Nick Fera

New on the blog for #startups and #founders, understanding when it's time to hire a CFO. Blu Ventures Partner Hal Shelton delves into the growing financial demands faced by founders as they scale their business and the key indicators signaling the need for a CFO. #earlystagestartups #earlystageinvesting #vcfunding https://lnkd.in/eK8niZzS

25

6 Comments

Latest HuLoop Automation blog that is relevant for #collections law firms and agencies...

7

Growth propels a virtuous cycle of improvement within a business. As a company grows, it challenges the status quo, pushing leadership to evolve and develop. Join in on our conversation around the power of growth on the latest episode of Shocking Profit. This is a must-listen to help drive shocking profit in your business! Tune in here- https://lnkd.in/gKDT_gxW

12

1 Comment

Hybrid financing is transforming how SaaS companies grow, combining the benefits of both equity and venture debt. This powerful structure not only accelerates access to capital but also provides strategic flexibility, allowing founders to maintain greater ownership control. Explore how a strategic partnership with River SaaS Capital can streamline your financing needs for continuous growth. https://lnkd.in/gvGUH_gY #EquityFinancing #DebtFinancing #SaaSFounders

2

Join me and my guest, Jason Sayen on an all new smartPRENEUR Podcast. This week we'll discusses the importance of business documentation and how to get started. https://bit.ly/3wJqhMi

3

Are you looking for a leg up on your competitors? Automation and outsourcing may be the answer you're looking for. ⚙️ In our "Leverage Outsourcing and Automation to Optimize Effectiveness and Efficiency" webinar, our seasoned experts John Stewart, Eric Thomas and Carmel Wynkoop detail what automation consists of, distinguish when the right moment is to choose between automation and outsourcing and more. Ready to kickstart your operational excellence journey? 🎥 Watch the recap of our webinar for more insights: https://lnkd.in/gvb7eSkm #Automation #Outsourcing #Efficiency #Armanino

2

A private equity-backed $120 million technology company serving the construction industry faced extreme financial challenges due to a previous CFO's decision to revert from an automatic customer renewal to monthly invoicing. The client needed an interim CFO to improve cash flow while they simultaneously searched for a permanent CFO. Learn how the interim CFO fixed the client's order-to-cash flow including obtaining $30 million in past-due invoices and streamlined internal and external customer payment processes in this case study: https://lnkd.in/d3KDvttE Monica Foster | #interimCFO #interimexecutiveservices #interimexecutive #fractionalCFO

19

1 Comment

The IPO ride doesn’t end after listing day. What comes next? “Building Wall Street relationships and aftermarket support for your stock,” writes our CEO Moira Conlon for CFO. We’ve helped hundreds of companies successfully navigate the IPO process, win Wall Street support and create value for shareholders. As a newly public company, the key is being prepared for what’s ahead, so bookmark this post-IPO checklist. #IPO #InvestorRelations #StrategicCommunications   

9

In the latest episode of The SaaS CFO Podcast, Ben Murray interviews Zach Barney, who reveals critical insights into the timing and strategy behind building a sales team. Zach discusses the pivotal moment after signing the term sheet, the expectation of follow-on investments, and the urgency to demonstrate continued progress and revenue. 📊✨ Highlights include: - Strategic moves post-term sheet signing. - The decision to hire a sales team to show growth. - Managing the burn rate before closing the funding round. - Real-world challenges and lessons learned in scaling a SaaS company. Don’t miss this episode to learn from Zach's firsthand experiences on navigating the financial and operational challenges in the SaaS space. 🔗Episode 130 is now available, links down below 👇 YouTube: https://lnkd.in/gM67YPUD Apple: https://rpb.li/tgVFdD Google: https://rpb.li/kVW Spotify: https://rpb.li/7pwzP5 #SaaSCFO #SaaSSales #StartupFunding #SalesStrategy #TermSheet #RevenueGrowth #SalesTeam #BurnRate #FundingChallenges #BusinessGrowth #SaaSFinance #StartupJourney #SalesManagement #PodcastEpisode #SalesInsights #TechStartups #InvestmentStrategy #GrowthHacking #BusinessStrategy #SalesInnovation #SaaSLeadership

3

In the latest episode of The SaaS CFO Podcast, Ben Murray interviews Zach Barney, who reveals critical insights into the timing and strategy behind building a sales team. Zach discusses the pivotal moment after signing the term sheet, the expectation of follow-on investments, and the urgency to demonstrate continued progress and revenue. 📊✨ Highlights include: - Strategic moves post-term sheet signing. - The decision to hire a sales team to show growth. - Managing the burn rate before closing the funding round. - Real-world challenges and lessons learned in scaling a SaaS company. Don’t miss this episode to learn from Zach's firsthand experiences on navigating the financial and operational challenges in the SaaS space. 🔗Episode 130 is now available, links down below 👇 YouTube: https://lnkd.in/gM67YPUD Apple: https://rpb.li/tgVFdD Google: https://rpb.li/kVW Spotify: https://rpb.li/7pwzP5 #SaaSCFO #SaaSSales #StartupFunding #SalesStrategy #TermSheet #RevenueGrowth #SalesTeam #BurnRate #FundingChallenges #BusinessGrowth #SaaSFinance #StartupJourney #SalesManagement #PodcastEpisode #SalesInsights #TechStartups #InvestmentStrategy #GrowthHacking #BusinessStrategy #SalesInnovation #SaaSLeadership

