Expert insights. Personalized for you.
What does it take to successfully manage your business? How do you measure success? To answer these questions in the simplest form, you must have a plan, identify objectives to meet it, and identify metrics to measure progress toward your identified objectives. For example, 3 years ago, I was overweight and needed to reach a normal weight for my long-term health. To reach that weight, I set a 6-month goal to lose 25 pounds. MORE
“Billionaire Robert F. Smith’s Vista Equity Partners has agreed to acquire a majority stake in Acquia Inc. in a transaction valuing the enterprise software company at close to $1 billion, including debt, according to people with knowledge of the matter.”. Software/SaaS Thought leadership SWTL MORE
Despite the role that CEOs, CTOs, and product managers play in a startup’s success, finance is the only department in a SaaS startup that touches every part of the customer journey. MORE
Cash management is critical in this downturn. Investors want a 12 to 18-month runway before you raise again. How can you leverage automation and prevent a cash crunch? Software/SaaS SWTL MORE
When the COVID-19 pandemic upended financial forecasts for 2020 and beyond, MemberClicks was ready. Software/SaaS SWTL #COVID-19 MORE
“Digital transformation” may sound like a buzzword, but the drivers behind it are very real. In an era where technology is reshaping businesses and industries, companies that harness technology can reap big advantages over those that don’t. Businesses must first determine how to adapt their businesses for the digital age and then put technology to work to bring these changes to life. Software/SaaS Thought leadership SWTL MORE
Eight to ten years ago deployment options were hardly a consideration. Most accounting solutions were still licensed and deployed on your own premises, or perhaps licensed and hosted by a reputable third party. Cloud” had yet to become part of the business vernacular and “SaaS” was still a relatively new and poorly understood concept. MORE
I want to spend a few posts and some time on sales comp plans for early-ish stage SaaS companies (up to say $20m in ARR). Because almost all the sales comp plans you are going to read about, and learn about are great — for SaaS companies that are well post-Scale. MORE
As the newly designed virtual Modern SaaS Finance Summit moved into its second week, Marc Linden, GM & EVP, Medium Segment Native Cloud Solutions (MSNCS) at Sage , co-led a session with David Spitz, Managing Director at KeyBanc Capital Markets. They discussed how SaaS companies should measure their position in light of today’s volatile business environment. You can access the video and register for the summit here. Software/SaaS SWTL MORE
Bowery Capital’s annual Finance and Ops Summit draws hundreds of finance leaders from fast-growth SaaS companies, many of which are seeking to upgrade their financial foundation to deliver a higher level of reporting and forecasting. Software/SaaS CFO Focus SWTL MORE
Many growth-stage SaaS companies have embraced the “land-and-expand” subscription business model to win an initial customer and then add value over time that allows for upselling additional products and features. But that creates a strong need to balance both volume and repeatability in automating their processes. Here’s how one company has achieved 100-percent growth using that model. Software/SaaS SWTL MORE
Our software community requires new strategies to stay ahead of the curve in this rapidly changing business environment caused by Covid-19. So, we created a virtual Sage Intacct Modern SaaS Finance Summit to help you navigate managing cash, churn, expenses, and forecasting. In this session, a panel of experienced investors from private equity and venture capital shared tips for preserving cash, fundraising, and updating your board of directors in a tough business environment. MORE
In the 14th century, a cathedral builder was hustling down the dirt road in medieval France and passed three people stacking bricks. Software/SaaS Customer Story SWTL MORE
At fast-growing SaaS companies, CFOs and finance leaders are increasingly viewed as the business-model architects who analyze and guide the organization to successful outcomes. While product teams determine product/market fit, sales leaders maximize high-margin revenue, and customer success teams deliver meaningful and measurable value for clients, it’s finance that leads the way in crafting the successful subscription economics, capital efficiency, and cash flow that drive the business forward. MORE
Growth puts big demands on the finance team to prove out the revenue model, forecast the future, and manage cash and revenue. Are you able to stay ahead of it? Or is it all-nighters going through spreadsheets line-by-line and taking the whole weekend to do the board deck? MORE
