Sage Intacct

OCTOBER 26, 2021

As FinOps takes a bigger role in charting the growth of a SaaS company, what are the benchmarks for what to do, and when? Sage Intacct, The SaaS CFO, and RevOps Squared conducted research throughout Summer 2021 to benchmark how recurring revenue companies managed the financial reporting process.

Benchmarks 145

Benchmarks SaaS Revenue Management 145

Sage Intacct

JUNE 23, 2022

If you’re the CFO of a subscription billing company, you want to bring clarity to decisions, understand where to invest, and track cash-flow and SaaS metrics, in the chaos of dynamic, competitive markets.

Metrics 119

Metrics Software Subscription Payment Features 119

BetterCloud

JUNE 22, 2023

You’ve decided on the SaaS management platform that best meets your needs. The next step is approaching your Chief Financial Officer (CFO). For making the business case to your CFO, there’s some fundamental questions you should be prepared to answer. Why does your organization need a SaaS management platform?

Business 52

Business Operational efficiency. Finance Technical Review 52

BetterCloud

MARCH 12, 2024

It is more common now than it was in previous years for IT to roll up to the CFO. In fact, more than half of IT professionals say that the attention SaaS purchases and spending have received in their organization is increasing compared to last year. “ Spend and budgeting is top of mind for every IT team.

Acquisition 52

Acquisition Finance AI SaaS 52

SaaStr

NOVEMBER 19, 2020

ARR VPCS: $2m ARR VPP: $3m-$4m ARR VPE: $5m-$6m ARR CFO: $10m ARR COO: $20m ARR. But it’s a good question and I thought it might make sense to set out an Ideal VP Hiring Plan for Most SaaS Companies. IME, rough order to make hires in: VPM: $0.2m ARR VPS: $1-$1.5m More here: [link]. He asked which to hire first. Make the hire now.

Part-Time VPE 363

Part-Time VPE Sales Hiring CTO Hire Scale 363

Baremetrics

NOVEMBER 21, 2021

Bookkeepers, accountants, controllers, and CFOs all have different roles. While sometimes the tasks associated with the roles can be outsourced, there will come a time when you need to have someone in-house performing the jobs. Controller, CFO, and finance What is a controller? What is a CFO? Try Baremetrics free.

Finance 98

Finance Payment Services Payment Features Forecasting 98

The SaaS CFO

JANUARY 26, 2020

You’ve decided that it’s time to take on investment or sell your SaaS company. Preliminary SaaS due diligence. Depending on your role and what side of the table you’ve been on, the […]. The post How to Prepare for Preliminary SaaS Due Diligence appeared first on The SaaS CFO. What’s next?

SaaS 131

SaaS Investment Business 131

Intercom, Inc.

NOVEMBER 23, 2021

We are also adding former Marketo CFO Fred Ball to our Board of Directors. We are also adding former Marketo CFO Fred Ball to our Board of Directors. In her role as General Counsel, Cheree McAlpine will set the strategy for Intercom’s legal team and prepare the company for continued growth. Welcome Fred Ball, Board Member.

Scale 118

Scale Leadership Communication Sales Hiring 118

SaaStr

OCTOBER 4, 2019

Before that, Jeppe was the CFO @ Tradeshift where he first hand saw their scaling to 190 countries with offices in 6 different locations. In Today’s Episode We Discuss: * How did Jeppe make his way into the world of startups and SaaS with his becoming CFO @ Tradeshift? Loving our podcast content? What changes? *

Scale 144

Scale SMB Technical Review Software Review 144

SaaStr

MARCH 26, 2019

After Jeff Haller (CEO/Partner) and Kathi Haller (CFO/Partner) attended the SaaStr Annual in 2018, they knew they had to find a way to take some of their learnings back to the rest of the team. We signed up our entire management team: CEO, CFO, directors, and managers, which right now is roughly 10 people. How did you roll it out?

Leadership 148

Leadership SaaS Management Investment 148

SaaStr

JANUARY 9, 2021

Below, we outline some of her advice for going long in SaaS. Below, we outline some of her advice for going long in SaaS. ps – if you missed her session from saastr annual, catch up on that here.). When to Move on from CEO. The first step she did was take an honest self-assessment that let herself say “I’m a little tired.

Scaling 219

Scaling Travel Investment Enterprise 219

OPEXEngine

FEBRUARY 1, 2022

When it comes to IPOs, 2021 was an excellent year for SaaS companies. Accelerated digital transformation across industries put SaaS companies firmly on the hypergrowth path. According to Gartner , the SaaS industry has grown from $35 billion in 2015 to $145 billion in 2021. Focus on a multi-year horizon.

