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On the show
Recent episodes
From Attorney to SaaS Founder: The Journey With Inhouse AI
Apr 30, 2026
24m 50s
AI and Finance Unite: A Bold Vision for Tax Credit Automation with Taxnova
Apr 23, 2026
27m 42s
Revolutionizing Hiring: Unveiling the AI-Powered Future of Recruitment
Apr 16, 2026
25m 59s
Ark Climate on Funding, Metrics, and Scaling Government SaaS
Apr 14, 2026
20m 59s
How Teqtivity Grew Globally on Zero Outside Funding
Apr 9, 2026
15m 53s
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 4/30/26 | From Attorney to SaaS Founder: The Journey With Inhouse AI | 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 | 24m 50s | ||||||
| 4/23/26 | AI and Finance Unite: A Bold Vision for Tax Credit Automation with Taxnova | Join Ben Murray on The SaaS CFO Podcast as he interviews George Nichkov, CEO and founder of TaxNova. Hear how George Nichkov’s journey from consulting and tech inspired him to solve R&D tax credit challenges for SaaS companies. George Nichkov shares how TaxNova uses AI to automate finance operations—streamlining tax claims, connecting with tools like JIRA and GitHub, and simplifying compliance across global markets. Say goodbye to spreadsheets and manual processes. If you're a SaaS founder or finance leader curious about leveraging global tax credits and AI-powered FinOps, this episode is full of insights you won't want to miss. Show Notes: 00:00 Considering a career change 03:50 Translating projects for accounting 07:24 Easy data integration for companies 12:14 Choosing venture capital for growth 14:04 Building early brand trust 16:57 Discussing data-driven tiered pricing 22:49 Building Pack Snow from scratch 26:05 Integrating JIRA with global offices 26:53 Promoting TaxNova resources online Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/taxnova-raises-1-million-in-funding George Nichkov’s LinkedIn: https://www.linkedin.com/in/nichkov/ Taxnova’s LinkedIn: https://www.linkedin.com/company/taxnova-ai/ Taxnova’s Website: https://taxnova.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 | 27m 42s | ||||||
| 4/16/26 | Revolutionizing Hiring: Unveiling the AI-Powered Future of Recruitment | 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 | 25m 59s | ||||||
| 4/14/26 | Ark Climate on Funding, Metrics, and Scaling Government SaaS | Welcome back to The SaaS CFO Podcast. In this episode, Ben Murray sits down with Ruth Bosse, founder and CEO of Ark Climate, a Munich-based SaaS company transforming how cities tackle climate action. With a background in politics, mathematics, computer science, and significant experience at McKinsey, Ruth Bosse brings a unique perspective to the intersection of technology, climate, and government. We'll hear about the inspiration for Ark Climate, how the company rapidly built traction in the German market, the challenges and opportunities of selling SaaS to government entities, and their approach to fundraising and growth. Ruth Bosse also shares key lessons learned from launching a govtech startup, the importance of realistic sales forecasting, and her vision to expand Ark Climate into a broader government operating platform. Whether you’re a SaaS founder, govtech enthusiast, or simply interested in the evolving world of climate solutions, this conversation is packed with candid insights on metrics, go-to-market strategies, and scaling impact-driven technology. Show Notes: 00:00 Starting a climate-focused company 06:29 Internal and external climate tools 08:04 Bootstrapping and pre-seed funding 12:02 Starting with cold calling 14:16 Why we stopped doing fairs 18:56 Expanding beyond climate tools 20:38 Closing remarks and future goals Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/ark-climate-raises-2-1m-pre-seed Ruth Bosse’s LinkedIn: https://www.linkedin.com/in/ruthbosse/ Ark Climate’s LinkedIn: https://www.linkedin.com/company/ark-climate-technologies/?originalSubdomain=de Ark Climate’s Website: https://www.ark-climate.de/en/homepage 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 | 20m 59s | ||||||
| 4/9/26 | How Teqtivity Grew Globally on Zero Outside Funding | 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 | 15m 53s | ||||||
