Stephen Wolfe

This week on Founders Insights, our team provides insights on current trends and M&A activity taking place in the SaaS market, including: • Key Themes for 2025 • Silicon Y’all 2024 Recap • Notable Recent Transactions • Operating Statistics • Balance Sheet Metrics • Founders Technology Transactions If you or someone you know have questions regarding anything discussed, or the general SaaS marketplace, please feel free to reach out to Billy Pritchard, Director of Founders’ Tech & Business Services Group.

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PLAIDCLOUD SOLUTIONS: ENTERPRISE PROFITIBILITY – PlaidCloud enables robust access and real-time insights into true Enterprise Profitability, providing vital metrics that detail a company’s financial health and sustainability. These insights allow our customers to reinvest in their business, fund growth initiatives, and provide returns to shareholders, essential activities for long-term success. Achieving sustained profitability through the use of PlaidCloud can enable your organization to weather economic downturns and challenges, providing security and stability for your employees, shareholders, and customers you serve. PlaidCloud offers low-code solutions — providing datasource integration, an extensive collection of data analysis & visualization tools, the ability to easily share data and analysis results, all built on top of enterprise level technology for maximum security and performance. Learn more about #PlaidCloud at https://plaidcloud.com/ or give us a call 408-827-8262 to request a demo. #dataenrichmentpipeline #datavisualization #datasourceintegration #analysispipeline #intercompany #intercompanysoftware #intercompanyinvoiceingsolutions #goodstransferpricing

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In this episode of CFO Weekly, Felix Beccar, CFO at Mural, joins Megan Weis to share insights on the role of CFOs in early-stage startups, hiring and implementing technology, and maintaining financial discipline while scaling rapidly, and its combination with a COO/Ops role. Check out the full episode: https://hubs.ly/Q02x4G2Z0 & in the comment link. 👇👇👇 #CFOweekly #CFOrole #EarlyStageStartups #FinanceLeadership #Startups #CFOInsights #FinancialStrategy #TechIntegration #ScalingUp #COO #Operations #FinancialDiscipline

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Did you know that, based on the most successful IPOs, the average spend on S&M is edging close to 50% of revenue? How does this compare to your budgeting for 2025? Even the most disruptive tech solutions will ultimately fail if no one hears about them. If you need help planning and executing a strategy for success, let the pros at ProVision Partners lay a foundation for growth that exceeds your expectations.

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Q3 is out and Q4 is in!  This is a great read about Base10's strategic switch showcasing how Carta is simplifying fund administration for emerging managers, which is especially important now rolling into the year-end busy season. 

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On the latest CFO Weekly podcast with Megan Weis, CPA, MBA, our CEO and co-founder Sagar Khatri reveals the key areas to focus on in order to attract and retain Gen Z employees. “The new generation entering the workforce has a different perspective. Gen Z is deeply connected to a global culture and values trust and autonomy in the workplace. They prefer to be assessed on results rather than time spent, and see themselves as equals in a collaborative environment. Remote work and work-life integration are essential to them, and they appreciate flexible work arrangements. Companies should invest in technologies that support remote work and facilitate communication and project management. Gen Z also favors clear and concise written communication over phone calls.” Sagar also shares how Multiplier is breaking down barriers, giving businesses direct access to a global pool of top-tier talent, and transforming how companies scale and succeed 🌍 Listen to the full episode 👇 https://lnkd.in/eXuvgKDy #cfoweekly #personiv #podcast #genz #culture #futureofwork #multiplier #workforcetrends Personiv

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Are you curious how Cloud CFO can transform your startup's financial situation? 🚀 Watch the full interview with our founder, Elan, who is talking with Elliot Spiegel of Inhouse Ventures for insights into Cloud CFO's collaborative approach and the value we bring to our client's businesses. FULL INTERVIEW: 🔗 https://lnkd.in/gsjYPaRa #CloudCFO #CFO #VirtualCFO #VCFO #startup #startups #startupaus