SaaS Payments 52

SaaS Payments Payment Services Payment Solutions SaaS 52

ChurnZero

NOVEMBER 4, 2022

Discover the lessons these three SaaS CEOs have learned from leading customer-centric businesses through an economic slump, and how you can apply them. A SaaS business’s greatest source of intel is direct customer feedback. CSMs have the closest relationship with the customer out of any role in the company.

Customer Success 98

Customer Success Scale SaaS Finance 98

FastSpring

SEPTEMBER 8, 2020

FastSpring has a long track record of innovation and growth that I am excited to start contributing towards in my role as Chief Financial Officer. The role of the Chief Financial Officer is centered on; capital efficiency, general economics, limited resources, and investing most efficiently to get the best ROI.

Business 99

Business Company Culture Leadership Innovation 99

OPEXEngine

MAY 4, 2021

Corporate finance experience is declining, while investment banking is rising, as a path to the CFO seat, CFO Dive data shows. The most sure-fire way for aspiring CFOs to attract the notice of CEOs and boards is to bring a strategic mindset, communicate well and showcase a background in operational finance, recruiters say.

Payment Services 52

Payment Services Finance Communication Strategy 52

OPEXEngine

FEBRUARY 8, 2022

Her appointment to this new role comes on the heels of substantial company growth following the Bain & Co. Most recently, she founded The CFO District, a consulting firm that advances Miami-based tech startups from the ideation stage to cash flow-positive, profitable business. I’m the go-to person for all my friends and family.

Benchmarks 52

Benchmarks Finance Consulting Engineering 52

OPEXEngine

FEBRUARY 13, 2020

A Couple SaaS Generations Ago… Traditional software companies managed sales, product development, finance and HR in siloed organizations by function. In the early SaaS days, management structure was essentially the same. And HR was essentially a resource administration function, often sitting under the CFO.

Part-Time CTO 69

Part-Time CTO CTO CTO Hire Management 69

The SaaS CFO

SEPTEMBER 21, 2020

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.

Finance 52

Finance SaaS Scaling Business 52

CustomerSuccessBox

DECEMBER 3, 2021

New areas of investment have been identified and you are ready to speak with the CEO/CFO about additional budget requirements. The only thing that you need to do is to ‘convince’ your CFO or anyone holding the purse strings. The CFO has to understand the value that a customer brings to the organization is great. Revenue growth.

Customer Success 52

Customer Success Data Technical Review Headcount 52

OPEXEngine

JANUARY 18, 2022

CFOs at Broadridge, DocuSign, and Trivago have relied on their diverse professional experiences to lead during the pandemic-related uncertainty of the past few years. The impact of the pandemic was quite dramatic as we literally lost all of our revenue from one week to the other,” said Marcus Tillmann, CFO of online travel site Trivago. “The

SaaS Payments 52

SaaS Payments Scale Strategy Payment Services 52

OPEXEngine

MARCH 31, 2021

CFOs want FP&A to become stewards of value creation, not just to keep score. If you’re a business leader or CFO committed to future-proofing your company, we highly recommend that you read a new brief from Bain & Company, When Financial Planning and Analysis Needs an Overhaul. .

Business Model 52

Business Model Communication Technology Software 52

OPEXEngine

NOVEMBER 22, 2022

“Industry-Centric” SaaS business models offer an alternative SaaS company categorization to the “Customer-Centric” SaaS model, which is defined based on the “go-to-market” strategy used by a management team. Both the Customer-Centric and Industry-Centric classifications provide valuable frameworks for evaluating SaaS companies.

Business Model 52

Business Model Business SaaS Scale 52

Point Nine Land

MARCH 7, 2019

The issues are real and include:  —  @jasonlk In a funny coincidence, one of our portfolio CEOs wrote me an email with the subject “Should we be hiring a CFO?” As you’d expect from Jason, he didn’t try to sugarcoat things: A top trend I have noticed past 3 years: Startups are MUCH, MUCH worse at finance. Like, all of them.

Sales Hiring 72

Sales Hiring Outsourcing Services Payment Services Finance 72

Andreessen Horowitz

FEBRUARY 8, 2024

In traditional B2B SaaS sales, companies want to sell large upfront annual commitments, so salespeople’s compensation is mostly designed to maximize deal size. Sales value-add: The sales team’s primary role is acquiring new customers and helping them get started with your product. The problem comes down to incentives.

Compensation 89

Compensation Sales Recruiting Sales Systems Review 89

SaaSOptics

JUNE 24, 2021

This is true across all industries, but it’s especially true in the SaaS world. FinOps: What’s the difference? RevOps vs. FinOps: there are too many abbreviations and acronyms out there. What You’ll Learn: Definitions of both FinOps and RevOps . Where each lives in the business. When you should implement each . What is RevOps? . The solution?

