SaaStr

JANUARY 24, 2022

Take a read if you are still running finance yourself, or just have an part-time outsourced resource. In the old days, we didn’t have to worry about finance too much. SaaS accounting and finance has gotten pretty complicated, and the impacts of getting it wrong have gone up substantially. Accounting and Finance.

Finance 131

Finance Start-ups Contract X-functional 131

Sales Pop!

OCTOBER 16, 2023

Both your business and your personal finances may be greatly affected by your decision. Your house and finances could be at stake if you are not protected by limited liability in the event of a lawsuit. The post 5 Ways Business Structure Can Safeguard Your Business and Personal Finances appeared first on SalesPOP!

Finance 52

Finance Legal Up-sell Sell 52

Sales Pop!

JANUARY 5, 2023

It’s a new year, and with a new year comes new goals, and for many of us these goals include tackling our finances. The last few years have been pretty rough on most of us, even if we have been stringent with our finances. However, now it is time to settle your finances, and figure out how you can better manage your funds.

Finance 52

Finance Drivers/motivators Start-ups Process 52

Sales Hacker

JUNE 10, 2021

We’ll dig into what matters most to you, identify the enemies of common sense finance and the basics of how to build a budget with your comp plan. Why are you trying to take control of your finances? [4:57]. The post How to Take Control of Your Personal Finances appeared first on Sales Hacker. Highlights: Who is John Healy? [2:52].

Finance 77

Finance Drivers/motivators Sales Gaming 77

Salesforce

JULY 18, 2023

I’ll discuss below how to craft deals that both finance and sales teams will love. — Since my primary contact will need to present the deal to their CFO, I prepare a strong financial case that makes sense for both finance and sales. Get your deals finance-ready What are their timelines and budget constraints?

Finance 52

Finance Prospecting Up-sell Sales 52

Salesforce

JULY 18, 2023

I’ll discuss below how to craft deals that both finance and sales teams will love. — Since my primary contact will need to present the deal to their CFO, I prepare a strong financial case that makes sense for both finance and sales. Get your deals finance-ready What are their timelines and budget constraints?

Finance 52

Finance Prospecting Up-sell Sales 52

Sales Pop!

DECEMBER 30, 2021

Education in finance is useful not only for future business people and bankers but also for people of other professions. Education in finance allows you to become a financial manager in a large firm, a financial consultant, a broker, a savings and credit manager, etc. Top Institutions Offering a Finance Degree.

Finance 52

Finance Education Drivers/motivators Consult 52

Sales Pop!

AUGUST 8, 2022

Finances are a challenge for everyone. If you’re feeling like you’ve got all your ducks in a row but find that you’re still struggling to manage your money more effectively, I’m going to present five important ways that can help you get back on top of your finances. But don’t worry! Set Up a Savings Plan.

Finance 52

Finance Start-ups Presentation Process 52

SaaStr

FEBRUARY 2, 2021

The post 5 Things To Be Wary of In VC Financings appeared first on SaaStr. Even at a substantially lower price. Because you’ll be stuck with this investor forever. note: an updated SaaStr Classic post).

Finance 111

Finance Up-sell Sell Negotiate 111

G2

AUGUST 11, 2023

Running a small business is no easy feat. Just when you think you've got everything under control, financial challenges can pop up like surprise obstacles to test your resilience.

Finance 98

Finance 98

SaaStr

DECEMBER 28, 2019

Q: What were the effects on Adobe’s finances when they switched from a licence purchase to a subscription model? The post What were the effects on Adobe’s finances when they switched from a licence purchase to a subscription model? Revenue run rate grew from $4 billion in 2012 to an estimated $14 billion in 2020 (!).

Finance 53

Finance Price 53

SaaStr

NOVEMBER 18, 2023

SaaS products and services like Pilot track the finances of 1,000s of SaaS and other startup so they’re an interesting source of hard data. VC finance is designed to fund 18-24 months of runway. What does Pilot’s latest data say? Many have already raised a bridge round. This sounds a bit dire, but really it isn’t.

Finance 120

Finance Growth Service Product 120

Hubspot

APRIL 29, 2015

The finance industry is just one of those industries that's REALLY difficult to work in as a marketer. If ongoing research is anything to go by, finance is one industry that’s seeing an increasing level of demand for engagement over the internet. And sure, marketing within the finance industry can be challenging.

