Dave discusses Squire’s product, the history of the company, how Squire successfully navigated through the early days of COVID, and the role institutional and celebrity angel investors play in the Company. BIO Dave Salvant is a Co-Founder and President of Squire Technologies, a provider of an all-in-one barbershop management platform. Prior to Suire, Dave was a sales associate at AXA and private banking at JP Morgan. He received his Bachelor's degree from the University at Albany (SUNY)...

Barb discussed Sapia’s unique product, the role of artificial intelligence in unbiased hiring, the Sapia data set based on a billion words and 2 million candidate profiles, the initial dataset that Sapia utilized, its first client, go-to-market strategy, and many other things. TIMESTAMPS 01:00 Barb and Sapia 04:20 Five questions to select a candidate 07:50 Artificial Intelligence vs. Machine Learning 10:25 Getting the initial data set 13:25 When your first client is Enterprise… 17:30...

Sean discussed the financial diligence process of SaaS companies, common mistakes in ARR, Gross Profit, and EBITDA calculations, the effects capitalized software and capitalized commissions have on cash EBITDA, and many other things.

Francois shared his experience of bringing the Norway-based Cognite to the US market, discussed the most significant challenges he has faced along the way,  and compared corporate cultures in the US and Europe.  BIO Dr. Francois Laborie is the President of Cognite North America, overseeing Cognite’s expansion and operations in the US, Canada, and Latin America. He has had an extensive career in the technology industry, serving in both research and executive roles. Francois has been at the...

Diamond discussed SaaS valuation and how multiples have changed over the past several years, the main drivers of multiples, and M&A market trends. BIO Diamond Innabi is a Vice President at Software Equity Group, a boutique investment bank focused on B2B software companies. Over her nearly a decade career at SEG, she was instrumental in numerous M&A transactions involving public and private companies as well as private equity funds. TIMESTAMPS 1:45 Why are SaaS companies valued at a...

Marion shared her experience of being a serial entrepreneur, the challenges of raising funds, as well as founding and growing Govenda. We discussed the company’s product, customer base, go-to-market strategy, and everything in between. BIO Marion Lewis is a serial entrepreneur and the Founder and CEO of Govenda, a board management platform that enables effective corporate governance. Prior to Govenda, she was a co-founder and CEO of Tachyon Solutions, a custom application development and...

Miguel discusses the story of Capchase, typical profile of SaaS clients, terms of financing they provide, and how investors and lenders view such financing. BIO Miguel Fernandez is a Co-Founder & CEO of Capchase, an alternative finance provider that enables SaaS companies to access their future contract payments upfront. Prior to launching Capchase, Miguel worked in management consulting and then moved into SaaS. He headed sales and customer success at Geoblink, a Location Intelligence...

Scott discusses the rise of Customer Success, Gainsight Essentials, its GTM strategy, and the most common mistakes by SMBs when it comes to CS. BIO Scott Salkin is SVP & GM, Gainsight Essentials at Gainsight. He is a seasoned entrepreneur, CEO, and senior B2B sales and marketing executive. Prior to joining Gainsight, Scott was the founder and CEO of Allbound, a B2B SaaS platform dedicated to helping businesses accelerate revenue through channel partners and ecosystems. TIMESTAMPS 01:20...

Mark discusses Alpine Investors and Alpine Software Group, a unique holding company they have built by acquiring SaaS companies within several verticals. He also shared Alpine's take on talent, the profile of companies the firm invests in, and SaaS 2.0. BIO Mark Strauch is a founding partner at Alpine Investors and Chairman of Alpine SG, the firm's vertical SaaS aggregation platform. Prior to Alpine, Mark served as CEO of EDC, a financial technology company that was acquired in 2011....

Geoffrey Moore, the author of numerous marketing books (including the all-time classic – Crossing the Chasm), discusses how COVID affected the Chasm and how SaaS companies should apply the blueprint to SMB and Enterprise target markets. He also speaks about Geoffrey’s newest book, Zone to Win, written for later-stage technology companies. BIO Geoffery Moore is a best-selling author, speaker, and advisor who splits his consulting time between start-up companies in the Wildcat Venture...

Bruno discusses the evolution of the Data Analytics space, its current trends, and shares his view on what lies ahead. BIO Bruno Aziza is a recognized authority on Business Intelligence and Information Management. He is a Data & Analytics industry veteran with more than two decades of experience in leading technology companies of various sizes - from startups (Alpine Data) to behemoths (Oracle, Microsoft, and now Google). If you are in the Data & Analytics space be sure to check...

Jan shares the story of Celigo, discusses iPaaS, speaks on the Company’s Org structure and functions, and how he manages the fast-growing company with an exceptional retention profile. BIO Jan is a veteran of the software industry with more than 25 years of experience in sales, marketing, product development, and customer success. He founded Celigo with the goal of simplifying how companies integrate business applications together for a connected enterprise. Prior to Celigo, he worked at...

