The SaaS CFO

Ben Murray
The SaaS CFO

Ben Murray, The SaaS CFO, talks all things SaaS.

  1. HÁ 3 DIAS

    850K Raised to Reach the Right Prospect at the Right Time

    Welcome back to The SaaS CFO Podcast! Today, we're thrilled to host Mark Walker, the visionary co-founder of Revved Up. With a dynamic background ranging from the events industry to pivotal roles in tech and SaaS, including growth leadership at Eventbrite and various startups, Mark's journey is packed with insights on building and scaling go-to-market teams. His unique career trajectory and vast experience offer a wealth of knowledge for anyone navigating the fast-paced world of tech startups.  In this episode, Mark introduces us to Revved Up, an innovative platform leveraging AI to transform account-based marketing. Born from Mark's challenges as a CRO in ensuring consistent, relevant outreach, Revved Up provides scalable research and bespoke content. Its mission is to simplify lead generation and enhance engagement with prospects. Mark's insights on AI in marketing are sure to inspire SaaS founders and marketers looking to innovate and optimize their strategies.  Additionally, Mark shares his fundraising journey, having raised nearly a million dollars in pre-seed funding to propel Revved Up's growth. From initial struggles to oversubscribed rounds, his experiences yield invaluable lessons for other founders. With their headquarters in London and a remote team spanning continents, Revved Up is on an exciting trajectory. As Mark and his team gear up for the next phase, we'll get a sneak peek into what's ahead. Whether you're intrigued by AI, SaaS marketing, or startup funding, this episode is packed with actionable insights and inspiration. So sit back, relax, and let's dive in!  Show Notes:    00:00 Revved Up focuses on educating and resonating buyers.  04:22 Scaling ABM principles for outreach across markets.  08:47 AI tools personalize large, complex deals efficiently.  12:34 Improving UX and surprising clients with AI.  14:04 Raised large pre-seed due to high interest.  19:38 Expanding team aligns with tools' effectiveness improvement.  21:16 Aim: Increase response rate to 5%.  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/revvedup-raises-850k-pre-seed-round  Mark Walker’s LinkedIn: https://www.linkedin.com/in/jfdimark/  Revved Up’s LinkedIn: https://www.linkedin.com/company/revvedupai/  Revved Up’s Website: https://revvedup.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

    25min
  2. 14 DE NOV.

    Fathom Raises a $17M Series A to Boost Your Productivity

    Welcome to another riveting episode of The SaaS CFO Podcast! I'm your host, Ben, and today we have an extraordinary guest with us—Richard White, the founder and CEO of Fathom. With a background as a computer scientist, Richard quickly transitioned into the world of product design and has since become a pioneer in AI-powered software. He honed his skills and experience during his time with Y Combinator and through his previous venture, UserVoice, which laid the groundwork for his current success. Today, Fathom stands as the number one rated AI note taker on G2, making waves with its innovative approach to simplifying meeting notes and enhancing productivity.  In our conversation, Richard opens up about the unique fundraising strategies that powered Fathom's growth, including an impressive $27.3 million raised across multiple tranches and a notable series A. He also shares his insights on the evolving landscape of AI in SaaS products, discussing the challenges and opportunities that come with integrating advanced AI capabilities. Richard's perspective on the importance of user satisfaction, exemplified by Fathom's world-class NPS score, offers valuable lessons for any SaaS professional aiming to build products that not only solve problems but delight users.  Whether you're a startup enthusiast, a seasoned SaaS executive, or someone intrigued by the future of AI in business, today's episode is brimming with insights you won't want to miss. Richard's passion for creating products that truly enhance user experience and his strategic approach to building a successful SaaS company provide a goldmine of knowledge. So sit back, relax, and get ready to be inspired by Richard White's remarkable journey and the innovative work happening at Fathom. Let's dive into the conversation!  Show Notes:  00:00 Fathom: free AI notetaker, popular, premium options.  05:54 Fortunate entry into Zoom marketplace accelerated success.  08:05 Aggressive Moore's Law application, Amazon-style long-term strategy.  12:47 Unique, coalition-building fundraising strategy with small checks.  14:51 Series A expectations now demand fully developed businesses.  17:57 Founder prefers direct approach over lengthy fundraising.  22:55 Monthly meetings assess MPS scores, engage customers.  23:47 Surfing AI wave: Insightful tools for teams.  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/fathom-raises-17-million-in-series-a  Richard White’s LinkedIn: https://www.linkedin.com/in/rrwhite/  Fathom’s LinkedIn: https://www.linkedin.com/company/fathom-video/  Fathom’s Website: https://fathom.video/  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

    25min
  3. 6 DE NOV.