When it comes to revenue recognition and ASC606, finance executives at SaaS and subscription companies face many challenges. There are complexities regarding revenue and billing models, how well aligned sales and finance are on deal terms, and the changing rules from ASC 605 to ASC 606. Software/SaaS Thought leadership SWTL MORE
I recently led a best practices webinar on ASC 606. Our panel of ASC 606 experts shared fantastic insights that would benefit growing subscription and SaaS companies who haven’t yet tackled or are still struggling to comply with the accounting, financial reporting, and revenue recognition from ASC 606. Let me introduce the panelists and share a few of the fantastic insights from the discussion. Software/SaaS SWTL MORE
The ultimate success of high ACV SaaS startups is tied directly to the CFO building the right model and financial system. Software/SaaS SWTL MORE
“I have a board meeting next week and this event is materially changing how I think about and how I am going to present on the model and the direction of the business.”. Software/SaaS Thought leadership SWTL MORE
If you don’t prepare ahead of time, you could get stuck not producing the key SaaS metrics that investors want to see when they’re considering whether to invest in your next round. Not preparing the right SaaS metrics by venture stage for your VCs can ultimately reduce valuation, or even kill your fund raise. Software/SaaS Thought leadership SWTL MORE
Our software community is facing uncertain times from the COVID-19 pandemic. So, we created a virtual Sage Intacct Modern SaaS Finance Summit to help you navigate cash management, churn, expenses, and forecasting. For our first session on April 2, we gathered a panel of experts to discuss how they are staying ahead of the curve in this rapidly changing business environment caused by the Coronavirus. You can access all content from the summit here. Software/SaaS SWTL MORE
Software/SaaS SWTL #COVID-19 #COVID-19 crisis MORE
As firms purchase Salesforce CPQ to bring efficiency and controls to their quoting process, they look for ways to streamline entering order information into their financial system. Particularly with land-and-expand subscription business models, they need to track upsells and renewals against the performance obligations from the original sale, in order to track and increase CLTV. MORE
While the COVID-19 crisis continues to evolve, many SaaS and subscription finance leaders are looking ahead to the recovery phase and wondering what their peers are doing. During the virtual Modern SaaS Finance Summit , CFOs and investors shared six steps you can take to put yourself and your company in a position to know where you stand, anticipate and plan for volatility, and communicate your plan to your Board. MORE
Sage Intacct and Next Series Club, a top SaaS finance community group, brought together Great Lakes finance experts to talk about what’s really working for them now. They shared their insights on “what-if” scenario planning and managing investors in uncertain times. Watch the panel session here. Software/SaaS SWTL MORE
Technological change is accelerating at a frenetic pace—and with dramatic impact. It’s reshaping customer expectations, employee requirements and attitudes, and disrupting business practices, models and entire industries. Software/SaaS Thought leadership SWTL MORE
Software/SaaS Thought leadership AI/ML Technology Innovation SWTL MORE
This is the 3 rd in our 5-part series on the benefits of Software as a Service (SaaS). Our initial post offered some definitions of cloud and SaaS. Our last post explored the value of SaaS in terms of cost savings. In this post we turn our attention to a different kind of value: innovation. Technology Innovation SWTL MORE
If I had 1 mentor, just 1, Who said: If you are at $10m ARR, Growing 100%, With 150% net revenue retention, With 80% viral and free lead acquisiton, And 50+ NPS, Then, You have already build a unicorn-in-waiting. If i'd had just 1. Find yours. MORE
Finance and accounting teams have had to quickly react, changing processes and procedures due to the pandemic. Nowhere has it felt more acute than during the month-end close. Software/SaaS SWTL MORE
I recently sat down with Noah Barr, CFO of TrueAccord , and Amanda Kattan, Finance & Strategy Leader at 4 th & King , to talk about the vibrant finance and operations community in Silicon Valley. Our conversation reminded me that we can come together in this difficult time to help each other navigate the pandemic. Software/SaaS SWTL #COVID-19 #COVID-19 crisis MORE
Sage Intacct’s virtual Modern SaaS Finance Summit moved into its third week with a focus on managing churn and cash flow. This panel tackled issues that are especially critical right now around customer-by-customer account evaluations, automation efficiencies and billing model adjustments. You can access the video and register for other summit sessions here. Software/SaaS SWTL MORE
