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المحتوى المقدم من Ben Murray. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ben Murray أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Know What You See with Brian Lowery
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1 Spilling the Tea on Cross Culture Comedy: Jesse Appell’s Journey in China 29:42
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In this episode, comedian and tea enthusiast Jesse Appell of Jesse's Teahouse takes us on a journey from studying Chinese comedy to building an online tea business. He shares how navigating different cultures shaped his perspective on laughter, authenticity, and community. From mastering traditional Chinese cross-talk comedy to reinventing himself after a life-changing move, Jesse and host Brian Lowery discuss adaptation and the unexpected paths that bring meaning to our lives. For more on Jesse, visit jessesteahouse.com and for more on Brian and the podcast go to brianloweryphd.com.…
The SaaS CFO
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المحتوى المقدم من Ben Murray. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ben Murray أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Ben Murray, The SaaS CFO, talks all things SaaS.
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178 حلقات
وسم كل الحلقات كغير/(كـ)مشغلة
Manage series 3458049
المحتوى المقدم من Ben Murray. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ben Murray أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Ben Murray, The SaaS CFO, talks all things SaaS.
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178 حلقات
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The SaaS CFO
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1 Revisto Raises $6M to Accelerate the Pharma Marketing Process 18:59
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In this episode of The SaaS CFO Podcast, host Ben Murray sits down with Ferry Tamtoro, the visionary CEO and co-founder of Revisto, to explore the dynamic intersection of life sciences and technology. Ferry shares his remarkable journey transitioning from the corporate sector to the world of startups, fueled by a passion for healthcare innovation. Discover how his drive to make a significant impact led to the foundation of Revisto, a company at the forefront of using AI to enhance the efficiency and accuracy of marketing material creation for life sciences companies. Throughout the conversation, Ferry delves into the unique challenges faced by pharmaceutical companies in their marketing endeavors, emphasizing the importance of navigating rigorous review processes. He articulates how Revisto's AI-powered solutions are revolutionizing these processes, enabling quicker market entries for pharmaceutical products while ensuring compliance and competitive differentiation. With an insightful look into the company's land-and-expand business strategy, Ferry highlights the critical role of customer ROI and how Revisto's offerings lead to significant time and effort savings. Listeners will also gain valuable insights from Ferry's experiences in fundraising, underscoring the importance of aligning with investors who bring diverse expertise to the table. As Revisto continues to scale, Ferry shares the company's exciting roadmap, focused on expanding their team and refining their products to meet the growing demand for AI-driven solutions in the pharma sector. Join us to explore how Ferry Tamtoro and Revisto are shaping the future of marketing in the life sciences industry. Show Notes: 00:00 AI-Accelerated Life Sciences Marketing 04:29 Avoiding FDA Reputational Damage 08:36 Networking and Event Connections 11:06 Top Pharma Product Expansion 14:24 Maximizing Pharma ROI with Software 17:27 Investing in Team and Product Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/revisto-raises-4-million-in-seed-round Ferry Tamtoro’s LinkedIn: https://www.linkedin.com/in/ferrytamtoro/ Revisto’s LinkedIn: https://www.linkedin.com/company/revisto-inc/ Revisto’s Website: https://www.revisto.com/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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1 $15M Raised to Secure the Software and Hardware Infrastructure of Facilities 20:28
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Welcome to The SaaS CFO Podcast! In this episode, we sit down with Nitesh Trikha, the CEO of Neeve, to explore his extensive journey in the tech industry. With roots tracing back to 1996, Nitesh has evolved from a software programmer working on early Java technologies to holding pivotal roles at industry giants like Cisco. Now at the helm of Neeve, he is leading innovative efforts to enhance building infrastructure with cutting-edge cybersecurity solutions and cloud-native operations. Nitesh introduces us to Neeve, a cloud platform as a service company focused on creating smarter and more secure buildings. He explains the importance of securing various operational technologies within these spaces, ensuring seamless integration from HVAC systems to smart lighting and beyond. As Neeve tackles vulnerabilities in critical infrastructure, Nitesh sheds light on the significance of cybersecurity in modern commercial real estate and