Casey Woo, Founder and CEO of the Operators Guild has a very interesting journey, from being a West Point graduate, an investment banker at Goldman Sachs, a multiple-time CFO and now the founder and CEO of the Operators Guild, and General Partner at Fog Ventures. With this background he has been able to both live and identify the critical role of the "scaler" at early stage companies.

Melissa Howatson is the CFO of Vena Solutions, a $100M+ ARR cloud-based financial planning and analysis (FP&A) platform that helps companies streamline budgeting, forecasting, reporting, and financial modeling, with a strong emphasis on Excel integration. During the episode, we covered multiple topics with Melissa including:Latest trends in B2B SaaS FP&AAI in Finance - the importance of change managementMetrics that Matter at > $100M ARRMeasuring the Impact of a podcast The 30-minute conversation hit upon multiple key trending topics including: 1) how FP&A is evolving as a strategic business partner to the other key functions; 2) why the CFO needs to lead a culture of experimentation with AI; 3) how EBITDA increases in importance as a company scales and; 4) how to measure the impact of a company sponsored podcast! If you are an aspiring CFO, or a CFO looking to scale your company beyond $100M ARR or are interested in how a world-class CFO came to be this conversation has something for you!!! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Marcos Rivera, is founder and CEO, Pricing I/O and joined our host Ray Rike to discuss the different strategies, tactics and frameworks that B2B SaaS and AI-Native companies alike can leverage to develop, test, deploy and evolve their pricing strategies - a key strategic level in 2025 and beyond!

Shane Murphy-Reuter, GTM President at Calendly, has been part of multiple B2B SaaS companies during their hypergrowth phase, including Webflow, ZoomInfo, and Intercom and joins Ray to discuss his vision to create a seamless customer experience across the entire customer journey, while evolving into a multi-product, Product-Led Growth company.

Josh Aharonoff, better known as "Your CFO Guy" and the founder of Might Digits, a consultancy specializing in accounting, finance and fractional CFO services joins Ray to discuss when to consider going beyond your outsourced accounting function, and hiring your first VP Finance or CFO. Josh has amassed 450,000+ followers on LinkedIn, which is extremely rare for anyone, especially someone who caters to the corporate finance community!

Dan Miller, CFO at RightRev has been at the center of Usage-Based Pricing with senior executive Finance roles at Fastly and previously as the VP Finance and General Manager at NetSuite. During today's episode, Dan and Ray discuss how Usage-Based Pricing and AI Outcome-Based Pricing is impacting ARR Reporting and Revenue Recognition Management.

There is a famous saying that goes something like "Half of my advertising (marketing) investment is wasted, the trouble is I do not know which half". During today's episode Ray discusses how to change this reality in 2025 and beyond with Pranav Piyush, Founder and CEO Paramark.

B2B Marketing and AI Trends are evolving rapidly in 2025, and who better to discuss those trends with than Sydney Sloan, Chief Marketing Officer at G2 - the leader in B2B Software reviews!

The Data and Sales Intelligence category includes a list of well known players such as ZoomInfo, Seamless and Apollo, and are now joined by new entrants like Clay and Lusha. But where does a pure play Data (Sales) Intelligence provider like People Data Labs fit - their CEO, Brian Eisenberg who has grown through the ranks at People Data Labs from Data Engineer to CEO provides his insights in how the Sales (People) Intelligence category is evolving!

Bill Koefoed is the CFO of OneStream which went public in 2024 after being acquired by KKR in 2021. The CFO journey from being a Private Equity owned company to preparing for an IPO and beyond, while also transitioning from a perpetual license model to a subscription business is a fascinating experience and story.

Aviv Canaani, is the Chief Revenue Officer at Datarails who recently transformed their Go-to-Market motion to be primarily inbound from the traditional outbound motion. During today's episode Aviv and our host, Ray Rike dive deep into the transition and the measurements Aviv used to measure the returns on this new strategy.

This episode of the “Metrics that Measure Up” Podcast features James D. Wilton, Author of Capturing Value - The Definitive Guide to Transforming SaaS Pricing and Unshackling Growth and Managing Partner, Monevate. If you are evaluating updating an existing SaaS pricing model or introducing a new pricing model for your SaaS product this episode is chalked full of ideas and even a framework to help create your new pricing model.

SaaS Pricing is evolving to better align the value received to the pricing model. The trend to using new pricing models including Usage-Base Pricing, Value-Based Pricing and Outcome-Based Pricing is evolving quickly and Bill provides his insights into the current trends and future of SaaS and AI pricing.

Enterprise Resource Planning (ERP) has been the foundation for larger companies dating back to the introduction of SAP R-3 in the late nineties. Sandeep Chopra, Co-Founder and Co-CEO of Everest Systems says that ERP vendors have lost their "customer focus" and believes their is a large opportunity to re-invent ERP in the cloud to help companies run their business more efficiently.

The Rule of X is a recently published SaaS metric that factors in the importance of growth rate and operating profitability for B2B SaaS companies - Sam Bondy is the co-author of this metric and shares the catalyst for creating the metric, the latest trends and how the Rule of X impacts Enterprise Value to Revenue multiples.

SaaS buyers complete ~ 70% of the buying process before they speak to a vendor's sales organization - as a result more SaaS companies are leveraging interactive product demonstrations on their website which is the topic of the Navattic State of Interactive Product Demonstrations report, and our discussion with Natilie Marcotullio, the Head of Growth at Navattic.

Stephen Messer, Founder and CEO of Collective[I] shares his unique insights into how the possibilities of combining AI with the collective intelligence from hundreds of B2B companies to increase their customer acquisition efficiency and effectiveness is being turned in reality!

SaaS company acquisition velocity will increase in 2025 and if you are considering selling or buying a SaaS company, this discussion with Andrew Gazdecki, Founder and CEO at Acquire.com is a must listen

HubSpot was an early mover in building a media asset inside a B2B SaaS company with the purchase of The Hustle in 2021. Rob Litterst is the Head of Growth for the HubSpot Media Network which has expanded far beyond those early days in building out their media network!

AI Monetization Strategies - Balancing Revenue and Adoption with Gary Survis and Ethan DeSilva, Insight Partners was a top rated session at SaaS Metrics Palooza '24 that is a can't miss conversation for anyone in SaaS interested in how B2B SaaS companies are introducing, pricing and monetizing AI functionality.