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. Top 20 Things SaaS Founders Should Know About Finance.

Why SaaS Finance Controllers Deserve a Seat at The Table

Chargebee

As a finance controller in SaaS, you’re no longer just a backstage coordinator

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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.

Banking & Finance CIOs on How Coronavirus Changed Software Services Demand

Kraftblick

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?

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.

Finance is the Next to Fall

Zuora

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

What were the effects on Adobe’s finances when they switched from a licence purchase to a subscription model?

SaaStr

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?

How Revenue-Based Financing Works and What RBF Providers Care About

Chart Mogul

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).

Customer Success & Finance: Get Aligned!

ChurnZero

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!

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

How SaaS CFOs Automate Finance

Sage Intacct

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.

How Automation and Machine Learning are Reshaping the Finance Function, Part One

OPEXEngine

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.

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

Appearance on the Twenty Minute VC: Financing Thoughts, The Private Equity Sales Process, and More

Kellblog

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.

Building auction pressure in financings

Tom Tunguz

The most effective financing processes, like the most effective auctions, create scarcity. Of late, many founders have been triggering pre-emptive financing processes for their raises. An early process has the potential to eliminate financing risk much earlier than expected. Founders can steer the financing to investors of their choice with more control than a standard process. First, like any financing, these processes are time expensive.

?? SaaS Roundup #120: Financing, selling, scaling

Chart Mogul

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.

How to Build Auction Pressure in Acquisitions and Financings

Tom Tunguz

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.

Key Bank SaaS Survey: Four Takeaways for Finance Teams

Sage Intacct

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.

PODCAST 34: The Benefit of Finance Background to Help Company Growth w/ Rob Lopez

Sales Hacker

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.

4 Key Takeaways from the Modern SaaS Finance Summit

Sage Intacct

“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

The Decreasing Follow On Financing Success of Startups

Tom Tunguz

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%.

The Financing Trends of Billion Dollar SaaS Companies

Tom Tunguz

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.

How SaaS Finance Teams Prove out Business Models

Sage Intacct

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

Finance and Revenue Operations Leaders The Top 10 “Must Attend” Dreamforce Sessions for You and Your Teams Part 2

Navint

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.

Finance and Revenue Operations Leaders The Top 10 “Must Attend” Dreamforce Sessions for You and Your Teams Part 3

Navint

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?

How to Measure the Maturity of Your Finance Operations

SaaSOptics

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.

Finance and Revenue Operations Leaders The Top 10 “Must Attend” Dreamforce Sessions for you and your teams

Navint

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!

How We Run Finance & Operations with Two People at ChartMogul

Chart Mogul

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.

Global blockchain spending to hit $12.4B by 2022; finance sector leads growth

IT World

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

Why ‘Move fast and break things’ doesn’t always work for mission-critical function for Finance

Chargebee

Don't move fast and break things. Move Slow & Make Things. Chargebee+QuickBooks pulls your recurring billing & subscription accounting out of the dark ages

Finance and Revenue Operations Leaders The Top 10 “Must Attend” Dreamforce Sessions for You and Your Teams

Navint

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?

The Key Financing Attributes of Startups in the Billion Dollar Club

Tom Tunguz

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?

SaaS FP&A – Are You Up to the Challenge?

OPEXEngine

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.

The Sage CFO 3.0 Research Launch

Kellblog

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.

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Fintech Can Save Us From Ourselves

Andreessen Horowitz

Relatedly, it’s exceptionally tough to change consumers’ behavior around their finances. fintech autonomous finance credit card debt prize-linked savingsIt’s a well-known fact that people act irrationally when it comes to money.

What Makes Zoom So Special?

OpenView Labs

Finance & OperationsThe post What Makes Zoom So Special? appeared first on OpenView Labs.

Seeking the ‘Google Maps for Money’

Andreessen Horowitz

fintech autonomous finance credit card debt debt settlement financial services student debtWhen you enter your desired destination into Google Maps, the app plots out the fastest, most efficient route, even adjusting for traffic and coffee stops along the way. You don’t even need to enter your current location—Google Maps already knows … The post Seeking the ‘Google Maps for Money’ appeared first on Andreessen Horowitz.

Memories of the bad old days

The SaaS Garage

While numerous, allegedly well financed, startups drove against the wall, a small group of companies also disappeared from the radar, apparently went into some kind of a stealth mode, but only to come back a few years later going puiblic on the German stock exchange.

Founders: Please don’t allow anyone to screw your early backers

The Angel VC

Understanding the mechanics of founder re-ups in financing rounds This post will likely not make me more popular and might offend some people. In the last 12 months or so it happened several times that later-stage VCs, as part of financing rounds, offered a “re-up” (i.e.

Podcast: Inside Scoop on Financing and Structuring the Deal the Right Way, an Interview with Matt Boettner

Divestopedia

Deal structures are complicated, wonderful things. You really can negotiate for the terms you need to make a successful business transition. Let Matt Boettner tell you how