Modern SaaS Finance with Sage

Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Todays episode features Tad Remington, Chief Commercial Officer at Solver Global. On this episode, Tad and David chat about changes happening in the world of budgeting and forecasting, pitfalls to avoid, tips and best practices, and so much more! Listen to the full episode now 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. On todays episode, we have joining us Jeff Roth, Vice President, Strategic Alliances at Avalara. Jeff talks about why tax is such a big deal, the do's and dont's in automating a tax solution and so much more! Listen to the full episode to learn more!  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 and so much more. 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. We are excited to have joining us Peter Horadan, Co-Founder and CEO at Lockstep. Lockstep is a pioneer in connected accounting with tools and platforms created for fintech developers and accounting teams to automate workflows and help them work better together. On this episode, David and Peter discuss Lockstep and the macro-trends they solve, how people can adjust to managing cash-flow at these times of market downturn, tips and things to avoid, when deploying automation in a finance team and how CFOs can build consensus and communication within their team. 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 and so much more. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, click here to request access.

We are back!! 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 Greg Sands, founder and managing partner at Costanoa Ventures, a Seed and Series A investment company that backs tenacious and thoughtful founders who change how business gets done. Greg has been an early stage investor for over 20 years, helping startups analyze and interpret early signals to identify and leverage the most valuable aspects of their solution. On todays episode, Greg and David chat about what makes a great investment, the key factors for CEOs to drive at the early stages of creating a company, pitfalls to expect when fundraising and so much more! Listen to the full episode to learn all the great nuggets he 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 and so much more. 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. Todays episode features a distinguished guest and amazing partner, Thejo Kote, the Founder and CEO of Airbase, the leading spend management platform for small and midsize companies. On this episode, Thejo tells us the inspiration for Airbase, talks about the biggest challenges businesses have in managing spend and expenses, and shares best practices for expense policies and his viewpoint on what the future holds for spend management. Listen to the full episode for actionable insights you can apply to your business today. 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 and so much more. 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 back to an all 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 Vinny Prajka, Partner at JMI Equity and an experienced financial executive with a history of delivering quantifiable value creation for both public and private companies. Vinny talks about how JMI supports rapidly growing, high quality software company founders and CEOs to scale their business, what they look for in a company, the metrics that matter and what makes a great finance team.Listen to the full episode for all the great nuggets and insights for your SaaS or software business. 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 and so much more. 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 8th episode on the Modern SaaS Finance podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Today, we are please to have Ryan Floyd, Co-Founding managing director of Storm Ventures join us to talk about changes in todays funding market, what is critical in early stage investing, an ideal investment for Storm Ventures and so much more!  Storm Ventures is an early-stage B2B focused venture firm that specializes in building enterprise leaders. They are always looking for new investment opportunities and are keen to meet passionate technology entrepreneurs with great ideas for building new enterprise companies. Check them out here. 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 and so much more. 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 of the Modern SaaS Finance podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. On todays episode, we are excited to have joining us Lauren Kelley, the CEO of OPEXEngine, a member-based benchmarking community for software and SaaS companies. This episode is packed with nuggets from Lauren on what investors want from benchmarking, tips to create common measures of comparison, how management teams can tell better stories with numbers and so much more about how SaaS and Software companies can improve operational performance with comprehensive benchmarks and analytics. 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 and many others. 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 of the Modern SaaS Finance podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. On today’s episode, we are pleased to have Peter Nesbitt, COO of Teampay join us on an episode about how and why to join a SaaS finance community, where the puck is going in how companies are managing cash flow, and how to build a great SaaS Finance team. Peter has been head of finance at three amazing technology firms, Bit.ly, Unified, and now Teampay, building on several years in investment banking, and serving in Signals Intelligence in the US Army. 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 and so much more. 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 of the Modern SaaS Finance Podcast, hosted by David Appel, Head of SaaS/Software at Sage Intacct.  For every Board and Executive meeting, tracking your finance key performance indicators (KPI) is critical.  But what are the key metrics to guide the long-term sustainability of your company's operating model?  You need to evaluate the financial health of your business, measure the effectiveness of your business efforts and implement changes that correct processes that may be costing you time, resources and money.  Successful SaaS FinOps teams understand the importance of calculating investor metrics and leveraging the insights to make informed decisions that help increase your enterprise value. Watch this short video where Jeff Epstein, Operating Partner at Bessemer Venture Partners, talks more about the 6 C’s of SaaS Finance and benchmarks so you can compare yourself to top performers in the industry. For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on all major streaming platforms. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, click here to request access