The SaaS Academy

🚀 How to Use the Rule of 40 in SaaS Companies with <$10M ARR 🚀 The Rule of 40 is often discussed for larger SaaS companies, but what about when you're under $10 million in ARR? Is it still relevant? Absolutely! In my latest SaaS Metrics School video, I break down how I use the Rule of 40 as a contextual metric to measure the balance between growth and profitability in smaller SaaS businesses. It’s a valuable indicator, even if you're not yet optimizing for it. If you're running a SaaS business or advising one, this video is for you. Check it out to learn when to apply the Rule of 40 and how to leverage it for smarter decision-making: https://lnkd.in/g5kPQVhV #SaaS #Ruleof40 #SaaSMetrics #GrowthVsProfitability #Finance #SaaSFounders #ARR #FinancialHealth #SaaSMetricsSchool

🚀 Navigating the Early Stages of AI Adoption 🚀 In this episode of The SaaS CFO Podcast, I’m joined by Sam Oliver to discuss the evolving landscape of AI implementation in SaaS companies. As organizations explore how to adopt new technology, many are deciding whether to build, buy, or rent their AI solutions. Sam explains how companies aren’t experiencing “fatigue”—it’s just early. Leaders and stakeholders are starting to map out how AI fits into their long-term strategy. Boards want assurance that their companies will embrace the efficiency gains AI offers and won’t be left behind. Episode 161 is now available, links down below 👇 YouTube: https://lnkd.in/gdMgqrat Apple: https://rpb.li/tgVFdD Spotify: https://rpb.li/7pwzP5 #SaaS #AIAdoption #TechStrategy #ArtificialIntelligence #BusinessInnovation #AIImplementation #SaaSPodcast #SamOliver #TechLeadership #BusinessEfficiency #SaaSLeaders #TechRoadmap #FutureOfWork #AIinBusiness #BusinessGrowth #StakeholderManagement #TechTrends #BusinessOptimization #SaaSIndustry #AIInSaaS #SaaSCommunity

In episode #235, I address a student's question. Yes, there are still software companies with the perpetual/maintenance model. As they transition to SaaS, we must be careful when calculating certain metrics. - The perpetual license / maintenance model - Transition from legacy to SaaS - How to track retention - Keep maintenance separate from subscriptions Listen to the episode here: https://lnkd.in/g6Qrb2Yt #SaaS

🤖 Building a Smarter Customer Experience with AI 🤖 In this episode of The SaaS CFO Podcast, I chat with Sam Oliver about how his company is revolutionizing customer interactions using AI. When onboarding a new customer, the first step is building a knowledge base—the AI reads everything from their website, onboarding docs, and brand guidelines to pricing. This equips the AI to answer even the most obscure customer questions with precision, ensuring a seamless and intelligent customer experience. Tune in to learn more about how AI is transforming customer support! Episode 161 is now available, links down below 👇 YouTube: https://lnkd.in/gdMgqrat Apple: https://rpb.li/tgVFdD Spotify: https://rpb.li/7pwzP5 #SaaS #ArtificialIntelligence #CustomerExperience #AIAutomation #KnowledgeBase #TechInnovation #CustomerSupport #SaaSPodcast #SamOliver #AIinBusiness #CustomerSuccess #SaaSTools #AIOnboarding #TechLeaders #BusinessOptimization #SaaSIndustry #FutureOfWork #SaaSLeaders #CustomerEngagement #BusinessGrowth #SaaSCommunity

🚀 Excited to share the latest episode of The SaaS CFO Podcast, where we had a dynamic conversation with Sam Oliver, founder and CEO of OpenFi! 🌟 In this episode, we delve deep into Sam's journey from his past successes to the innovative efforts he's pioneering with OpenFi. Here are three key takeaways you won't want to miss: 🔹Resilience and Financial Focus: Sam underscores the importance of financial prudence and resilience. Drawing from his experience with Lead Pro, he discusses the critical role of maintaining profitability and the tough decisions during market downturns, like remortgaging his property to sustain operations during the pandemic. 🔹Transforming Sales with Conversational AI: OpenFi is revolutionizing the sales process by automating the Sales Development Representative (SDR) role using conversational AI. This technology ensures consistent, ego-free follow-ups, enhancing lead conversion rates and productivity, especially for companies using Salesforce in professional services. 🔹Strategic Fundraising Insights: Sam shares nuanced perspectives on fundraising. While highlighting the balancing act between focusing on product development and investor relations, he emphasizes that bootstrapping has its merits, but capital can accelerate growth and allow startups to compete effectively. Dive into the full episode to gain more insights into Sam's inspiring story and transformative vision for OpenFi. 💡 Episode 161 is now available, links down below 👇 YouTube: https://lnkd.in/gdMgqrat Apple: https://rpb.li/tgVFdD Spotify: https://rpb.li/7pwzP5 #SaaSCFO #PodcastEpisode #StartupJourney #ConversationalAI #Fundraising #SalesStrategies #OpenFi #TechInnovation #Entrepreneurship #SaaS #FounderStories #AI #CustomerEngagement #BusinessGrowth #FinancialServices #Salesforce #ProServices #LeadConversion #BusinessStrategy #StartupSuccess #Innovation

