Welcome back to The SaaS CFO Podcast! In this episode, our host Ben sits down with James Gasteen, co-founder and CEO of Unaric, to discuss his experience in the SaaS space and his vision for building the largest suite of apps on the Salesforce platform.  

James shares insights on the importance of cross-selling, the value of bringing together different products under one vendor, and the unique approach of Unaric as a holding company that acquires ISVs. 

He also discusses their investment thesis and the criteria they look for in potential acquisitions. Have an app that you’d like to sell? Tune in to learn more about James' journey and the exciting future of Unaric. Let's dive in!

HIGHLIGHTS

[00:00:12] 13-year veteran in Salesforce, ISV merger success. 

[00:04:43] Holding company acquires small ISVs for growth. 

[00:07:43] Unaric established July 2022, 8-person team. 

[00:12:06] Raised funds, shifted focus to software company. 

[00:13:44] Be clear with messaging, understand investment history, timing. 

[00:18:42] 3 of us have 35 years experience. Initial conversations through network and conferences. Chief architect has certification that opens doors. Community oriented ecosystem. Careful portfolio building. Service space makes sense. Cross selling between industries and buyers. Building relationships and getting validation. 

[00:23:34] Building app suite, cross-selling, customer success approach. 

[00:26:44] Loads of events at Unaric.com, Dreamforce party. 

Links

Saas Fundraising Stories: https://www.thesaasnews.com/news/unaric-raises-35-million-in-seedround 
 
James Gasteen’s LinkedIn: https://www.linkedin.com/in/jamesgasteen/ 

James Gasteen’s Instagram: https://www.instagram.com/jgasteen/ 
 
James Gasteen’s Twitter: https://twitter.com/JGasteen 
 
Unaric’s LinkedIn: https://www.linkedin.com/company/unaric/ 
 
Unaric website: https://www.unaric.com/ 
 
Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray/