The SaaS CFO

Welcome back to The SaaS CFO Podcast! In this episode, Ben Murray sits down with Ankur Goyal, CEO and founder of Fibr AI, to explore the cutting edge of AI-powered web experiences in the B2B tech landscape. Ankur Goyal shares his journey from engineering and early roles at Nestle and startups, through an MBA at Stanford, to launching and exiting his first venture before starting Fibr AI. 

We’ll dive into how Fibr AI transforms static websites into intelligent, campaign-driven experiences, helping heavily regulated industries like banking and healthcare boost conversion and personalize customer journeys. Ankur Goyal also opens up about raising $7.5 million in funding, lessons learned from multiple startups, and why clear alignment with investors is crucial in early rounds. 

Expect insights on enterprise SaaS go-to-market strategies, the realities of pricing complex AI products, and the operational metrics driving growth at Fibr AI. Whether you’re a SaaS founder, finance leader, or just AI-curious, this episode is packed with actionable takeaways and inspiration. 

Show Notes: 

00:00 How Fiber AI started 

03:41 Ensuring consistent web messaging 

07:09 Entering B2B with banking clients 

10:11 Raising funds with angel investors 

15:30 Challenges with investor feedback 

18:44 Explaining the pricing model 

22:49 Tracking sales cycle duration 

25:23 Focusing on internal scalability 

26:46 Ending and show notes info 

Links:  

SaaS Fundraising Stories: https://www.thesaasnews.com/news/fibr-ai-raises-7-5-million-seed-round 

Ankur Goyal’s LinkedIn: https://www.linkedin.com/in/ankurgoyal22/ 

Fibr AI’s LinkedIn: https://www.linkedin.com/company/fibrai/ 

Fibr AI’s Website: https://fibr.ai/ 

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 

Welcome back to The SaaS CFO Podcast! In this episode, Ben Murray sits down with Bobby Ocampo, Managing Partner at Blueprint Equity, for a candid conversation that flips the script—from founder journeys to the investor’s perspective. Bobby Ocampo shares his path from physics major to private equity leader, and together they dive into what he calls the “missing middle” of growth equity investing. 

This discussion explores how the SaaS landscape is being redefined by AI, what investors now look for in SaaS and AI-driven businesses, and how founders can build defensible, vertical software companies in today’s competitive market. If you’ve ever wondered how investment criteria are evolving—and what metrics, strategies, and AI trends matter most when raising capital—this episode offers actionable insights straight from the dealmaking front lines. 

Show Notes: 

00:00 Introduction to Growth Equity 

05:30 Adopting AI in SaaS products 

09:53 Building trust and community 

10:27 Trust and support in software business 

14:15 Early growth equity challenges 

18:23 Challenges with AI Monetization 

22:53 Valuation for legacy SaaS companies 

25:10 Importance of AI in investments 

29:47 What makes an investment attractive 

31:02 Thinking about raising funds 

34:43 Understanding venture capital returns 

37:07 Discussing future growth strategies 

Links: 

Bobby Ocampo’s LinkedIn: https://www.linkedin.com/in/bocampo/ 

Blueprint Equity’s LinkedIn: https://www.linkedin.com/company/blueprint-equity/ 

Blueprint Equity’s Website: https://www.onblueprint.com/ 

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 

Welcome to The SaaS CFO Podcast! This episode features Agastya Samat, co-founder and CEO of Zeya Health, who shares his unique journey from leaving corporate law to launching a SaaS company focused on AI-powered solutions for outpatient clinics in Asia. Ben Murray and Agastya Samat dive into how Zeya is tackling the technical challenge of delivering customized patient engagement tools at scale, and how founder-led sales, strategic partnerships, and early revenue have fueled their rapid growth. 

The conversation covers key lessons from participating in the Antler startup residency program and sheds light on choosing the right pricing model, experimenting with product-market fit, and identifying the operational metrics that drive success. 

