The Top 10 Important Finance Mistakes First Time Founders Make

SaaStr

Take a read if you are still running finance yourself, or just have an part-time outsourced resource. In the old days, we didn’t have to worry about finance too much. But in SaaS, once you even get to about $2m ARR — it’s time to get your finances in order.

What is Equity Financing?

Baremetrics

Equity financing is a method of capital raising via the selling of stock. While the phrase "equity financing" is often used to refer to the funding of publicly traded businesses, the term is also applied to private company financing. What is Equity Financing in SaaS?

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SaaS Finance Essentials

Baremetrics

In this article, we shall get back to basics: What is SaaS finance, and what financial phases can you expect your business to go through? Baremetrics can help you improve your SaaS finance model thanks to our robust forecasting capabilities in Flightpath. What Is SaaS Finance?

SaaS Finance MeetUP – Scaling Finance

OPEXEngine

About two weeks ago, we invited our customers to a private roundtable, virtual discussion on Scaling Finance. This is something that we do every quarter in what we call the SaaS Finance MeetUP. World-class Finance org chart – Bain & Company.

Growing your Startup? Find the Right Startup Financing for Your Capital Needs

Entrepreneurs are facing unprecedented circumstances right now. The capital choices you make will have a lasting impact on the trajectory of your company. Knowing the right questions to ask and how to compare your options is vital to making the best decisions. Download the Startup Finance Playbook to learn more.

Finance at the Forefront

Navint

At the same time, this new model has introduced significant complexity across the business, with much of the burden falling on Finance. Once a standalone function, finance operations must evolve to manage an endless stream of increasingly complex sales and monetization.

The Most Popular Financing Round in 2022

Tomasz Tunguz

Across financing rounds, dilution from capital has fallen by 30-50% in that decade. The round extension is the most popular fundraising round today.

5 Things To Be Wary of In VC Financings

SaaStr

The post 5 Things To Be Wary of In VC Financings appeared first on SaaStr. Even these days, in The Best of Times for SaaS, many founders are wary of Venture Capital. Aren’t they just trying to buy shares too cheaply? Well, yes, sometimes. But early-stage venture capital is so risky.

Bookkeeping vs. accounting vs. controller vs. finance

Baremetrics

Bookkeeping, accounting, and finance management are all critical to the financial success of your business. In this article, we will explore the following comparisons: bookkeeping vs. accounting, accounting vs. controller, controller vs. finance, finance vs. bookkeeping.

The Ins and Outs of Invoice Finance for New Businesses

SaaS Metrics

Invoice finance can be a great way for new businesses to get the cash they need to grow. This type of financing allows businesses to borrow money against their outstanding invoices. The post The Ins and Outs of Invoice Finance for New Businesses first appeared on SaaS Metrics.

Debt Financing Fuels Your Growth - on Your Terms. Zero Dilution.

The landscape of startup financing is changing. Learn why SaaS founders are turning to debt capital options like revenue-based financing.

Fundiza Review By Finance Brokerage

SaaS Metrics

Blog Finance Finance Brokerage FundizaFundiza can be considered a new service as it has been in the market for not a very long time. It started its service in the year 2019. Though it is new in the market, it has made quite an impact already, and gathered many customers.

Invoice Financing for SaaS Companies: What Is It & How Does It Work?

Baremetrics

Invoice financing is an excellent option for SaaS companies looking for a fast and easy way to earn a short-term type of funding. With this type of financing, invoices serve as collateral rather than your own assets.That means 0 borrowed money like with traditional loans.

6 Ways to Build a More Effective SaaS Finance Team

Sage Intacct

If they're being honest with themselves, any successful SaaS company will probably admit that their CFO had a large hand in their good fortune. Software/SaaS SWTL

Small Business Finance: 10 Tips To Maintain Healthy Cash Flow

SaaS Metrics

You can arbitrarily manage finances and make decisions to ensure your company’s success. The post Small Business Finance: 10 Tips To Maintain Healthy Cash Flow first appeared on SaaS Metrics. Blog Small Business FinanceAs a small business owner, you are your boss.

Achieving a Single Source of Truth: A New Standard for CFOs and Finance Teams

Is your finance data becoming increasingly siloed and prone to human error? Learn the 5 key steps to building a reliable single source of truth to improve planning, forecasting, and decision-making across your finance practice.

How to Create Harmony Between SaaS Finance and Sales

Sage Intacct

In a recession , it’s only natural for different departments within a company to be at odds with one another. Stressors are increased. As a SaaS CFO, you have your pet projects and personal vision for the company’s financial future.

How Modern SaaS Finance Teams Can Reduce Customer Churn

OPEXEngine

Embracing a streamlined and modern accounting workflow is one of the best things you can do if your goal is to leverage finance into a true revenue generator. The post How Modern SaaS Finance Teams Can Reduce Customer Churn appeared first on OPEXEngine.

How Modern SaaS Finance Teams Can Reduce Customer Churn

OPEXEngine

Embracing a streamlined and modern accounting workflow is one of the best things you can do if your goal is to leverage finance into a true revenue generator. The post How Modern SaaS Finance Teams Can Reduce Customer Churn appeared first on OPEXEngine.

5 Reporting and SaaS Metrics Must-Haves for SaaS Finance

Sage Intacct

When it comes to being an effective and efficient SaaS CFO, a fintech automation tool can be one of your best friends. Your company probably uses a communication tool like Slack or Microsoft Teams, right? It enables people to stay organized and accomplish more in smaller increments of time.

