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Hate Planning? The A.R.E. Planning Framework for SaaS Companies is for you.

Apr 23 2019

I love plans: whether they’re formal and detailed or quickly scribbled on a napkin during a moment of inspiration. However, I know my love of planning puts me in the minority. Let’s be honest, most companies and managers say they plan….but it’s one of those things that doesn’t actually happen regularly and is usually ineffective. Plans get […]

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Managing Buyer Expectations is Key to High SaaS Customer Retention

Mar 26 2019

While I believe high customer retention (and/or low revenue & customer churn, depending how you prefer to frame it) takes a village that touches all aspects of the company…I also believe that sales plays a big role. Particularly when it comes to setting customer expectations. If you have a sales team that routinely overpromises, you are […]

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The Importance of Clean Financials

Jul 23 2019

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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