Exciting news! My tech startup - Cashflowy.ai- is now in the Production Demo phase, and we'll be onboarding our beta users in a couple of weeks. ?? We're revolutionizing bookkeeping and invoicing for small businesses. Meet my partner Niraj - Cashflowy's CTO. He's MIT-trained and built software for Deloitte, Goldman Sachs, and Virgin Hotels, among others. He's won awards for the AI tech he's built, and now he's using his ninja skills to help build Cashflowy.ai. Jump on the waitlist now at: Cashflowy.ai And come follow the behind-the-scenes journey Cashflowy.ai . . . #aitools? #bookkeepingai #automatedbookkeeping #saas #tech #businessnews
Heidi DeCoux的动态
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Really looking forward to doing a Finance 101 workshop for female founders on Friday. I love helping business owners but when they are female, it’s just extra special to me. The only problem is fitting all of the knowledge bombs into 30 minutes. ?? NextStage Advisory LLC #cpa #accounting #femalefounders #startups
?? Speaker Announcement: Femme Founder Bootcamp Session 3! ?? Get ready for "Accounting & Legal Landscape for Web3 & AI Startups" on September 27th! We’re thrilled to have two experts guiding us through the complexities of the legal and financial side of emerging tech: ?? Monica Gaudioso – Partner at Carrington, Coleman, Sloman & Blumenthal, LLP, specializing in legal strategies for growing businesses ?? Olga Bashkatova – Founder of NextStage Advisory LLC, an accounting practice focused on emerging tech businesses In this session, you'll learn: ? Key legal considerations for Web3 & AI startups?? ? Accounting best practices to keep your business on track?? ? How to navigate regulatory challenges in the tech space Whether you're launching a startup or scaling in the Web3 & AI world, this session is essential to ensure you're building a legally sound and financially sustainable business. ?? Registration closes TOMORROW at 9am! Join us while you can at www.atxwiw3.com/bootcamp #FemmeFounder #LegalInTech #Web3Accounting #AIStartups #WomenInTech #BusinessLaw #EmergingTech
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I'm excited to introduce Digital Diligence ?? Using an agency to build your product? We save you time and money by helping you write clearer, more effective briefs for software development agencies. ---------- ?? The Problem ?? Simon Morley and I have witnessed this a lot since meeting as Techstars mentors. Founders (with deep domain expertise) decide to use an agency, but they don't have the tools to communicate what they need to build. Resulting in wasted time and unexpected costs along the way. It's as much a problem for the agencies - they spend hours refining the scope of the project or have to bake in numerous assumptions. Unhappy clients and projects that spiral out of control. ---------- ?? Enter Digital Diligence ?? We help founders communicate what they want built so they don't waste time or money, and can make an informed decision. We're excited to launch after successfully testing out our service with a couple of friendly clients through Barty. ---------- ?? Free consultation ?? Check out our website for an overview of our services (or an example of AI imagery in action). Drop us a line and we'll hop on the phone to have a non-strings-attached chat.
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Parker Conrad, founder of Rippling, challenges the traditional wisdom on building business software. For years, startups were advised to solve one pain point, gain customers, and add features. But Conrad believes this narrow focus creates inefficiencies, forcing businesses to manage multiple software tools. ?? Rippling takes a different approach, offering an all-encompassing solution that integrates payroll, expense management, and IT services. This unified system uses a single dataset to build multiple applications, leading to a standardized user experience and flexible pricing. ?? In times of economic downturn, this method can be more resilient. As many SaaS startups face consolidation, an integrated approach like Rippling’s may prove to be a better path forward. ??? Do you think an all-encompassing solution is the future of business software? #TechInnovation #BusinessSoftware
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In our latest post, my colleagues Matt Schaar, Devraj Hom Roy, and Michael Wolfe break down the key metrics and strategies for building a successful verticalized software as a service (vSaaS) business. At Accion Venture Lab, we're excited about how vSaaS can uniquely and effectively use transactional data and an engaging customer experience to deliver accessible, affordable, and timely financial products for underserved small businesses. Check it out and let us know what you think!
