Modern SaaS Finance with Sage

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Todays guest is Michael Brown, General Partner at Bowery Capital and experienced investor with a demonstrated history in the venture capital industry. On this episode, Michael shares insight into what has changed in fund-raising, how companies should preserve cash, how they should double-down on growth and the important metrics to use in guiding each of these. Listen to the full episode for all the great insights shared! For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, click here to request access. Explore more SaaS finance tips and best practices here. About Bowery Capital Bowery Capital is an early-stage venture capital investor focused exclusively on founders looking to modernize business through technology. As more and more internet natives drive purchasing decisions, Bowery Capital believes that roughly $468B will change hands over the next 10 years as old products are replaced with new. In addition, the firm believes that the key ingredient to early success is revenue and customer growth, and as such provides various products and services through their Acceleration Team that portfolio companies can leverage to develop a strong early base. This combination of a focused thesis and support system are the cornerstones of Bowery Capital's investment approach.

Welcome back to another episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us on todays episode is Patrick Campbell, the Founder & CEO at ProfitWell by Paddle, the software for helping subscription companies with their monetization and retention strategies. Prior to ProfitWell, Patrick led Strategic Initiatives for Boston based Gemvara and was an Economist at Google and the US Intelligence community. On this episode, Patrick talks about the mega-trends in payments and taxes and shares his learnings from the 37K+ users of Paddle (and ProfitWell) in the best ways of doing billing. Listen to the full episode for all the great insights shared! For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, click here to request access. Explore more SaaS finance tips and best practices here

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Today's episode features an expert in SaaS Finance, Valuation, Pricing and Metrics, Todd Gardner. Todd is the Founder and former CEO of SaaS Capital, and Managing Director of SaaS Advisors where he leverages decades of experience in SaaS to help entrepreneurs, CEOs, and investors maximize the value of their SaaS companies. On todays episode, he tells us more about the different types of start-up funding, good deal terms for raising debt, insights on how can CFOs preserve cash, what metrics  debt providers want to see and so much more. Listen to the full episode for all the great insights shared! For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, click here to request access. Explore more SaaS finance tips and best practices here

Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us today is Rosalyn Santa Elena, Founder and Chief RevOps Officer at The RevOps Collective. Through the RevOps Collective, Rosalyn is on a mission to Elevate, Empower, and Enable Revenue Operations to be the strategic differentiator of every organization to optimize the end-to-end customer journey and power The Revenue Engine. On todays episode, Rosalyn tells us more about the RevOps Collective, where Revenue operations is heading, how RevOps teams can work with finance and also some advice on building the right metrics at the early stage. Listen to the full episode for all the great insights shared! For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, click here to request access. Explore more SaaS finance tips and best practices here

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us on todays episode is Eyal Feldman, the CEO at Stampli, an Accounts Payable (AP) automation platform that brings together accounts payable communications, documentation, corporate cards, and payments all in one place, allowing AP to have full control and visibility over corporate spending. On this episode, he tells us more about who Stampli is, what has changed in how to deploy Accounts Payable, things to do to better manage spend, tips on what to AVOID in rolling out A/P and what makes good approval workflow in how you set it up CULTURALLY. Listen to the full episode for all the great insights shared! For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, click here to request access. Explore more SaaS finance tips and best practices here

Happy New Year! And welcome back to a new episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us on todays episode is Doug Landis, Growth Partner at Emergence Capital (Emcap). In his role at Emcap, his charter is to create a platform to share go-to-market insights and strategies that will help our portfolio companies scale, grow, and ultimately become the next billion dollar SaaS company. Prior to this Doug spent 12+ years driving sales productivity & efficiency inside of the world’s top technology companies such as Box, Salesforce, and Google. On todays episode, he shares some insight into the stories that are important for CEOs and CFOs to share with investors, the elements that make a great story and the metrics that investors want and expect to see. Listen to the full episode for all the great insights shared! For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, click here to request access. Explore more SaaS finance tips and best practices here

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. On today's episode, we are excited to have Craig Rosenberg, Chief Platform Officer at Scale Venture Partners. At Scale, Craig manages the Scale GTM Platform which leverages data and community to deliver the expertise SaaS companies require in their move from founder-led growth to becoming a repeatable high-growth GTM machine. Craig shares on this episode the top 3 things Sales Leaders need to focus on right now, gives more insight on typical roadblocks and what can get in their way and shares the 3 key elements necessary in a successful sales model. Listen to the full episode for all the great insights shared! For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, click here to request access. Explore more SaaS finance tips and best practices here

We hope everyone had an amazing thanksgiving celebration. Welcome back to another episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us on todays episode is Dan Fletcher, the CFO at Planful, where they empower finance, accounting, and business users from all departments to plan confidently, close faster, and report accurately. Dan is also an investor and board member with experience in high-growth SaaS and PE and VC backed companies. On this episode, Dan tells us more about Planful, shares insight on what FP&A leaders are focused on right now, tips on building the Forecast and more on what has changed in the economy with forecasting. Listen to the full episode for all the great insights shared! For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, click here to request access. Explore more SaaS finance tips and best practices here

Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us on todays episode, is Mike Melka, CFO at Pondurance. Mike is a highly committed, hands-on senior finance and operations executive with strong proficiency in value creation for high-growth private equity backed technology and services companies. Over the years in his career, he has helped build top-performing teams focused on accountability for results; develop and position early and mid-stage companies for successful exits. On this episode, Mike shares some insight from his wealth of experience on what a CFO needs to focus on when moving from $5M to $10M ARR, what you need to build the right finance team, and the metrics that matter to investors. Listen to the full episode for all the great insights shared! For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, click here to request access. Explore more SaaS finance tips and best practices here

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us on this episode is Dave Kellogg, an advisor, independent director, angel investor, consultant and the author of Kellblog. He is also the Principal at Dave Kellogg Consulting with 10+ years experience at each of the CEO, CMO, and board levels across 10+ different companies ranging in size from $0 to over $1B in revenues. Since 2021, Dave has also been an Executive in Residence at Balderton Capital, a leading European VC firm, providing strategic and operational advice to portfolio companies and help the firm with thought-leading content and deal support. On this episode, Dave shares insights into what boards are concerned with now. He also talks about the Investor vs Operator Perspective on SaaS metrics, what CFOs can do to manage those two different groups and practical takeaways for folks to apply to their next board meeting. Listen to the full episode for all the great insights shared! For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, click here to request access.