Obviously, the goal of any SaaS organization is to run a successful, profitable business. But having a great service is only half the battle…it’s equally important to implement systems that maximize efficiency. And SaaS companies face even more challenges, as they construct their metrics reports with data pulled from disparate applications, and then aggregate that information and perform calculation within spreadsheets. Software/SaaS Thought leadership SWTL MORE
Managing your subscription business with SaaS Metrics. The most important SaaS Metrics and what you need to show investors to secure your next round of funding. Software/SaaS SWTL MORE
Sage Intacct
SEPTEMBER 29, 2020
Cash management is critical in this downturn. Investors want a 12 to 18-month runway before you raise again. How can you leverage automation and prevent a cash crunch? Software/SaaS SWTL
Sage Intacct
SEPTEMBER 22, 2020
Finance and accounting teams have had to quickly react, changing processes and procedures due to the pandemic. Nowhere has it felt more acute than during the month-end close. Software/SaaS SWTL
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Sage Intacct
OCTOBER 22, 2020
Managing your subscription business with SaaS Metrics. The most important SaaS Metrics and what you need to show investors to secure your next round of funding. Software/SaaS SWTL
Sage Intacct
JANUARY 11, 2021
The ultimate success of high ACV SaaS startups is tied directly to the CFO building the right model and financial system. Software/SaaS SWTL
Advertiser: Data Robot
How are organizations using machine learning and artificial intelligence (AI) to derive business value? Renowned author and professor Tom Davenport explains the rise of automated machine learning, its benefits, and success stories from businesses that are already using it.
Sage Intacct
DECEMBER 1, 2020
Despite the role that CEOs, CTOs, and product managers play in a startup’s success, finance is the only department in a SaaS startup that touches every part of the customer journey.
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Sage Intacct
OCTOBER 21, 2020
Growth puts big demands on the finance team to prove out the revenue model, forecast the future, and manage cash and revenue. Are you able to stay ahead of it? Or is it all-nighters going through spreadsheets line-by-line and taking the whole weekend to do the board deck?
Sage Intacct
APRIL 8, 2020
As the newly designed virtual Modern SaaS Finance Summit moved into its second week, Marc Linden, GM & EVP, Medium Segment Native Cloud Solutions (MSNCS) at Sage , co-led a session with David Spitz, Managing Director at KeyBanc Capital Markets. They discussed how SaaS companies should measure their position in light of today’s volatile business environment. You can access the video and register for the summit here. Software/SaaS SWTL
Sage Intacct
SEPTEMBER 19, 2019
“Digital transformation” may sound like a buzzword, but the drivers behind it are very real. In an era where technology is reshaping businesses and industries, companies that harness technology can reap big advantages over those that don’t. Businesses must first determine how to adapt their businesses for the digital age and then put technology to work to bring these changes to life. Software/SaaS Thought leadership SWTL
Sage Intacct
MAY 4, 2020
What does it take to successfully manage your business? How do you measure success? To answer these questions in the simplest form, you must have a plan, identify objectives to meet it, and identify metrics to measure progress toward your identified objectives. For example, 3 years ago, I was overweight and needed to reach a normal weight for my long-term health. To reach that weight, I set a 6-month goal to lose 25 pounds.
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From the economy to funding to the downstream impacts of ASC-606 adoption, we explore what finance teams and founders alike are most concerned about in 2021 in our report. If you're in B2B SaaS, you don't want to miss this one.
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Sage Intacct
JUNE 29, 2020
Sage Intacct and Next Series Club, a top SaaS finance community group, brought together Great Lakes finance experts to talk about what’s really working for them now. They shared their insights on “what-if” scenario planning and managing investors in uncertain times. Watch the panel session here. Software/SaaS SWTL
Sage Intacct
MAY 6, 2020
While the COVID-19 crisis continues to evolve, many SaaS and subscription finance leaders are looking ahead to the recovery phase and wondering what their peers are doing. During the virtual Modern SaaS Finance Summit , CFOs and investors shared six steps you can take to put yourself and your company in a position to know where you stand, anticipate and plan for volatility, and communicate your plan to your Board.