| 4/2/26 | Maxima Raises $41M to Automate the Accounting Close Process with Agentic AI | Welcome back to The SaaS CFO Podcast! In today's episode, Ben Murray sits down with Yogi Goel, co-founder and CEO of Maxima AI, to explore how artificial intelligence is transforming the accounting function for scaling SaaS companies. With two decades of experience in finance—from auditing at Ernst & Young to leading through multiple SaaS IPOs—Yogi Goel brings deep operational insights into the struggle for accurate, timely, and efficient financial closes. We’ll dig into the founding story of Maxima AI, the challenges of automating record-to-report processes, and the future of agentic platforms that seamlessly integrate into established ERPs like NetSuite, Dynamics, and Oracle. Yogi Goel also reveals Maxima’s journey through fundraising, their rapid growth, and his perspective on SaaS financial metrics in the era of AI. Whether you’re a SaaS CFO, controller, or founder curious about leveraging AI to ease regulatory pressure, reduce errors, and eliminate late nights for your accounting team, this episode is packed with practical insights and candid advice from the front lines of fintech innovation. Show Notes: 00:00 Identifying accounting challenges at scale 04:52 When Maxima is the right fit 08:10 Streamlining accounting processes 11:30 Improving product accuracy and scalability 13:29 Why investors believed in us 19:33 Building awareness for AI finance 23:03 Focusing on customer satisfaction 24:35 Focusing on weekly active users 27:56 Where to learn about Maxima Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/maxima-raises-41-million-in-funding Yogi Goel’s LinkedIn: https://www.linkedin.com/in/yogi-goel/ Maxima’s LinkedIn: https://www.linkedin.com/company/maximaai/ Maxima’s Website: https://www.maxima.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 | 28m 31s | ||||||
| 3/31/26 | The Next Evolution of SaaS: Letting Customers Build Features | 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 | 20m 33s | ||||||
| 3/26/26 | How Nodu.fi Is Simplifying Global Stablecoin Payments | Join host Ben as he sits down with Alex Novozhenov, CEO and co-founder of Nodu, on this episode of The SaaS CFO Podcast. Alex Novozhenov shares his journey as a serial entrepreneur, from building and selling companies in the gaming and fintech space, to launching Nodu—a startup transforming cross-border payments for SaaS and fintech companies. Discover how Nodu leverages stablecoin technology to enable faster, seamless money transfers across borders, eliminating traditional banking barriers. Alex Novozhenov breaks down what stablecoins are, Nodu’s API-driven approach, and why global commerce needs new solutions for moving money. Whether you’re a SaaS CFO, founder, or fintech enthusiast, this episode is packed with insights on startup fundraising, adoption of cutting-edge financial tools, and the shift from bootstrapping to venture-backed growth. Tune in for a fresh perspective on the future of payments and entrepreneurship! Show Notes: 00:00 "API-Driven Fintech & Stablecoins" 03:51 "Stablecoin Payments for Businesses" 09:28 "Funding Goals for Founders" 10:31 "Bootstrapping vs. Funded Startups" 15:10 "Hybrid Teams, Global Offices" 16:58 2026 Goals and Revenue Check Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/nodu-raises-1-45-million-pre-seed-funding Alex Novozhenov’s LinkedIn: https://www.linkedin.com/in/novozhenov/ Nodu’s LinkedIn: https://www.linkedin.com/company/nodufi/ Nodu’s Website: https://nodu.fi/ 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 | 18m 39s | ||||||
| 3/24/26 | Concourse Raises $17M to Bring Agentic AI to Finance Teams | 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 | 35m 13s | ||||||
| 3/20/26 | How Vena Solutions Scaled: Rishi Grover on AI, Funding & Growth | Welcome to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Rishi Grover, co-founder and Chief Solutions Architect at Vena Solutions. With over 15 years of experience in the FP&A technology space, Rishi Grover shares his journey—starting from his early days as an electrical engineer to founding one of the industry's leading financial planning platforms. Together, they dive into the evolution of the FP&A landscape, the growing role of AI in financial planning, and how Vena's unique approach integrates Excel with enterprise applications. Rishi Grover also opens up about Vena’s fundraising story, insights on scaling a SaaS company to thousands of customers, and their recent strategic acquisition to accelerate growth. Whether you’re curious about SaaS fundraising, go-to-market strategies, or