$2.7M Seed to Pivot from Accounting Data to CRM Data Analysis with AI

Welcome to another exciting episode of The SaaS CFO Podcast! Today, we have a special guest, Trevor Lee, the co-founder and CEO of Myko. Trevor brings a wealth of experience from the finance sector, having worked at Fitch Ratings and later transitioning into entrepreneurship.

In this episode, Trevor shares the intriguing journey of his company, which began as Genius Sheets and evolved into Myko. He discusses the challenges and insights behind this major pivot, the innovative use of AI for sales and revenue data analysis, and the lessons learned from fundraising with top investors like Khosla Ventures.

Tune in to hear about Trevor's vision, the current state of Myko, and what lies ahead for this promising startup!

Show Notes:

00:00 Formed partnership with Intuit, developed own language model.

04:07 Data extraction from Quickbooks wasn't a priority.

07:13 Hybrid tool combining revenue intelligence and BI.

11:12 Sales focus: Leadership, mid-level managers, operations.

15:42 Working with design partners to improve capabilities.

19:28 Struggled with fundraising, then succeeded with persistence.

20:45 Strong AI focus, early investor in AI.

24:14 Guiding metric: customer activation for product success.

27:36 Discussion on recognizing business roadblocks and pivoting.

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