Preparing for SaaS Funding: Evaluating your Funding Options

Speaker: Jon Steinberg, Co-founder of Mountside Ventures, and Clayton Whitfield, Co-Founder and SVP of Revenue Programs at SaaSOptics

While it may seem that more and more SaaS companies are taking the bootstrap approach to financing, it’s encouraging to know that there are many other viable funding options on the market. Whether you fall into the category of “non-VC compatible,” or just prefer a more non-dilutive option, understanding what alternatives there are and how to evaluate them based on your business and operational goals will pave the way to a successful financing outcome that’ll help scale your business.

How to Grow Your SaaS Business with Debt Financing

The SaaS CFO

We are all familiar with the traditional path of equity financing, exchanging ownership in […]. The post How to Grow Your SaaS Business with Debt Financing appeared first on The SaaS CFO. Financing Debt Financing

The Startup Funding & Financing Guide

Baremetrics

There are more funding and financing options for startups today than there ever have been before. There’s also been an explosion in debate and transparency about navigating startup funding and financing. Let’s explore the funding and financing options for your startup. Company C was funded by pre-orders from customers, a friends and family round, and then through revenue-based financing for a period of time. Equity Financing. Revenue-based financing.

How Modern SaaS Finance Teams Can Reduce Customer Churn

Sage Intacct

Usually, customer churn rate is every SaaS company’s worst enemy. But in this article, we’re going to show you how to not only deal with churn effectively but also how you can use your customer churn data as a valuable tool to build your business. Software/SaaS SWTL

SaaS Conversations – Working Remotely for Finance Professionals

OPEXEngine

Last week, we had a terrific conversation with Jon Lau of InVision and Eric Lundeen from Xero about working remotely as finance professionals. Conclusions about Working Remotely for Finance Professionals.

B2B SaaS Financial Operations Trends Report 2021

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.

Introducing Flightpath Finance: Our New Secret Weapon

Baremetrics

It would be an understatement to say that we’re a fan of Flightpath Finance. We’re excited to announce that Baremetrics has acquired Flightpath Finance. Flightpath finance is our new (now not-so-secret) weapon.

New Survey Offers Insight Into State of Finance Amid COVID-19

Zuora

The post New Survey Offers Insight Into State of Finance Amid COVID-19 appeared first on Zuora. Finance– Full findings will be released in an official report in the coming months. Sign up here to receive the […].

Revenue-Based Financing with Miguel Fernández of Capchase

Chart Mogul

What are the best options for financing based on the stage of the company? What are the best options for financing based on the stage of the company? Revenue-based financing. With revenue-based financing] you can really plan ahead.

8 Finance Mistakes Growing SaaS Businesses Make and How to Fix Them

SaaSX

While many of these mistakes or potential issue items are likely to be more prevalent in a business with a lean (or essentially non-existent) finance team, we’ve seen large businesses deal with many of these same challenges. Institutional Readiness Strategy Finance

The Role of Finance and Accounting in SaaS

The SaaS CFO

The role of finance and accounting in a SaaS company is probably a mystery to most. And, as your SaaS business scales, so must the capabilities of your finance and accounting […]. The post The Role of Finance and Accounting in SaaS appeared first on The SaaS CFO.

The SaaS Finance Roundup

SaaSX

we thought we’d spotlight some of our favorite SaaS financing pieces. The many facets of SaaS financing remain among the most confusing, overwhelming and scary topics for young SaaS founders. SaaS finance success requires careful research, patience, critical thinking and brutal honesty with yourself. Top 20 Things SaaS Founders Should Know About Finance. Essential Finance Concepts for Subscription Businesses.

The Power of the Tech Finance Community

Sage Intacct

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.

SaaS Finance Terminologies: Acronyms of the Trade

SaaS Metrics

Some of the terms included here are also common to other fields such as finance, but they make sense when you are dealing with SaaS (that’s why they have also been included). Let’s jump straight to the SaaS dictionary (arranged alphabetically) that helps users better understand the cloud technology, Uncategorized SaaS Finance Terminologies SaaS Finance Terms SaaS Terms Software As A Service Terminology

How Revenue-Based Financing and Venture Capital Funding Work Together

OPEXEngine

As Chief Credit Officer at Lighter Capital, I work behind the scenes grappling with the data that informs all of our decision-making regarding financing deals, from revenue-based financing (RBF) to term loans and lines of credit. With revenue-based financing, the leading alternative financing solution , a company agrees to share a percentage of future revenue in exchange for up-front capital. What should VCs make of revenue-based financing?

10+ Ways A Venture Financing Can Implode Post-Term Sheet

SaaStr

Missing your financial plan in the middle of a financing. And as frustrating as it may be to hear, it’s a fair reason in many cases not to proceed with a venture financing. Most VCs see this as a real issue, and will want it worked out before the financing closes.

Next-Generation Planning and Finance, A Broader and Slightly Deeper Look

Kellblog

They promise, among other things, to “make finance beautiful” and the whole thing strikes me as a product-led growth strategy for a new tool to build financial models outside of traditional spreadsheets. The company has raised $4M in pre- and seed financing.

Scenario Planning with Confidence - SaaS Finance Peers & VCs Share Tips

Sage Intacct

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.

Financial Planning and Analysis | Key to Strategic Finance

The SaaS CFO

As SaaS companies scale, there is an important function that must be added to your finance org chart. The post Financial Planning and Analysis | Key to Strategic Finance appeared first on The SaaS CFO.

Debt vs. Equity: The SaaS Financing Landscape

SaaSOptics

Debt vs. Equity: The SaaS Financing Landscape . Deciding between raising debt vs. equity financing? While venture capital has historically been associated with SaaS financing, the truth is it’s not suited for every business. . Debt vs. Equity: Equity-based financing.