The SaaS CFO

Welcome back to The SaaS CFO Podcast! In today’s episode, Ben sits down with Rohit Bhadange, co-founder and CEO of Zamp—the operating system for sales tax compliance that’s bringing much-needed visibility and automation to a traditionally complex space.  From his roots in investment banking and private equity to launching Zamp in 2022, Rohit Bhadange shares how his team is reshaping compliance for the entire digital economy, serving everyone from early-stage SaaS founders to enterprises approaching $500 million in revenue. Learn how Zamp leverages AI and data transparency to drive operational leverage and win trust from both customers and accounting partners, resulting in rapid fundraising traction and a business growing 5–6x since their Series A.  We’ll discuss Zamp’s approach to pricing, global expansion, customer acquisition strategies, and hear Rohit Bhadange's insight on SaaS growth metrics, operating leverage, and what sets a modern compliance platform apart. Whether you’re a SaaS founder, CFO, or just fascinated by the evolving intersection of AI and finance, this conversation is packed with valuable takeaways.  Show Notes:  00:00 Targeting mid-sized enterprise customers  03:20 Expanding international market reach  09:26 Building in Stealth Mode  11:03 Choosing the Right Investors  14:01 Improving AI with Transparent Workflows   17:48 Outcome-based pricing strategy  21:27 Growth and efficiency improvements  23:30 Where to find Rohit online  Links:   SaaS Fundraising Stories: https://www.thesaasnews.com/news/zamp-bags-30m-in-total-funding  Rohit Bhandage’s LinkedIn: https://www.linkedin.com/in/rohitbhadange/  Zamp’s LinkedIn: https://www.linkedin.com/company/zamptax/  Zamp’s Website: https://zamp.com/  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page  SaaS Metrics courses here: https://www.thesaasacademy.com/  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray 

On this episode of The SaaS CFO Podcast, Ben Murray welcomes Laina Chan, CEO and founder of MiAI Law, to discuss the intersection of legal expertise and cutting-edge AI. With a three-decade career as a construction law barrister and a background in mathematics, Laina Chan shares how her experiences led to building a platform that transforms legal research and risk management.  Laina Chan explains how MiAI Law stands apart by replicating the way barristers think, offering precise, first-principles of legal analysis and verification—features now attracting judges, large law firms, and in-house counsel. She dives into the challenges of bringing AI into traditional legal workflows, recent fundraising wins, and the company’s approach to value-based pricing given the high demands of AI inference.  Looking ahead, Laina Chan talks about MiAI Law’s rapid growth, its entry into the US market, and ambitious plans to reach $1 million in annual recurring revenue. Listen in for exclusive insights on building and scaling an AI-driven SaaS business in the evolving legal tech landscape.  Show Notes:  00:00 Unexpected markets for legal tech  05:38 Legal document analysis tools  06:34 Legal risk management system overview  10:27 Testing error validation with a judge  13:58 Subscription pricing and package features  19:17 Microsoft partnership and Azure listing  20:40 Potential UK firm subscription  23:26 Crafting detailed reports  Links:   SaaS Fundraising Stories: https://www.thesaasnews.com/news/miai-law-secures-aud-2-million-in-funding  Laina Chan’s LinkedIn: https://www.linkedin.com/in/lainachanbarrister/  MiAI’s LinkedIn: https://www.linkedin.com/company/miai-law/  MiAI’s Website: https://miai.law/  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page  SaaS Metrics courses here: https://www.thesaasacademy.com/  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray 

Welcome to The SaaS CFO Podcast. In today’s episode, Ben sits down with Spiros Xanthos, founder and CEO of Resolve AI. With a robust background in developer tools and successful exits—including acquisitions by VMware and Splunk—Spiros Xanthos brings decades of insight from both startup and corporate environments. Now leading Resolve AI, he’s pioneering agentic AI solutions designed to transform how enterprises maintain and operate production software.  Spiros Xanthos shares candid lessons learned from building fast-growth, VC-backed companies, insights on fundraising strategy ($150M+ raised across Seed and Series A), and how the speed of AI innovation is reshaping company culture, product development, and go-to-market approaches. If you’re curious about the latest in SaaS, AI-driven incident response, scaling a technical team, or outcome-based pricing, this conversation delivers practical wisdom for founders and finance leaders navigating today’s rapid AI evolution.  Show Notes:  00:00 Building developer tools and acquisitions  05:44 Challenges with data overload  07:06 Challenges in managing complex systems  11:00 Early self-funding decisions  13:23 Lessons from experience in startups  17:53 Building a Strong Brand  19:33 Expanding customer support team  24:19 Defining success metrics in AI tasks  26:42 Maintaining culture while scaling  29:48 Innovating with Multi-Agent Systems  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/resolve-ai-raises-125m-series-a-at-1b-valuation  https://www.thesaasnews.com/news/resolve-ai-secures-35-million-in-seed-round  Spiros Xanthos’ LinkedIn: https://www.linkedin.com/in/spiros/  Resolve AI’s LinkedIn: https://www.linkedin.com/company/resolveai/  Resolve AI’s Website: https://resolve.ai/  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page  SaaS Metrics courses here: https://www.thesaasacademy.com/  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray 