Scale 72

Scale Headcount Finance Churn 72

Valuize Consulting

DECEMBER 23, 2021

While these trends began to take shape in 2020, they were forced into hyperdrive this year and created a new normal for the SaaS world. . We’ve compiled our top 5 most-read CS & SaaS blog posts of the year that reflect the key priorities for the industry in 2021 and give us a glimpse into the trends that will be shaping CS in 2022.

Customer Success 52

Customer Success Scale Leadership Retention 52

Sales Hacker

AUGUST 3, 2020

It would be foolish to tell you that every CRO and CFO I talk to agrees with me in saying that SDRs are a no-brainer investment. We’ll also assume you sell a mid-market $50K ACV SaaS product. Call it $127K that your CFO needs to budget for each AE. In fact, it’s typically the opposite. I know you’re skeptical.

Sales Recruiting 91

Sales Recruiting Sales Hiring Investment Technical Review 91

SaaSHolic

MAY 5, 2023

The speakers believe that the next 10 years will be better for the region, with opportunities for investment in various industries using technology to solve problems. Latin America has interesting characteristics that make it a viable place for investment, including a high level of internet penetration and social engagement.

Technical Review 90

Technical Review VP of Engineering Development Team Review Software Review 90

Kellblog

JUNE 7, 2020

Before the SaaS era, enterprise software categories almost always converged because IT was all-powerful and saw its role as entropy minimization [7]. SaaS empowered line of business buyers to end-run IT because they could simply buy an app without much IT support or approval [8]. That’s the topic of this post.

Scale 104

Scale Underperforming Technical Team Technical Review Finance 104

Chart Mogul

SEPTEMBER 15, 2023

For years we have been reading and hand-picking the best SaaS blog posts to share with 24K+ SaaS Roundup subscribers. Subscriber or not, anyone who wants to increase their SaaS knowledge will benefit by reading the curated posts below. The library encompasses hours and hours of reading, listening, and viewing material.

Scale 52

Scale Underperforming Technical Team Sales Hiring SaaS 52

Valuize Consulting

FEBRUARY 3, 2022

With analysts, investors, CEOs and CFOs all focused on this one powerful metric, you’re at great risk of falling behind the competition if you don’t prioritize NDR. It’s unfortunately at times overlooked, but increasingly becoming one of the most core KPIs for any SaaS company.”. NDR Is Your MVP. – Nick Mehta , CEO, Gainsight.

Retention 52

Retention Metrics B2B Customer Success 52

InsightSquared

JANUARY 29, 2018

It sparked the question, “Is revenue operations just another word for sales operations, or are the roles fundamentally different?”. We spoke to several operations professionals to help us better define revenue ops, and understand how the role fits into an organization relative to sales ops.

Scale 109

Scale Revenue Technical Advisors Sales 109

OpenView Labs

NOVEMBER 9, 2021

45% of SaaS companies now have some form of usage-based pricing (UBP), up from 34% last year, according to new data from OpenView’s State of Usage-Based Pricing Report. Increasingly, end users are finding SaaS products and then telling their boss what to buy. Usage-based pricing is, frankly, trendy. Let’s dive in. Buyers are changing.

Pricing 73

Pricing Trends Scale Subscription 73

Sales Hacker

MAY 6, 2021

For sales reps interested in the VP of sales career path, it’s also important to know what you’re working towards and how to work on personal and professional development to be able to take on this role one day. This includes roles that are complementary to sales like renewals, customer success, and solution engineering.

VP of Engineering 93

VP of Engineering Sales Hiring Sales Recruiting Sales 93

SaaSOptics

MAY 25, 2018

You may be wondering, “what is a fractional CFO?”. As a business grows, the need for buttoned up financial operations and more accurate metrics increases, but a full-time CFO might not be necessary (or in the budget). Today, Driven Insights relies on SaaSOptics to manage the financial operations for its SaaS clients.

Finance 40

Finance Metrics Churn Revenue 40

SaaSOptics

MAY 25, 2018

You may be wondering, “what is a fractional CFO?”. As a business grows, the need for buttoned up financial operations and more accurate metrics increases, but a full-time CFO might not be necessary (or in the budget). Today, Driven Insights relies on SaaSOptics to manage the financial operations for its SaaS clients.

Finance 40

Finance Metrics Churn Revenue 40

OPEXEngine

DECEMBER 17, 2019

In the many years I’ve worked with SaaS companies, I continue to observe a surprising lack of standardization of SaaS metrics and performance reporting. My experience reinforces the fact that SaaS business model variants and approaches to measuring performance via metrics are still very much undefined. The Value of Benchmarking.

Benchmarks 40

Benchmarks Metrics Headcount SaaS 40