Sage Intacct
FEBRUARY 18, 2020
Eight to ten years ago deployment options were hardly a consideration. Most accounting solutions were still licensed and deployed on your own premises, or perhaps licensed and hosted by a reputable third party. Cloud” had yet to become part of the business vernacular and “SaaS” was still a relatively new and poorly understood concept.
Sage Intacct
APRIL 15, 2020
Software/SaaS SWTL #COVID-19 #COVID-19 crisis
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Download this white paper to learn what contextual analytics is, how BI platforms like Yellowfin revolutionize the way users discover insights from their data with native contextual analytics, and how it adds value to your software solution by elevating the user experience.
Sage Intacct
AUGUST 21, 2019
As firms purchase Salesforce CPQ to bring efficiency and controls to their quoting process, they look for ways to streamline entering order information into their financial system. Particularly with land-and-expand subscription business models, they need to track upsells and renewals against the performance obligations from the original sale, in order to track and increase CLTV.
Sage Intacct
APRIL 10, 2020
I recently sat down with Noah Barr, CFO of TrueAccord , and Amanda Kattan, Finance & Strategy Leader at 4 th & King , to talk about the vibrant finance and operations community in Silicon Valley. Our conversation reminded me that we can come together in this difficult time to help each other navigate the pandemic. Software/SaaS SWTL #COVID-19 #COVID-19 crisis
Sage Intacct
SEPTEMBER 16, 2019
Technological change is accelerating at a frenetic pace—and with dramatic impact. It’s reshaping customer expectations, employee requirements and attitudes, and disrupting business practices, models and entire industries. Software/SaaS Thought leadership SWTL
Sage Intacct
APRIL 22, 2020
Our software community requires new strategies to stay ahead of the curve in this rapidly changing business environment caused by Covid-19. So, we created a virtual Sage Intacct Modern SaaS Finance Summit to help you navigate managing cash, churn, expenses, and forecasting. In this session, a panel of experienced investors from private equity and venture capital shared tips for preserving cash, fundraising, and updating your board of directors in a tough business environment.
Advertisement
Hired surveyed more than 4,000 tech workers to find out which companies rank as their most desirable employers and how other organizations can compete for their attention. Download this report to learn what tech talent values most in a potential employer and how to improve your employer brand.
Sage Intacct
OCTOBER 8, 2019
Software/SaaS Thought leadership AI/ML Technology Innovation SWTL
Sage Intacct
OCTOBER 23, 2019
“Billionaire Robert F. Smith’s Vista Equity Partners has agreed to acquire a majority stake in Acquia Inc. in a transaction valuing the enterprise software company at close to $1 billion, including debt, according to people with knowledge of the matter.”. Software/SaaS Thought leadership SWTL
Sage Intacct
APRIL 17, 2020
Sage Intacct’s virtual Modern SaaS Finance Summit moved into its third week with a focus on managing churn and cash flow. This panel tackled issues that are especially critical right now around customer-by-customer account evaluations, automation efficiencies and billing model adjustments. You can access the video and register for other summit sessions here. Software/SaaS SWTL
Sage Intacct
APRIL 3, 2020
Our software community is facing uncertain times from the COVID-19 pandemic. So, we created a virtual Sage Intacct Modern SaaS Finance Summit to help you navigate cash management, churn, expenses, and forecasting. For our first session on April 2, we gathered a panel of experts to discuss how they are staying ahead of the curve in this rapidly changing business environment caused by the Coronavirus. You can access all content from the summit here. Software/SaaS SWTL
Advertiser: Infinicept
Learn how becoming a payment facilitator can improve a merchant’s experience and your revenue.