Welcome back to The SaaS CFO Podcast! In this episode, Ben Murray sits down with Bobby Ocampo, Managing Partner at Blueprint Equity, for a candid conversation that flips the script—from founder journeys to the investor’s perspective. Bobby Ocampo shares his path from physics major to private equity leader, and together they dive into what he calls the “missing middle” of growth equity investing.  This discussion explores how the SaaS landscape is being redefined by AI, what investors now look for in SaaS and AI-driven businesses, and how founders can build defensible, vertical software companies in today’s competitive market. If you’ve ever wondered how investment criteria are evolving—and what metrics, strategies, and AI trends matter most when raising capital—this episode offers actionable insights straight from the dealmaking front lines.  Show Notes:  00:00 Introduction to Growth Equity  05:30 Adopting AI in SaaS products  09:53 Building trust and community  10:27 Trust and support in software business  14:15 Early growth equity challenges  18:23 Challenges with AI Monetization  22:53 Valuation for legacy SaaS companies  25:10 Importance of AI in investments  29:47 What makes an investment attractive  31:02 Thinking about raising funds  34:43 Understanding venture capital returns  37:07 Discussing future growth strategies  Links:  Bobby Ocampo’s LinkedIn: https://www.linkedin.com/in/bocampo/  Blueprint Equity’s LinkedIn: https://www.linkedin.com/company/blueprint-equity/  Blueprint Equity’s Website: https://www.onblueprint.com/  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page  SaaS Metrics courses here: https://www.thesaasacademy.com/  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray 

In this episode of The SaaS CFO Podcast, host Ben Murray welcomes Ryan Wenger, CEO and founder of In House, to discuss his fascinating journey from practicing law to building and selling a SaaS travel startup, and now, creating an AI-driven legal tech company. Ryan Wenger reveals how his experiences shaped In House’s mission to make legal services affordable and accessible for small businesses.  Ryan Wenger shares candid lessons about pivoting business models, the challenges of fundraising in today's SaaS landscape, and what it takes to reach product-market fit. He explains how In House leverages both AI and a network of legal experts to deliver smarter, safer legal solutions for SMBs and what operational metrics are driving their impressive growth.  If you’re a founder, entrepreneur, or interested in how SaaS and AI are reshaping traditional industries, you’ll find this episode packed with practical insights. Tune in for a front-row view of the evolving world of SaaS, AI innovation, and startup growth strategies!  Show Notes:  00:00 Starting a travel discovery app  05:29 Realizing the need for accessible legal help  06:53 Challenges with DIY legal solutions  10:28 Improving document requests with AI  16:03 Navigating VC fundraising challenges  18:04 Finding success in GPT Marketplace  21:00 Understanding users' legal needs  24:34 Using in-house AI  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/inhouse-raises-5-million-in-seed-round  Ryan Wenger’s LinkedIn: https://www.linkedin.com/in/ryan-wenger-2122a0a/  Inhouse’s LinkedIn: https://www.linkedin.com/company/inhouseai/  Inhouse’s Website: https://www.inhouse.ai/  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page  SaaS Metrics courses here: https://www.thesaasacademy.com/  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray 

