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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. Top 20 Things SaaS Founders Should Know About Finance. MORE
Over the past decade benchmarking software and SaaS companies , I’ve had the chance at OPEXEngine to work with hundreds of amazing Finance execs who work incredibly hard at getting the right data to support their company’s goals. I’ve been a business partner of Finance and the CFO in several public companies in past lives, and SaaS Finance today is a more demanding operation than Finance was in traditional software companies. SaaS Finance Benchmarks. MORE
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. MORE
Rob has a background in finance, but jumped into the startup world first at Groupon, where he was the GM for their Latin American division, before moving to New York to become the first sales hire for Justworks. The benefits of a career in finance on evaluating companies. MORE
six paths to financing a SaaS business In SaaS Roundup, we comb through the noise to find you only the best SaaS-flavored reads of the week — just our top three. Six Paths to Financing a SaaS Business. MORE
For a B2B SaaS or subscription business, finance operations are no longer just a back office function. Finance executives are playing a larger role in their businesses' strategic direction and growth. To help, w e created the B2B Finance Operations Assessment. We use a three-level system covering three main B2B finance functions: Revenue Recognition, Invoicing & Payments, and Subscription Metrics & Analytics. MORE
Successfully financing a subscription company involves the use of specific metrics and accounting methods. Subscription business owners can take a wealth of steps to finance their brands. Financing the marketing and sales efforts that result in retention takes some work. MORE
Don't move fast and break things. Move Slow & Make Things. Chargebee+QuickBooks pulls your recurring billing & subscription accounting out of the dark ages MORE
Welcome back for part 3 of our Dreamforce 2019 series breaking down the must attend sessions for you and your finance team throughout the week. Why does this matter to finance? Ensuring all sales channels can be structured in a way that leads to downstream automation is critical for finance organizations. Navint can provide expert guidance across all sales channels to ensure sales can be unified with finance. Why does this matter to finance? MORE
46% of finance professionals reported an increasing demand for business counsel beyond just basic reporting and analytics. 92% are hopeful that AI/ML can further increase automation in finance and help create more such time for strategic matters. MORE
In other words, irrespective of the size of a startup’s financing round, whether in the series A or series B, follow-on rounds are typically raised 500 days after the previous one closes. The rate at which startups are raising follow-on rounds is decreasing, and has decreased steadily from 2003 through 2013. Between 2003 and 2006, post-Series A startups raised series Bs about 57% of the time. However from 2011-2014, that figure fell to 28%. MORE
The WSJ published a recent chart of the 49 startups with billion dollar valuations. According to their research, there have never been as many privately held companies with such high valuations ever. The absolute number of these massively valuable companies alone is amazing. Ten years ago, most of them would have gone public by now. But what other insights can we tease from the data about these very special businesses? MORE
Here’s how more advanced methods of automation, including machine learning, can help CFOs transform the finance function to be more of a strategic advisor to the business. In a recent McKinsey survey, only 13 percent of CFOs and other senior business executives polled said their finance organizations use automation technologies, such as robotic process automation (RPA) and machine learning. What Automation Means for Finance Day-to-Day. MORE
This week we hosted a well-attended webinar on – Customer Success & Finance: Get Aligned! The webinar discussed the process and impact of the renewal from both the Customer Success and Finance point of view. The post Customer Success & Finance: Get Aligned! MORE
If you live in the world of Finance as a CFO, Controller, AR Manager, CRO, etc., Allow us to be your one stop shop to break down which sessions are a must attend for you and your finance team. Why does this matter to finance? Why does this matter to finance? Ensuring that your finance team has access to the information they need to do their job efficiently and effectively is critical. Why does this matter to finance? Codey and Astro and Einstein oh my! 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. MORE
While spending for more developed use cases in the financial sector like trade finance and cross-border payments is still healthy and growing strong, relative to six months ago we've seen an acceleration in spending across a variety of other areas, such as energy settlements and warranty claims." The largest chunk of worldwide spending on new blockchain networks – nearly $2.9 MORE
Q: What were the effects on Adobe’s finances when they switched from a licence purchase to a subscription model? The post What were the effects on Adobe’s finances when they switched from a licence purchase to a subscription model? 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
With only 2 people on our Finance & Operations team, we have to be smart about how we use our resources. Finance & Operations. The Finance & Operations Team at ChartMogul. Scale your Finance & Ops department with the right tools. 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. MORE
Revenue-based financing is quickly becoming a popular way for startups to raise funds without sacrificing equity. New investment structures are gaining traction in the early-stage SaaS financing market. A high-level look at Revenue-based financing (RBF). MORE
If you live in the world of Finance as a CFO, Controller, AR Manager, CRO, etc., Allow us to be your one stop shop to break down which sessions are a must attend for you and your finance team. Why does this matter to finance? Why does this matter to finance? Ensuring that your finance team has access to the information they need to do their job efficiently and effectively is critical. Why does this matter to finance? Why does this matter to finance? 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