Finance 62

Finance Follow-up Start-ups Growth 62

Membrain

NOVEMBER 5, 2023

Our guest, Ben Tagoe, CEO of Objective Management Group (OMG), takes us on a journey where he weaves his experiences in finance, data analytics, and into his current role. Have you ever experienced the power of data, how it shapes decisions, and the impact it can have on performance?

Sales 75

Sales Finance 75

Hubspot

MAY 13, 2015

When you're working within the highly regulated finance industry, there can be legal implications for companies that are seen as being "over-promotional" on social networks like Twitter and Facebook. Many finance marketers have hesitated to adopt social media, saying the risk isn't worth the investment. The result?

Finance 67

Finance Follow-up Promote Conversion 67

Hubspot

NOVEMBER 14, 2018

Within seven years, though, his company grew to be worth $500 million and his website, Nerdwallet.com, attracts millions of visitors per month who look for credit card information and personal finance-related content. How was he able to accomplish such an incredible feat? The short answer? Data-driven content marketing. And it works.

Finance 69

Finance Start-ups Commission Prospecting 69

Sales Hacker

NOVEMBER 19, 2018

Rob has a background in finance, but jumped into the startup world first at Groupon, where he was the GM for their Latin American division, before moving to New York to become the first sales hire for Justworks. The benefits of a career in finance on evaluating companies. How did you go from finance to leading a startup sales team?

Finance 58

Finance Growth Sales Start-ups 58

SaaStr

AUGUST 14, 2023

The traditional practice is that VC funds have the startup pay both their fees and the VC’s legal fees in the financing. In a truly tiny financing (<$500k-$1m) or SAFE notes and the like, however, any investor-side legal fees are often just paid by the investors. It doesn’t matter in the end. It’s just a condition of the funding.

Legal 90

Legal Finance 90

Martech

MARCH 11, 2022

We have their personal finances and we can guide consumers to what financial products to use – they have someone on their side. When I think about the opportunity at this stage in LendingTree’s history, we’re reminding consumers why we are the best company to be trusted with their finances. There had to be a better way.

Customers 114

Customers Finance Appointment CRM 114

Salesforce

SEPTEMBER 28, 2021

Front of the house versus back of the house. Client facing or business facing. Internal, external. Traditionally, we’ve gotten into the habit of marking firm lines and dividing the parts of our businesses that face the customer and the ones that deal with employees. It turns out that’s a mistake.

Finance 52

Finance Entertainment Start-ups Conversion 52

SaaStr

OCTOBER 29, 2022

So I’ve seen a trend among many startups these days which is to sort of have a VP or Director of Business Ops instead of a VP / Director of Finance. They handle the cash too, but also go deep on the business in a way a “finance person” usually simply can’t. True finance folks (e.g., In fact, they usually don’t know how.

Finance 108

Finance Up-sell Consult Sell 108

SaaStr

JANUARY 13, 2023

They usually come in and handle compliance and oversight for an existing finance team that perhaps lacks the seasoned experience to handle models, venture capital and debt, prepare for an audit, etc. We have a Fractional CFO for our tiny team at SaaStr, he reviews the finances and corporate actions of the team that does … the actual work.

Finance 126

Finance Pipeline Sales Contract 126

SaaStr

APRIL 14, 2022

I think at a minimum you should have a real experienced finance lead at $2m ARR, a real VP Finance once you raise $20m, and a CFO once you are at $20m+ ARR. Most startups just wait way too long to get finance right: They wait too long to get collections right, and have to write off a lot of bookings. jasonlk) April 12, 2022.

Finance 92

Finance Closing Process Growth 92

Sales Hacker

NOVEMBER 28, 2023

Guest Speaker Link: LinkedIn: [link] Host Speaker Links: LinkedIn: www.linkedin.com/in/ssbarker/ Newsletter: thegtmnewsletter.substack.com/ Sponsor: Today’s episode is sponsored by Flex , a finance super app built around a credit card with unique Net-60 day terms that enables businesses to make an investment today and pay it back 60 days later with (..)

GTM 86

GTM Sales Go To Market Growth 86

Martech

MAY 2, 2023

Beyond marketing, sales and customer success, your product, finance, operations and executive teams are invaluable partners. Finance groups prioritize resources, structure contracts and deliver ROI metrics back to customers Finance was labeled a risk-averse team with a “deal prevention” reputation.

