The SaaS CFO

Welcome back to The SaaS CFO Podcast! In today's episode, we're thrilled to dive into the fascinating journey of Santiago Moreno, the co-founder of Crezes. Santiago began his career in the financial sector in Colombia but quickly realized his passion lay elsewhere. A transformative stint at Uber opened his eyes to the power of technology and innovation, paving the way for his eventual foray into the startup world. Join us as Santiago shares his experiences from Uber, his ventures into early-stage startups, and how he merged his background in real estate with cutting-edge technology to create Crezes. We'll explore how Crezes is revolutionizing location intelligence in Latin America, helping retailers, advertisers, and commercial real estate brokers make data-driven decisions to optimize their physical spaces. From pivoting business models to securing crucial seed funding, Santiago offers invaluable insights into the challenges and triumphs of building a SaaS company from the ground up. Whether you're a startup enthusiast, a seasoned entrepreneur, or simply curious about the evolution of location intelligence, this episode is packed with inspiration and actionable advice. So, tune in and get ready to be inspired by Santiago's compelling entrepreneurial journey!  Show Notes: 00:00 We provide location data for LATAM businesses. 05:12 Location is crucial for success in commercial space. 07:32 Solving data access issues for businesses. 11:46 Cautious approach to client expansion, improving product. 15:41 Focus on solving problems and being profitable. 17:44 Revan emphasizes revenue and proof of concept. SaaS Fundraising Stories: https://www.thesaasnews.com/news/crezes-raises-750k-in-pre-seed-round Santiago Moreno’s LinkedIn: https://www.linkedin.com/in/santiago-moreno-g/ Crezes’ LinkedIn: https://www.linkedin.com/company/crezes/ Crezes’ Website: https://crezes.com/

Greetings, SaaS CFO Podcast listeners! In today's episode, we're thrilled to welcome Darrin Murriner, the co-founder and CEO of Cloverleaf, an innovative automated coaching platform. Founded in 2017, Cloverleaf leverages behavioral assessments and integrates with everyday tools like email, Slack, and Microsoft Teams to provide scalable coaching solutions.  Join us as Darrin shares his entrepreneurial journey from a traditional career in audit, banking, and finance to leading Cloverleaf. We'll dive into Cloverleaf's unique approach to workplace coaching, their ideal customer profile, and go-to-market strategies. Darrin also offers insights on their successful fundraising efforts, their strategic focus on inbound marketing and channel partnerships, and their plans for scaling the company further.  If you're keen on learning how a robust coaching platform can revolutionize team interactions and performance in large enterprises, this episode is a must-listen. Let's get started with Darrin Murriner!  Show Notes:  00:00 Automated coaching platform using AI and assessments.  03:36 Affordable workplace coaching for large and mid-sized companies.  06:59 Land and expand model targets non-HR buyers.  10:54 Unique co-founder team with fantastic business relationship.  15:25 Inbound strategy emphasizes nurturing and long-term partnerships.  18:02 Market dynamics affecting fundraising for growth stages.  22:11 Focus on milestones, scalability, networking, investor questions.  24:26 Focus on net revenue retention for growth.  27:17 Avoid cloverleaf.com, visit cloverleaf.me for demos.  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/cloverleaf-raises-7-3-million-in-series-a  Darrin Murriner’s LinkedIn: https://www.linkedin.com/in/murriner/  Cloverleaf’s LinkedIn: https://www.linkedin.com/company/cloverleafme/  Cloverleaf’s Website: https://cloverleaf.me/  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