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? MORE
Welcome back for part two of our “Top 10 Must Attend Sessions for You and Your Finance Team” series for Dreamforce 2019! That is why we have put together a list of the top sessions for you and your finance team so you will not miss a beat. Why does this matter to finance? This is another customer driven session on a topic that is complex for finance organizations to solve because of the impact that subscriptions have across lead to revenue lifecycle. 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. MORE
How did COVID-19 influence the purchase process of banking and finance companies – clients of software companies? – How did Coronavirus affect the finance sector? – How do you feel Coronavirus changed the demand for professional IT services for the finance sector? 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. MORE
Harry’s interview was broad-ranging, covering a number of topics including: Financing lessons I’ve learned during prior bubble periods and, perhaps more importantly, bubble bursts. MORE
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 MORE
Salesforce’s bids would be a combination of cash and stock, and Salesforce would likely have to raise debt to finance the acquisition. Public companies are often required to disclose the process of their acquisition. LinkedIn’s sale to Microsoft is described step by step in an SEC disclosure and it offers both a peek into how these massive acquisitions are consummated, and also illustrates the best practices for how to run a process, both acquisitions and fundraisings. MORE
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 MORE
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. MORE
I’ve gathered the financing histories of the 41 publicly traded SaaS companies and adjusted them for inflation. The table below compares the financing patterns of SaaS companies over time, in cohorts of 4 years. The number of rounds of financing each company raises before IPO has nearly doubled from 2.5 That pattern may be driven by an increasingly friendly financing environment or because of increased capital needs of the business or many other reasons. 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. MORE
Finance Related Topics 
OPEXEngine
MAY 7, 2020
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.
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.
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SaaSX
SEPTEMBER 9, 2019
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. Top 20 Things SaaS Founders Should Know About Finance.
Baremetrics
MAY 7, 2019
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.
Advertisement
The landscape of startup financing is changing. Learn why SaaS founders are turning to debt capital options like revenue-based financing.
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.
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Chargebee
MARCH 27, 2020
As a finance controller in SaaS, you’re no longer just a backstage coordinator
OPEXEngine
JANUARY 28, 2020
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?
Zuora
FEBRUARY 28, 2020
The post Finance is the Next to Fall appeared first on Zuora. Fintech is on fire these days. Morgan Stanley just bought E-Trade for $13 billion. Intuit bought Credit Karma for $7.1 […]. Subscribed Weekly / Thoughts from Tien Tzuo
SaaStr
DECEMBER 28, 2019
Q: What were the effects on Adobe’s finances when they switched from a licence purchase to a subscription model? The post What were the effects on Adobe’s finances when they switched from a licence purchase to a subscription model?
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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.
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Chart Mogul
AUGUST 15, 2019
Revenue-based financing is quickly becoming a popular way for startups to raise funds without sacrificing equity. New investment structures are gaining traction in the early-stage SaaS financing market. A high-level look at Revenue-based financing (RBF).
ChurnZero
AUGUST 24, 2018
This week we hosted a well-attended webinar on – Customer Success & Finance: Get Aligned! The webinar discussed the process and impact of the renewal from both the Customer Success and Finance point of view. The post Customer Success & Finance: Get Aligned!
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.
SaaS Metrics
JULY 17, 2018
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
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.
Kraftblick
MARCH 31, 2020
How did COVID-19 influence the purchase process of banking and finance companies – clients of software companies? – How did Coronavirus affect the finance sector? – How do you feel Coronavirus changed the demand for professional IT services for the finance sector?
OPEXEngine
DECEMBER 24, 2019
Here’s how more advanced methods of automation, including machine learning, can help CFOs transform the finance function to be more of a strategic advisor to the business. In a recent McKinsey survey, only 13 percent of CFOs and other senior business executives polled said their finance organizations use automation technologies, such as robotic process automation (RPA) and machine learning. What Automation Means for Finance Day-to-Day.
Chargebee
JUNE 9, 2020
Growth of any kind demands changes in the status quo. SaaS businesses are no exception. As your SaaS business scales, new processes and functions get added
Kellblog
JUNE 10, 2019
Harry’s interview was broad-ranging, covering a number of topics including: Financing lessons I’ve learned during prior bubble periods and, perhaps more importantly, bubble bursts.
Chart Mogul
MAY 25, 2018
six paths to financing a SaaS business In SaaS Roundup, we comb through the noise to find you only the best SaaS-flavored reads of the week — just our top three. Six Paths to Financing a SaaS Business.
Tom Tunguz
NOVEMBER 8, 2016
Salesforce’s bids would be a combination of cash and stock, and Salesforce would likely have to raise debt to finance the acquisition. Public companies are often required to disclose the process of their acquisition. LinkedIn’s sale to Microsoft is described step by step in an SEC disclosure and it offers both a peek into how these massive acquisitions are consummated, and also illustrates the best practices for how to run a process, both acquisitions and fundraisings.
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.