how AI is reshaping finance, this conversation is packed with valuable takeaways for founders, CFOs, and finance leaders. Let’s jump in! Show Notes: 00:00 "Comprehensive Enterprise Planning Integration" 04:55 "Navigating Uncertainty with Strategic Planning" 06:43 AI Trust and Practical Applications 12:48 Startup Growth and M&A Strategy 14:20 "Microsoft-Centric Enterprise Expansion" 16:52 "Unified Approach Across Businesses" 23:01 Driving Growth and Software Adoption 25:59 "Aligning Teams for AI Strategy" 27:57 "Accelerating Clean Data Needs" Links: Rishi Grover’s LinkedIn: https://www.linkedin.com/in/rishi-grover-64480314/ Vena Solutions’ LinkedIn: https://www.linkedin.com/company/vena-solutions Vena Solutions’ Website: https://www.venasolutions.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 | 29m 21s | ||||||
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| 3/17/26 | DualEntry Raises $100M to Launch an AI-native ERP | 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 | 27m 03s | ||||||
| 3/12/26 | Double Raises $13M to Close Your Books in Half the Time | On this episode of The SaaS CFO Podcast, host Ben Murray sits down with Ben Stein, co-founder and CEO at Double, to dive into the world of SaaS finance, automation, and the evolving tech landscape for accounting teams. Ben Stein shares his journey from his early days as a CFO at an AR startup, to launching Double—a cutting-edge month-end close management platform that automates everything from transaction categorization to flux analysis. The conversation covers Double’s rapid growth, including its $13 million in capital raised, the strategic importance of AI in their platform, and the lessons learned from their Series A fundraising. Ben Stein also opens up about the challenges and learnings around company rebranding, finding the right investor–founder fit, and the metrics he relies on to steer the business. Whether you’re part of an outsourced accounting team or building the finance function inside a high-growth SaaS business, this episode is packed with actionable insights on scaling finance operations, go-to-market strategies, and the future of accounting tech. Tune in to hear why listening to customers, focusing on the right product, and getting your metrics right can make all the difference in building and scaling a SaaS company. Show Notes: 00:00 Month-End Close Automation Tool 06:00 "AI Unlocks Growth Opportunities" 06:56 "Choosing Board Members Wisely" 10:36 "Client-Based Pricing Explained" 12:57 Finance Insights: Prioritize Simplicity Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/double-raises-6-5-million-series-a Ben Stein’s LinkedIn: https://www.linkedin.com/in/benfstein/ Double’s LinkedIn: https://www.linkedin.com/company/doublehq/ Double’s Website: https://doublehq.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 | 16m 04s | ||||||
| 3/5/26 | 401GO Raises $48M to Bring a Modern 401k Platform to SMBs | 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 | 26m 35s | ||||||
| 3/3/26 | Eikona Raises $5M Seed to Use GenAI Lifecyle Marketing to Sell More to Existing Customers | Welcome to The SaaS CFO Podcast! In this episode, Ben Murray sits down with Nir Weingarten, co-founder and CEO of Eikona, to dive into the intersection of AI, lifecycle marketing, and the SaaS startup journey. Nir Weingarten shares his fascinating background in academia, AI research, and software development, and how that technical expertise fueled the birth of Eikona—a company aimed at transforming post-acquisition marketing through generative AI. You’ll hear about the early days of Eikona, from ideation with his co-founder to securing $5.1 million in seed funding and finding that crucial product-market fit. Nir Weingarten breaks down how reinforcement learning and GenAI can disrupt traditional, manual approaches to email and SMS marketing, creating real ROI for brands with large customer bases. Whether you’re interested in go-to-market strategies, startup fundraising lessons, or the future of AI adoption in SaaS, this conversation is packed with insights. Tune in to discover how Eikona is helping marketers unlock new value beyond customer acquisition and what’s top of mind for building the next wave of AI-powered growth. Show Notes: 00:00 Lifecycle Marketing Revolution Explained 05:48 Social Media AI Disrupts Marketing 07:21 Mid-Market B2C Targeting Strategy 10:33 "GenAI Startup Journey" 14:00 "Fuzzy Autonomy in Marketing" 20:05 "The Right Kind of Stubborn" 23:17 "Building a Scalable Sales Funnel" 25:28 "Client Happiness Drives Success" 27:38 "AI Founder Insights & Metrics" 31:24 "Eikona.io: AI Resources & Networking" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/eikona-raises-5-million-seed-round Nir Weingarten’s LinkedIn: https://www.linkedin.com/in/nir-zvi-weingarten/ Eikona’s LinkedIn: https://www.linkedin.com/company/eikonaio/ Eikona’s Website: https://www.eikona.io/ 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 | 31m 56s | ||||||
