Liz Christo

Capital raising isn’t just about the amount; it’s about the right mix. Raising too much secondary capital can hurt investor confidence, signaling doubt in growth potential. Dr. Tianyi (TJ) Jiang, CEO of AvePoint, suggests a 2:1 balance, which keeps investors confident and focused on long-term success. Learn more about navigating investor relations and capital raising for sustainable growth in the full interview here: https://hubs.ly/Q02XgsSH0 #MAScience #MergersAndAcquisitions #InvestorRelations #CapitalRaising #SustainableGrowth

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🎙️ From Vision to Traction: Securing Early-Stage Investment 🚀 In this episode of The SaaS CFO Podcast, I dive into the journey of raising capital with Brian Elliott. We explore how his team successfully secured $4.4 million at the seed stage by presenting the full package: a compelling vision, early traction, and strong relationships. Brian highlights the importance of showcasing what your team has achieved in a short time, leveraging those wins to build credibility and investor confidence. He also shares how developing connections early—long before the company even started—gave them the optionality to choose the right partners during the raise. 🎧 Tune in to learn how to position your SaaS business for funding success! Episode 172 is now available, links down below 👇 YouTube: https://lnkd.in/gqQ_fiJh Apple: https://rpb.li/tgVFdD Spotify: https://rpb.li/7pwzP5 #SaaSCFO #SeedFunding #SaaSStartups #StartupInvestment #EarlyStageGrowth #TechLeadership #InvestorRelations #SaaSInsights #StartupSuccess #FundingStrategy #SaaSTraction #Entrepreneurship #StartupLessons #BusinessGrowth #InnovationInSaaS #TechFounders #StartupVision #RaisingCapital #SaaSLeadership #BusinessStrategy

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In this episode of CFO Weekly, Felix Beccar, CFO at Mural, joins Megan Weis to share insights on the role of CFOs in early-stage startups, hiring and implementing technology, and maintaining financial discipline while scaling rapidly, and its combination with a COO/Ops role. Check out the full episode: https://hubs.ly/Q02x4G2Z0 & in the comment link. 👇👇👇 #CFOweekly #CFOrole #EarlyStageStartups #FinanceLeadership #Startups #CFOInsights #FinancialStrategy #TechIntegration #ScalingUp #COO #Operations #FinancialDiscipline

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KNOW YOUR REAL BUSINESS ECONOMICS • GAAP Revenue • Cash Flow • Cash • Contribution Margin • CAC • CAC Payback FUNDRAISING: PRESENT & SUBSTANTIATE FINANCIALS • Investor needs to know what your forecasts are • They need to believe them David Weiden, Khosla Ventures

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In Part Two of our series on Verticalized SaaS, Accion Venture Lab's Matt Schaar, Devraj Hom Roy, and Michael Wolfe identify the key strategic and operational steps a vSaaS can take to improve its "north star" metrics. If you're an early-stage investor or founder seeking guidance on the tried-and-true methods that successful vSaaS companies like Toast, Mindbody, Procore Technologies, and others implemented on a pathway to long-term growth, this piece is for you! https://lnkd.in/g5QkCrcH

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What factors drive customer interest and company growth? The latest episode of Accounting Intelligence will shed some light. Listen as host Isaac Heller, Trullion CEO, discusses this and much more with Alex Oppenheimer of Verissimo Ventures. Oppenheimer dives into why early-stage founders must collect more data before heading into pitch meetings with investors. What economic force is driving your business? Find out why this question is crucial for your success. Tune in for invaluable insights and strategies to elevate your business performance >> https://lnkd.in/dnRqpazB #AccountingIntelligence #podcast #accounting #AI

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Did you know that, based on the most successful IPOs, the average spend on S&M is edging close to 50% of revenue? How does this compare to your budgeting for 2025? Even the most disruptive tech solutions will ultimately fail if no one hears about them. If you need help planning and executing a strategy for success, let the pros at ProVision Partners lay a foundation for growth that exceeds your expectations.