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What factors drive customer interest and company growth? The latest episode of Accounting Intelligence will shed some light. Listen as host Isaac Heller, Trullion CEO, discusses this and much more with Alex Oppenheimer of Verissimo Ventures. Oppenheimer dives into why early-stage founders must collect more data before heading into pitch meetings with investors. What economic force is driving your business? Find out why this question is crucial for your success. Tune in for invaluable insights and strategies to elevate your business performance >> https://lnkd.in/dnRqpazB #AccountingIntelligence #podcast #accounting #AI

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Dive into our latest blog where we explore the complexities of warrants—a critical tool in venture deals. From strategic advantages to potential pitfalls, learn how warrants can both propel and complicate investment scenarios. Learn more. https://lnkd.in/g3zWY9ER #VCWarrants #VCDeals #VentureSuccess #SaaSGrowth

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On this episode of the Turpentine Finance podcast, our CFO, Dan Fletcher, joins host Sasha Orloff to share how CFOs can build trust with the CEO and the board to balance growth and profitability across different company stages. Dan also discusses the differences in working with PE vs VC investors, and more. 💡 Tune in 🎧: https://lnkd.in/dUy3ZK-V 

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After weeks (or months) of negotiating, you’ve finally closed on your debt facility. Now what? Throughout their series on ‘How Companies Can Simplify Their Funding Strategy,' David Haber, Melissa Wasser, and JJ Yu have provided many resources to prepare companies for this stage of their business journey. In their final entry, they focus on how to manage debt post-closing. Lender-negotiated terms can significantly impact your business operations and origination parameters. Staying compliant with these covenants is crucial, but not always straightforward. Lenders and software providers who work with fintech borrowers (Setpoint, Vaas, Finley Technologies, Inc., and Lumonic) share their advice on effectively managing debt facilities. They answer: - What tools and best practices should you use to stay compliant with covenants? - How can you best manage your facility to meet ongoing requirements? Get insights to stay on top of contractually required reporting, tracking, and more. https://lnkd.in/dtbTr6Fv

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In Part Two of our series on Verticalized SaaS, Accion Venture Lab's Matt Schaar, Devraj Hom Roy, and Michael Wolfe identify the key strategic and operational steps a vSaaS can take to improve its "north star" metrics. If you're an early-stage investor or founder seeking guidance on the tried-and-true methods that successful vSaaS companies like Toast, Mindbody, Procore Technologies, and others implemented on a pathway to long-term growth, this piece is for you! https://lnkd.in/g5QkCrcH

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Current SaaS valuations may feel lower than 2021’s high peaks, but they’re actually in line with pre-2020 historical norms — and there’s a lot more behind these numbers. Join industry leaders Randall Lucas from SaaS Capital and Alan Taylor from Maxio as they unpack the latest insights on SaaS market conditions, valuation multiples, and profitability metrics, drawn from exclusive data in The SaaS Capital Valuation Model and The Maxio Institute B2B Growth Report. 🗓 November 19 at 12 PM ET 💡They’ll cover:  - The shift from “growth at all costs” to profitability  - The key SaaS metrics investors rely on today  - How to build investor confidence in an current market  - A live Q&A to answer your burning questions ➡️ Secure your spot now! Register here: https://lnkd.in/gdqMQjj4

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With the influx of AI-powered technology in organizations of all industries, here's a timely reminder for all business leaders: Prioritizing AI literacy and change management is key to unlocking the true potential of technology investments, AI or not. Chief Financial Officers have a unique role in ensuring employees are using AI to increase efficiency and productivity, with responsibility and compliance top of mind. Seismic's Kerry Ryan elaborates on this in CFO Dive. Read more:

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🎙️🚨 Podcast alert: General Partner Joseph Floyd joined CJ Gustafson on Run the Numbers to talk about our Beyond Benchmarks report, the best SaaS metrics, Waymo, Zuck, Llama, and much more; a fun episode that will make you smarter. Listen here:

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Interested in seeing how publicly traded SaaS companies are performing, including how much equity dilution they may be contending with? 👀 Thanks to Blossom Street Ventures, we have put together the "SaaS Benchmarks Report" to give you insight on everything from YoY Growth, to Founder Ownership, and VC Ownership (video below) 📊 Unlock the report here: https://lnkd.in/geXKHpqK 🔓

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