| 2/26/26 | Quanta Raises $20M to Automate Your Accounting Close | 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 | 24m 01s | ||||||
| 2/19/26 | The Art of SaaS Acquisitions: Luca Cartechini on Metrics, Retention, and AI Innovation | On this episode of The SaaS CFO Podcast, host Ben Murray welcomes Luca Cartechini, co-founder and CEO of Shop Circle. With deep roots in equity research and venture capital across the European tech landscape, Luca Cartechini shares how his experiences led to the creation of Shop Circle—an innovative, long-term holding company that acquires and grows mission-critical, profitable SaaS businesses outside the traditional VC and PE model. Listeners will get insider perspectives on the realities of scaling software companies in fragmented European markets, the metrics that matter most when evaluating SaaS acquisitions, and the evolving role of AI in operational excellence. Whether you’re a founder considering your next move or simply passionate about SaaS, this episode is packed with actionable wisdom on building, buying, and holding vertical software companies for the long haul. Show Notes: 00:00 "Challenges Scaling European Companies" 03:34 "ShopCircle: AI-Powered Software Platform" 08:51 "AI in Software Acquisitions" 12:06 AI's Role in Business Strategy 14:09 "Pricing, AI, and Value Strategy" 16:58 "Key Metrics for Business Acquisition" 22:28 "Operator-Focused, Long-Term Investment Approach" 25:13 Founder Missteps in Acquisition Process 29:28 Recurring vs. Usage-Based Revenue Analysis 31:51 "SaaS Revenue Analysis for ROI" 36:39 AI-Driven Efficiency and Expansion Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/shop-circle-raises-60-million-in-series-b https://www.thesaasnews.com/news/shop-circle-extends-series-b-to-100-million Luca Cartechini’s LinkedIn: https://www.linkedin.com/in/luca-cartechini/ Shop Circle’s LinkedIn: https://www.linkedin.com/company/shop-circle/ Shop Circle’s Website: https://shopcircle.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 | 39m 10s | ||||||
| 2/12/26 | Stuut Raises $40M to Help CFOs Use AI Agents to Collect Cash Faster | 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 | 33m 13s | ||||||
| 2/3/26 | Serial Founder Raises $2.5M to Find Leads in Your Inbox | Welcome to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Vadim Rogovskiy, CEO and co-founder of Eve, an AI-powered sales enablement tool designed specifically for founders and small business owners. Vadim Rogovskiy shares his unique journey as a serial entrepreneur—from selling and exiting previous startups to launching Eve after discovering the challenges small businesses face managing leads without traditional CRMs. Together, Ben Murray and Vadim Rogovskiy dive into Eve’s early days, its customer-first approach, the founding story, and how AI is transforming sales for SMBs. You’ll hear insights on fundraising in today’s fast-moving AI market, lessons learned across multiple ventures, and how grassroots, founder-led marketing is key in cutting through industry noise. Whether you’re scaling your SaaS startup or curious about AI’s impact on modern sales and revenue models, this episode is packed with real-world advice and thoughtful analysis on building and growing a successful tech company. Let’s jump into the conversation! Show Notes: 00:00 "Building EVE from Event Insights" 03:09 "Startup CRM Challenges and Demand" 08:59 "Sustainable Growth Over Hype" 10:46 "Prioritize IRL and Founder-Led Growth" 14:27 "Founder Discusses Early Fundraising Journey" 18:10 "Qualitative KPIs and User Growth" 20:53 "Achieving Product Market Fit" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/eve-raises-2-million-in-pre-seed-round Vadim Rogovskiy’s LinkedIn: https://www.linkedin.com/in/vadim-rogovskiy/ Eve AI’s LinkedIn: https://www.linkedin.com/company/joineveai/ Eve AI’s Website: https://joineve.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 | 22m 04s | ||||||