🚀 How to pass 90% of your SaaS peers in financial maturity! In my latest episode of SaaS Metrics School, I dive into the four essential finance steps that every SaaS company must implement to level up their financial operations and get ahead of the competition. From customizing your chart of accounts to mastering revenue recognition, these key actions will provide the clarity and structure you need as you scale. Having worked with hundreds of SaaS companies, I’ve seen how these foundational steps can make a massive impact on financial maturity. 📊 Catch the full episode here: https://lnkd.in/g22Yrnrs What are you doing to strengthen your SaaS finance setup? Let’s talk in the comments! 👇 #SaaSFinance #FinanceLeadership #SaaSmetrics #FinancialMaturity #RevenueRecognition #DepartmentCoding #SaaSPandL #ChartOfAccounts #SaaSBusiness #FinancialStrategy #CFO #SaaSCFO #Accounting #SaaSExperts #GrowthStrategy #SaaSLeaders #SaaSTips #FinanceOptimization #SaaSFounders #SaaSScaling #SaaSGrowth

Are you joining day 2 of SaaS Metrics Palooza today? 🚀 I'm tackling the 4 key finance data sources required for your SaaS metrics. - HRIS data - Financial data - Bookings data - Customer/revenue data Without this data, you are running financially blind. Save your seat at the link below! And be sure to catch the other great sessions today. Save your seat here: https://lnkd.in/gXNTDWpf #SaaS

🔍 Staying Focused on the Product Roadmap 🔍 In this episode of The SaaS CFO Podcast, I ask Paul Dudley from Streamkap about a challenge many founders face—staying focused on the product roadmap amidst the allure of new ideas and shiny objects. How did he manage? Paul shares his strategy: staying grounded in immediate customer demand and forecasting future needs. By balancing customer insights with potential partner input, Streamkap kept its focus on delivering real value to customers while avoiding distractions. A great lesson in maintaining clarity on the path to success! Episode 160 is now available, links down below 👇 YouTube: https://lnkd.in/grE_-9fK Apple: https://rpb.li/tgVFdD Spotify: https://rpb.li/7pwzP5 #SaaS #ProductRoadmap #CustomerDemand #FounderFocus #SaaSPodcast #PaulDudley #Streamkap #TechFounders #StartupLessons #ProductDevelopment #CustomerInsights #BusinessStrategy #SaaSLeaders #StartupFocus #SaaSIndustry #BusinessGrowth #SaaSTools #SaaSCommunity #ProductManagement #TechInnovation

💡 Early Customer Engagement: A Founder's Lesson 💡 In this episode of The SaaS CFO Podcast, I sit down with Paul Dudley from Streamkap to reflect on his journey from pre-seed to seed funding. His biggest takeaway for founders? Talk to your customers early—really early. Paul shares how staying close to customers from the start helped shape their product, avoiding the trap of falling in love with the technology over the actual solution. For technical founders, this is a critical lesson: stay focused on solving real problems, not just building cool tech. Tune in for more invaluable insights for startup founders! Episode 160 is now available, links down below 👇 YouTube: https://lnkd.in/grE_-9fK Apple: https://rpb.li/tgVFdD Spotify: https://rpb.li/7pwzP5 #SaaS #CustomerEngagement #FounderTips #SeedFunding #PreSeed #StartupJourney #SaaSPodcast #PaulDudley #Streamkap #TechFounders #CustomerFocus #ProductDevelopment #StartupLessons #SaaSLeaders #FounderAdvice #EarlyStageStartups #SaaSIndustry #BusinessGrowth #SaaSCommunity #TechInnovation #SaaSInsights

🚀 Real-time Data Transformation in SaaS 🚀 In this episode of The SaaS CFO Podcast, I'm joined by Paul Dudley from Streamkap to discuss a game-changing shift in data handling. Imagine having real-time data that's not only less expensive but also as straightforward as batch processing. Why wouldn't you make the switch? Paul shares insights on how Streamkap is driving this shift, making real-time data the new norm for SaaS companies looking to boost efficiency and gain a competitive edge. Don’t miss this deep dive into the future of SaaS data management! Episode 160 is now available, links down below 👇 YouTube: https://lnkd.in/grE_-9fK Apple: https://rpb.li/tgVFdD Spotify: https://rpb.li/7pwzP5 #SaaS #RealTimeData #DataTransformation #SaaSInsights #Streamkap #SaaSLeaders #TechInnovation #DataManagement #BusinessGrowth #SaaSTools #TechSolutions #PaulDudley #SaaSPodcast #DataEfficiency #FutureOfData #SaaSIndustry #SaaSRevenue #BusinessOptimization #SaaSCommunity #SaaSTech #SaaSMetrics