Welcome to The SaaS CFO Podcast! In this episode, host Ben sits down with Gilad Uziely, co-founder and CEO of Sequence (getsequence.io), for an open and insightful conversation about the rollercoaster journey of entrepreneurship and fintech innovation. Gilad shares his fascinating background—from growing up in Israel to building businesses across multiple industries, including hospitality and tech startups. 

The discussion dives deep into Sequence, a platform Gilad describes as “Zapier for money,” designed to help both individuals and small business owners seamlessly connect, automate, and manage their complex financial lives across various accounts. Gilad opens up about the challenges of pivoting from a failed neobank startup, the tough lessons learned through restructuring and fundraising (including wrangling 83 signatures to clean up a cap table!), and the resilience required to move forward. 

If you’re interested in the realities of founding, pivoting, and scaling a SaaS company in the fintech world—or want a behind-the-scenes look at what it takes to build tools for micro-businesses and solopreneurs—this candid episode is for you. Gilad also shares his outlook on metrics that matter, building a strong company culture, and what’s next for Sequence as they take on the challenge of simplifying how we manage money. 

Tune in to hear Gilad’s remarkable journey, practical lessons for founders, and what it truly takes to turn setbacks into new opportunities.  

Show Notes: 

00:00 "Program Your Money Easily" 

04:29 Small Business Clients with Diverse Income 

06:44 Business App for Revenue Tracking 

11:16 Startup Pivot: Conviction and Blue Oceans 

13:40 Fraudulent Users Increase Acquisition Costs 

18:42 Critical Pivot Fueled by Investment 

21:49 Targeting Small Business Customers 

26:23 Cutting Acquisition Costs with Partnerships 

27:27 "Join Sequence: Community & Content" 

Links: 

SaaS Fundraising Stories: https://www.thesaasnews.com/news/sequence-raises-75-million-in-funding 

Gilad Uziely’s LinkedIn: https://www.linkedin.com/in/giladuziely/ 

Sequence’s LinkedIn: https://www.linkedin.com/company/getsequence/ 

Sequence’s Website: https://www.getsequence.io/ 

To learn more about Ben check out the links below: 

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