Tom Tunguz
MAY 10, 2015
In other words, irrespective of the size of a startup’s financing round, whether in the series A or series B, follow-on rounds are typically raised 500 days after the previous one closes. The rate at which startups are raising follow-on rounds is decreasing, and has decreased steadily from 2003 through 2013. Between 2003 and 2006, post-Series A startups raised series Bs about 57% of the time. However from 2011-2014, that figure fell to 28%.
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
Tom Tunguz
APRIL 2, 2014
I’ve gathered the financing histories of the 41 publicly traded SaaS companies and adjusted them for inflation. The table below compares the financing patterns of SaaS companies over time, in cohorts of 4 years. The number of rounds of financing each company raises before IPO has nearly doubled from 2.5 That pattern may be driven by an increasingly friendly financing environment or because of increased capital needs of the business or many other reasons.
Sales Hacker
NOVEMBER 19, 2018
Rob has a background in finance, but jumped into the startup world first at Groupon, where he was the GM for their Latin American division, before moving to New York to become the first sales hire for Justworks. The benefits of a career in finance on evaluating companies.
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
SaaSOptics
MAY 24, 2018
For a B2B SaaS or subscription business, finance operations are no longer just a back office function. Finance executives are playing a larger role in their businesses' strategic direction and growth. To help, w e created the B2B Finance Operations Assessment. We use a three-level system covering three main B2B finance functions: Revenue Recognition, Invoicing & Payments, and Subscription Metrics & Analytics.
Navint
NOVEMBER 13, 2019
Welcome back for part two of our “Top 10 Must Attend Sessions for You and Your Finance Team” series for Dreamforce 2019! That is why we have put together a list of the top sessions for you and your finance team so you will not miss a beat. Why does this matter to finance? This is another customer driven session on a topic that is complex for finance organizations to solve because of the impact that subscriptions have across lead to revenue lifecycle.
Navint
NOVEMBER 14, 2019
Welcome back for part 3 of our Dreamforce 2019 series breaking down the must attend sessions for you and your finance team throughout the week. Why does this matter to finance? Ensuring all sales channels can be structured in a way that leads to downstream automation is critical for finance organizations. Navint can provide expert guidance across all sales channels to ensure sales can be unified with finance. Why does this matter to finance?
Navint
NOVEMBER 12, 2019
If you live in the world of Finance as a CFO, Controller, AR Manager, CRO, etc., Allow us to be your one stop shop to break down which sessions are a must attend for you and your finance team. Why does this matter to finance? Why does this matter to finance? Ensuring that your finance team has access to the information they need to do their job efficiently and effectively is critical. Why does this matter to finance? Codey and Astro and Einstein oh my!
Chart Mogul
JUNE 6, 2019
With only 2 people on our Finance & Operations team, we have to be smart about how we use our resources. Finance & Operations. The Finance & Operations Team at ChartMogul. Scale your Finance & Ops department with the right tools.
IT World
MARCH 6, 2019
While spending for more developed use cases in the financial sector like trade finance and cross-border payments is still healthy and growing strong, relative to six months ago we've seen an acceleration in spending across a variety of other areas, such as energy settlements and warranty claims." The largest chunk of worldwide spending on new blockchain networks – nearly $2.9
Chargebee
FEBRUARY 1, 2019
Don't move fast and break things. Move Slow & Make Things. Chargebee+QuickBooks pulls your recurring billing & subscription accounting out of the dark ages
ProfitWell
APRIL 3, 2020
Successfully financing a subscription company involves the use of specific metrics and accounting methods. Subscription business owners can take a wealth of steps to finance their brands. Financing the marketing and sales efforts that result in retention takes some work.
Navint
NOVEMBER 14, 2019
If you live in the world of Finance as a CFO, Controller, AR Manager, CRO, etc., Allow us to be your one stop shop to break down which sessions are a must attend for you and your finance team. Why does this matter to finance? Why does this matter to finance? Ensuring that your finance team has access to the information they need to do their job efficiently and effectively is critical. Why does this matter to finance? Why does this matter to finance?
Kellblog
JANUARY 30, 2020
46% of finance professionals reported an increasing demand for business counsel beyond just basic reporting and analytics. 92% are hopeful that AI/ML can further increase automation in finance and help create more such time for strategic matters.
Tom Tunguz
OCTOBER 9, 2014
The WSJ published a recent chart of the 49 startups with billion dollar valuations. According to their research, there have never been as many privately held companies with such high valuations ever. The absolute number of these massively valuable companies alone is amazing. Ten years ago, most of them would have gone public by now. But what other insights can we tease from the data about these very special businesses?
OPEXEngine
OCTOBER 31, 2019
Over the past decade benchmarking software and SaaS companies , I’ve had the chance at OPEXEngine to work with hundreds of amazing Finance execs who work incredibly hard at getting the right data to support their company’s goals. I’ve been a business partner of Finance and the CFO in several public companies in past lives, and SaaS Finance today is a more demanding operation than Finance was in traditional software companies. SaaS Finance Benchmarks.
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