highlights Neeve’s global presence across 650 buildings. Looking ahead, Nitesh discusses Neeve's strategic growth including their evolving go-to-market strategy and successful fundraising ventures. He emphasizes the importance of fostering genuine partnerships with customers and investors and shares insights on scaling the business with new products and geographical expansions. Tune in to discover the exciting future of Neeve and the transformative potential of technology in building security! Show Notes: 00:00 Career Journey: Tech Evolution Since 1996 05:14 Smart Window Technology Expansion 07:02 Smart Building Infrastructure and Security 10:52 Customer-Centric REIT Partnership Evolution 15:23 "Building Independence Post-Graduation" 18:55 Geographical and Product Expansion Strategy 20:01 Neeve Expansion Insights Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/neeve-secures-15-million-in-funding Nitesh Trikha’s LinkedIn: https://www.linkedin.com/in/niteshtrikha/ Neeve’s LinkedIn: https://www.linkedin.com/company/neeve-ai/ Neeve’s Website: https://neeve.ai/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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1 $2.2M Seed Round to Transform Learning in Corporate Training Departments 22:15
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Welcome to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Luis Garcia, the innovative president and co-founder of Pete, to unravel his inspiring journey. From his early days as a software engineer in Venezuela to launching a leading online university in the U.S., Luis shares key experiences that shaped his path in the world of digital education. Luis dives deep into the challenges of creating effective digital education materials and evaluating learning outcomes. He explains how Pete harnesses the power of generative AI to address these challenges, providing scalable training solutions for companies looking to enhance their workforce learning without extensive resources. Learn how Pete transforms existing materials into engaging courses and creates interactive learning experiences that effectively evaluate understanding. The episode also explores Pete's impressive growth trajectory and the potential of AI to revolutionize online education. With 16 customers and counting, Pete is poised for further expansion, demonstrating the increasing demand for innovative learning solutions. Listen in to discover Luis's vision for the future of corporate education and how Pete is setting the stage for transformative change in the industry. Show Notes: 00:00 Software Engineer Turned Education Pioneer 03:35 Rethinking Learning Evaluation Methods 09:35 Simulation Engine for Learning Scenarios 10:57 Collaborative Course Creation Model 14:55 Initial Cash Infusion and Growth 17:20 Community Investment and Job Growth 20:00 AI Boosts EdTech and Growth Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/pete-secures-2-million-in-seed-round Luis Garcia’s LinkedIn: https://www.linkedin.com/in/luisegarcia/ Pete’s LinkedIn: https://www.linkedin.com/company/pete-learning/ Pete’s Website: https://www.pete.com/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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1 1Q25 Software M&A Update with Jim Williams 55:52
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Welcome back to The SaaS CFO Podcast! In this special edition, our host Ben Murray is joined once again by Jim Williams, Managing Director at GLC Advisors, to delve into the dynamic world of software mergers and acquisitions (M&A). Jim brings his wealth of experience and insights to provide a comprehensive overview of the current state of the market, including recent trends, deal volumes, and valuations. Ben and Jim explore the essential metrics that SaaS founders need to focus on, such as retention rates, growth, and gross margins. They discuss the importance of understanding your business model and revenue streams, especially in today's fluctuating market. Whether you're considering an exit or aiming to scale, their discussion provides actionable advice on how to prepare your business for potential acquisition and the type of deal structures you might encounter. Topping it all off, Jim shares his optimistic forecast for 2025, discussing the potential for increased deal volumes, better valuations, and the exciting opportunities for both platform and add-on deals. This episode is a must-watch for anyone interested in the intricacies of the SaaS M&A landscape. Don't miss out on this insightful conversation filled with practical advice and expert predictions! Show Notes: 00:00 Software M&A Market Trends 06:01 Evolving SaaS Revenue Models 06:50 Evaluating Revenue Models for Investors 12:48 Clear Storytelling for Business Success 16:15 Navigating Valuation Gaps in Markets 19:15 High Multiples for Top Businesses 20:24 Market Challenges in Business Quality 24:37 Sponsor Leverage in Platform Deals 29:15 Cash Out or Rollover Equity? 33:08 Equity Ownership and Commitment Terms 36:46 Seller's Market: Scarcity Premiums Heightened 38:53 Expect 60-Day Deal Processes 42:50 Scaling Business: Key Considerations and Risks 46:00 Retention's Impact on Valuation 48:26 Founders Can Still Achieve Multiples 53:46 Optimism for Future Business Deals 55:11 Contact Us for Capital Updates Links: Jim Williams LinkedIn: https://www.linkedin.com/in/james-williams-5754953/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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1 Tabs Raises $40M to Automate the B2B Revenue Cycle 32:55
