Author Archives: Russell Naisbitt

Alternatives to Traditional Venture Capital Equity Financing

Business man analyzing data

Get Funded While Retaining Control SaaS companies face challenges getting funding from traditional lenders. There are several reasons for this, including lack of positive cash flow and the absence of hard collateral. However, as the SaaS business model has matured and become better understood, an increasing number of institutions are willing to provide alternative, non-equity, …

Understanding Key SaaS Metrics to Get Funded, Part II

Key SaaS Metrics | vcfo

“You can’t manage what you can’t measure.” Peter Drucker Part I of this post covered the first four metrics that are the macro drivers of valuation, including ARR, Bookings, the Cash Conversion Score, and the Rule of 40. Part II covers additional metrics that provide powerful insights derived from measuring SaaS unit economics. Here are …

Can’t Get No SaaSifaction? Essential SaaS Metrics For Funding, Part I

Essential SaaS KPI Metrics For Funding

“If you don’t know your numbers, then you don’t know your business.”  -Marcus Lemonis There are many reasons that SaaS software companies fail, including lack of product and/or market fit, an inadequate sales organization, and a lack of capital. Don’t be one of them. This two-part series is for SaaS executives who want to understand …

Across the Silicon Plains

vcfo Houston skyline

Houston’s Innovation Economy is a Go for Launch! Historically, Houston has not gotten much respect as a hub for innovation. Having styled itself as the “energy capital of the world”, most people still associate its economy with the extraction and processing of hydrocarbons, an industry very much seen as one that will wane (albeit not …

The Essential Role of the CFO in the Sale of Your Company

For many business owners, the sale of their company represents the culmination of decades of work and is likely to be the single largest, most important transaction of their lifetime. With so much money at stake, and likely the retirement security of the founder, it is important that the highest price is secured, and that …

COVID Business Planning: Strategic Approaches

Strategic Planning is Imperative to Managing through COVID-19 COVID-19 and the draconian, oftentimes bungled measures taken to mitigate its impact have brought unprecedented challenges to businesses; challenges that they hopefully will never have to face again. While the PPP and Main Street Lending Program have been a lifeline for many, more recent legislative advances signal …

Finance Year-End

As Year-end Approaches, Finish Strong and Focus Forward As CEOs and other leaders come to grips with the reality of another year quickly coming to a close, many simultaneously recognize that it is a vital time to take stock of what needs to be done to strengthen one’s business and get it to where we …

Avoid the Rev Wreck

Revenue Recognition Impact Consultants in Texas

Avoiding a Revenue “Wreckognition” Nightmare- How the new Revenue Recognition Standard Could Impact Debt Covenants The way entities recognize revenue and certain expenses associated with obtaining or fulfilling contracts is changing as a result of the new revenue recognition accounting standard (ASC Topic 606).  It is important that entities understand the impact of these changes …

Revenue Recognition and M&A Transactions

Revenue Recognition Consultant Texas

How the New Revenue Recognition Standard Affected a Recent M&A Transaction In late 2017 vcfo Houston Practice Manager, Russell Naisbitt, enjoyed the opportunity to serve as transaction CFO for the sale of a small SaaS software company to a much larger publicly-traded company.  The Seller had wisely put together a deal team to represent them …