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. Joining us on todays episode is Prital Kadakia, Partner at Serent Capital.  Prital leads the portfolio operations team for Serent Capital, working closely with the management teams at Serent portfolio companies on value-creation initiatives to drive measurable and sustained revenue and earnings impact. On this episode, Prital tells us more about Serent Capital, what is considered a good investment for the organization, what data/metrics they ask portfolio CFOs to provide, why they are important and tips in order to produce them. 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.

Welcome to another 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 Mary D'Onofrio, Partner at Bessemer Venture Partners joining us. Mary tells us about Bessemer Venture Partners, learnings from the 2022 State of the Cloud: The Centaur Report where Bessemer Venture Partners unpacks the most important trends of the cloud economy, and explores the new milestone entrepreneurs need to value above all else—reaching Centaur status, or $100M in ARR—and the paths to get there. This episode is packed with great insights, key takeaways and implications for CFOs in SaaS. 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.

Daniëlle Keeven, VP of Finance at Paddle.com, brings her extensive finance leadership experience from the corporate and tech worlds. In a fascinating discussion, she delves into Paddle's growth and the chaos of a successful model. Daniëlle highlights the evolution of finance roles in tech, emphasizing resilience and data analysis for navigating challenges. She shares insights on situational leadership and its application in fostering a supportive team culture, while also discussing the strategic acquisition of ProfitWell and its impact on customer offerings.

Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Today's episode is special. We are LIVE at the Sage Intacct’s annual customer conference, Transform and just announced our SaaS Industry Customer of the Year, Springbuk.  On this episode, James Norris, CFO at Springbuk joins David to share his team’s tremendous story of business, team, customer, investor, and personal success. He talks about the accomplishments they have been able to achieve over the years including; Reducing close time by 73%, to as few as five business days, scaling amid 4x growth in contract volume, reducing churn by 7% through automated renewals and upsells, extending revenue and cash forecasting out to 12+ months 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.

Welcome to the first episode of this new season on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us today is Stephen Diorio, Managing Director at The Revenue Enablement Institute, and a leading authority in go-to-market transformation, sales and marketing performance management, and revenue operations. Stephen has helped over 100 organizations to reengineer their revenue operations to accelerate growth and become more data-driven, digital, and accountable. On todays episode, Stephen shares insights on revenue recognition, tips on how to connect firm value and financial performance, growth investments and so much more. Listen to the full episode for all the tips and actionable insights! 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.

Welcome to the final episode in our first season on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Todays episode features Milan Huzvar, CFO at Surglogs Inc., a software company that offers a full suite of automated regulatory compliance solutions for healthcare facilities. On this episode, Milan shares from his experience leading the finance team Surglogs Inc. since its post-seed venture round, insights on what the finance team needs to have in place in the early days. He talks about processes to support scaling, key value drivers and performance indicators, systems that can grow with you and how to use the systems to empower your team and the company. Listen to all of the great nuggets shared on this episode! 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.

Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us on this episode is Alison Todak, Director of Platform at Plymouth Growth. Alison is an experienced director and founder with a demonstrated history of working in with startups, technology, venture capital, higher ed, community engagement, government relations, and economic development. On this episode she talks about the "What and Why" of key metrics and insightful data portfolio CFOs should have and shares some tips on how to produce them.  Are you a CFO of a growing B2B software/SaaS company? Plymouth Growth invests in B2B software and technology companies – with $3MM to $10MM in revenue, proven business models, and strong teams – that are ready to scale. 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.

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. On this episode we are excited to have Carolina Küng, the VP of Community at Bessemer Venture Partners joining us to share insights on the value portfolio executives derive from the Bessemer Venture Partners community, how CFOs can leverage it and so much more. Listen to the full episode for all the great insights! 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.

Welcome to another exciting episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. We are thrilled to have Matt White, CFO at CoreCard joining us today. On this episode, Matt gives insightful public CFO peer advice and tells us all about the challenges that led to them upgrading their ERP and accounting software and how it has helped them so far as a public company. Are you a SaaS finance leader struggling to achieve your business goals with your current finance tech stack to be SOX compliant and have a predictable forecast? Listen to the full episode for all the great insights! 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.

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us today is Robert Antoniades, Co-Founder and General Partner at Information Venture Partners. He has spent his career in numerous progressive roles in capital markets and the past 24 years leading investments in enterprise software and FinTech. On todays episode, Robert and David chat about Information Venture Partners, what they look for in an investment, key success factors in the evolution from Series A to Series B, what makes a good board meeting and so much more! You don't want to miss this episode, listen to the full episode for all the great insights! 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.