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Welcome to another episode of The SaaS CFO Podcast! Today, we're thrilled to introduce Ali Hussain, CEO and co-founder of Tabs, a game-changing platform in the B2B revenue management space. With a rich background ranging from the Midwest to stints in academia, consulting, and eventually tech entrepreneurship, Ali brings a wealth of experience and insights to our show. Ali shares his journey from being a NetSuite user grappling with 12 to 18-month digital transformations, to pioneering Tabs, a platform designed to simplify and automate the revenue process using AI and LLM technologies. We dive deep into how Tabs revolutionizes the traditional quote-to-cash cycle, focusing on post-deal-closure activities to drive efficiency and reduce onboarding risks. Ali also discusses the importance of CFOs investing in technology for back-office efficiencies, the growing stature of the CFO role, and how Tabs is helping companies manage complex B2B revenue streams seamlessly. Tune in to learn more about Ali's vision for Tabs, their impressive early growth, and how they're helping businesses automate and optimize their revenue processes. Whether you're a SaaS CFO, a financial professional, or interested in the latest fintech innovations, this episode is packed with invaluable insights and practical advice. Don't miss it! Show Notes: 00:00 Early Market Entry of Tabs 05:25 Streamlining SaaS Finance with AI 07:46 Horizontal Product Expansion Benefits 10:24 Consolidation in AP Spend 16:27 CFO Tech Adoption Trends 17:42 Balancing CFO Duties and Tech Choices 21:34 Strategic Partnerships and Networking Impact 26:48 "Demonstrating Pipeline and ARR Mastery" 30:20 Timely Invoicing Beats AI Tricks 31:28 Gaining Traction in B2B Finance Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/tabs-secures-25-million-in-series-a-funding Ali Hussain’s LinkedIn: https://www.linkedin.com/in/ali-hussain786/ Tabs’ LinkedIn: https://www.linkedin.com/company/teamtabs/ Tabs’ Website: https://tabs.inc/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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1 $5.5M Raised to Help Contractors with Construction Site Management 22:23
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Welcome to The SaaS CFO Podcast! In today's episode, our host Ben Murray is thrilled to welcome Matt Perrott, the co-founder and CEO of BuildPass. Matt shares his journey from being a software engineer to leading a company that offers an AI-powered operating system for construction sites. We'll delve into the unique features of BuildPass, including its applications in both commercial and residential projects, and its impressive growth trajectory. Matt gives us an inside look at BuildPass's expansion strategies, highlighting their upcoming launch in the U.S., and how they're adapting to different regulatory environments. He also shares candid insights about their successful fundraising efforts, the repeatable sales motions they've established, and the challenges of expanding into new markets. Join us as Matt discusses the importance of capital efficiency, AI development, and their ambitious plans for future growth. Whether you're a SaaS enthusiast or a construction technology buff, this episode is packed with valuable insights and lessons learned from Matt's journey. Tune in now to hear more about BuildPass and its innovative contributions to the construction industry! Show Notes: 00:00 Consumer-Centric Construction Software 05:56 Revenue Growth and Profit Margins 07:56 Sales-Driven Strategy with Strong Marketing 09:49 Personalized Sales Calls Strategy 15:14 Strategic Fundraising and Networking Insights 15:58 Investor Caution and Market Dynamics 19:13 Strategic US Market Entry Plan 22:19 "Casual Chat with Ben" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/buildpass-raises-7-5-million-in-seed-round Matt Perrott’s LinkedIn: https://www.linkedin.com/in/perrott/ BuildPass’ LinkedIn: https://www.linkedin.com/company/buildpass/ BuildPass’ Website: https://www.buildpass.ai/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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1 PE Investment in LumiQ to Educate the Accounting Profession 30:35
