Got Downtime During Covid-19? Take a Deep Dive Into Your Data With a Churn Analysis  There’s no way around it: COVID-19 has changed how we live, work, and interact with others. It has also changed how many companies do business, requiring executives to re-examine strategies across the board and forcing teams to adapt to remote…

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SaaSOptics Investor Pitch Blog

It’s an exciting time to be a SaaS business. With the model’s explosive growth, more money than ever is being invested in SaaS. We talk a lot about metrics and the KPIs you should track in order to scale, but which indicators do investors use to evaluate the potential risk vs. return of SaaS investments? Chad…

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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 700+ 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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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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  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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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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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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