The SaaS CFO

$7M Raised to Help Attorneys Win More Clients


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Greetings, SaaS CFO community! Welcome to another exciting episode of The SaaS CFO Podcast. I'm your host, Ben, and today we have a special guest, Jake Soffer, the software founder, and CEO of FirmPilot. Jake's journey is nothing short of inspiring, starting from his days as a recruited hockey player at RPI, diving deep into the fascinating world of Natural Language Processing (NLP), and eventually venturing into entrepreneurship. 

In this episode, Jake shares invaluable insights from his experience founding Rollio, a cutting-edge natural language interface for CRMs, and how he navigated every classic first-time founder mistake along the way. We'll delve into FirmPilot, the innovative company he founded in 2023, which is revolutionizing the legal marketing landscape with AI-driven SEO, social media, and ad management solutions tailored for law firms. 

Tune in as Jake reveals FirmPilot's journey from a simple experiment to a thriving business, his strategic approach to targeting small and solo law firms, and how they've already achieved top Google rankings for their clients. Plus, you'll hear about how FirmPilot’s go-to-market strategies, fundraising experiences, and metrics for success have shaped the company's growth trajectory. Whether you're a seasoned founder or an aspiring entrepreneur, this episode is packed with lessons and inspiration. Let's dive in! 

Show Notes: 

00:00 Data-driven content creation to boost online presence. 

03:41 Transitioned from Rollio, helped brother, created MVP. 

09:21 Personalized approach and creative outreach for sales. 

12:42 Focus on key metrics for current stage. 

14:39 Focused on growth, hired first set of bdRs. 

Links: 

SaaS Fundraising Stories: https://www.thesaasnews.com/news/firmpilot-closes-7-million-in-series-a 

Jake Soffer’s LinkedIn: https://www.linkedin.com/in/jake-soffer-00797a62/ 

FirmPilot’s LinkedIn: https://www.linkedin.com/company/firmpilot/ 

FirmPilot’s Website: https://firmpilot.com/ 

SaaS Metrics Course here:

https://www.thesaasacademy.com/the-saas-metrics-foundation-live-cohort-new?mc_cid=b89d27187d&mc_eid=20fbb3e1b5

To learn more about Ben check out the links below:

Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe

Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page

SaaS Metrics courses here: https://www.thesaasacademy.com/

Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

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The SaaS CFOBy Ben Murray

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