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Welcome back to another insightful episode of The SaaS CFO Podcast! Today, we have an enlightening conversation with Michael Kravshik, the co-founder and CEO of LumiQ. Starting from its humble beginnings between 2015 and 2016, LumiQ has evolved from a recruitment-focused product for CPAs to a leading platform in CPA education, officially launched in 2019. Now operating across North America with a dedicated team in Toronto, LumiQ has achieved impressive milestones, including surpassing an annual recurring revenue of $10 million and securing its first institutional funding through a private equity deal. Join us as Michael shares his journey in transitioning from traditional CPA roles to innovative banking security, and the entrepreneurial path that led him to creating LumiQ. We’ll dive into LumiQ's unique monetization strategies, their go-to-market approach, and the intricate process of maintaining and expanding CPE credits for finance professionals. Michael also provides valuable insights on fundraising, the importance of transparency with investors, and the impacts of cultural differences on business growth. Tune in for a deep dive into the world of SaaS financial leadership and learn from Michael’s firsthand experiences and strategic outlook. Show Notes: 00:00 Founded Lumiq, an educational podcasting platform. 04:20 Content and platform integration ensures compliance. 07:19 Founded in 2015-16; launched Lumaq in 2019. 12:05 Initially targeted small businesses, expanded to accounting firms. 15:02 Focused on sustainable, cashflow-positive business growth. 16:51 We prioritized transparency, fostering strong investor trust. 21:49 Canadians less risk-taking, impacting growth and stability. 25:51 Alignment with partners is crucial for success. 27:44 ARR and cash are primary focus metrics. 30:38 Caring deeply about CPAs drives success. Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/lumiq-secures-funding-round Michael Kravshik’s LinkedIn: https://www.linkedin.com/in/michaelkravshik/ LumiQ’s LinkedIn: https://www.linkedin.com/company/lumiqlearn/ LumiQ’s Website: https://lumiqlearn.com/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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1 $1.4M Raised to Use AI Models to Boost Farming Yields 24:07
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In this episode of The SaaS CFO Podcast, we're excited to welcome Freddie Monk, the co-founder and CEO of Aya Data. Freddie takes us through his incredible journey from working as a strategy consultant at EY in London to moving to Ghana, where he co-founded Aya Data with a Ghanaian friend and their previous boss. Freddie's unique path illustrates the potential of talent and innovation in Ghana, as well as the opportunities he saw to create socially impactful business ventures. Freddie sheds light on how Aya Data evolved from providing data annotation services to becoming a full-service AI consultancy firm. He dives into Aya Data's significant projects, including a precision agriculture platform that leverages remote sensing data and custom AI models to provide tree-level or plant-level analytics. Additionally, he talks about their second SaaS product, which is an African language speech solution designed to democratize communication for those who can't read or write in English or French. We also explore the vibrant tech landscape in Ghana and Aya Data's recent pre-seed funding round of $900K, which is set to propel their growth even further. Freddie discusses their mission to scale their SaaS products, the importance of protecting proprietary data, and the strategic plans for expansion into new global markets. This episode is a must-listen for anyone interested in AI, agriculture, global tech innovation, and the burgeoning opportunities within the African tech ecosystem. Tune in to be inspired by Freddie’s story and the groundbreaking work of Aya Data. Show Notes: 00:00 Excited for impactful work and entrepreneurial opportunities. 03:03 Harness Ghana's talent, create jobs, provide services. 07:29 Primary customers: big farms; secondary: insurance, investment. 10:31 Mobile payments grow; medical tech innovates solutions. 16:23 Validating milestones, major partnerships, protectable IP achievements. 19:51 V7 Labs' data room template aids fundraising success. 22:49 Investing to scale SaaS products globally. Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/aya-data-raises-900k-in-seed-round Freddie Monk’s LinkedIn: https://www.linkedin.com/in/freddie-monk-38347456/ Aya Data’s LinkedIn: https://www.linkedin.com/company/aya-data/ Aya Data’s Website: https://www.ayadata.ai/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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1 1.4M CAD Raised to Build the Modern API Integrator 18:54
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Welcome back to The SaaS CFO Podcast! In today's episode, we have the pleasure of speaking with Roy Pereira, the CEO and co-founder of Unified. Roy's journey through the tech world is nothing short of captivating; from dropping out of university to jumpstart his entrepreneurial career, to navigating the ins and outs of Silicon Valley, and eventually founding multiple startups. Unified, his latest venture, provides an innovative API integration infrastructure that saves SaaS companies valuable time and resources. Join us as Roy delves into the specifics of Unified's services, the challenges and triumphs of building API integrations, and the strategic evolution of their pricing models. We also discuss the startup's unique approach to inbound marketing, their lean yet efficient team dynamics, and the arduous but rewarding path of fundraising in today's market. Roy shares invaluable advice for fellow SaaS founders and gives us a glimpse of what's on the horizon for Unified. Don't miss this insightful episode packed with practical wisdom and entrepreneurial inspiration! Show Notes: 00:00 Unified to: Simplifies API integration, saves time. 05:21 Developed new, customer-friendly, sliding scale pricing model. 