Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Joining us on todays episode is Prital Kadakia , Partner at Serent Capital . Prital leads the portfolio operations team for Serent Capital, working closely with the management teams at Serent portfolio companies on value-creation initiatives to drive measurable and sustained revenue and earnings impact. On this episode, Prital tells us more about Serent Capital, what is con...
Nov 03, 2022•18 min•Season 2Ep. 5
Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . On today's episode, we are excited to have Mary D'Onofrio, Partner at Bessemer Venture Partners joining us. Mary tells us about Bessemer Venture Partners, learnings from the 2022 State of the Cloud: The Centaur Report where Bessemer Venture Partners unpacks the most important trends of the cloud economy, and explores the new milestone entrepreneurs need to value above all...
Oct 26, 2022•14 min•Season 2Ep. 4
Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Joining us today is Daniëlle Keeven , VP of Finance at Paddle.com. On todays episode, Daniëlle tells us more about Paddle and the story, growth, intrigue, chaos and power of a successful model. She also shares deeper insight into what situational leadership looks like and how everyone can apply in their own lives. Listen to the full episode for all the great insights shar...
Oct 19, 2022•15 min•Season 2Ep. 3
Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Today's episode is special. We are LIVE at the Sage Intacct’s annual customer conference, Transform and just announced our SaaS Industry Customer of the Year, Springbuk . On this episode, James Norris, CFO at Springbuk joins David to share his team’s tremendous story of business, team, customer, investor, and personal success. He talks about the accomplishments they have ...
Oct 12, 2022•14 min•Season 2Ep. 2
Welcome to the first episode of this new season on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Joining us today is Stephen Diorio , Managing Director at The Revenue Enablement Institute , and a leading authority in go-to-market transformation, sales and marketing performance management, and revenue operations. Stephen has helped over 100 organizations to reengineer their revenue operations to accelerate growth and become more data-driven, digit...
Oct 05, 2022•17 min•Season 2Ep. 1
Welcome to the final episode in our first season on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Todays episode features Milan Huzvar , CFO at Surglogs Inc. , a software company that offers a full suite of automated regulatory compliance solutions for healthcare facilities. On this episode, Milan shares from his experience leading the finance team Surglogs Inc. since its post-seed venture round, insights on what the finance team needs to have in...
Sep 28, 2022•18 min•Season 1Ep. 19
Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Joining us on this episode is Alison Todak , Director of Platform at Plymouth Growth . Alison is an experienced director and founder with a demonstrated history of working in with startups, technology, venture capital, higher ed, community engagement, government relations, and economic development. On this episode she talks about the "What and Why" of key metrics and insi...
Sep 23, 2022•14 min•Season 1Ep. 18
Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . On this episode we are excited to have Carolina Küng, the VP of Community at Bessemer Venture Partners joining us to share insights on the value portfolio executives derive from the Bessemer Venture Partners community, how CFOs can leverage it and so much more. Listen to the full episode for all the great insights! For more episodes on the Modern SaaS Finance, subscribe to ...
Aug 31, 2022•14 min•Season 1Ep. 15
Welcome to another exciting episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . We are thrilled to have Matt White , CFO at CoreCard joining us today. On this episode, Matt gives insightful public CFO peer advice and tells us all about the challenges that led to them upgrading their ERP and accounting software and how it has helped them so far as a public company. Are you a SaaS finance leader struggling to achieve your business goals with y...
Aug 24, 2022•14 min•Season 1Ep. 14
Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Joining us today is Robert Antoniades , Co-Founder and General Partner at Information Venture Partners . He has spent his career in numerous progressive roles in capital markets and the past 24 years leading investments in enterprise software and FinTech. On todays episode, Robert and David chat about Information Venture Partners, what they look for in an investment, key su...
Aug 17, 2022•19 min•Season 1Ep. 14
Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Todays episode features Tad Remington , Chief Commercial Officer at Solver Global. On this episode, Tad and David chat about changes happening in the world of budgeting and forecasting, pitfalls to avoid, tips and best practices, and so much more! Listen to the full episode now for all the great insights. For more episodes on the Modern SaaS Finance, subscribe to our podc...
Aug 10, 2022•17 min•Season 1Ep. 13
Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . On todays episode, we have joining us Jeff Roth , Vice President, Strategic Alliances at Avalara . Jeff talks about why tax is such a big deal, the do's and dont's in automating a tax solution and so much more! Listen to the full episode to learn more! For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including S...
Jul 20, 2022•19 min•Season 1Ep. 13
Welcome to another episode on the Modern SaaS Finance podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . We are excited to have joining us Peter Horadan , Co-Founder and CEO at Lockstep . Lockstep is a pioneer in connected accounting with tools and platforms created for fintech developers and accounting teams to automate workflows and help them work better together. On this episode, David and Peter discuss Lockstep and the macro-trends they solve, how people can adjust to ma...
