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Module 04 · The partnership deck~30s dwell · weight 11

Mutual math

Give the partner a number they can put in their own internal deck: revenue, retention lift, or completeness gap closed.

a16z's BD essays note partner teams need a number for their own internal deck; without one, the pitch dies at the next internal review, per Reforge partnership case studies.

Include
  • A revenue or retention estimate specific to the partner's business, with the assumption shown
  • What you get in return, stated plainly
  • A comparable result from a similar integration, if one exists
Cut
  • Your own company's total revenue projections
  • Math that only benefits your side
Red flags a reader notices
  • No assumption shown behind the number
  • The math only mentions your ARR, not their side
Pitfalls behind them
  • Inflating the projected lift beyond what a comparable integration produced
  • Presenting a one-sided number and calling it 'mutual'
60-second self-test
  • · Does the slide show the assumption, so the partner can stress-test it?
  • · Is there a number for each side, not just yours?
Template
If [X]% of [partner segment] adopt this, that is roughly [$Y] in [partner metric]; we grow ARR by [$Z] in return.
Weak

"This partnership can drive massive revenue for both sides if we leverage our combined reach."

Strong

"If 10% of the 41% Slack-overlap accounts adopt Nimbus through the App Directory, that is about 800 seats at Slack's average $8 per-seat uplift, roughly $76,800 in incremental Slack revenue; our ARR grows from $196K by an estimated $60K."

Shows the assumption (10% adoption of the 41% overlap), a partner-side dollar figure, and a specific ARR impact on the $196K base.

Quick quiz

1. What must accompany a mutual math projection?
  • A disclaimer that all numbers are approximate
  • The assumption used to get the number, so it can be checked
  • A five-year forecast
  • Comparison to a competitor's revenue

Partners want to stress-test the assumption before they trust the output.

2. Which is a red flag in a mutual math slide?
  • A stated adoption assumption
  • A dollar figure only on your own ARR side, none for the partner
  • A comparable result from a similar integration
  • A specific overlap-based calculation

'Mutual' math needs a number for both sides, not just yours.

Sources