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🎙️ SaaS Growth Secrets from Miro’s CFO, Justin Coulombe, CFA How does Miro drive retention and growth? By blending data, predictive modeling, AI, and a human touch—all underpinned by a robust Product-Led Growth (PLG) strategy. In this episode, Justin shares: The secret to avoiding internal channel conflict in sales. Why per-seat pricing still thrives at Miro. How CFOs can navigate business model transitions effectively. His bold take on SaaS practices that need rethinking. 🔥 Whether you're scaling a SaaS business or fine-tuning PLG, this episode is packed with actionable insights. Check it out and redefine your strategy! 👉 Listen here: [https://lnkd.in/e6_vQKUT] #SaaSLeadership #PLG #CustomerExperience #GrowthStrategies #CFOInsights

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Not So Private Equity  Season 2 Episode 13: Where PE-Backed GTM Meets AI Russell Findlay, Operating Partner & Marketing Executive, joins us to share his insights on the evolution of the Operating Partner Role, AI as a Growth Multiplier and common pitfalls CEOs in PE-backed companies should avoid.  Listen to the podcast here: Spotify: https://spoti.fi/3DcRsSQ Apple Podcasts: https://apple.co/4guzxoT #ai #gtm #operatingpartner #privateequity #notsoprivateequity #nspe #peportfolio #peportco #middlemarketpe #eca 

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Traditional CAC calculations no longer fit every business model. In this reel from The Financial Innovations Podcast, Kirk Kappelhoff explains how flexible tools allow companies to redefine metrics like CAC, aligning them with real-time data and longer sales cycles. Uncover more insights with host Daniel Villani here: https://lnkd.in/d9vA5JdP This reel emphasizes the importance of customizing financial metrics to match unique business models and goals, enabling deeper insights and better decision-making. #CustomerAcquisitionCost #FlexibleFinance #TheFinancialInnovationsPodcast

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We typically see four main tipping points for founders when they're deciding to sell their business or to raise capital. In this episode, managing directors Mike Lyon and Jeff Koons discuss what those milestones look like and how founders can decide for themselves if the time is right to pursue a transaction. Listen and subscribe now on: Our website: https://lnkd.in/gu9bxSmr Spotify: https://lnkd.in/gyen9jSx Apple Podcasts: https://lnkd.in/gqHes4-r #founders #pathtoexit #saas #investmentbanking

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In vertical SaaS, the very best companies landed with a product solving a specific, burning pain point that horizontal solutions solved badly and then became broad product suites over time (ServiceTitan, Veeva Systems, Doximity, etc). My partner Gordon Ritter calls this “layering the cake”. In vertical AI, the landing wedges are much more brittle. While the painpoints they solve are very real (and often unaddressable by SaaS alone), they’re also much more likely to commodotize in the near term as the tech advances. 👀 Therefore, the need to layer the cake in vertical AI is much more urgent than in vertical SaaS. 👀 The best vertical AI CEOs not only recognize the dynamic, but talk about it openly. Helps those around them keep up the speed of innovation and their eyes on the bigger prize.

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Are you curious how Cloud CFO can transform your startup's financial situation? 🚀 Watch the full interview with our founder, Elan, who is talking with Elliot Spiegel of Inhouse Ventures for insights into Cloud CFO's collaborative approach and the value we bring to our client's businesses. FULL INTERVIEW: 🔗 https://lnkd.in/gsjYPaRa #CloudCFO #CFO #VirtualCFO #VCFO #startup #startups #startupaus

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Last week, we shared the first part (1/2) of our perspectives on vertical SaaS (vSaaS), more specifically on which metrics define the performance of vSaaS businesses and outlining the benchmarks for each of these metrics. If you have not yet read the piece, give it a read here - https://lnkd.in/d94n2bgN This week we published the second part (2/2) where we call out certain strategies deployed by successful vSaaS companies like Procore Technologies Toast ServiceNow Zenoti and others that can be used to improve the metrics that matter. Read on to layer the numbers with the strats- https://lnkd.in/dPkmWFax Do reach out if you are building in the space or want to exchange notes / feedback on the perspectives. #fintech #verticaSaaS #embeddedfinance #investments

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Want to achieve goals faster and keep your teams aligned in your #PrivateEquity-backed portfolio company? C-suite advisor and executive coach Carson Tate shares practical solutions to solving ineffective feedback loops and overwhelming metrics that can slow growth. Learn how to: 📊 Use a co-creation framework. Foster engagement and purpose through a business vision and direction that employees create alongside leaders. 💬 Master feedback delivery mechanisms. Discover 2 models that make the feedback you deliver more impactful — and leverage employee feedback to drive transparency. 📈 Define and construct cascading goals. Connect strategic objectives with hold period goals, breaking them down into yearly and quarterly targets. 🔍 Identify the #KPIs that matter most. Focus on the 3-5 critical metrics that matter most to hitting EBITDA goals. Read the full article for all this and more! https://lnkd.in/eCnqN-2i #Leadership #OrganizationalDevelopment #EmployeeEngagement #Feedback #Metrics #EBITDA

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