    $4.8M Raised to Improve Customer Purchase Experience on Stripe

    Welcome to The SaaS CFO Podcast! In today's episode, we are thrilled to have Flynn Glover, co-founder and CEO of Schematic, join us for an insightful conversation. Flynn takes us through his entrepreneurial journey, from aspiring soccer player to successful entrepreneur. He shares how his first company, which started as a location-based app, evolved into a content marketing software and eventually got acquired.  Flynn then dives into his current venture, Schematic, a platform that enhances Stripe for developers by managing the complexities of pricing and packaging for B2B SaaS companies. He explains how Schematic helps startups by offloading the infrastructural burden around Stripe, enabling them to focus on core product development. Flynn also discusses Schematic's unique approach to both early-stage and more established companies, and their recent public availability launch.  With a solid blend of personal stories, strategic insights, and practical advice, this episode is packed with valuable takeaways for any SaaS founder. Flynn shares his experience with fundraising, customer acquisition, and the innovative solutions Schematic brings to the table. Don’t miss out on this engaging and informative episode of The SaaS CFO Podcast!  Show Notes:  00:00 Supercharging Stripe for developers’ pricing infrastructure.  05:54 Focus: aiding engineering to optimize tiered offerings.  07:15 Early-stage companies prefer Schematic's easy implementation.  10:47 Founder hustle: referrals, stories; content-driven marketing.  13:46 Key milestone: Real customers trust product production.  17:53 Early stages, need pricing models, improve onboarding.  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/schematic-raises-4-8-million-in-seed-round  Flynn Glover’s LinkedIn: https://www.linkedin.com/in/fynn-glover-b0410015/  Schematic HQ’s: https://www.linkedin.com/company/schematichq/  Schematic HQ’s Website: https://schematichq.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 etrics 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

    20min
  4. 1 DE NOV.

    $3M Pre-seed Round to Make E-signatures Free

    Welcome back to The SaaS CFO Podcast! In this episode, we're thrilled to have Marty Ringlein, CEO and co-founder of Agree.com, joining us to share his invaluable insights on navigating the startup landscape. Marty brings a wealth of experience, from leading multiple successful startups to high-profile acquisitions by giants like Twitter and Eventbrite.  In today's discussion, Marty delves into the significance of perfecting your pitch through frequent practice, the importance of building investor relationships before seeking funds, and the innovative solutions his company offers. Agree.com is revolutionizing the e-signature, invoicing, and payment processing space, employing cutting-edge technology like OCR and generative AI to streamline workflows and ensure data privacy.  We'll explore how Marty’s team of six operates remotely across different time zones, driving rapid development and user growth. Marty also shares some unconventional yet effective guerrilla marketing strategies that have helped Agree.com gain traction, along with his journey in securing a $3 million pre-seed fund.  Additionally, we’ll cover practical advice for SaaS entrepreneurs on fundraising and standing out in a crowded market. From novel product features to Marty's forward-thinking approach to business operations, this episode is packed with actionable insights and inspiring stories. Tune in to learn from one of the industry's most dynamic leaders!  Show Notes:   00:00 E-signature challenges: contract completion, payment integration.  03:27 Generative AI boosts OCR accuracy for invoices.  08:02 $50M threshold: key for organizational collaboration activation.  10:28 MVP facilitates bank transactions via Stripe integration.  14:53 Tracking users and signature numbers for engagement.  17:49 Inserts promotional cards into magazines at airports.  20:21 Capital needed to compete against major incumbents.  25:37 Build early relationships and stand out uniquely.  26:48 Originality matters over following predictable strategies.  30:39 AR, AP automation optimizes financial and sales processes.  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/agreecom-secures-3m-in-pre-seed-round  Marty Ringlein’s LinkedIn: https://www.linkedin.com/in/martymadrid/  Agree’s LinkedIn: https://www.linkedin.com/company/agreehq/  Agree’s Website: https://agree.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

    32min
  5. 29 DE OUT.