2

from a CPO chat today, we were strategizing ways to explain to CFOs/finance folks why investors value real subscription revenue 10x higher than implementation and professional services revenue... https://lnkd.in/gxZs5CyE Of note, they tend to be less interested in the HOW: agile, backlogs, WIP, interrupts, SW architecture, bugs vs features... #leadership #executives #money #WhenDoWeIPO

73

10 Comments

All these terms are ones SaaS founders should familiarize themselves with when it comes to discussing warrants in negotiations with potential investor partners. #NegotiationTalk #InvestmentTerms #FinanceEducation https://lnkd.in/gWep3ETC

1

We are thrilled to share this in-depth case study illustrating how Thompson Coburn LLP utilized our Sensei IQ solution to create a single pane of glass view across their portfolio. This success story is just one example of how Sensei Project Solutions is making a difference in businesses around the globe. 🌟 #SenseiProjectSolutions #CaseStudy #ProjectManagement #SenseiIQ #MicrosoftProject #msproject #powerplatform #projectmanagement #projectmanagementsoftware

12

2 Comments

We are thrilled to share this in-depth case study illustrating how Thompson Coburn LLP utilized our Sensei IQ solution to create a single pane of glass view across their portfolio. This success story is just one example of how Sensei Project Solutions is making a difference in businesses around the globe. 🌟 #SenseiProjectSolutions #CaseStudy #ProjectManagement #SenseiIQ #MicrosoftProject #msproject #powerplatform #projectmanagement #projectmanagementsoftware

5

1 Comment

If you're a nonprofit professional, you know that CRM systems are the backbone of an organization's data management. With so many options to choose from, it can be overwhelming to decide where to start. Laura's latest post is a great place to begin exploring your options. Check it out! #nonprofit #CRM #datamanagement"

1

A great read on enterprise SaaS sales from John McAuliffe. A point that John mentions that really resonates 👉👉 customers have a process for "high consideration purchases". Many early stage or product-led-growth SaaS companies lack a sales process that mirrors how customers make these decisions and therefore create "bloat" in their sales pipeline. #themoreyouknow

5

1 Comment

I recently sat down with the CIO from one of our customers to ask him what he looks for when he engages a vendor. His advice boiled down to six items: 1) Establish proven expertise 2) Present technical solutions tied to clear business initiatives. 3) Have a template / recipe on how to proceed. 4) Show how that recipe is tied to the business and technical objectives. 5) Have a path to show value quickly. 6) Identify opportunities for him to self-fund the initiative - take out other costs. Most of these may be obvious, but it was helpful to get a clear read on his thinking, and I could see how he made the case internally for our work. He was looking for a means of getting to a consistent "one truth" from his data teams. He wanted that for granular data which feeds other systems and for the detailed analysis that is fed to senior executives. However, he tied "single truth" to the CFO's objective of consistent reporting on recurring revenue. And he was able to use the retirement of an existing application to self fund the program. The retirement became a "long thin spike" for the data strategy. I also asked him about the importance of AI in his strategy. He suggested, AI is on his mind and that of all his peers. However, the number of organizations who are doing real business initiatives is still small. Mostly it is either in pilot or POC stage. And there is still a large number of his peers who are still just "thinking about it." He falls into the "thinking about it" category. And even though it has not risen to a clear project, he wants anything he does to be consistent for helping him lay the groundwork. I always think customer advice is helpful. I hope you find it interesting as well.

8

2 Comments

I had the honor of being the first guest on the ABCs of ERP and Beyond podcast with Peter Nicholson and Nirav Shah! We had a great conversation about the specific challenges manufacturers and distributors face in managing multiple backend systems like ERPs, CRMs, payment systems, and dealer portals. These disconnected systems often lead to confusion and inefficiency, especially in organizations with numerous acquisitions. During the episode, we discussed how digital transformation and eCommerce strategies can provide cohesive solutions to reduce friction and boost efficiency. If you're a manufacturer or distributor looking to streamline your digital commerce operations, this episode is packed with valuable insights. Check out the episode here for more insights! https://lnkd.in/gXevuZMr #B2BeCommerce #ERP #Manufacturing #Distribution #DigitalTransformation #Podcast

51

2 Comments