Product Documentation

Risenexa
Documentation

Everything you need to know to manage your startup portfolio like a pro.

Getting Started

1

Sign Up

Create your free account in seconds. No credit card required for the trial period.

2

Add Your Startup

Complete the onboarding wizard to add your first startup and configure initial settings.

3

Start Tracking

Connect integrations or manually add revenue and expenses to start analyzing your metrics.

Platform Overview

Risenexa is a comprehensive SaaS platform designed for founders managing multiple software startups. Track revenue, monitor expenses, analyze growth metrics, and make data-driven decisions across your entire portfolio.

Multi-Startup Management

Manage unlimited startups from a single dashboard. Switch between projects seamlessly and get a unified view of your portfolio performance.

Real-Time Analytics

Track MRR, ARR, churn rate, burn rate, and other critical metrics in real-time with beautiful visualizations and trend analysis.

Powerful Integrations

Connect with Stripe for automated revenue tracking, use our REST API for custom integrations, or import data via CSV.

Team Collaboration

Invite team members with role-based permissions. Collaborate with your finance team, analysts, and stakeholders.

Core Features

Dashboard Navigation

Your dashboard provides a comprehensive overview of all your startups at a glance. Key metrics, recent activity, and quick actions are always one click away.

Portfolio Overview

See aggregated metrics across all your startups including total MRR, ARR, and monthly expenses.

Startup Selector

Quickly switch between different startups to view detailed metrics and manage individual projects.

Recent Activity

Monitor recent revenue streams, expenses, and system events across your portfolio.

Managing Startups

Create and manage multiple startups with ease. Each startup has its own metrics, revenue streams, expenses, and team members.

Create Startup

Add new startups with name, description, and initial configuration. Set up revenue sources and expense categories.

Edit Details

Update startup information, branding, and settings at any time from the startup detail page.

Archive Startups

Archive inactive startups while preserving historical data for future reference and analysis.

Performance Metrics

View detailed performance metrics, growth trends, and financial health for each startup.

Revenue & Expense Tracking

Track all revenue streams and expenses with precision. Categorize transactions, set recurrence patterns, and maintain complete financial visibility.

Revenue Streams

Stripe Integration

Automatically sync revenue from Stripe. Connect your Stripe account for real-time revenue tracking.

Manual Entry

Add revenue manually for non-Stripe sources like wire transfers, checks, or other payment processors.

API Integration

Use our REST API to programmatically create revenue streams from custom integrations.

CSV Import

Bulk import historical revenue data via CSV files with our import wizard.

Expense Management

Categories

Organize expenses by category: Hosting, Marketing, Payroll, Software, Professional Services, and more.

Recurring Expenses

Set expenses as monthly, yearly, or one-time to accurately forecast costs and burn rate.

Vendor Tracking

Track which vendors you're paying and analyze spending patterns by vendor.

CSV Import

Import expenses in bulk from accounting software or spreadsheets.

Analytics & Reports

Gain deep insights into your startup performance with comprehensive analytics and automated reporting.

Key Metrics

MRR & ARR

Monthly and Annual Recurring Revenue with growth trends

Churn Rate

Customer and revenue churn tracking

Burn Rate

Monthly burn and runway calculations

Net Income

Revenue minus expenses profitability

CAC & LTV

Customer acquisition cost and lifetime value

Growth Rate

Month-over-month and year-over-year growth

Visualizations

Beautiful charts and graphs to understand trends at a glance:

  • Revenue and expense trends over time
  • Expense breakdown by category
  • MRR growth charts with projections
  • Marketing campaign performance dashboards

Marketing Campaigns

Track marketing campaigns and measure their impact on revenue. Understand which channels drive the most value.

Campaign Tracking

Create campaigns with budget, timeline, and target metrics. Track spend and performance.

ROI Calculation

Automatically calculate return on investment for each campaign based on attributed revenue.

Channel Attribution

Attribute revenue to specific marketing channels and campaigns for accurate performance measurement.

Performance Reports

Generate detailed reports showing campaign effectiveness, cost per acquisition, and conversion rates.

Team Collaboration

Invite team members and collaborate with role-based access control. Keep everyone aligned on metrics and goals.

User Roles

Owner Full Access

Complete control over account, billing, team members, and all startup data.

Finance Manage Finances

Can manage revenue streams, expenses, and view financial reports. Cannot manage billing or team.

Analyst Read & Analyze

Can view all data and analytics but cannot make changes to financial records.

Viewer Read Only

Read-only access to dashboards and reports. Perfect for investors and stakeholders.

Inviting Team Members

Send email invitations to team members in just a few clicks:

  1. 1 Navigate to Settings → Team Members
  2. 2 Click "Invite Member" and enter their email address
  3. 3 Select the appropriate role for the team member
  4. 4 They'll receive an invitation email to join your account

Integrations

Stripe

Connect your Stripe account to automatically sync subscription revenue, one-time payments, and customer data.

OAuth-based secure connection
Real-time revenue synchronization
Automatic MRR calculation
Webhook support for instant updates

REST API

Build custom integrations with our comprehensive REST API. Create revenue streams, expenses, and fetch metrics programmatically.

Token-based authentication
Scoped permissions (read/write)
RESTful endpoints with JSON

CSV Import

Bulk import historical data from spreadsheets or accounting software. Perfect for migrating existing data.

Import revenue and expenses
Validation with error reporting
Batch tracking and undo
Template download for format

AI Assistant

Get AI-powered insights and recommendations based on your startup data. Ask questions and receive intelligent analysis.

Natural language queries
Metric interpretation
Trend analysis and predictions
Actionable recommendations

Billing & Subscriptions

Manage your Risenexa subscription, billing information, and payment methods from the billing dashboard.

Subscription Plans

Choose from Starter, Pro, or Enterprise plans based on your needs. Upgrade or downgrade anytime.

  • Monthly or annual billing
  • 14-day free trial
  • No credit card required for trial

Payment Methods

Securely manage your payment methods through Stripe's customer portal.

  • Credit/debit cards
  • Automatic payment renewal
  • Update card details anytime

Invoices & Receipts

Access all your billing history and download invoices for accounting purposes.

Cancel Anytime

No long-term contracts. Cancel your subscription anytime with just a few clicks.

Note: All billing is handled securely through Stripe. We never store your credit card information.

Need More Help?

Our support team is here to help you succeed. Explore additional resources or reach out directly.

API Docs

Developer API reference

View API Docs

Video Tutorials

Step-by-step guides

Coming soon

Community

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