Welcome back to The SaaS CFO Podcast! In this episode, we're thrilled to have Alon Partuk, founder and CEO of Octup, join us to share his fascinating journey in the direct-to-consumer (D2C) industry and the world of high-tech startups. Alon's entrepreneurial spirit led him from co-founding one of Israel's biggest unicorns, Trucks, to launching his own successful D2C outdoor brand, Apricot. Faced with the complexities of managing operational data and scaling efficiently, Alon developed a cutting-edge solution that eventually evolved into Octup—a revolutionary platform designed to optimize the operations of e-commerce brands.  During our conversation, Alon dives into the challenges he faced, the innovative technology behind Octup, and how his platform provides unparalleled visibility and insights for D2C brands. He also shares the rapid growth of Octup since its inception in mid-2022, their strategic approach to market validation, and the valuable partnerships they've cultivated.  Whether you're an e-commerce entrepreneur or intrigued by SaaS solutions, Alon's insights offer a compelling look at how data consolidation and operational efficiency can drive significant growth. Tune in to hear firsthand how Octup is transforming the D2C landscape and what's next for this innovative startup. Don't miss this episode packed with actionable takeaways and inspiring entrepreneurial wisdom!  Show Notes:  00:00 Improving business visibility and efficiency with Octup.  03:18 Apricot grew rapidly, leading to speaking opportunities. Expanded into Octup, optimizing brands' operations.  09:28 SaaS company succeeded in market validation process.  13:13 Focusing on two main performing client acquisition channels.  13:58 Successful use of old methodologies, unique partnership.  17:04 Octup started mid-2022 before the crisis. Initial quick funding shaped company's trajectory.  20:28 2024 focus on product and sales growth.  Links:   Alon Partuk’s LinkedIn: https://www.linkedin.com/in/alon-partuk-2220a8110/  Octup’s LinkedIn: https://www.linkedin.com/company/octup-com/  Octup’s Website: https://octup.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

Welcome to another exciting episode of The SaaS CFO Podcast!  Today, we have the pleasure of hosting Guy Leibovitz, the co-founder and CEO of Nominal. Join us as we dive deep into the world of finance and accounting software with Guy, a third-time entrepreneur whose impressive background includes founding Cognigo, an AI and data security company acquired by NetApp in 2019.  Guy shares his journey from a technical engineer in data science to a successful entrepreneur and investor, and now to leading a groundbreaking company aimed at solving the challenges faced by mid-market, multi-entity companies. Discover how Nominal is revolutionizing the ERP market with its innovative general ledger technology, and learn about their unique approach to automating complex accounting workflows using generative AI.  Whether you're a finance professional or just fascinated by the intersection of technology and accounting, this episode is packed with valuable insights and inspiring stories. Tune in to hear more about Nominal's mission, their rapid growth, and what's next on their horizon.  Show Notes:  00:00 ML unifies multi-entity finances with twin ledgers.  06:32 Seeking multi-entity companies for subledger technology.  09:32 Transition from cybersecurity to accounting, a phenomenal experience.  13:20 Met Kyle and Nathan, invested in IPOI.  15:52 Measuring ROI for outbound business development strategy.  17:45 Positive feedback and interest in potential fit.  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/nominal-raises-9-2-million-in-seed-round  Guy Leibovitz’s LinkedIn: https://www.linkedin.com/in/guylaybovich/  Nominal’s LinkedIn: https://www.linkedin.com/company/nominalinc/  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

Welcome back to The SaaS CFO Podcast! In today's fascinating episode, we have the privilege of speaking with Kim Getgen, founder and CEO of Innovation Force. Kim brings with her over 25 years of robust experience in commercialization, having navigated the diverse worlds of large corporations and startups. After a pivotal realization in 2019, Kim fully embraced her entrepreneurial spirit, leading her to launch Innovation Force, an innovative AI-powered SaaS platform that democratizes innovation. With a successful history that includes co-founding a cybersecurity company acquired by McAfee, Kim's insights are invaluable.  We'll dive deep into how Innovation Force ims to solve major inefficiencies in corporate innovation, explore their impressive client list including Portland General Electric, and discuss their strategic approach in targeting complex, regulated industries. Notably, Kim will also share how her network, including her ties with Harvard Business School, played a crucial role in their funding journey.   Join us as we uncover the strategies behind Innovation Force’s mission to standardize and streamline the innovation process, making impactful change accessible to companies of all sizes. This episode is packed with insights on commercialization, innovation processes, and entrepreneurial journeys. You won't want to miss it!  Show Notes:   00:00 Measure, track, and scale global innovation impact.  04:46 AR VR goggles in utility worker innovation.  07:40 Deep energy industry involvement, innovation for change.  10:34 Innovation program for 5G technology with Portland.  14:23 Startup success, exceeded funding goals with resilience.  17:35 Key milestones: MSA with EPRI, Linda Hill's support  19:46 Finding customer to bootstrap, good and bad.  23:11 Lynda solves process bottlenecks with cultural insights.  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/innovationforce-raises-pre-seed-funding  Kim Getgen: https://www.linkedin.com/in/kimgetgen/  Innovation Force’s LinkedIn: https://www.linkedin.com/company/innovation-force/  Innovation Force’s Website: https://www.innovationforce.io/  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

