under ASC 606 and Ind AS 115, in plain language

• ​Where deferred revenue sits on the balance sheet and how it moves across a contract term

• ​Why cash collected rarely matches either figure, and what annual prepayments, billing terms and upfront discounts do to that gap

• ​A live, worked reconciliation running from ARR through to recognised revenue, deferred revenue and cash

• ​The mistakes that show up most often in diligence: implementation fees counted inside ARR, billings reported as revenue, churn timed to flatter the number, multi-year contracts treated as annual ones

• ​The questions investors ask when the numbers do not tie, and how to answer them before they are asked

​Who should attend

​Founders preparing for a raise, finance leads and controllers who own the reporting pack, FP&A teams building board decks, and anyone who has been asked why the revenue line and the bank balance tell different stories.

​Who is leading it

​The session is led by a CFO with 18 years of experience, much of it spent closing books, defending these exact reconciliations in diligence rooms, and translating them for boards that want the short version. The examples come from real situations rather than textbooks.