The Fintech Playbook

Forecastr: Mitch Pangallo


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Summary

In today’s episode, we’re going to delve into an inspiring journey with Mitch Pangallo, a guy who found his niche in sales and finance somewhat unexpectedly. Growing up in Northern Kentucky, Mitch’s childhood was shaped by family influence, notably his dad, who instilled in him a love for Excel. His early exposure to excel in such a unique way played a crucial role in his career trajectory, as an accounting major and entrepreneur and later as the Director of Sales at Forecaster - an FP&A solution for startups. At Forecastr, Mitch has scaled the inbound funnel from $100k to $2.5M in ARR in less than 3 years. His story offers invaluable insights for anyone looking to make their mark in the FinTech space.


Takeaways

  • Financial modeling and data-driven decision-making are crucial in sales and growth strategies.
  • Founders should set up systems before hiring sales and marketing professionals.
  • Doing things that don't scale and optimizing later can lead to success.
  • Financial sustainability and profitability should be prioritized in startups.

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The Fintech PlaybookBy Austin Carroll