Metrics that matter for a successful verticalized SaaS business
accion.org
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?? We are thrilled to announce Fieldguide's $30 Million Series B! We thank our customers, team, and investors for their enthusiasm for solving the CPA talent shortage with Fieldguide's end-to-end AI platform. This milestone reinforces our mission to increase trust in commerce and capital markets, and is a testament to our commitment to offering unparalleled technology solutions to CPA and consulting firms. The Series B brings total funding to $50 Million and will be invested in deepening AI capabilities across more types of audit and advisory services. The funding round was led by Bessemer Venture Partners, the venture capital firm that has invested in iconic vertical AI and SaaS companies such as EvenUp, Procore, ServiceTitan, and Shopify. The round was also joined by AI luminaries, SaaS founders, and strategic investors. Thank you to Sameer Dholakia, our new Board Member, as well as Alex Yuditski and Aditya N. from the Bessemer Venture Partners team. Read the full announcement from our CEO, Jin W. Chang here: https://lnkd.in/ecp3EpDU.
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Early-stage startups are in a constant state of change… how are you accounting for it in your reporting? As definitions evolve—whether it's MQLs or qualified pipeline—your reporting can easily get out of sync. If you're not careful, these shifts can throw off everything from historical reports to future forecasting projections. ?Why does this happen? When you redefine something like your qualified pipeline, your old data no longer matches your new definitions. That means your forecasts, built on outdated numbers, can lead to inaccurate predictions. And your historical reporting becomes obsolete. How do you avoid this? ??Communicate early and often with your leadership team and even the board. Make sure they're fully aware of the changes and the implications for key metrics. Work to account for any definition changes be retroactively applying the definition, when possible, or date stamping when the change was made for future reference. ??Update your models as soon as definitions shift, so you don’t end up reporting bad data to the board! In the fast-paced world of startups, change is inevitable. But if you manage it well—and keep everyone on the same page—you'll set your team up for success. #B2BSaaS #GTMOps #DemandGen #PipelineManagement #Forecasting
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Just wrapped up a superb session with Chris Merritt, Operating Partner at Peak XV Partners. He shared so many invaluable insights extremely helpful for a growing vertical SaaS startup like ours. One thing that really struck me was his emphasis on constantly learning & being a learning machine. Chris said, "Consistently show up with a great attitude," which is something I’ll carry forward. Chris also touched on the importance of staying adaptable. He pointed out that the strategies we used three months ago might not work today, which is a crucial reminder to stay flexible. He stressed having metrics to gauge what's working and what's not and not to take it personally when things break – because they will. Another highlight was Chris's advice on finding our focus. He said we can do almost anything, but we can't do everything. This really hit home. His guidance on identifying our next big move and hitching our wagon to something powerful was both practical and inspiring. Chris also warned about the dangers of chasing all revenue, noting that not all revenue is good. He described the ideal synergy between the problem and the product as being magnetic, which gave us a new perspective on product development. He concluded by talking about the importance of having a mission-driven team. Chris stressed finding people who care deeply about the mission and who show up even on the toughest days. He emphasized the need to develop and take care of our people. I am happy that Chris could join us and I’m eager to put these learnings into action.
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"Put finance on autopilot and get back to growing your business". Sounds like marketing spin, right? Well, yes and no. ? Sure, it's a clever catchphrase, but it's also entirely true of my experience with Causal. ? Pitch Labs have been working with Taimur Abdaal and the team for over 3 years and we couldn't be more impressed with the launch of Causal 2.0. ? Quite simply, Causal is a modern planning tool for #startups and #SMBs. Connect to your data, use the AI wizard to get a financial model out-of-the-box, and customise it to share with your team and #investors. ? We are a little bit obsessed and not only because it is replacing many client spreadsheets. Congrats on an incredible journey ?? #SaaS #Finance
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It all adds up… ?? Following up with your customers about their missed payment ?? Double checking your invoices to see which one still needs to be paid and manually sending the latest payment ?? Manually entering team expenses into a spreadsheet so that they may be approved and paid for. As a founder, scaling their startup time is your most precious resource. We want to make sure you get the most of it. Join me, Mark Young, Director of Technology and Operations, and Danny Zheng, Tech Manager at Growth Partners for an interactive workshop on April 4th from 1-2pm EST. We’ll be sharing valuable insights on how to master your startup’s finance and revops tech stack. We’ll also uncover?the why, what and how of putting the right people, process and technology in place to save you hours on your startup’s financial management, and simplify to scale. Register here today ????? https://lnkd.in/gu95_wFA #StartupTech #FinanceTools #StartupTechStack #Workshop #StartupGrowth
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finally, some reprieve! my latest story today uncovers how and why it's getting easier for software companies to sell subscriptions to other businesses. we've got some groovy data from 1,500 startups, courtesy of Miguel Fernandez Larrea and Capchase. + insights from Tomasz Tunguz, Sharekh Shaikh, Iffi Wahla, and Nidhi Jain. via The Information #saas #software #sales #tech #finance
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