On this episode we sit down with Ben Murray, "The SaaS CFO" & CFO of Cartegraph as we kick off a 7 part series on How to Scale and Grow Your Financial Operations. Here is the link to view Ben's checklist on Closing Your Books. https://www.thesaascfo.com/saasoptics/

On this episode we speak with Jeff Haskett, President of Clarus R+D, on the Path Act, key tax advantages you can be getting to help you stay funded and extend your capital. Having raised multiple rounds of funding themselves, Jeff has helped hundreds of SaaS businesses get back money they deserve.

For more information on Clarus R+D: https://clarusrd.com/saasoptics/

In this episode, we speak with Peter Chase, co-founder and EVP of Scribe Software that was acquired by TIBCO for 7x SaaS arr, had 160% net retention and a 3% churn rate. Now the founder of AccelARRate, he is helping B2B SaaS companies achieve similar results.

Peter breaks down what made them successful, lessons learned from the acquisition, and 3 strategies you should be implementing to fuel your growth.

Visit AccelARRate: https://www.accelarrate.com/

On this episode we talk to VP of Finance & Operations Brian Montminy about what Lessonly has been up to, the 3 rounds of funding they have raised, how Lessonly's executive team prepared for each round of funding, the things the rest of the company doesn't hear about, the nuances that you should be aware of, what 2020 holds for Lessonly and 2 takeaways.

On this episode we cover: Differences between ARR/MRR. What goes into the calculation? How do you set it up? When do you use one vs the other? What are pain points of each? What your investor is looking for?

On this episode we chat with Peter Ord, forder VP of Sales at Dealer Socket and Founder & CEO of Beynd.

1. Being a first time founder, how Ord learned to navigate the waters of raising capital? Where to look who to turn to? Did he have mentors that helped him along the way?

2. How many investors did he need to speak with before choosing the right one?

3. What signs in their business told Beynd was ready for a seed round?

4. What is in store next for Beynd?

5. Anything Peter would do differently looking back?

What We Cover on This Episode: How CompuServe paved the way for software and B2B SaaS 30 years later. What it was like for Wilkins to take 2 companies public? What would he do differently if you had to go back and do it again? Why he decided to become the CEO of FMX? Why FMX decided to go with SaaS Capital for a line of credit vs an equity round? Next steps for FMX.

On this episode we cover: Why using recognized revenue isnt enough? What other metrics you should be looking at? Why waiting to make the change could be a costly mistake in your valuation? What story are you seeing in your business? How to make the change now before its too late?

On this episode, we sit down with Tim McCormick, CEO of SaaSOptics. Tim has 30+ years in the software business - leading sales and marketing teams. He has been apart of 2 successful exits - 1 with Internet Security Systems (ISS) in 2006 sold to IBM for $1.3B (lead global marketing) and the other was JouleX in 2013, sold to Cisco for $107M (lead sales & marketing). He joined SaaSOptics as 8th employee in 2016 as CEO, led our Seed, Series A, and Series B rounds.

What we cover: The three things to look for in raising a healthy round of funding? Why going for the biggest valuation doesn't always make the most sense for your business? Why different businesses have different size rounds of funding? Best practices to follow when raising your next round. And a bonus question about the hoildays.

What we cover in this episode: What is CAC and CLV? What divisions of the business care about it? What makes up the calculation? Why are they important for the entirety of a SaaS business to look at? What is an optimal ratio you should be achieving? What ratio will scare investors away?