    $25M Raised to Help Outpatient Clinicians Collect More Revenue

    Welcome to another insightful episode of The SaaS CFO Podcast! Today, we're thrilled to have Paul Singh, the dynamic CEO of StrataPT, join us for an in-depth conversation. With a rich background ranging from web hosting and angel investing to co-founding a venture firm and launching a subscription box company, Paul brings a wealth of experience and unique perspectives.  In this episode, we'll explore the intricacies of StrataPT's innovative billing-aware practice management platform which streamlines everything from EMR and scheduling to marketing. Paul delves into the company's efficient client onboarding process, their unique sales model involving clinicians as sales reps, and the strategic decision to raise $25 million after a decade of being bootstrapped.  We'll also discuss the significant impact StrataPT has on its clients, improving both financial and patient outcomes, and the company’s focus on key metrics like patient visits and unit transactions. Paul shares his philosophy of optimizing for fun and profit, his strategic approach to fundraising, and the importance of selecting the right growth partners.  Tune in as Paul provides valuable insights into running a SaaS business, navigating the challenges of the healthcare software industry, and his visionary approach to integrating various medical disciplines into StrataPT's comprehensive platform. Get ready to learn, be inspired, and gain actionable ideas for your own SaaS journey.  Show Notes:   00:00 Evolved businesses, fatherhood; founded Bump, StrataPT.  04:31 Billing-aware practice management platform for outpatient services.  08:47 Managing medical practices requires adaptable, varied strategies.  10:18 Variable revenue through collection percentage, no software fee.  13:51 EMR prices rising, focusing on patient visits.  19:25 Evolving into tech-focused company for profitability.  20:34 Navigating company culture while reinventing ourselves.  25:27 Email-gated chart identifies marketing qualified leads.  29:01 Guidance for profit-driven hire and onboarding process.  31:05 Maximizing sales by educating customers on opportunities.  35:05 Reflecting on life's time, fundraising challenges ensued.  36:47 Starting a business is stressful, needs guidance.  40:25 Optimizing for freedom, power, money, fun, profit.  43:10 Money can't solve this industry's unique challenges.  45:54 Track North Star and growth metrics monthly.  49:11 Insightful episode worth sharing with SaaS community.  Links:   SaaS Fundraising Stories: https://www.thesaasnews.com/news/stratapt-raises-25-million-in-funding  Paul Singh’s LinkedIn: https://www.linkedin.com/in/paulsingh/  StrataPT’s LinkedIn: https://www.linkedin.com/company/stratapt/  StrataPT’s Website: https://www.stratapt.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

    49min
  6. 24 DE OUT.

    4M Pre-seed Round to Provide a Gen AI Digital Coach to Frontline Workers

    Greetings, SaaS CFO enthusiasts! In this episode, we have a fascinating conversation with Bilal Tahris, the co-founder and CEO of FlowIt, a company revolutionizing people development through its AI-powered digital coach. Bilal's journey is nothing short of extraordinary—starting out as a diesel mechanic apprentice, he transitioned to helming his family business before diving into the SaaS realm.  Join our host, Ben, as Bilal shares how FlowIt focuses on sectors often overlooked, such as healthcare, manufacturing, and hospitality, and aims to improve employee engagement and retention. We delve into the unique modules FlowIt offers, designed to connect with frontline workers and address their specific needs. Bilal articulates how the company's innovative approach not only gathers insights through frequent, efficient surveys but also leverages AI to provide valuable, actionable feedback to leadership.  We also explore FlowIt's impressive growth and strategic expansion plans into the German and Nordic markets, with an eye on entering the Americas. Bilal opens up about their successful fundraising journey, sharing valuable lessons and tips for other founders navigating similar paths. Whether you're an aspiring SaaS founder or simply intrigued by innovative business solutions, this episode offers a wealth of knowledge and inspiration. Tune in!  Show Notes:   00:00 Engaging frontline workers through digital development.  05:38 AI enhances company insights and decision-making efficiently.  08:29 Newly unified employee platform expands in modules.  12:10 Decided to fundraise 3 million Swiss francs.  16:56 Secure strong investors early; double VC prospects.  18:22 Insight on aligning timelines and key metrics.  21:30 Learn more about Bilal's journey at Flowit AI.  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/flowit-raises-4-2-million-in-seed-round  Bilal Tahris’ LinkedIn: https://www.linkedin.com/in/bil%C3%A2l-tahris-9074b320/  FlowIt’s LinkedIn: https://www.linkedin.com/company/flowit-ag/  FlowIt’s Website: https://www.flowit.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

    22min
  7. 22 DE OUT.

