All Episodes
Episodes
9 Legal Strategies for a $100M Exit – Tactics 7 to 9
In episode #219, I address preparing for an exit. You must prepare ahead of time for an exit. I hosted guest expert Omeed Tabiei, an attorney for SaaS companies. His tactics were golden. They must be followed so you...
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9 Legal Strategies for a $100M Exit – Tactics 4 to 6
In episode #218, I address preparing for an exit. You must prepare ahead of time for an exit. I hosted guest expert Omeed Tabiei, an attorney for SaaS companies. His tactics were golden. They must be followed so you...
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9 Legal Strategies for a $100M Exit – Tactics 1 to 3
In episode #217, I address preparing for an exit. You must prepare ahead of time for an exit. I hosted guest expert Omeed Tabiei, an attorney for SaaS companies. His tactics were golden. They must be followed so you...
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Ignore Your Accounting Pay the Price Later
In episode #216, I address poor accounting data. This is SO common in early-stage SaaS, even later stage. But it can easily be avoided.
- The pillars of your accounting foundation
- Revenue categories
- Department...
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I’m Struggling with Your Bookings Data
In episode #215, I address bookings data from our CRM. This is one of the four key finance data sources. And one that we get wrong.
- What is a booking?
- How do we use bookings data?
- What are the key fields that I...
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What to Do When Your Accounts Receivable and Aging Are Out of Control
In episode #214, I address cash flow. Plain and simple. Don’t collect on your open invoices and you’ll soon be out of business.
- What is AR?
- What is AR aging?
- My plan of attack to collect on invoices
Check out...
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How Late is Late for a Late Payment?
In episode #213, I address a student question from my SaaS metrics community. As a CFO, this question is near and dear to my finance heart.
- What is considered late?
- Does invoice size amount matter?
- My maximum...
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Not All CARR is Created Equally
In episode #212, I address Contracted Annual Recurring Revenue (CARR). This can get really tricky when everyone is defining ARR differently. And CARR is often used in SaaS valuation discussions.
- What is CARR?
- SaaS...
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Your Accounting Team Needs a Close Calendar Checklist
In episode #211, I address your accounting foundation. Like it or not, accounting data is so important and feeds the SaaS finance process.
- SaaS accounting foundation
- SaaSify your chart of accounts
- Clean close...
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Parent Child Relationships Can Cause a Big Metrics Mess
In episode #210, I address the parent-child relationship—and I’m not talking about the relationship with your teenager. If not done right, it can wreak havoc on your financial analysis and metrics.
- What is the...
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Founder / Investor Fit is Critical for Fundraising Success
In episode #209, I address fundraising tips and tricks. This tip is one that is always mentioned when I interview SaaS founders about their fundraising experience.
- What is founder / investor fit
- Vet your...
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Is LTV to CAC Dead as a Metric?
In episode #208, I address social media posts that attack LTV to CAC. Don’t believe the blanket statements that you read about SaaS metrics.
- What is LTV to CAC?
- When does Ben use LTV to CAC?
CAC...
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