08:34 Founded in 2023; automated platform for efficiency. 13:24 Raising funds is difficult; requires targeted networking. 16:05 Metrics-focused meetings emphasize KPIs and customer journeys. 17:30 Expanding API integrations; aiming for 500 total. Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/unified-to-secures-1-1m-cad-in-pre-seed-round Roy Pereira’s LinkedIn: https://www.linkedin.com/in/roypereira/ Unified’s LinkedIn: https://www.linkedin.com/company/unified-to/ Unified’s Website: https://unified.to/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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1 4.4M Raised to Create Enterprise Software Products with AI Agents 22:29
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Welcome to another enlightening episode of The SaaS CFO Podcast! Today, we're thrilled to host Brian Elliott, CEO and co-founder of Blitzy—a groundbreaking company pushing the boundaries of software development through AI. Brian’s journey is nothing short of inspiring, starting from his education and service at West Point and Army Special Operations, to Harvard Business School, where he met his co-founder, Sid, and laid the foundation for what would become Blitzy. Their mission? To democratize and accelerate software development using cutting-edge AI technologies. In our conversation, Brian delves into the nitty-gritty of building a tech startup from the ground up. He recounts the initial spark for Blitzy, which began as a pro bono project for a local bakery, and how it quickly evolved into a robust platform serving major enterprises, especially in finance and insurance. He elaborates on the unique value proposition of Blitzy—generating enterprise-quality code at breakneck speeds, dramatically compressing development cycles, and offering unparalleled efficiency. We also look ahead to the future of SaaS, contemplating how innovations like Blitzy might reshape the industry landscape. With discussions on product development, pricing, and go-to-market strategies, Brian provides a wealth of insights that are sure to inspire aspiring entrepreneurs and seasoned professionals alike. So, plug in those headphones and join us for a captivating discussion that bridges technology, business, and innovation. Show Notes: 00:00 Served Army, founded Blitzy using AI innovations. 04:52 Achieved enterprise software breakthrough, patenting technological innovations. 06:25 Expensive product tailored for businesses' code needs. 10:31 Extensible full-cycle system for legacy tech industries. 15:55 Boston's ecosystem excellent for attracting talented researchers. 18:49 Revenue focus; manage pipeline; assess code quality. 20:12 Converted service customers to engaged SaaS users. Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/blitzy-raises-4-4-million-in-funding Brian Elliott’s LinkedIn: https://www.linkedin.com/in/briancelliott/ Blitzy’s LinkedIn: https://www.linkedin.com/company/blitzyai/ Blitzy’s Website: https://blitzy.com/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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1 $8M Series A to Build an All In One Shipping Management Software 27:14
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Welcome back to The SaaS CFO Podcast! In today’s episode, we're excited to bring you an insightful conversation with Mohammad AlRazaz, the co-founder and CEO of OTO. Mohammad’s journey is nothing short of remarkable—from his beginnings in electrical engineering to his leap into the startup world, and eventually founding OTO, a revolutionary shipping gateway. This platform empowers small and medium-sized businesses to level the playing field against industry giants like Amazon by offering an all-in-one shipping management solution. Throughout our discussion, Mohammad sheds light on the origins and rapid growth of OTO. He explains how the company initially targeted omnichannel clients but quickly expanded to serve a wide range of e-commerce businesses. Mohammad also shares their strategic shift from a sales-led approach to a product-led growth model, allowing 80% of their clients to onboard without human interaction. This episode is packed with practical insights, including their fundraising journey which culminated in a successful Series A round, and the vital metrics that guide their business decisions. As we dive deeper, you'll hear Mohammad’s valuable advice for other SaaS founders, especially those eyeing their Series A. He emphasizes the importance of identifying key milestones, the challenges of fundraising, and strategies for global expansion. If you're keen on understanding how to scale a startup and compete with major players, this episode is a must-watch. So, sit back, relax, and let's learn from Mohammad AlRazaz's incredible journey with OTO. Show Notes: 00:00 Engineer turned entrepreneur; excels in business ventures. 06:58 Auto facilitates shipping and warehouse management growth. 08:50 Started in auto, thrived connecting during COVID. 12:06 Fast-growing SaaS company raised $3 million seed. 15:01 Shifted to PLG for customer acquisition success. 18:32 Expanding to Turkey requires localization and investment. 22:02 Fundraising consumes time, prioritize building and scaling. 25:36 Expanding businesses in MENA, GCC, and beyond. Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/riyadh-based-saas-startup-oto-raises-3-million-in-seed-round Mohammad AlRazaz’s LinkedIn: https://www.linkedin.com/in/malrazaz/ Oto’s LinkedIn: https://www.linkedin.com/company/tryotocom/ Oto’s Website: https://tryoto.com/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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1 850K Raised to Reach the Right Prospect at the Right Time 24:48