Welcome to The SaaS CFO Podcast! In this episode, we have an exciting conversation with Vinodh Poyyapakkam, CEO and co-founder of Coris, a company transforming the landscape of small business risk management with advanced AI-driven solutions. Vinodh brings a wealth of experience from his previous roles at industry giants like PayPal, J.P. Morgan Chase, and Google.   Join our host, Ben, as he dives into Vinodh’s impressive journey from working in risk and compliance to founding Coris in 2022. Discover how Coris is helping companies worldwide automate and optimize their risk management processes for small businesses, the innovative products they offer, and the pivotal role AI plays in their solutions.   Whether you’re a SaaS entrepreneur, a fintech enthusiast, or just curious about the intersection of AI and small business risk management, this episode is packed with insights you won't want to miss! Tune in to learn more about Vinodh’s entrepreneurial journey, the challenges of fundraising for a startup, and what lies ahead for Coris.  Show Notes:   00:00 Mission: Build risk infrastructure to help companies.  05:35 Diverse companies work with embedded payment platforms.  08:14 Investors focus on team, not just traction.  12:14 Careful hiring, experienced team, intentional small size.  13:23 Solving business identity and risk globally, innovatively.  Links:   SaaS Fundraising Stories: https://www.thesaasnews.com/news/coris-raises-3-7-million-in-seed-round  Vinodh Poyyakkam’s LinkedIn: https://www.linkedin.com/in/vinodhpo/  Coris’ LinkedIn: https://www.linkedin.com/company/corisinc/  Coris’ Website: https://www.coris.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

Welcome to another episode of The SaaS CFO Podcast. Today we have an exciting conversation lined up for you as we dive into the world of revenue planning and optimization with our distinguished guest, Eric Boduch, the founder of Revcast. Eric brings a wealth of experience, having been deeply involved in the SaaS space since its early days.   In this episode, he'll discuss the journey from working with early SaaS models to developing a solution that empowers revenue organizations to optimize their operations with predictive insights. You'll hear about the inception of Revcast, their focus on rev ops leaders, and how they manage to raise $3.1 million in their seed round pre-beta. Get ready for enlightenment on building credibility with investors, the importance of community within the Rev Ops space, and Eric's outlook on growth within the SaaS industry.   Whether you're a startup founder, financial professional, or just curious about SaaS, you won't want to miss Eric's valuable insights. So plug in, stay tuned, and let's get ready to unlock the secrets of succeeding in SaaS revenue operations with Eric Boduch on The SaaS CFO Podcast.  Show Notes:   00:00 Experienced professional in early SaaS industry reflects.  04:03 Rev ops software empowers sales leader's understanding.  07:48 Targeting revenue management, agility and system limitations.  10:04 Salesforce deal data usually clean, minimal issues.  13:26 Deep expertise and focus on credibility in revenue operations.  17:03 Researched, developed, and raised funds for startup.  19:44 Key metrics are important for growth evaluation.  23:24 Focus on building community and product content.  25:48 Email address shared and thanks exchanged on podcast.  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/revcast-raises-3-million-in-seed-round  Eric Boduch’s LinkedIn: https://www.linkedin.com/in/eric-boduch-a1b61/  RevCast’s LinkedIn: https://www.linkedin.com/company/revcast/  RevCast’s Website: https://www.revcast.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

Greetings, everyone! In today's episode of The SaaS CFO Podcast, we're thrilled to have Zach Barney, the co-founder and CEO of Mobly, join us for an engaging conversation. Zach is a seasoned sales professional with a rich background that spans from bootstrap startups to publicly traded companies and private equity. Now, he's channeling his extensive experience into revolutionizing lead capture and engagement with Mobly.  Zach shares the journey that led him to create Mobly, a universal lead capture, enrichment, and engagement application. He dives into the inefficiencies he encountered in traditional sales processes and how Mobly addresses these issues, making it easier for field sales reps to log activities and manage leads efficiently. We'll explore Mobly's ideal customer profile, their impressive go-to-market strategy, and how they've quickly gained traction since their founding in early 2023.  In addition to discussing Mobly's innovative solutions, Zach offers invaluable insights into the challenges and triumphs of fundraising, sharing lessons learned from their recent $2.5 million seed round. Whether you’re an entrepreneur, a sales professional, or simply interested in the evolving landscape of SaaS solutions, this episode is packed with practical advice and inspiring stories.  Stay tuned as we delve into how Zach and his team are making waves in the sales tech world and what's next on the horizon for Mobly. Let's get started!  Show Notes:  00:00 Data-driven sales leadership, discipline, and pipeline challenges.  06:05 ROI, lead speed crucial for user capture.  08:13 Mobly captures leads, enriches data, and trains models.  10:02 LinkedIn posts, events, podcast; generating business effectively.  13:48 Startup's growth required significant time and investment.  16:42 Multiple big events in Vegas, product updates.  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/mobly-raises-2-5-million-in-seed-round  Zach Barney’s LinkedIn: https://www.linkedin.com/in/zachbarney/  Mobly’s LinkedIn: https://www.linkedin.com/company/getmobly/  Mobly’s Website: https://www.getmobly.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