| 1/29/26 | Tony Petrilli Bootstraps ViewTrade to Serve Financial Services Firms Globally | Welcome to The SaaS CFO Podcast! In today's episode, Ben Murray sits down with Tony Petrilli, CEO of ViewTrade, to uncover the journey behind building a global fintech platform that’s redefining cross-border financial services. From writing code on early PCs to leading innovation at major institutions like Morgan Stanley and Citibank, Tony Petrilli shares how ViewTrade evolved from a brokerage into a full-stack SaaS provider serving 300 firms worldwide. You'll hear candid insights about bootstrapping a complex product, the realities of scaling and global expansion, and the reasoning behind a customer-led, composable solution instead of a rigid, product-led approach. Plus, he reveals how ViewTrade balances profitability, growth, and innovation—including the strategic use of AI—and what’s next on the horizon as they target nine-digit growth. Whether you’re a SaaS founder, finance exec, or just curious about how technology is transforming financial services, this episode is packed with valuable lessons, operational metrics, and entrepreneurial wisdom. Let’s dive in! Show Notes: 00:00 "Turnkey Cross-Border Financial Solutions" 03:57 "Modernizing Investment with Embedded Solutions" 07:07 Revolutionizing Financial Firms' Efficiency 12:15 "Customer-Led Solutions Drive Inbound" 15:15 "Fintech Sustainability and Responsibility" 18:35 "Starting Small, Scaling Strategically" 19:47 "CEO's Profit Margin Focus" 22:33 "Building Leaders and Expanding Globally" 25:38 Global Expansion and Wealth Ventures Links: Tony Petrilli’s LinkedIn: https://www.linkedin.com/in/anthony-tony-petrilli-a2b59825/ ViewTrade’s LinkedIn: https://www.linkedin.com/company/viewtrade-holding/ ViewTrade’s Website: https://www.viewtrade.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 | 26m 48s | ||||||
| 1/27/26 | GitLaw Raises $3M to Bring Agentic AI Attorneys to SMBs | On this episode of The SaaS CFO Podcast, Ben Murray welcomes Nick Holzherr, serial tech founder and the driving force behind GitLaw—an innovative AI-powered legal platform. Nick Holzherr shares his entrepreneurial journey, from exiting previous ventures like Whisk and Air HR, to launching GitLaw earlier this year with $3 million in backing. The conversation goes deep into the frustrations of traditional legal services, how GitLaw leverages trusted templates and advanced AI orchestration for SMBs, and what sets their product apart from simply using ChatGPT for contracts. You'll hear about go-to-market growth loops, the challenges of scaling in the rapidly evolving AI landscape, and Nick Holzherr's focus on building a product that customers love and trust. Whether you're interested in SaaS metrics, team dynamics, or the future of AI in legal tech, this episode is packed with insights from a founder who's in the thick of it. Show Notes: 00:00 "Revolutionizing Legal Services with AI" 04:09 "Contract Review and Market Standards" 09:10 "Building Success with Trusted Team" 11:45 AI-Powered Legal Document Collaboration 15:19 "Startup Uncertainty Amid Rapid Growth" 18:35 "Challenges in Marketing Metrics Transparency" 21:24 Retention and User Feedback Focus 22:51 "Balancing SaaS Margins and Costs" 26:33 "Making AI Trustworthy and Useful" 29:03 Git.law Service Overview Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/gitlaw-raises-3-million-in-funding Nick Holzherr’s LinkedIn: https://www.linkedin.com/in/nickholzherr/ GitLaw’s LinkedIn: https://www.linkedin.com/company/gitlawco/ GitLaw’s Website: https://git.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 | 29m 15s | ||||||
| 1/22/26 | AI for Field Sales Teams: Nicolas Christiaen’s Playbook for SaaS Success | Welcome back to The SaaS CFO Podcast! In this episode, we're excited to welcome Nicolas Christiaen, CEO and co-founder of Donna, the AI assistant revolutionizing the lives of field sales teams. Ben Murray sits down with Nicolas Christiaen (introduced as Nicolas in the episode) to dive into Donna's journey from inception in late 2023 to its rapid growth and latest $5 million seed round. You'll hear how Donna leverages AI to boost sales rep productivity, seamlessly integrates with CRMs, and is gaining traction across verticals like medical devices, CPG, manufacturing, and insurance. Nicolas Christiaen