Jul 13, 2022•18 min•Season 1Ep. 12
We are back!! Welcome, to a new episode on the Modern SaaS Finance podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Joining us on this episode is Greg Sands , founder and managing partner at Costanoa Ventures , a Seed and Series A investment company that backs tenacious and thoughtful founders who change how business gets done. Greg has been an early stage investor for over 20 years, helping startups analyze and interpret early signals to identify and leverage the most val...
Jul 06, 2022•15 min•Season 1Ep. 11
Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Todays episode features a distinguished guest and amazing partner, Thejo Kote, the Founder and CEO of Airbase, the leading spend management platform for small and midsize companies. On this episode, Thejo tells us the inspiration for Airbase, talks about the biggest challenges businesses have in managing spend and expenses, and shares best practices for expense policies and...
Jun 17, 2022•17 min•Season 1Ep. 10
Welcome back to an all new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Joining us on this episode is Vinny Prajka , Partner at JMI Equity and an experienced financial executive with a history of delivering quantifiable value creation for both public and private companies. Vinny talks about how JMI supports rapidly growing, high quality software company founders and CEOs to scale their business, what they look for in a company, the me...
Jun 10, 2022•17 min•Season 1Ep. 9
Welcome to the 8th episode on the Modern SaaS Finance podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Today, we are please to have Ryan Floyd , Co-Founding managing director of Storm Ventures join us to talk about changes in todays funding market, what is critical in early stage investing, an ideal investment for Storm Ventures and so much more! Storm Ventures is an early-stage B2B focused venture firm that specializes in building enterprise leaders. They are always looki...
May 19, 2022•15 min•Season 1Ep. 8
Welcome to a new episode of the Modern SaaS Finance podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . On todays episode, we are excited to have joining us Lauren Kelley , the CEO of OPEXEngine , a member-based benchmarking community for software and SaaS companies. This episode is packed with nuggets from Lauren on what investors want from benchmarking, tips to create common measures of comparison, how management teams can tell better stories with numbers and so much more a...
May 10, 2022•17 min•Season 1Ep. 7
Welcome to another episode of the Modern SaaS Finance podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . On today’s episode, we are pleased to have Peter Nesbitt , COO of Teampay join us on an episode about how and why to join a SaaS finance community, where the puck is going in how companies are managing cash flow, and how to build a great SaaS Finance team. Peter has been head of finance at three amazing technology firms, Bit.ly, Unified, and now Teampay, building on sever...
May 05, 2022•13 min•Season 1Ep. 6
Welcome to a new episode of the Modern SaaS Finance Podcast, hosted by David Appel, Head of SaaS/Software at Sage Intacct. For every Board and Executive meeting, tracking your finance key performance indicators (KPI) is critical. But what are the key metrics to guide the long-term sustainability of your company's operating model? You need to evaluate the financial health of your business, measure the effectiveness of your business efforts and implement changes that correct processes that may be ...
Apr 29, 2022•3 min•Season 1Ep. 5
Welcome to another episode of the Modern SaaS Finance podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . On todays episode, we are glad to have Ray Rike, Founder and CEO of RevOps Squared join us on an episode about important metrics SaaS companies should care about, the valuable insights from the SaaS efficiency and performance benchmark study as well as the key proactive takeaways a SaaS Finance Leader can gain from it. Take the survey here to see where you stand. Ray has ...
Mar 28, 2022•22 min•Season 1Ep. 4
Welcome to another episode of the Modern SaaS Finance podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . On todays episode, we are talking about all things SaaS Metrics and we are so excited to have Ben Murray, the founder of The SaaS CFO share insights from over 20 years of experience in finance on what is important for SaaS Finance Leaders to show their Board when fundraising, the top SaaS metrics to track success of the company and so much more. For more episodes on the M...
Mar 23, 2022•20 min•Season 1Ep. 3
Welcome to another episode of the Modern SaaS Finance Podcast, hosted by David Appel, Head of SaaS/Software at Sage Intacct. Joining us on this episode, we are glad to have Adam Noily, Managing Director, Software and SaaS Investment Banking at KeyBanc Capital Markets. Adam has an incredible amount of experience working with and covering companies in the TMT space. Throughout his career, he has executed numerous IPOs, follow-on offerings, private placements and M&A transactions for clients. O...
Mar 14, 2022•25 min•Season 1Ep. 2
Welcome to the first episode of the Modern SaaS Finance podcast hosted by David Appel, Head of Software and SaaS at Sage Intacct . On todays episode, we are pleased to have Jeff Epstein , an operating partner at Bessemer Venture Partners where he leads Bessemer’s CFO Advisory Board and helps portfolio company CEOs and CFOs share best practices. Jeff and David go into detail about what SaaS CFOs need for fundraising and to grow their careers. Specifically, Jeff talks about what is important for F...
Mar 04, 2022•17 min•Season 1Ep. 1