Greetings, SaaS CFO Podcast listeners! In today's episode, I, your host Ben, am thrilled to have a conversation with Edward Tsinovoi, the co-founder and CEO of IO River. Edward brings over 20 years of extensive experience from the SaaS and deep tech industries, having held pivotal roles at Akamai, the renowned content delivery network responsible for advancements in edge computing. In this episode, we delve into the fascinating journey of IO River, a cutting-edge company revolutionizing how digital content is delivered across the globe. Edward explains IO River's unique approach to leveraging multiple edge platforms, ensuring enhanced performance, reliability, and cost efficiency for high-traffic companies.  We also explore IO River's extraordinary growth since its founding in 2022 amidst challenging market conditions, its successful $5.4 million seed funding, and how it continues to save clients significant resources while boosting their online services. Edward shares insights into their go-to-market strategy, the critical importance of preparation in fundraising, and the metrics that guide IO River's rapid expansion. Whether you're a CFO, a tech enthusiast, or interested in SaaS innovations, this episode is packed with valuable insights. So, tune in, and let's dive into the world of IO River with Edward Tsinovoi!  Show Notes:  00:00 Internet has undergone major revolutions in 2030.  04:16 Target companies: media, OTT, gaming, e-commerce, travel. Benefit: resiliency, not reliant on single vendors.  07:36 Founded Iowa river in 2022, despite challenges.  12:48 Preparation, fundraising, experienced partners, short process, success.  14:39 Challenges of multi CDN strategy in industry.  18:34 Focused on ARR and customer value-driven strategy.  21:41 Learn more about Edward and IO river.  Links:   SaaS Fundraising Stories: https://www.thesaasnews.com/news/io-river-raises-5-4-million-in-seed-round  Edward Tsinovoi’s LinkedIn: https://www.linkedin.com/in/edward-tsinovoi/  IO River’s LinkedIn: https://www.linkedin.com/company/io-river/  IO River’s Website: https://www.ioriver.io/   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

Welcome back to The SaaS CFO Podcast! In this episode, we're thrilled to have Alexis Normand, the CEO and co-founder of Greenly, join us for an in-depth conversation. With a fascinating background that includes time spent in international consulting, tech startups, and digital health, Alexis brings a wealth of knowledge to the table.   Greenly fers innovative SaaS solutions for carbon footprint tracking, targeting mid-market and SMBs to help them manage and reduce their carbon emissions. Under Alexis's leadership, the company has seen rapid growth and significant impact, boasting over 180 employees and surpassing $10 million in ARR. We'll delve into Greenly journey, the intricacies of carbon accounting, the challenges of fundraising in today's climate, and exciting product and market expansion plans.   Whether you're an entrepreneur, a CFO, or someone passionate about sustainability, this episode is packed with insights you won't want to miss. Let's dive in!  Show Notes:  00:00 Create invisible carbon footprint accountability for businesses.  03:59 Emissions tracking and regulations are changing business.  07:38 Providers' environmental impact and future trajectory analyzed.  11:51 Discovering cost-effective platform for in-house consulting.  14:05 Emissions management gaining traction, attracting investors.  19:15 Product carbon footprint, expanded services, regulatory compliance.  20:35 Exciting update on Greenlee's SaaS community.  Links:   SaaS Fundraising Stories: https://www.thesaasnews.com/news/greenly-raises-52-million-in-series-b  Alexis Normand’s LinkedIn: https://www.linkedin.com/in/alexisnormand/  Greenly’s LinkedIn: https://www.linkedin.com/company/greenly-earth/  Greenly’s Website: https://greenly.earth/en-us  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