Agastya Samat also discusses building and scaling an engineering team, leveraging AI in both product development and business operations, and Zeya’s ambitions for international expansion. If you’re interested in SaaS, digital health, or startup growth, this episode is packed with practical advice and fresh perspective. 

Show Notes: 

00:00 Bringing AI to healthcare in Asia 

03:35 Building outpatient clinic solutions 

08:01 Changes in residency program approach 

10:25 Experiences in the Antler program 

16:45 Finding the right North Star metric 

18:57 Using new models for marketing 

20:50 Where to learn about Zeah Health 

Links: 

SaaS Fundraising Stories: https://www.thesaasnews.com/news/zeya-health-raises-575k-pre-seed 

Agastya Samat’s LinkedIn: https://www.linkedin.com/in/agastya-samat/ 

Zeya Health’s LinkedIn: https://www.linkedin.com/company/zeya-health/ 

Zeya Health’s Website: https://zeya.health/ 

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 

In this episode of The SaaS CFO Podcast, host Ben Murray welcomes Ryan Wenger, CEO and founder of In House, to discuss his fascinating journey from practicing law to building and selling a SaaS travel startup, and now, creating an AI-driven legal tech company. Ryan Wenger reveals how his experiences shaped In House’s mission to make legal services affordable and accessible for small businesses. 

Ryan Wenger shares candid lessons about pivoting business models, the challenges of fundraising in today's SaaS landscape, and what it takes to reach product-market fit. He explains how In House leverages both AI and a network of legal experts to deliver smarter, safer legal solutions for SMBs and what operational metrics are driving their impressive growth. 

If you’re a founder, entrepreneur, or interested in how SaaS and AI are reshaping traditional industries, you’ll find this episode packed with practical insights. Tune in for a front-row view of the evolving world of SaaS, AI innovation, and startup growth strategies! 

Show Notes: 

00:00 Starting a travel discovery app 

05:29 Realizing the need for accessible legal help 

06:53 Challenges with DIY legal solutions 

10:28 Improving document requests with AI 

16:03 Navigating VC fundraising challenges 

18:04 Finding success in GPT Marketplace 

21:00 Understanding users' legal needs 

24:34 Using in-house AI 

Links: 

SaaS Fundraising Stories: https://www.thesaasnews.com/news/inhouse-raises-5-million-in-seed-round 

Ryan Wenger’s LinkedIn: https://www.linkedin.com/in/ryan-wenger-2122a0a/ 

Inhouse’s LinkedIn: https://www.linkedin.com/company/inhouseai/ 

Inhouse’s Website: https://www.inhouse.ai/ 

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 

Join Ben Murray on The SaaS CFO Podcast as he interviews George Nichkov, CEO and founder of TaxNova. Hear how George Nichkov’s journey from consulting and tech inspired him to solve R&D tax credit challenges for SaaS companies. 

George Nichkov shares how TaxNova uses AI to automate finance operations—streamlining tax claims, connecting with tools like JIRA and GitHub, and simplifying compliance across global markets. Say goodbye to spreadsheets and manual processes. 

If you're a SaaS founder or finance leader curious about leveraging global tax credits and AI-powered FinOps, this episode is full of insights you won't want to miss. 

Show Notes: 

00:00 Considering a career change 

03:50 Translating projects for accounting 

07:24 Easy data integration for companies 

12:14 Choosing venture capital for growth 

14:04 Building early brand trust 

16:57 Discussing data-driven tiered pricing 

22:49 Building Pack Snow from scratch 

26:05 Integrating JIRA with global offices 

26:53 Promoting TaxNova resources online 

Links: 

SaaS Fundraising Stories: https://www.thesaasnews.com/news/taxnova-raises-1-million-in-funding 

George Nichkov’s LinkedIn: https://www.linkedin.com/in/nichkov/ 

Taxnova’s LinkedIn: https://www.linkedin.com/company/taxnova-ai/ 

Taxnova’s Website: https://taxnova.ai/ 

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 

Kristen Beck, CEO and co-founder of Elly, shares her career path from being Trello’s first revenue hire through leadership roles at Atlassian, Shogun, and Typeform, and explains why she returned to startups to build an AI-native recruiting platform.  

