
Modern SaaS Finance with Sage
A podcast for CFOs, Controllers, FP&A, Revenue Operations, and other members of the finance community in fast growth SaaS companies.
We discuss subscription and usage billing models, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO
Latest episodes

Mar 28, 2022 • 22min
Ray Rike (RevOps Squared) on the Modern SaaS Finance Podcast
Welcome to another episode of the Modern SaaS Finance podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. On todays episode, we are glad to have Ray Rike, Founder and CEO of RevOps Squared join us on an episode about important metrics SaaS companies should care about, the valuable insights from the SaaS efficiency and performance benchmark study as well as the key proactive takeaways a SaaS Finance Leader can gain from it. Take the survey here to see where you stand.
Ray has over 30 years of experience in subscription-based software, service, and SaaS companies. His passion for data-driven, metrics informed decision making has enabled companies to accelerate revenue performance.
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

Mar 23, 2022 • 20min
Ben Murray (The SaaS CFO) on the Modern SaaS Finance Podcast
Welcome to another episode of the Modern SaaS Finance podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. On todays episode, we are talking about all things SaaS Metrics and we are so excited to have Ben Murray, the founder of The SaaS CFO share insights from over 20 years of experience in finance on what is important for SaaS Finance Leaders to show their Board when fundraising, the top SaaS metrics to track success of the company and so much more.
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

Mar 14, 2022 • 25min
Adam Noily on the Modern SaaS Finance Podcast
Welcome to another episode of the Modern SaaS Finance Podcast, hosted by David Appel, Head of SaaS/Software at Sage Intacct. Joining us on this episode, we are glad to have Adam Noily, Managing Director, Software and SaaS Investment Banking at KeyBanc Capital Markets. Adam has an incredible amount of experience working with and covering companies in the TMT space. Throughout his career, he has executed numerous IPOs, follow-on offerings, private placements and M&A transactions for clients.
On today's episode, Adam and David talk about what it takes for SaaS companies to successfully prepare for an IPO. Adam tells us all about how to start preparing SaaS or other non-GAAP metrics, drafting the S-1, how a CEO/Board should weigh the choice of IPO vs Acquisition and what investors want to hear in an IPO Roadshow.
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

Mar 4, 2022 • 17min
Jeff Epstein on the Modern SaaS Finance Podcast
Welcome to the first episode of the Modern SaaS Finance podcast hosted by David Appel, Head of Software and SaaS at Sage Intacct. On todays episode, we are pleased to have Jeff Epstein, an operating partner at Bessemer Venture Partners where he leads Bessemer’s CFO Advisory Board and helps portfolio company CEOs and CFOs share best practices. Jeff and David go into detail about what SaaS CFOs need for fundraising and to grow their careers. Specifically, Jeff talks about what is important for Finance Leaders to show potential investors when fundraising, the Bessemer 6 Cs’s of SaaS Finance and how that differs by growth stage.
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