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SaaS Growth

Top 5 Must Have FinTech Solutions in 2020

SaaSOptics FinTech Solutions

What if I told you that we have 1 full-time finance team member managing revenue operations with over 80 employees and 650+ customers? Yes, you read that right. One person to manage expense reports, commissions, billing and invoicing, cap tables, revenue recognition, deferred revenue and more. But how is that even possible? The answer may…

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Churn Profiles: Segmenting Your Customer Base The Correct Way

On our recent episode of the Get Funded, Stay Funded Podcast, we discuss this topic with Chief Customer Officer and Co-founder, Clayton Whitfield. In the B2B SaaS / Subscription world, you rarely have a completely homogenous customer base. Churn Profiles are simply the analytical manifestation of the reality that B2B SaaS/Subscription customers will likely churn…

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Building a Roadmap for Early-Stage SaaS Growth [Webinar]

  Watch our latest webinar to hear from Bigfoot Capital Founder Brian Parks, SaaSOptics CEO Tim McCormick and Techstars Partner Ari Newman as they share best practices on raising seed capital and getting to a series A round. Hear tips on how to find and target the right investors and what to expect from negotiations and due…

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How to Prepare for M&A Management Presentations

The banker said to block my calendar for management presentations. Excuse me, what are management presentations? And for two weeks? Yes, and this is only the halfway point. The real “fun” in due diligence comes after the management presentations. However, before we get too far, let’s break down what happens at management presentations and how…

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Customer Spotlight: Driven Insights

In 2014, two long-time business partners and entrepreneurs noticed an increasingly common challenge facing most small business owners – the lack of good financial data and metrics. So, they founded Driven Insights and today, provide expertise on a fractional basis to growing businesses. You may be wondering, “what is a fractional CFO?” As a business…

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The Subscription Model is the New Standard

Magazines, newspapers, life insurance, phones, security services, and a long list of products and services have been sold for decades using the subscription model. What has changed? The model has not really changed, but the relative importance has. The difference now is how important and meaningful the subscription model has become to the national economic engine.…

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