B2B 118

B2B Prospecting Finance Sports 118

Sales Pop!

OCTOBER 31, 2023

Navigate financing options Very few startups are fully self-funded. Whether you seek loans, investors, or other sources, an accountant is invaluable for guiding financing decisions. For debt financing, they can help you understand options like bank loans, SBA loans, and credit cards to select the best fit.

Service 52

Service Finance Up-sell Growth 52

Heinz Marketing

APRIL 12, 2020

Amid the COVID-19 pandemic, finances have been tight for lots of people and families around the country. I am thankful to still be working but, finances and budgeting have still been top of mind. Clear view of your finances. I like this view because it provides a big picture view of my finances in one place. Credit score.

Finance 136

Finance Education Consult Service 136

SaaStr

SEPTEMBER 3, 2023

Companies are waiting too long to hire a CFO or VP of Finance. Companies Are Waiting Too Long To Hire A CFO or VP of Finance A lot of founders hire a VP of Ops instead. On the one hand, startups are much worse at finance and controls. Don’t wait too long to hire a VP of Finance. People used to respect capital more.

Finance 101

Finance Growth Meeting Customers 101

G2

SEPTEMBER 25, 2023

Fintech simply joins finance and technology reinforced by digital transformation. Fintech, a sector known for opportunities and potential, is often a subject of discussion for entrepreneurs and business leaders.

Finance 52

Finance Technology Technology 52

Sales Hacker

MAY 23, 2022

Hi Kristina, I work for {{org.name}} , and we are revolutionizing how companies and finance professionals win. In short, we help high-growth companies fill gaps in their finance departments on a fractional basis. Subject line: Finance Opening. Hey Kristina, Saw you’re bringing on some new finance analysts. Best, REPNAME.

Finance 73

Finance Sales Growth 73

SaaStr

JANUARY 23, 2023

And there are too many founders looking for bridge financing, and not enough bridge financing to go around, And yet, these are still very good times to raise a seed round. Unicorns that looked like sure things a year ago are now running out of money. Board meetings are endless drama sessions. If … you are capital efficient.

Finance 130

Finance Growth Conversion Closing 130

Salesforce

DECEMBER 6, 2022

Traditionally, people have thought of CFOs as a steward” and that includes “running a tight finance ship,” Susan Li, Meta’s new CFO, said at a recent summit sponsored by Fortune. The ability to lead a diverse set of individuals, both finance and non-finance, across the organization takes people skills. Sign up now.

Meeting 98

Meeting Finance Technology Technology 98

Sales Pop!

NOVEMBER 22, 2023

Financial literacy is the ability to understand and manage personal finances. That’s where the National Finance Educators Council (NFEC) comes in. It is an essential skill for everyone, regardless of age or income. The NFEC is a leading non-profit organization dedicated to promoting financial wellness.

Non-Profits 59

Non-Profits Promote Education Finance 59

SaaStr

JULY 25, 2023

What VCs will want to make sure is that: The founders are adequately incented going forward The angels before them, as a group, don’t have control or blocking rights over future financings.

Finance 95

Finance 95

SaaStr

AUGUST 1, 2023

Don’t pretend for the next round of financing. If you can’t, if you really don’t want to stay. Then rip the band-aid off. And just leave. It’s for the best. Don’t stretch it out. Folks will likely see through it, or at least figure it out in the diligence process. The company may immediately lose its funding. It’s terrible. But it’s OK.

Finance 92

Finance Process 92

Sales Pop!

APRIL 26, 2022

The buyer network’s finance manager represents a department familiar to us all so it’s logical to make assumptions about the finance department’s functional frame of reference. We all know finance, don’t we? But what about the finance manager as a person? Do we assume that all finance managers are the same?

Sell 98

Sell Up-sell Finance Sales 98

Martech

SEPTEMBER 13, 2023

Marketers in tightly regulated spaces like finance need to be confident that AI recommendations are not only sound but also possible to explicate. When it comes to introducing genAI for marketers, it’s no surprise SAS would be emphasizing the importance of guardrails — especially the third of the three pillars Chaves laid out above.

Finance 137

Finance Government Customers Process 137