A while back I spoke on a panel at the Salesloft Rainmaker event on the topic of perfecting the handoff of a prospect from the SDR to the AE. The handoff can make or break the sale. This is a topic often left orphaned by sales leaders and something that needs far more attention than it is given. SDRs are […]

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This is a guest article from Founders Advisors Director Chris Weingartner. We hope you enjoy it! Across all the deals we’ve done, there is likely no larger deterrent to both a premium valuation and a smooth closing than a company that doesn’t have clean financials. We certainly can be empathetic for companies that have not […]

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SaaS revenue recognition is critical to understanding, managing and valuing the business. Rev rec must be timely, accurate, consistent and auditable to be a reliable management tool. Strategically, deferred revenue has sizable implications on how cash in the business is managed and invested. This is a CEO’s look at revenue recognition, not a CPA’s look […]

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