Sage Intacct
MARCH 2, 2020
This is the 3 rd in our 5-part series on the benefits of Software as a Service (SaaS). Our initial post offered some definitions of cloud and SaaS. Our last post explored the value of SaaS in terms of cost savings. In this post we turn our attention to a different kind of value: innovation. Technology Innovation SWTL
Sage Intacct
JUNE 25, 2019
I recently led a best practices webinar on ASC 606. Our panel of ASC 606 experts shared fantastic insights that would benefit growing subscription and SaaS companies who haven’t yet tackled or are still struggling to comply with the accounting, financial reporting, and revenue recognition from ASC 606. Let me introduce the panelists and share a few of the fantastic insights from the discussion. Software/SaaS SWTL
Sage Intacct
MAY 6, 2019
When it comes to revenue recognition and ASC606, finance executives at SaaS and subscription companies face many challenges. There are complexities regarding revenue and billing models, how well aligned sales and finance are on deal terms, and the changing rules from ASC 605 to ASC 606. Software/SaaS Thought leadership SWTL
Sage Intacct
MARCH 29, 2019
If you don’t prepare ahead of time, you could get stuck not producing the key SaaS metrics that investors want to see when they’re considering whether to invest in your next round. Not preparing the right SaaS metrics by venture stage for your VCs can ultimately reduce valuation, or even kill your fund raise. Software/SaaS Thought leadership SWTL
Speaker: Shannon Lietz, Director of DevSecOps Team, Intuit
The new DevSecOps team is up and running, and you feel ready to take on rising security threats while delivering quality software updates. But that leaves just one question: how do you monitor your new program as effectively and efficiently as possible? Join Shannon Lietz, Director of DevsecOps at Intuit, and award-winning innovator, to learn the answers to these questions so you can lead your DevSecOps team to the top!
Sage Intacct
FEBRUARY 13, 2019
“I have a board meeting next week and this event is materially changing how I think about and how I am going to present on the model and the direction of the business.”. Software/SaaS Thought leadership SWTL
Sage Intacct
JANUARY 28, 2019
Many growth-stage SaaS companies have embraced the “land-and-expand” subscription business model to win an initial customer and then add value over time that allows for upselling additional products and features. But that creates a strong need to balance both volume and repeatability in automating their processes. Here’s how one company has achieved 100-percent growth using that model. Software/SaaS SWTL
Sage Intacct
DECEMBER 17, 2018
Bowery Capital’s annual Finance and Ops Summit draws hundreds of finance leaders from fast-growth SaaS companies, many of which are seeking to upgrade their financial foundation to deliver a higher level of reporting and forecasting. Software/SaaS CFO Focus SWTL
Sage Intacct
NOVEMBER 9, 2018
At fast-growing SaaS companies, CFOs and finance leaders are increasingly viewed as the business-model architects who analyze and guide the organization to successful outcomes. While product teams determine product/market fit, sales leaders maximize high-margin revenue, and customer success teams deliver meaningful and measurable value for clients, it’s finance that leads the way in crafting the successful subscription economics, capital efficiency, and cash flow that drive the business forward.
Advertisement
Does your analytics solution work with your current tech stack and DevOps practices? If not, any update to the analytics could increase deployment complexity and become difficult to maintain. Learn the 5 elements of a DevOps-friendly embedded analytics solution.
Sage Intacct
OCTOBER 1, 2018
In the 14th century, a cathedral builder was hustling down the dirt road in medieval France and passed three people stacking bricks. Software/SaaS Customer Story SWTL
Sage Intacct
AUGUST 21, 2018
Obviously, the goal of any SaaS organization is to run a successful, profitable business. But having a great service is only half the battle…it’s equally important to implement systems that maximize efficiency. And SaaS companies face even more challenges, as they construct their metrics reports with data pulled from disparate applications, and then aggregate that information and perform calculation within spreadsheets. Software/SaaS Thought leadership SWTL
SaaStr
FEBRUARY 22, 2021
If I had 1 mentor, just 1, Who said: If you are at $10m ARR, Growing 100%, With 150% net revenue retention, With 80% viral and free lead acquisiton, And 50+ NPS, Then, You have already build a unicorn-in-waiting. If i'd had just 1. Find yours.
SaaStr
FEBRUARY 23, 2021
I want to spend a few posts and some time on sales comp plans for early-ish stage SaaS companies (up to say $20m in ARR). Because almost all the sales comp plans you are going to read about, and learn about are great — for SaaS companies that are well post-Scale.
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As a group who provides the software tools necessary to manage the contracts to cash process, Aysling onboards users and projects daily, and has learned some important tips if you want to be successful when onboarding new clients and/or projects.
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