Elly focuses on capturing and learning from unstructured conversational data across hiring—from kickoff through interviews and debriefs—to help teams make better decisions, reduce time spent, and reveal patterns in successful hires. Beck outlines Elly’s two main customer segments: high-volume employers (including manufacturing and home healthcare) and fast-growing startups, and describes how AI enables insights beyond basic efficiency gains.  

She discusses Elly’s founding timeline, seed fundraising to $8M (Atomic incubation and Sorenson-led round), PLG-led growth via word of mouth, a free ATS with paid AI features using subscription-plus-usage pricing, and key metrics like K-factor and module adoption, with Elly headquartered in New York and a 10-person team. 

Show Notes:

00:00 Welcome and Intro  

00:08 Kristen Beck Career Path  

02:07 What Ellie Does  

03:01 Why Build Ellie  

04:44 Ideal Customer Profiles 

 06:08 How AI Changes Recruiting  

08:57 Founding Story and MVP  

09:41 Seed Round and Investors  

10:35 Why Raise vs Bootstrap  

11:49 Fundraising Lessons in Crowded Markets  

14:20 Go To Market and PLG  

18:42 Pricing and Usage Model 

20:39 Key Metrics and Virality  

22:19 Team and 2026 Priorities  

23:56 AI Makes Distribution Matter  

25:31 Where to Learn More 

Links: 

SaaS Fundraising Stories: https://www.thesaasnews.com/news/elly-raises-8-million-in-funding 

Kristen Habacht’s LinkedIn: https://www.linkedin.com/in/kristen-habacht-80288780/ 

Elly’s LinkedIn: https://www.linkedin.com/company/ellyai/ 

Elly’s Website: https://www.elly.ai/ 

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 

Welcome back to The SaaS CFO Podcast. In this episode, Ben Murray sits down with Ruth Bosse, founder and CEO of Ark Climate, a Munich-based SaaS company transforming how cities tackle climate action. With a background in politics, mathematics, computer science, and significant experience at McKinsey, Ruth Bosse brings a unique perspective to the intersection of technology, climate, and government. 

We'll hear about the inspiration for Ark Climate, how the company rapidly built traction in the German market, the challenges and opportunities of selling SaaS to government entities, and their approach to fundraising and growth. Ruth Bosse also shares key lessons learned from launching a govtech startup, the importance of realistic sales forecasting, and her vision to expand Ark Climate into a broader government operating platform. Whether you’re a SaaS founder, govtech enthusiast, or simply interested in the evolving world of climate solutions, this conversation is packed with candid insights on metrics, go-to-market strategies, and scaling impact-driven technology. 

Show Notes: 

00:00 Starting a climate-focused company 

06:29 Internal and external climate tools 

08:04 Bootstrapping and pre-seed funding 

12:02 Starting with cold calling 

14:16 Why we stopped doing fairs 

18:56 Expanding beyond climate tools 

20:38 Closing remarks and future goals 

Links: 

SaaS Fundraising Stories: https://www.thesaasnews.com/news/ark-climate-raises-2-1m-pre-seed 

Ruth Bosse’s LinkedIn: https://www.linkedin.com/in/ruthbosse/ 

Ark Climate’s LinkedIn: https://www.linkedin.com/company/ark-climate-technologies/?originalSubdomain=de 

Ark Climate’s Website: https://www.ark-climate.de/en/homepage 

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 

Welcome back to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Hiren Hasmukh, founder of Teqtivity, an IT asset management platform serving organizations from startups to global enterprises.  

Hiren Hasmukh shares his journey from web and graphic design through custom software builds to leading a bootstrapped, profitable SaaS company with a global reach. Tune in as they discuss Teqtivity’s product evolution, the deliberate decision to avoid fundraising, lean operations, go-to-market strategies, and what it takes to retain big-name customers—all while maintaining a laser focus on customer support and product excellence.  