Vlad discusses lower-middle market SaaS space, competition in the field, Nexa's deal sourcing, due diligence process, deal structures, and exit strategies. He shares a case study about Nexa's acquisition of AutoReturn, whose software connects law enforcement and towing companies. BIO Vlad Besprozvany is a Founder and Managing Partner of Nexa Equity, a private equity firm that invests in lower-middle market software and fintech companies. Prior to founding Nexa, Vlad was a Managing Director at...

Erinn Tarpey is a CMO at Visual Lease, a software provider that helps companies stay compliant with lease accounting standards. In this episode, Erinn discussed her role as a marketer, the structure of her team, how she measures the effectiveness of different marketing functions, her take on NPS, and many other things. She also shared a case study – Visual Lease’s call-to-action with a 65% conversion rate. BIO Erinn has expertise scaling up organizations in SaaS companies during periods of...

Shelley Perry is an investor, board director, and advisor that specializes in the uniqueness of the SaaS ScaleUp Stage. In this interview we discussed ScaleUps, compared the mindset of investors and operators, and touched on the European SaaS space. BIO Shelley Perry is a Managing Director at Scalelogix Ventures. Over her career in SaaS she was an Operating Partner at Insight Partners, CEO of Bynder, Chief Product Officer at NTT, CTO Industry Solutions at Hewlett-Packard, among other things....

Michael Lyon, is a Founder and Managing Director of Vista Point Advisors, an investment bank exclusively focused on Software and internet. In this episode, he discussed main drivers of SaaS valuation and how revenue models may influence it, Private Equity funds that are active in the space, what founders need to fix prior to selling SaaS companies, how they should handle inbound calls from potential investors, and many other things. Bio Michael Lyon is the Founder and Managing Director of...

Faisal Masud, a CEO of Fabric, a cloud-native e-commerce platform for middle market and enterprise clients. Faisal discusses the history of Fabric, what’s behind the company's incredible growth, and what they plan to do with $150M capital they raised in less than a year. You would also be interested to hear his take on ebay, Amazon, UPS, and today’s Silicon Valley. Faisal's Bio Faisal Masud is a CEO of Fabric, which he joined in 2020. Prior to Fabric, Faisal was COO at Wing (Alphabet),...

Patrick Campbell, Founder and CEO of ProfitWell, discussed pricing strategies for SaaS companies. We covered wide variety of topics, from selecting a right price for your software to breaking news to your clients about increasing their price 2x. Patrick's Bio Patrick is a Founder & CEO of ProfitWell, the software for helping subscription companies with their monetization and retention strategies, as well as providing free turnkey subscription financial metrics for over 20,000 companies....

Tom Meister, Co-Founder, COO, and General Counsel at NepFin, discusses Revenue-Based Financing for SaaS (and eCommerce companies), typical terms of such financing, profiles of the companies that should consider it as an option, and many other things. Tom Meister's Bio As COO and General Counsel, Tom manages NepFin's legal affairs and oversees its business operations. Prior to co-founding NepFin, Tom served as Senior Counsel, Capital Markets & Finance at Funding Circle, where he was...

Mark Znutas, Vice President of Go-to-Market Strategy and Operations at HubSpot, discusses HubSpot’s RevOps and how it aligns Sales, Marketing and Customer Success. We also covered HubSpot’s go-to-Market strategy, which has changed drastically over the years. Mark Znutas' Bio Mark is a VP of GTM Strategy and Operationsl at HubSpot, where he leads Go-To-Market (GTM) strategy across Marketing, Sales, and Customer Success. Mark has held several key roles in RevOps at HubSpot, when the company...

Scott Beechuk, Partner at Norwest Venture Partners discusses his experience as a startup founder and his move to VC, the latest market trends, Scott’s investment process, as well as qualitative and quantitative characteristics of companies he likes to invest in. *Scott Beechuk's Bio* Scott brings more than 20 years of product, engineering, and SaaS expertise to his role as a partner on Norwest’s enterprise team. He focuses on early- to late-stage investment opportunities in enterprise SaaS...

Anadelia Fadeev, Director of Demand Generation and Growth at Teleport, discusses lead gen and brand awareness, how she measures effectiveness of campaigns, and "must have" online tools. *Anadelia Fadeev's Bio* Anadelia is a Director of Demand Generation and Growth at Teleport, a Kleiner Perkins-backed software company that allows engineers and security professionals to unify access to Servers, web applications, and databases. Prior to Teleport, Anadelia was Demand generation at several...

Sam Richard, Senior Director of Growth at Openview Partners, discusses Product Led Growth, types of companies that can leverage the strategy, and how traditional SaaS metrics can be misleading when applied to PLG. *Sam Richard's Bio* Sam Richard is Senior Director of Growth at OpenView, helping its portfolio accelerate top-line growth through establishing best practices and processes to support product led growth. At OpenView, Sam works closely with portfolio leadership teams to discover...

Andy Bane, CEO of Element Analytics talks about the company's unique founding story and an important mission of changing how industrial firms unify OT and IT data. *Andy Bane's Bio* Andy oversees the vision, strategy, and growth of Element Analytics, and is a veteran of the Industrial sector. He’s held executive roles at leading enterprise software companies, including EVP & Chief Strategy Officer for ABB Enterprise Software, EVP of Product Management. and CMO at Ventyx, a Vista Equity...