The Revenue Dilemma

#3: The Revenue Algorithm: How Great Operators Build Enterprise Value in Software with Sam Monti


Listen Later

In this episode, Sam Monti joins us for a masterclass on building enterprise value in software businesses — from scaling recurring revenue and structuring sales compensation to executing disciplined M&A and shaping high-performance cultures inside private-equity-backed companies.

Drawing on decades of operating experience across industrial, SaaS, MarTech, legal tech, and supply chain software — and leadership roles at companies like Epicor, Lithium/WP Engine, and Vista-backed platforms — Sam breaks down his simple but powerful “revenue algorithm,” explains why most companies leave millions on the table, and shares hard-earned lessons from more than 30 acquisitions.

You’ll hear stories from his time inside PE portfolio companies and public enterprises — including:

  • Why net revenue retention is the single most important growth lever in software businesses
  • How to design commission plans that actually maximize enterprise value
  • The “Moneyball” approach to acquisitions — and why smaller, strategic targets often outperform splashy deals
  • What most buyers get wrong about culture integration after an acquisition
  • When to build vs. buy product capabilities — and how to avoid costly engineering detours
  • Why great boards, meritocratic cultures, and operational rigor outperform flashy mission statements
  • How Sam thinks about legacy, board service, and teaching the next generation of operators

It’s a candid, tactical conversation for revenue leaders, CFOs, founders, and private-equity operators focused on bending the growth curve — without overcomplicating what really drives value.


About Sam:

Sam Monti is a veteran software operator and executive with decades of experience scaling private-equity-backed and public companies. He has held senior leadership roles at Epicor, Lithium/WP Engine, and multiple Vista-backed platforms, and has led or supported more than 30 acquisitions across SaaS, MarTech, supply chain, industrial, and legal technology. Known for his practical, value-creation mindset, Sam focuses on improving net revenue retention, sharpening go-to-market execution, and building durable operating cultures.


Sam Monti on Linkedin

Tony Capasso on ⁠Linkedin⁠

OnProfit ⁠Website⁠

Revenue Dilemma ⁠Website⁠

The Revenue Dilemma on ⁠Linkedin⁠

The Revenue Dilemma on ⁠Youtube⁠⁠Spotify⁠⁠Apple

...more
View all episodesView all episodes
Download on the App Store

The Revenue DilemmaBy Tony Capasso