reveals their data-driven approach to finding ideal customer segments, lessons learned from fast-paced fundraising, and why partnerships with global consulting firms like Deloitte and PwC are fueling their go-to-market strategy. If you’re keen to learn about what’s driving growth for AI-powered SaaS, how to balance vertical focus, and why healthy SaaS margins are still possible with AI, this conversation is packed with insights you won’t want to miss. Tune in to find out how Donna is scaling up in 2026 and what’s next for this ambitious SaaS startup! Show Notes: 00:00 "Sales, Efficiency, and Acquisition" 05:05 "Adapting AI for Industry Needs" 06:45 "24/7 AI Assistant Support" 10:14 "Global Launch Leads to Growth" 14:59 "Early Success with Partners" 19:18 "Outbound Strategy with Multi-Channel Approach" 22:08 AI Costs Will Decrease Over Time 23:50 AI Companies Will Streamline Operations Links: Nicolas Christiaen’s LinkedIn: https://www.linkedin.com/in/nicolaschristiaen/ Donna’s LinkedIn: https://www.linkedin.com/company/donna-by-dealside Donna’s Website: https://www.askdonna.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 | 26m 51s | ||||||
| 1/20/26 | QuickAds Raises $1.7M Seed to Use AI to Automate End-to-end Ad Creation | On this episode of The SaaS CFO Podcast, host Ben Murray sits down with Nitin Mahajan, founder of Quick Ads. With an impressive background spanning engineering, strategy, and consulting at firms like McKinsey and Accenture, Nitin Mahajan shares the story behind Quick Ads—a platform set to revolutionize advertising for small and medium businesses using AI and proprietary data. The conversation dives into the challenges these businesses face, the evolution of ad tech, and Quick Ads’ unique approach of combining software and services with an outcome-based pricing model. Nitin Mahajan also opens up about the company’s capital-efficient journey, fundraising, and their mission to create a visual system of record for marketing teams, all while keeping growth and profitability in sharp focus. Whether you’re a SaaS founder or just fascinated by the future of digital marketing, this episode is packed with insights you won’t want to miss. Show Notes: 00:00 Ad Inefficiency and Modern Challenges 06:12 "Choosing Your Business Growth Path" 07:56 "Data-Driven AI, Not Software" 11:10 "Future of Software in AI" 13:33 "Quick Ads Info and Insights" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/quickads-raises-1-7-million-seed-round Nitin Mahajan’s LinkedIn: https://www.linkedin.com/in/nitinmahajan2/ QuickAds’ LinkedIn: https://www.linkedin.com/company/quickads-ai/ QuickAds’ Website: https://www.quickads.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 | 14m 01s | ||||||
| 1/15/26 | 2nd Time Founder Building AI Quote-to-cash Platform for SLG Recurring Revenue Businesses | Welcome to this episode of The SaaS CFO Podcast! Today, Ben Murray sits down with Michael Babineau, co-founder of Turnstile, to unpack the journey from software engineer to successful second-time founder. Michael Babineau shares how his engineering background and the exit of his first company, Second Measure, to Bloomberg helped shape the vision for Turnstile—a next-gen, AI-native quote-to-cash platform designed to handle the complex challenges of sales-led, recurring revenue businesses. In this candid conversation, Michael Babineau dives into lessons learned from scaling and selling a company, the difficulties of automating revenue processes for custom deals, and why building a truly integrated, flexible system is crucial for SaaS companies looking to grow. You’ll also hear insights into Turnstile’s go-to-market strategy, their unique pricing approach, and what it’s really like to raise capital as a second-time founder. Whether you’re a SaaS operator, CFO, or founder plotting your next move, this episode is packed with operational tips, market observations, and behind-the-scenes stories that you won’t want to miss! Show Notes: 00:00 "Founders Ready to Start Again" 03:05 "Turnstile: Unified Revenue Management Platform" 07:12 Turnstile: CRM-ERP Integration Simplified 11:38 "Finding True Revenue Ground Truth" 13:15 "Venture Growth Through Mid-Market" 17:29 "Scalable Growth for Enterprise Success" 22:09 "M&A Process: All-Consuming Commitment" 24:08 Flexible Dealmaking for Company Growth 27:47 "Shifting to Marketing-Led Growth" 31:35 "Self-Serve Enterprise Software Simplified" 33:00 "Driving Growth for B2B Startups" 36:34 "Turnstile AI Discussion" Links: Michael Babineau’s LinkedIn: https://www.linkedin.com/in/mbabineau/ Turnstile’s LinkedIn: https://www.linkedin.com/company/turnstile-co/ Turnstile’s Website: https://turnstile.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 | 36m 48s | ||||||
