Welcome to a new episode on Season 4 of 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 Joyce Mackenzie Liu, Founder and CEO of Pegafund. Pegafund provides fractional CFO services and leadership upskilling to high growth SaaS businesses with a focus on strategy, planning, and reporting. She brings an amazing background as a strategic and operational CFO in the EMEA market, and we cover: - What are SaaS C...
Nov 29, 2023•13 min•Season 4Ep. 3
Welcome to a new episode on the Modern SaaS Finance Podcast. This is the final episode of our Learn on the GO series from the recently launched Modern SaaS Finance Academy . Going public through an IPO is a significant milestone, and meticulous preparation is the key to a successful transition. We'll break down the crucial steps and strategies that finance teams and organizations need to consider as they embark on this remarkable journey. Join us as we discuss financial reporting a...
Oct 25, 2023•27 min•Season 3Ep. 15
Welcome to a new episode on the Modern SaaS Finance Podcast. This is episode 14 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy . SaaS forecasting is undergoing a profound transformation, driven by technological advancements, evolving business models, and changing market dynamics. In this episode, we'll unravel the cutting-edge strategies, best practices, and insights that are shaping the future of forecasting in the SaaS industry. Join us as we...
Oct 18, 2023•27 min•Season 3Ep. 14
Welcome to a new episode on the Modern SaaS Finance Podcast. This is episode 13 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy . In this episode, we're excited to discuss "How to Cut the Close to Build a Faster, Better FP&A Package." Efficiency is the name of the game in modern finance, and FP&A is no exception. In today's fast-paced business environment, speed and accuracy in financial reporting are paramount. Join us as we explore pract...
Oct 11, 2023•28 min•Season 3Ep. 13
Welcome to a new episode on the Modern SaaS Finance Podcast. This is episode 11 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy . On this episode, we embark on a journey to equip you with the knowledge and insights needed to take your Accounts Receivable (AR) strategy to new heights. Accounts Receivable isn't just a financial function; it's a crucial driver of your organization's cash flow and overall financial health. In this episode, we'll delve...
Sep 27, 2023•28 min•Season 3Ep. 11
Welcome to a new episode on the Modern SaaS Finance Podcast. This is episode 10 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy . Today, we're delving deep into the crucial topic of evaluating existing AR processes and exploring a collection of tactical AR strategies to achieve your financial objectives. In the ever-evolving landscape of finance, it's essential to periodically assess your AR processes to ensure they are optimized for efficiency and ...
Sep 14, 2023•26 min•Season 3Ep. 10
Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . This is episode 9 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy . Todays episode is on the Planning high ACV billing and revenue recognition models. For SaaS businesses dealing with high Annual Contract Values (ACVs), strategic planning of billing and revenue recognition models is paramount. Listen to the full e...
Aug 30, 2023•25 min•Season 3Ep. 10
Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . This is episode 9 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy . Todays episode is on the 3 Steps to Build Your Revenue Recognition Strategy. Navigating revenue recognition in the complex landscape of SaaS finance can sometimes be challenging. Join us as we break down three essential steps that will guide you in deve...
Aug 23, 2023•24 min
Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . This is episode 8 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy . In today's episode, we delve into the dynamic world of scaling SaaS businesses and explore the 3 Frameworks to Help Track Success & Inform Your Board. As your SaaS venture grows, tracking success and effectively communicating progress to your board become...
Aug 16, 2023•28 min•Season 3Ep. 8
Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . This is episode 7 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy . In this episode, we explore a critical topic for SaaS founders, entrepreneurs and finance leaders: "How to Tell Your Story to Investors in a Turbulent Market." In today's rapidly changing market conditions, effectively communicating your company's story to potentia...
Aug 02, 2023•20 min•Season 3Ep. 7
Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . This is episode 6 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy . In this episode, we delve into the crucial topic of "3 Best Practices for Forecasting for Fundraising." As a SaaS company, fundraising is a pivotal moment in your journey towards growth and success. Effective forecasting plays a vital role in attracting investors and sec...
Jul 26, 2023•51 min•Season 3Ep. 6
Welcome to a new episode of the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage . This is episode 5 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy : "How to Hit the Ground Running in Your First 90 Days as a SaaS Finance Leader." Starting a new role as a finance leader in the SaaS industry can be both exhilarating and challenging. The first 90 days are critical for setting the foundation of success and making a lasting impact...
Jul 12, 2023•27 min•Season 3Ep. 5
Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage . This is episode 4 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy. This episode is on "How to Build and Forecast a Usage-Billing Business." In today's rapidly evolving business landscape, many companies are embracing usage-based billing models to drive revenue growth and offer flexible pricing options to their customers. However, successfully bu...
Jun 28, 2023•27 min•Season 3Ep. 4
Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct. This is episode 3 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy. In today's episode, we dive deep into the world of finance technology and explore the concept of building your ideal finance tech stack. As businesses continue to evolve and embrace the digital transformation, it has become increasingly crucial for finance teams ...
Jun 21, 2023•26 min•Season 3Ep. 3
Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct. This is episode 2 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy . In today's episode, we explore the topic - "How to Build Your Team Through Your Company's Lifecycle." As businesses evolve and go through different stages of growth, the needs of their teams change as well. From the early startup phase to scaling and beyond, underst...