If you’re interested in SaaS growth, profitability, and scaling without external capital, this conversation is packed with insights you won't want to miss. 

Show Notes: 

00:00 Career path to Techtivity 

03:20 Origin of the smart locker idea 

08:40 Driving growth through word of mouth 

11:35 Focusing on retention and value 

14:50 Staying flexible with marketing 

Links: 

Hiren Hasmukh’s LinkedIn: https://www.linkedin.com/in/hiren-teq/ 

Teqtivity’s LinkedIn: https://www.linkedin.com/company/teqtivity/ 

Teqtivity’s Website: https://www.teqtivity.com/ 

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 

Welcome back to The SaaS CFO Podcast! In today's episode, Ben Murray sits down with Yogi Goel, co-founder and CEO of Maxima AI, to explore how artificial intelligence is transforming the accounting function for scaling SaaS companies. With two decades of experience in finance—from auditing at Ernst & Young to leading through multiple SaaS IPOs—Yogi Goel brings deep operational insights into the struggle for accurate, timely, and efficient financial closes. 

We’ll dig into the founding story of Maxima AI, the challenges of automating record-to-report processes, and the future of agentic platforms that seamlessly integrate into established ERPs like NetSuite, Dynamics, and Oracle. Yogi Goel also reveals Maxima’s journey through fundraising, their rapid growth, and his perspective on SaaS financial metrics in the era of AI. 

Whether you’re a SaaS CFO, controller, or founder curious about leveraging AI to ease regulatory pressure, reduce errors, and eliminate late nights for your accounting team, this episode is packed with practical insights and candid advice from the front lines of fintech innovation. 

Show Notes: 

00:00 Identifying accounting challenges at scale 

04:52 When Maxima is the right fit 

08:10 Streamlining accounting processes 

11:30 Improving product accuracy and scalability 

13:29 Why investors believed in us 

19:33 Building awareness for AI finance 

23:03 Focusing on customer satisfaction 

24:35 Focusing on weekly active users 

27:56 Where to learn about Maxima 

Links: 

SaaS Fundraising Stories: https://www.thesaasnews.com/news/maxima-raises-41-million-in-funding 

Yogi Goel’s LinkedIn: https://www.linkedin.com/in/yogi-goel/ 

Maxima’s LinkedIn: https://www.linkedin.com/company/maximaai/ 

Maxima’s Website: https://www.maxima.ai/ 

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 

Welcome to The SaaS CFO Podcast! In today’s episode, we sit down with Dana Rochman, CEO and co-founder of Legato, an innovative company building an AI-powered app creation layer for SaaS platforms. With deep roots in product management and technology leadership, Dana shares how Legato is on a mission to empower non-technical business users — like CFOs — to build custom tools, dashboards, and workflows directly inside their existing B2B applications, eliminating the need for lengthy and costly customizations. 

We explore Legato’s journey from inception in 2025, their $7 million seed round, and the importance of clear narrative and validation in fundraising. Dana also opens up about go-to-market strategies, pricing models in the age of AI, and how the platform aims to help SaaS vendors win the AI race by unlocking new revenue streams. Tune in for a behind-the-scenes look at how Legato is bringing the power of app creation to the hands of business users everywhere. 

Show Notes:  

00:00 Building AI tools for non-engineers 

03:44 Customizable tools and workflows explained 

09:14 Starting fundraising with strong validation 

10:51 Why investors believed in us 

14:47 Vendors monetizing dashboards and customizations 

17:19 Maintaining and improving the app 

20:06 Closing remarks and AI vision 

Links: 

SaaS Fundraising Stories: https://www.thesaasnews.com/news/legato-raises-7-million-seed-round 

Dana Rochman’s LinkedIn: https://www.linkedin.com/in/danarochman/ 

Legato AI’s LinkedIn: https://www.linkedin.com/company/legato-ai/ 

Legato AI’s Website: https://www.legato.ai/ 

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