24:48
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Welcome back to The SaaS CFO Podcast! Today, we're thrilled to host Mark Walker, the visionary co-founder of Revved Up. With a dynamic background ranging from the events industry to pivotal roles in tech and SaaS, including growth leadership at Eventbrite and various startups, Mark's journey is packed with insights on building and scaling go-to-market teams. His unique career trajectory and vast experience offer a wealth of knowledge for anyone navigating the fast-paced world of tech startups. In this episode, Mark introduces us to Revved Up, an innovative platform leveraging AI to transform account-based marketing. Born from Mark's challenges as a CRO in ensuring consistent, relevant outreach, Revved Up provides scalable research and bespoke content. Its mission is to simplify lead generation and enhance engagement with prospects. Mark's insights on AI in marketing are sure to inspire SaaS founders and marketers looking to innovate and optimize their strategies. Additionally, Mark shares his fundraising journey, having raised nearly a million dollars in pre-seed funding to propel Revved Up's growth. From initial struggles to oversubscribed rounds, his experiences yield invaluable lessons for other founders. With their headquarters in London and a remote team spanning continents, Revved Up is on an exciting trajectory. As Mark and his team gear up for the next phase, we'll get a sneak peek into what's ahead. Whether you're intrigued by AI, SaaS marketing, or startup funding, this episode is packed with actionable insights and inspiration. So sit back, relax, and let's dive in! Show Notes: 00:00 Revved Up focuses on educating and resonating buyers. 04:22 Scaling ABM principles for outreach across markets. 08:47 AI tools personalize large, complex deals efficiently. 12:34 Improving UX and surprising clients with AI. 14:04 Raised large pre-seed due to high interest. 19:38 Expanding team aligns with tools' effectiveness improvement. 21:16 Aim: Increase response rate to 5%. Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/revvedup-raises-850k-pre-seed-round Mark Walker’s LinkedIn: https://www.linkedin.com/in/jfdimark/ Revved Up’s LinkedIn: https://www.linkedin.com/company/revvedupai/ Revved Up’s Website: https://revvedup.ai/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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1 Fathom Raises a $17M Series A to Boost Your Productivity 25:27
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Welcome to another riveting episode of The SaaS CFO Podcast! I'm your host, Ben, and today we have an extraordinary guest with us—Richard White, the founder and CEO of Fathom. With a background as a computer scientist, Richard quickly transitioned into the world of product design and has since become a pioneer in AI-powered software. He honed his skills and experience during his time with Y Combinator and through his previous venture, UserVoice, which laid the groundwork for his current success. Today, Fathom stands as the number one rated AI note taker on G2, making waves with its innovative approach to simplifying meeting notes and enhancing productivity. In our conversation, Richard opens up about the unique fundraising strategies that powered Fathom's growth, including an impressive $27.3 million raised across multiple tranches and a notable series A. He also shares his insights on the evolving landscape of AI in SaaS products, discussing the challenges and opportunities that come with integrating advanced AI capabilities. Richard's perspective on the importance of user satisfaction, exemplified by Fathom's world-class NPS score, offers valuable lessons for any SaaS professional aiming to build products that not only solve problems but delight users. Whether you're a startup enthusiast, a seasoned SaaS executive, or someone intrigued by the future of AI in business, today's episode is brimming with insights you won't want to miss. Richard's passion for creating products that truly enhance user experience and his strategic approach to building a successful SaaS company provide a goldmine of knowledge. So sit back, relax, and get ready to be inspired by Richard White's remarkable journey and the innovative work happening at Fathom. Let's dive into the conversation! Show Notes: 00:00 Fathom: free AI notetaker, popular, premium options. 05:54 Fortunate entry into Zoom marketplace accelerated success. 08:05 Aggressive Moore's Law application, Amazon-style long-term strategy. 12:47 Unique, coalition-building fundraising strategy with small checks. 14:51 Series A expectations now demand fully developed businesses. 17:57 Founder prefers direct approach over lengthy fundraising. 22:55 Monthly meetings assess MPS scores, engage customers. 23:47 Surfing AI wave: Insightful tools for teams. Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/fathom-raises-17-million-in-series-a Richard White’s LinkedIn: https://www.linkedin.com/in/rrwhite/ Fathom’s LinkedIn: https://www.linkedin.com/company/fathom-video/ Fathom’s Website: https://fathom.video/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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1 $4.8M Raised to Improve Customer Purchase Experience on Stripe 19:33