Kristen Beck, CEO and co-founder of Elly, shares her career path from being Trello’s first revenue hire through leadership roles at Atlassian, Shogun, and Typeform, and explains why she returned to startups to build an AI-native recruiting platform.   Elly focuses on capturing and learning from unstructured conversational data across hiring—from kickoff through interviews and debriefs—to help teams make better decisions, reduce time spent, and reveal patterns in successful hires. Beck outlines Elly’s two main customer segments: high-volume employers (including manufacturing and home healthcare) and fast-growing startups, and describes how AI enables insights beyond basic efficiency gains.   She discusses Elly’s founding timeline, seed fundraising to $8M (Atomic incubation and Sorenson-led round), PLG-led growth via word of mouth, a free ATS with paid AI features using subscription-plus-usage pricing, and key metrics like K-factor and module adoption, with Elly headquartered in New York and a 10-person team. Show Notes: 00:00 Welcome and Intro   00:08 Kristen Beck Career Path   02:07 What Ellie Does   03:01 Why Build Ellie   04:44 Ideal Customer Profiles   06:08 How AI Changes Recruiting   08:57 Founding Story and MVP   09:41 Seed Round and Investors   10:35 Why Raise vs Bootstrap   11:49 Fundraising Lessons in Crowded Markets   14:20 Go To Market and PLG   18:42 Pricing and Usage Model  20:39 Key Metrics and Virality   22:19 Team and 2026 Priorities   23:56 AI Makes Distribution Matter   25:31 Where to Learn More  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/elly-raises-8-million-in-funding  Kristen Habacht’s LinkedIn: https://www.linkedin.com/in/kristen-habacht-80288780/  Elly’s LinkedIn: https://www.linkedin.com/company/ellyai/  Elly’s Website: https://www.elly.ai/  To learn more about Ben check out the links below: Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page  SaaS Metrics courses here: https://www.thesaasacademy.com/  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray 

Welcome back to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Hiren Hasmukh, founder of Teqtivity, an IT asset management platform serving organizations from startups to global enterprises.   Hiren Hasmukh shares his journey from web and graphic design through custom software builds to leading a bootstrapped, profitable SaaS company with a global reach. Tune in as they discuss Teqtivity’s product evolution, the deliberate decision to avoid fundraising, lean operations, go-to-market strategies, and what it takes to retain big-name customers—all while maintaining a laser focus on customer support and product excellence.   If you’re interested in SaaS growth, profitability, and scaling without external capital, this conversation is packed with insights you won't want to miss.  Show Notes:  00:00 Career path to Techtivity  03:20 Origin of the smart locker idea  08:40 Driving growth through word of mouth  11:35 Focusing on retention and value  14:50 Staying flexible with marketing  Links:  Hiren Hasmukh’s LinkedIn: https://www.linkedin.com/in/hiren-teq/  Teqtivity’s LinkedIn: https://www.linkedin.com/company/teqtivity/  Teqtivity’s Website: https://www.teqtivity.com/  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page  SaaS Metrics courses here: https://www.thesaasacademy.com/  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray 

Welcome to The SaaS CFO Podcast! In today’s episode, we sit down with Dana Rochman, CEO and co-founder of Legato, an innovative company building an AI-powered app creation layer for SaaS platforms. With deep roots in product management and technology leadership, Dana shares how Legato is on a mission to empower non-technical business users — like CFOs — to build custom tools, dashboards, and workflows directly inside their existing B2B applications, eliminating the need for lengthy and costly customizations.  We explore Legato’s journey from inception in 2025, their $7 million seed round, and the importance of clear narrative and validation in fundraising. Dana also opens up about go-to-market strategies, pricing models in the age of AI, and how the platform aims to help SaaS vendors win the AI race by unlocking new revenue streams. Tune in for a behind-the-scenes look at how Legato is bringing the power of app creation to the hands of business users everywhere.  Show Notes:   00:00 Building AI tools for non-engineers  03:44 Customizable tools and workflows explained  09:14 Starting fundraising with strong validation  10:51 Why investors believed in us  14:47 Vendors monetizing dashboards and customizations  17:19 Maintaining and improving the app  20:06 Closing remarks and AI vision  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/legato-raises-7-million-seed-round  Dana Rochman’s LinkedIn: https://www.linkedin.com/in/danarochman/  Legato AI’s LinkedIn: https://www.linkedin.com/company/legato-ai/  Legato AI’s Website: https://www.legato.ai/  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page  SaaS Metrics courses here: https://www.thesaasacademy.com/  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray 