| 1/8/26 | Notch Raises $15M to Bring Support AI Agents to the Insurance Vertical | Welcome back to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Rafael Broshi, co-founder and CEO of Notch, to explore the journey from early startup ideas through pivotal transformations in the world of SaaS and AI. Rafael Broshi shares his unique career path—from years in the Israeli army to product management, hedge funds, and now leading a cutting-edge AI company revolutionizing customer experience in the insurance industry. You'll hear firsthand how Notch evolved from an insurance-focused MGA into a powerful AI agent platform for customer support, what drove their bold pivot, and why focusing on outcome-based pricing and measurable ROI is making waves for their global clients. Rafael Broshi offers invaluable insights on making hard decisions, raising capital, and what it takes to stand out in an ultra-competitive AI-driven SaaS market. If you're a SaaS founder, operator, or just fascinated by the future of AI in business, this episode is packed with lessons, metrics, and real-world advice you can’t afford to miss. Show Notes: 00:00 Startup Challenges and Strategic Decisions 03:55 AI Platform for Customer Support Automation 09:05 AI Deployment in Insurance Industry 11:42 "Pivoting, Frugality, and Profitability" 15:17 "AI, Pivots, and New Beginnings" 17:26 "Strategic Focus on Market Verticals" 21:04 Outcome-Based Pricing Strategy 26:47 "Future of AI Pricing" 27:55 Automated Conversations Drive Growth Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/notch-cx-raises-7-million-in-seed-round Rafael Broshi’s LinkedIn: https://www.linkedin.com/in/rafael-broshi-435a77105/ Notch’s LinkedIn: https://www.linkedin.com/company/notchapp/ Notch’s Website: https://www.notch.cx/ 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 | 30m 58s | ||||||
| 12/30/25 | 2025 SaaS M&A Market Insights and Founder Takeaways | Welcome back to The SaaS CFO Podcast! In this special end-of-year episode, host Ben Murray is joined for the third time by Jim Williams, Managing Director at GLC Advisors, for an in-depth update on the state of the software M&A and capital markets. Ben Murray and Jim Williams dive into what's really happening in SaaS dealmaking, cutting through the social media noise to explore trends in deal volume, valuations, and what truly makes a quality asset in today’s market. They discuss why 2025 felt “steady but not spectacular,” how founders can position their businesses for attractive outcomes, and the continued importance of the fundamentals—think retention, growth, and profitability. Jim Williams shares what buyers are looking for, why clean financials and clear revenue models are deal breakers, and what to expect if you’re planning to sell in the near future. Plus, they touch on timely topics like the shifting impact of AI, earnouts, deal structures, and preparing for due diligence. Whether you’re a SaaS founder, CFO, or simply want a no-nonsense perspective on the M&A environment, this episode is packed with actionable insights and predictions for 2026—straight from the front lines of the software dealmaking world. Let’s jump in! Show Notes: 00:00 "2025: Steady Market Trends" 03:33 "Deferred Deals and Future Growth" 08:38 "Evaluating Business Revenue Models" 10:55 Evaluating Recurring Revenue Quality 15:55 "Contextualizing Seasonal Business Metrics" 19:10 Renewal Rate and Visibility Challenges 20:50 "Clarity in Business Value Proposition" 23:17 "Misaligned Business Metrics Unveiled" 28:33 "Platform vs. Add-On Trends" 32:46 "Fair Earnouts and Deal Terms" 35:55 Equity Rollover and Founder Involvement 39:19 "Deal Delays and Due Diligence" 41:53 "Preparing Financials for SaaS Market" 45:45 Strategic vs. Sponsor Buyer Perspectives 50:25 "Achieving Product-Market Fit Fundamentals" 51:41 "Early-Stage Funding Uncertainty" 55:25 "Open, Accessible, and Supportive" Links: Jim Williams LinkedIn: https://www.linkedin.com/in/james-williams-5754953/ 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 | 56m 07s | ||||||
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