Jun 14, 2023•29 min•Season 3Ep. 2
Welcome to a new season and a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct. This is the 1st episode of our Learn on the GO series from the recently launched Modern SaaS Finance Academy. In today's episode, we delve into "The Hiring Your Finance Team Playbook." Building a strong finance team is crucial for the success of any organization. However, navigating the hiring process can sometimes be complex and challenging. Joining us on t...
Jun 05, 2023•33 min•Season 3Ep. 1
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 David Sheen , Chief Financial Officer at Vestwell , a turnkey solution for financial advisers that provides them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. On this episode, David shares some insight into what has changed in managing uncertainty for finance l...
May 11, 2023•17 min•Season 2Ep. 19
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, Bjoern Lasse Herrmann , VP of Sage AI, where he is leading a team to transform Sage into an AI enabled technology business. He shares some insight into how AI will affect Finance and some best practices on how CFOs should explain the positive impacts of AI to their teams. He also talks about the areas in AI that Sage focuses on and why...
Apr 19, 2023•21 min•Season 2Ep. 18
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 Mark Sue , an industry leading CFO on a discussion about market trends. He shares his perspective on what CFOs need to focus upon right now, what investors are asking for, how to manage your board, how to navigate economy uncertainties and how CFOs can give clarity of purpose to their teams right now. Listen to the full episode for all the great insights...
Apr 05, 2023•17 min•Season 2Ep. 17
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 Sidarth Kakkar , Co-Founder/CEO at Subscript . Subscript is the first subscription intelligence platform that makes it easier for companies with recurring revenue to get the data they need and wish they had. On this episode, Sidarth shares insights into why it is important for everyone on the leadership team - from CFOs to CROs to CEOs - to u...
Mar 30, 2023•18 min•Season 2Ep. 16
Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Todays guest is Michael Brown , General Partner at Bowery Capital and experienced investor with a demonstrated history in the venture capital industry. On this episode, Michael shares insight into what has changed in fund-raising, how companies should preserve cash, how they should double-down on growth and the important metrics to use in guiding each of these. Listen to th...
Mar 01, 2023•20 min•Season 2Ep. 15
Welcome back to another episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Joining us on todays episode is Patrick Campbell , the Founder & CEO at ProfitWell by Paddle, the software for helping subscription companies with their monetization and retention strategies. Prior to ProfitWell, Patrick led Strategic Initiatives for Boston based Gemvara and was an Economist at Google and the US Intelligence community. On this episode, Patrick ta...
Feb 15, 2023•20 min•Season 2Ep. 14
Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Today's episode features an expert in SaaS Finance, Valuation, Pricing and Metrics, Todd Gardner. Todd is the Founder and former CEO of SaaS Capital, and Managing Director of SaaS Advisors where he leverages decades of experience in SaaS to help entrepreneurs, CEOs, and investors maximize the value of their SaaS companies. On todays episode, he tells us more about the diffe...
Feb 01, 2023•20 min•Season 2Ep. 13
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 Rosalyn Santa Elena , Founder and Chief RevOps Officer at The RevOps Collective. Through the RevOps Collective, Rosalyn is on a mission to Elevate, Empower, and Enable Revenue Operations to be the strategic differentiator of every organization to optimize the end-to-end customer journey and power The Revenue Engine. On todays episode, Rosalyn tells us ...
Jan 25, 2023•15 min•Season 2Ep. 12
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 Eyal Feldman , the CEO at Stampli , an Accounts Payable (AP) automation platform that brings together accounts payable communications, documentation, corporate cards, and payments all in one place, allowing AP to have full control and visibility over corporate spending. On this episode, he tells us more about who Stampli is, what has changed ...
Jan 18, 2023•16 min•Season 2Ep. 11
Happy New Year! And welcome back 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 Doug Landis , Growth Partner at Emergence Capital (Emcap) . In his role at Emcap, his charter is to create a platform to share go-to-market insights and strategies that will help our portfolio companies scale, grow, and ultimately become the next billion dollar SaaS company. Prior to this Doug spent 12+ years driving ...
Jan 11, 2023•21 min•Season 2Ep. 10
Welcome to a new 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 Craig Rosenberg , Chief Platform Officer at Scale Venture Partners . At Scale, Craig manages the Scale GTM Platform which leverages data and community to deliver the expertise SaaS companies require in their move from founder-led growth to becoming a repeatable high-growth GTM machine. Craig shares on this episode the top 3 things ...
Dec 07, 2022•18 min•Season 2Ep. 9
We hope everyone had an amazing thanksgiving celebration. Welcome back to another episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Joining us on todays episode is Dan Fletcher , the CFO at Planful , where they empower finance, accounting, and business users from all departments to plan confidently, close faster, and report accurately. Dan is also an investor and board member with experience in high-growth SaaS and PE and VC backed compani...
Nov 30, 2022•14 min•Season 2Ep. 8
Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct . Joining us on todays episode, is Mike Melka , CFO at Pondurance . Mike is a highly committed, hands-on senior finance and operations executive with strong proficiency in value creation for high-growth private equity backed technology and services companies. Over the years in his career, he has helped build top-performing teams focused on accountability for results; develo...
Nov 23, 2022•16 min•Season 2Ep. 7
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 Dave Kellogg , an advisor, independent director, angel investor, consultant and the author of Kellblog . He is also the Principal at Dave Kellogg Consulting with 10+ years experience at each of the CEO, CMO, and board levels across 10+ different companies ranging in size from $0 to over $1B in revenues. Since 2021, Dave has also been an Executi...
Nov 09, 2022•18 min•Season 2Ep. 6