Welcome to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Matthieu Hafemeister, co-founder and CEO of Concourse. Matthieu shares his journey from growing up in Paris to launching a fast-scaling AI startup in New York, drawing on his experiences in venture capital at Andreessen Horowitz and operational roles at Jeeves. Together, they dive deep into how Concourse leverages agentic AI to revolutionize finance teams—from automating workflows across complex data sources to increasing team capacity and strategic output.  Listeners will get a behind-the-scenes look at Concourse’s rapid growth, its recent $12 million Series A raise, and the evolving landscape of AI for enterprise finance. Matthieu also offers insights on the challenges of founder-led sales, best practices for scaling go-to-market, and why staying lean is a key part of their strategy. Whether you’re a SaaS founder, finance leader, or simply curious about the future of agentic AI, this conversation is packed with practical lessons and fresh perspectives. Don’t miss it!  Show Notes:  00:00 "Startup Growth and Complexity Insights"  06:03 Data Integration for Workflow Efficiency  07:36 AI Adoption Accelerates Across Industries  10:59 "AI Automating Workflows, Not Tools"  13:40 "AI Startup's Breakout Journey"  19:47 Evolving Pricing with Token Model  23:26 "AI Impact on Margins"  25:53 Streamlining Finance Team Workflows  27:31 "Custom AI for Enterprise Success"  30:41 "Proof of Concepts Drive Success"  34:38 "Concourse.ai: AI Insights Hub"  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/concourse-raises-12-million-in-series-a  Matthieu Hafemeister’s LinkedIn: https://www.linkedin.com/in/matthafemeister/  Concourse’s LinkedIn: https://www.linkedin.com/company/concourseai/  Concourse’s Website: https://www.concourse.co/  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page  SaaS Metrics courses here: https://www.thesaasacademy.com/  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray 

On this episode of The SaaS CFO Podcast, Ben Murray welcomes Santiago Nestares, co-founder of Dual Entry, to discuss the rapid rise of their AI-powered ERP built for the modern mid-market company. Santiago Nestares shares the inspiration behind Dual Entry, which emerged from firsthand frustrations with legacy accounting systems during his journey scaling a previous startup to $100 million in revenue. The conversation digs into what sets Dual Entry apart—an ERP designed from the ground up with AI, offering next-day migration, seamless integrations, and advanced agentic features for faster, more insightful closes.  Together, Ben Murray and Santiago Nestares explore the company’s approach to building a product that adapts as businesses grow, the challenges (and solutions) around complex ERP migrations, and why user happiness and rapid go-lives are among Dual Entry’s top success metrics. They also dive into Dual Entry's impressive fundraising journey, ambitious go-to-market strategies, and why they believe ERP trauma shouldn’t hold finance teams back from modern solutions.  If you’re curious about the next wave of finance tech for CFOs—or want to hear how Dual Entry is changing the game for SaaS and beyond—this episode is packed with insights you won’t want to miss.  Show Notes:  00:00 "Scaling Challenges with ERP Systems"  05:05 "Mid-Market Business Growth Strategy"  09:03 AI Tools for Business Automation  12:04 "Building Fast, Customer-Focused Teams"  14:56 "Strong Software & Migration Insights"  17:24 "Customer-Focused Go-to-Market Strategy"  22:11 Overcoming ERP Implementation Barriers  25:17 "Launching Agents, SaaS Expansion"  26:17 Dual Entry Resources & Community  Link:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/dualentry-raises-90-million-in-series-a  Santiago Nestares’ LinkedIn: https://www.linkedin.com/in/santiago-nestares/  DualEntry’s LinkedIn: https://www.linkedin.com/company/dualentry/  DualEntry’s Website: https://www.dualentry.com/  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page  SaaS Metrics courses here: https://www.thesaasacademy.com/  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray 

Welcome to The SaaS CFO Podcast! In this episode, hosts Ben Murray and Matt Perrott sit down with Dan Beck, CEO and co-founder of 401GO, to dive into the world of SaaS-driven financial services and the unique challenges facing founders and small businesses when it comes to retirement plans.  Dan Beck shares his entrepreneurial journey, including the story behind launching 401GO with his brother, the company’s mission to simplify and automate 401(k) plans for smaller organizations, and how modern technology is transforming retirement solutions. From tackling outdated industry systems to enabling instant, automated plan set-ups, Dan reveals why 401GO stands out in a space dominated by complexity and legacy platforms.  We also explore Dan’s experience transitioning from bootstrapping businesses to raising over $48 million in venture capital, including the differences, stresses, and rewards between these two worlds. Whether you're a CFO, founder, or anyone curious about scalable SaaS solutions and startup growth, Dan’s insights on unit economics, partner channels, and operational metrics will leave you inspired and informed.  Tune in for actionable advice, behind-the-scenes stories, and fresh perspectives on building a SaaS business that’s reimagining financial wellness for employees everywhere.  Show Notes:  00:00 "Challenges of Offering 401(k)s"  05:40 "Outdated 401(k) Systems Persist"  07:11 Modular Custodial Tech Enhancements  12:15 "Bootstrapping to Venture Funding"  14:19 "Understanding Different Investor Roles"  20:01 SaaS-Based 401(k) Pricing Model  21:19 "Growth, Revenue, and Retention Dynamics"  24:54 "Enterprise Layer Technology Solution"  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/401go-secures-33-million-series-b  Dan Beck’s LinkedIn: https://www.linkedin.com/in/danielgbeck/  401GO’s LinkedIn: https://www.linkedin.com/company/401go/  401GO’s Website: https://401go.com/  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page  SaaS Metrics courses here: https://www.thesaasacademy.com/  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray 