    $2M Pre-seed to Simplify Franchisor Franchisee Operations with AI

    Welcome back to The SaaS CFO Podcast! In today's episode, we're thrilled to have Gary Liskovich, the co-founder and CEO of Harmonyze, join us. Gary's journey is nothing short of fascinating—starting as a mechanical engineer, his career transitioned from academic research to working with cutting-edge technology at Deloitte and Evolution IQ. Today, he's channeling his diverse experiences into revolutionizing the franchise industry through Harmonyze.  We'll dive into how Gary and his team use AI to streamline operations, compliance, and decision-making for franchisors, making them more profitable and efficient. Gary explains the intricate dynamics between franchisors and franchisees and how Harmonyze's AI agent technology simplifies complex tasks and aggregates data to reduce risk and enhance cohesion within franchise networks.  Plus, we'll discuss the challenges and strategies of building and scaling a SaaS company from the ground up. Gary shares insights from Harmonyze's early days, including their Pre-Seed fundraising journey and the philosophy behind their product development. Whether you're a startup enthusiast, an AI aficionado, or someone intrigued by the nuances of franchising, this episode is packed with valuable insights. Let's get started!  Show Notes:  00:00 AI streamlined complex insurance claims management.  05:32 AI enhances relationships and value across franchise locations.  07:11 System analyzes franchises for overlaps, expirations.  12:27 Founder-led, product-driven, learning-focused seed stage startup.  14:46 Educating investors on franchising challenges through storytelling.  18:12 Focus on solving problems, not features.  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/harmonyze-secures-2-million-in-pre-seed-round  Gary Liskovich’s LinkedIn: https://www.linkedin.com/in/gary-liskovich/  Harmonyze’s LinkedIn: https://www.linkedin.com/company/harmonyze/  Harmonyze’s Website: https://www.harmonyze.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

    19min
  8. 17 DE OUT.

    $20M Raised to Help Enterprises Govern and Scale Their AI Initiatives

    Welcome to another exciting episode of The SaaS CFO Podcast! Today, we have the pleasure of hosting Pete Foley, the dynamic CEO and co-founder of ModelOp. With a rich background as a serial entrepreneur, Pete has successfully launched and sold several companies in the enterprise software space, including notable names like Infoblox and a thriving security company out of Israel.  Now, Pete's latest venture, ModelOp, is pioneering in the rapidly growing field of AI governance, helping enterprises seamlessly and safely integrate AI models into their operations. ModelOp offers an enterprise software designed to ensure compliance with internal and external regulations while maintaining the efficacy of AI models. This innovative approach positions ModelOp at the forefront of the AI market, which continues to expand at an unprecedented pace.  In this episode, Pete shares invaluable insights into his journey, market dynamics, and the strategic vision driving ModelOp forward. Whether you’re interested in AI, SaaS, or entrepreneurial growth, this is an episode you won't want to miss! Tune in for an in-depth conversation packed with industry expertise and forward-looking perspectives.  Show Notes:   00:00 Exited tech startups, ventured into emerging AI market.  03:43 Enterprise software for AI governance and orchestration.  07:49 AI interest spans all industries, emphasizing global opportunities.  09:58 Emerging Chief AI Officer role within organizations.  14:00 AI attracts significant attention and market tailwind.  19:09 Competitive advantage and strong multi-year contracts secured.  22:16 Understanding market maturity prevents over-investment mistakes.  23:44 ARR reflects growth and competitive advantage focus.  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/modelop-raises-10-million-in-series-b  Pete Foley’s LinkedIn: https://www.linkedin.com/in/petefoley2/  ModelOp’s LinkedIn: https://www.linkedin.com/company/modelop/  ModelOp’s Website: https://www.modelop.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

    26min

Classificações e avaliações

5
de 5
3 avaliações

Sobre

Ben Murray, The SaaS CFO, talks all things SaaS.

Você também pode gostar de

Para ouvir episódios explícitos, inicie sessão.

Fique por dentro deste podcast

Inicie sessão ou crie uma conta para seguir podcasts, salvar episódios e receber as atualizações mais recentes.

Selecionar um país ou região

África, Oriente Médio e Índia

Ásia‑Pacífico

Europa

América Latina e Caribe

Estados Unidos e Canadá