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Welcome to The SaaS CFO Podcast! In today's episode, we are thrilled to have Flynn Glover, co-founder and CEO of Schematic, join us for an insightful conversation. Flynn takes us through his entrepreneurial journey, from aspiring soccer player to successful entrepreneur. He shares how his first company, which started as a location-based app, evolved into a content marketing software and eventually got acquired. Flynn then dives into his current venture, Schematic, a platform that enhances Stripe for developers by managing the complexities of pricing and packaging for B2B SaaS companies. He explains how Schematic helps startups by offloading the infrastructural burden around Stripe, enabling them to focus on core product development. Flynn also discusses Schematic's unique approach to both early-stage and more established companies, and their recent public availability launch. With a solid blend of personal stories, strategic insights, and practical advice, this episode is packed with valuable takeaways for any SaaS founder. Flynn shares his experience with fundraising, customer acquisition, and the innovative solutions Schematic brings to the table. Don’t miss out on this engaging and informative episode of The SaaS CFO Podcast! Show Notes: 00:00 Supercharging Stripe for developers’ pricing infrastructure. 05:54 Focus: aiding engineering to optimize tiered offerings. 07:15 Early-stage companies prefer Schematic's easy implementation. 10:47 Founder hustle: referrals, stories; content-driven marketing. 13:46 Key milestone: Real customers trust product production. 17:53 Early stages, need pricing models, improve onboarding. Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/schematic-raises-4-8-million-in-seed-round Flynn Glover’s LinkedIn: https://www.linkedin.com/in/fynn-glover-b0410015/ Schematic HQ’s: https://www.linkedin.com/company/schematichq/ Schematic HQ’s Website: https://schematichq.com/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS etrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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1 $3M Pre-seed Round to Make E-signatures Free 32:15
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Welcome back to The SaaS CFO Podcast! In this episode, we're thrilled to have Marty Ringlein, CEO and co-founder of Agree.com, joining us to share his invaluable insights on navigating the startup landscape. Marty brings a wealth of experience, from leading multiple successful startups to high-profile acquisitions by giants like Twitter and Eventbrite. In today's discussion, Marty delves into the significance of perfecting your pitch through frequent practice, the importance of building investor relationships before seeking funds, and the innovative solutions his company offers. Agree.com is revolutionizing the e-signature, invoicing, and payment processing space, employing cutting-edge technology like OCR and generative AI to streamline workflows and ensure data privacy. We'll explore how Marty’s team of six operates remotely across different time zones, driving rapid development and user growth. Marty also shares some unconventional yet effective guerrilla marketing strategies that have helped Agree.com gain traction, along with his journey in securing a $3 million pre-seed fund. Additionally, we’ll cover practical advice for SaaS entrepreneurs on fundraising and standing out in a crowded market. From novel product features to Marty's forward-thinking approach to business operations, this episode is packed with actionable insights and inspiring stories. Tune in to learn from one of the industry's most dynamic leaders! Show Notes: 00:00 E-signature challenges: contract completion, payment integration. 03:27 Generative AI boosts OCR accuracy for invoices. 08:02 $50M threshold: key for organizational collaboration activation. 10:28 MVP facilitates bank transactions via Stripe integration. 14:53 Tracking users and signature numbers for engagement. 17:49 Inserts promotional cards into magazines at airports. 20:21 Capital needed to compete against major incumbents. 25:37 Build early relationships and stand out uniquely. 26:48 Originality matters over following predictable strategies. 30:39 AR, AP automation optimizes financial and sales processes. Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/agreecom-secures-3m-in-pre-seed-round Marty Ringlein’s LinkedIn: https://www.linkedin.com/in/martymadrid/ Agree’s LinkedIn: https://www.linkedin.com/company/agreehq/ Agree’s Website: https://agree.com/ To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray…
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