Welcome to another episode of The SaaS CFO Podcast! Today, host Ben Murray sits down with Helen Hastings, founder and CEO of Quanta, an AI-powered accounting service and finance platform designed specifically for software and SaaS companies. In this conversation, Helen Hastings shares her unique journey from software engineer to founder, recounting her transition into the world of finance automation after building internal accounting systems at Affirm. She pulls back the curtain on Quanta’s innovative blend of both product and service, walking us through how her team leverages in-house technology and automation to offer full-service accounting and reporting for early-stage and growth-stage companies.  We delve into what sets Quanta apart—its proprietary general ledger, instant onboarding for startups, and a vision for real-time, intelligent financial insights without the typical growing pains of legacy systems. Ben Murray and Helen Hastings also talk candidly about fundraising lessons, the importance of storytelling in venture capital, and what’s ahead as Quanta gears up to launch a standalone software product. If you’re a founder, a SaaS finance leader, or just fascinated by the future of accounting tech, this episode is packed with firsthand insights you won’t want to miss.  Show Notes:   00:00 Engineers and Accountants: Kindred Spirits  03:28 Automated Accounting & Reporting Solution  08:18 "Growing with Our Customers"  10:28 Business Setup Time Variability  15:13 "The Power of Storytelling"  19:27 Flat-Rate AI Subscription Model  20:40 "Product Usage & NRR Focus"  23:26 "Find Helen at UseQuanta"  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/quanta-raises-4-7-million-in-seed-round  Helen Hastings’ LinkedIn: https://www.linkedin.com/in/helenbhastings/  Quanta’s LinkedIn: https://www.linkedin.com/company/usequanta/  Quanta’s Website: https://www.usequanta.com/  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page  SaaS Metrics courses here: https://www.thesaasacademy.com/  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray 

On this episode of The SaaS CFO Podcast, host Ben Murray welcomes Ben Winter, co-founder and COO at Stuut. Ben Winter brings a dynamic background in management consulting, design agencies, and executive leadership roles within scaling SaaS companies. He shares the story behind founding Stuut—an AI-powered platform designed to transform the order-to-cash process for businesses where working capital and collection efficiency are essential.  Ben Winter reveals how Stuut’s AI agents streamline everything from invoice communication to payment collection, targeting verticals like manufacturing, logistics, and medical devices that rely on fast cash cycles. The discussion delves into Stuut’s journey—from early customer pain points to rapid fundraising, the importance of founder–investor alignment, and their innovative approach to go-to-market and brand differentiation in the crowded finance technology space.  Listen in for actionable insights on SaaS metrics, building AI-driven solutions, and lessons learned in scaling an operationally efficient company—straight from a COO who’s at the forefront of fintech innovation.  Show Notes:  00:00 "Automating AR with AI"  05:19 "Optimizing Cash Flow for Growth"  07:11 Evolving CFO Strategies for Collections  12:34 "Delivering Value to Customers"  16:25 In-Person Impact and Clear Value  19:14 "Non-Traditional Marketing Strategies"  21:16 "Digital Coworkers for Collections Teams"  24:09 "AP & AR Strategy Insights"  29:57 "Scaling Efficiently with AI"  31:28 "Rethinking Team Structures Efficiently"  Links:  SaaS Fundraising Stories: https://www.thesaasnews.com/news/stuut-technologies-raises-29-5m-series-a  Ben Winter’s LinkedIn: https://www.linkedin.com/in/bengwinter/  Stuut’s LinkedIn: https://www.linkedin.com/company/stuut/  Stuut’s Website: https://www.stuut.ai/  To learn more about Ben check out the links below:  Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe  Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page  SaaS Metrics courses here: https://www.thesaasacademy.com/  Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout  Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray