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Yash Sharma is the founder of Total Finance Resolver, a boutique financial intelligence firm serving SaaS founders, VCs, and private equity operators. He specializes in building investor-grade FP&A systems, valuations, and acquisition-readiness frameworks for scaling SaaS companies. His firm also performs AI-driven financial and technical due diligence for VC and PE funds, helping investors assess revenue integrity, product scalability, and operational risks with greater speed and accuracy. In this episode we cover: 00:00 - Intro02:04 - Where Founders Misread Runway During Scaling10:46 - Common SaaS Metric Misconceptions12:30 - Building Investor-Grade Finance17:03 - Financial Blind Spots That Delay or Kill Fundraising19:38 - What to Fix First When Preparing for Due Diligence23:20 - Using AI to Improve SaaS Valuations Going Into 202625:48 – Yash's Favorite Activity to Get Into a Flow State25:56 – Yash's Advice for His Younger Self26:15 - Yash's Biggest Challenges and Goals for 202627:11 - Instrumental Resources for Yash's Success29:00 – What Does Success Mean for Yash Today29:46 – Get in Touch with Yash Get in Touch with Yash: Yash's LinkedIn Website Mentions: Naval Ravikant Lionel Messi Books: Autobiography of a Yogi by Paramahansa Yogananda More About Akeel: Twitter LinkedIn More SaaS Podcast Episodes SaaS Consultants How To Value Your SaaS Company

Dr. Eugene K. Choi is a transformational leadership coach who helps leaders perform at their best in high-pressure environments. He created a science-based process that teaches entrepreneurs how to activate their executive brain for better clarity, focus, and results. With expertise in clinical pharmacy, neuroscience, and business coaching, he has supported thousands of entrepreneurs and executives in improving their mindset and reducing toxic stress in order to perform better in their business. In this episode we cover: 00:00 - Introduction to High Performance Mindset02:56 - Understanding Survival Mode vs. Executive State05:49 - Identifying and Managing Survival Responses09:10 - The Impact of Fight, Flight, and Freeze Responses12:00 - The Role of Awareness in Performance14:47 - Transitioning from Survival to Executive State17:57 - Building Awareness and Skills for High Performance23:27 - Understanding Survival State vs. Executive State27:29 - Rewiring the Brain for Optimal Performance30:46 - The Role of Community in Personal Growth33:13 - The Courage to Face Personal Growth36:28 - Creating Space for Self-Reflection37:36 – Eugene's Favorite Activity to Get Into a Flow State38:03 – Eugene's Advice for His Younger Self38:27 – Instrumental Resources for Eugene's Success39:20 – What Does Success Mean for Eugene's Today35:26 – Get in Touch with Eugene Get in Touch with Eugene: Website LinkedIn Mentions: Dr. Joe Dispenza Mindsight by a Dr. Dan Siegel Tag Us & Follow: Facebook LinkedIn Instagram More About Akeel: Twitter LinkedIn a...

Srikrishna Swaminathan is the Co-Founder and CEO of Factors.AI, a platform that helps B2B marketers understand, attribute, and optimize their go-to-market performance through data-driven insights. With a career spanning product, sales, and strategy, Sri has built and scaled high-performing teams, including a $100 million business unit at InMobi, before turning his focus to marketing analytics and revenue intelligence. At Factors.AI, Sri has led the company’s mission to simplify complex marketing data by unifying customer journeys, automating attribution, and surfacing actionable insights for marketers. He emphasizes the importance of connecting marketing activity to real business outcomes, advocating for transparency, precision, and measurable impact in every GTM motion. In this episode we cover: 00:00 - Intro01:21 - Understanding the Buyer Journey05:27 - The Role of AI in Marketing Execution11:02 - Navigating Privacy and Personalization in Ads14:37 - Leveraging Intent Data for Targeting19:53 - The Emergence of GTM Engineering22:06 - Creating a Unified Data View for Decision Making25:31 - Personal Insights and Advice from Sri26:00 – Sri's Favorite Activity to Get Into a Flow State27:22 – Sri's Advice for His Younger Self29:12 – Biggest Challenges and Goals for Factors AI31:06 – Instrumental Resources for Sri's Success33:09 – What Does Success Mean for Sri Today35:26 – Get in Touch with Sri Get in Touch with Sri: Sri's LinkedIn Sri's Email Mentions: Abraham Eraly Ben Horowitz factors.ai InMobi HubSpot G2 Bombora Zapier Webflow Slack WhatsApp ClickUp Notion Books: The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers by Ben Horowitz Tag Us & Follow: Facebook LinkedIn Instagram More About Akeel: Twitter a...

Peter Goldstein is the Founder and CEO of Exchange Listing, a capital markets advisory firm specializing in helping emerging growth companies list on major stock exchanges such as NASDAQ and NYSE. Peter has over 35 years of experience as an entrepreneur, investment banker, and strategic advisor. He has successfully led IPOs, uplistings, mergers, and private placements across a range of industries. Through Exchange Listing, he guides companies through the complex go-public process with a focus on compliance, capital formation, and long-term growth. He is also the founder of Emmis Capital and author of The Entrepreneur’s IPO, offering a practical roadmap for founders seeking public market entry. In this episode we cover: 00:00 - Intro00:45 – Challenges Tech Founders Face in Preparing for an IPO06:45 – Why a Solid Management Team Matters Before Going Public12:45 – Common IPO Misconceptions Among Tech Entrepreneurs13:45 – How Tech Companies Can Stay Attractive to Investors17:45 – Key Milestones for Companies Under $100M Before IPO25:05 – Balancing the Costs and Benefits of Going Public26:05 – The Role of Strategic Planning in a Successful IPO29:05 – Examples of Sub-$100M Companies That Went Public33:05 – Peter's Favorite Activity to Get Into a Flow State33:35 – Peter's Advice for His Younger Self34:35 – Biggest Challenges and Goals for Exchange Listing35:30 – Instrumental Resources for Peter's Success36:30 – What Does Success Mean for Peter Today38:00 – Get in Touch with Peter Get in Touch with Peter: Peter's LinkedIn Mentions: Exchange Listing LLC Emmis Capital NASDAQ NYSE (New York Stock Exchange) Newsmax Books: Think and Grow Rich by Napoleon Hill Tag Us & Follow: Facebook LinkedIn Instagram More About Akeel: Twitter LinkedIn More SaaS Podcast Episodes SaaS Consultants How To Value Your SaaS Company

David Anderson is a global business leader with extensive experience as a C-level executive, board member, advisor, and executive coach at DWA Leadership.. He specializes in building high-performing teams, fostering a winning leadership mindset, and helping organizations navigate the complexities of growth as well as innovation. David has a strong entrepreneurial background and has served on numerous boards, including as chair, bringing forward-thinking strategies to both non-profits and businesses. His approach focuses on empowering leaders to "Jump the S Curve" of growth and achieve lasting success. In this episode we cover: 00:00 - Intro01:35 - Cultivating Talent in High-Performing Teams05:41 - Managing Diverse Global Teams08:03 - Mindset Shifts for C-Level Transitions10:55 - Cultivating an Environment for Open Dialogue and Feedback13:48 - Strategies for Jumping the S-Curve of Growth16:16 - Maintaining Cultural Integrity While Scaling19:38 - Identifying Toxic Behaviors in Team Members22:52 - Maximizing Board Member Engagement25:46 - Getting the Most from Your Leadership Board27:55 - Tailoring Leadership Coaching for Founders33:41 - Key Traits for Leaders in a Rapidly Changing World36:03 - David's Favorite Activity to Get Into a Flow State36:37 - David's Piece of Advice for Your Younger Self37:45 - Biggest Challenges and Goals for 202538:30 - Instrumental Resources for David's Success40:06 - What Does Success Mean for David Today42:08 - Get in Touch with David Get in Touch with David: DWA Leadership Website David's Email Mentions: Marshall Goldsmith Ralph Waldo Emerson DWA Leadership Lighthouse PE Entrepreneurs' Organization (EO) McKinsey & Company Arizona State University (ASU) Harvard Business Review (HBR) Inc. Magazine Valynt Digital Books: Leader Is Not a Title by David Anderson Jumping the S-Curve by Paul Nunes and Tim Breene Tag Us & Follow: Facebook LinkedIn a...

Jagger Lucé is the Head of Sales at Valynt Digital, a full-service digital marketing agency specializing in paid advertising, video production, copywriting, graphic design, and AI-driven automation. At Valynt, have created a revolutionizing capital raising solution through innovative digital marketing funnels, including Series A - Series D advertising campaigns. Valynt Digital's forward-thinking approach eliminates cold calling through advanced automation solutions powered by artificial intelligence, streamlining processes and enhancing efficiency in sales across diverse industries. In this episode we cover: 00:00 - Intro01:20 - Agency Background and SaaS Capital Raising02:21 - Successful Techniques for Engaging Investors Online05:58 - Challenges Facing SaaS Founders in 202407:38 - How Long the Campaign Process Takes to Work08:42 - Strategies and Tools for Targeting Customers or Investors13:18 - Integrating AI into High-Ticket Deal Sales and Investments16:25 - Applying Automation to Sales and Onboarding Processes18:52 - Insightful Metrics for Scaling Digital Sales Campaigns23:18 - Aspects of Successful Raising Cases25:18 - Jagger's Favorite Activity To Get Into a Flow State26:47 - Jagger's Piece Of Advice For Your Younger Self28:28 - Jagger's Biggest Challenges at Valynt Digital29:39 - Valynt Digital IS HIRING!30:40 - Instrumental Resources For Jagger's Success32:06 - What Does Success Mean for Jagger Today33:02 - Get In Touch With Jagger Get In Touch With Jagger: Valynt Digital Website Valynt Digital LinkedIn Mentions: Dan Spottsville Books: Extreme Revenue Growth by Victor Cheng Blue Ocean Strategy by W. Chan Kim and Renée A. Mauborgne Tag Us & Follow: Facebook LinkedIn Instagram More About Akeel: Twitter LinkedIn More SaaS Podcast Episodes SaaS Consultants How To Value Your SaaS Company

Ryan is the Founder and CEO of Sprig, a user experience measurement tool suite used by top companies such as Paypal, Coinbase, Figma, and Peloton. Since founding the company in 2019, Sprig has raised $90M, achieving a valuation of $330M. He has a proven track record in scaling SaaS startups like Weebly (acquired by Square) and Vurb (acquired by Snapchat). In this episode we cover: 00:00 - Intro01:27 - Journey from Entrepreneurship to SaaS Acquisitions07:56 - Getting Innovations Insights from Users12:33 - What Most People Miss When Analysing NPS Services16:37 - Key Skills for Founders in Hyper Growth Stage20:52 - Predictable Motion on GTM Strategy22:05 - Utilizing Mixed Methods Research for Sprig's Evolution28:23 - Strategies for Incorporating AI into Sprig's Products32:29 - Ryan's Favorite Activity To Get Into a Flow State34:45 - Ryan's Piece Of Advice For His Younger Self38:09 - Ryan's Biggest Challenges at Sprig39:36 - Instrumental Resources For Ryan's Success41:21 - What Does Success Mean for Ryan Today45:40 - Get In Touch With Ryan Get In Touch With Ryan: Ryan's Twitter Sprig Website Mentions: Snapchat Weebly Vurb Jason Lemkin PLGeek Books: Good to Great by Jim Collins BE 2.0 by Jim Collins Tag Us & Follow: Facebook LinkedIn Instagram More About Akeel: Twitter LinkedIn More SaaS Podcast Episodes SaaS Consulting Services How To Value Your SaaS Company

Leo is the Founder and CEO at Amsterdam Standard, a technology partner who specializes in software development, IT staffing, and user interface design, the company provides dedicated nearshore teams, UX/UI interface design services, and agile software development for projects emphasizing agility. With over two decades of professional experience Leopold is a seasoned expert in scaling development teams and sourcing top tech talent. In this episode we cover: 00:00 - Intro01:21 - Journey from Enthusiast to SaaS Investor05:38 - The Best Stage for Getting Their Help08:44 - Strategies and Challenges in Scaling Amsterdam Standard13:04 - Role of Storytelling in Low-Budget Marketing17:20 - Transitioning to Marketing Spending23:46 - Advice for Product-Led Scaling Challenges28:47 - Solid Scaling System for SaaS Growth31:36 - Leopold's Favorite Activity To Get Into a Flow State32:10 - Leopold's Piece Of Advice For Your Younger Self32:41 - Leopold's Biggest Challenges at Amsterdam Standard33:44 - Instrumental Resources For Leopold's Success35:40 - What Does Success Mean for Leopold Today37:00 - Get In Touch With Leopold Get in Touch with Leopold: Amsterdam Standard Website Leopold's Email Leopold's LinkedIn Mentions: Donald Miller Elon Musk Bill Gates Books: Storybrand by Donal Miller Tag Us & Follow: Facebook LinkedIn Instagram More About Akeel: Twitter LinkedIn More SaaS Podcast Episodes SaaS Consultants How To Value Your SaaS Company

Luca Zambello is the co-founder and CEO of Jurny, an AI-driven property management solution which is reshaping short-term rental and hotel operations. He is a recognized expert in artificial intelligence and a serial entrepreneur, founding Jurny in 2019 in order to simplify and make AI and automation accessible for all hospitality businesses, including small Airbnb hosts to large hotel chains. Luca is also an Advisory Board Member for Entertainment and Hospitality Management at California State University and has raised over $12M in capital to develop his AI powered technology. In this episode we cover: 00:00 - Intro01:27 - Jurny's Growth and Current Status07:25 - Recommendations for Founders Moving to US11:33 - Surrounding Yourself with “Like-Minded People”13:30 - Investor Perspective and Market Opportunities17:08 - Tech Integration vs the Human Touch21:15 - AI Tools for Future-Ready Hotels26:32 - Opportunities and Challenges in Hospitality30:39 - Luca's Favorite Activity To Get Into a Flow State31:18 - Luca's Piece Of Advice For Your Younger Self32:05 - Luca's Biggest Challenges at Jurny33:01 - Instrumental Resources For Luca's Success35:27 - What Does Success Mean for Luca Today38:08 - Get In Touch With Luca Get in touch with Luca: Luca's LinkedIn Jurny's Website Mentions: Airbnb Books: The Hard Thing about Hard Things by Ben Horowitz Never Split the Difference by Chris Voss and Tahl Raz Tag Us & Follow: Facebook LinkedIn Instagram More About Akeel: Twitter LinkedIn More SaaS Podcast Episodes SaaS Consulting Services How To Value Your SaaS Company

Barrett King is the Sr. Director of Revenue at New Breed, a HubSpot's top solutions partner, on a mission to help unlock meaningful growth. He is a highly motivated leader with over a decade of experience in building partnerships and executing go-to-market strategies for SaaS companies. His expertise includes creating and implementing sales and marketing plans for improving customer engagement and retention. In this episode we cover: 00:00 - Intro01:27 - Introduction to New Breed03:15 - Working With HubSpot in 202409:27 - Crafting GTM Strategy with 3 Pillars14:29 - Effective B2B SaaS Partnership Programs17:07 - AI Tools in the Sales Coaching Process22:29 - HubSpot Usage of AI26:20 - Barrett's Favorite Activity To Get Into a Flow State27:07 - Barrett's Piece Of Advice For Your Younger Self28:14 - Barrett's Biggest Challenges at New Breed30:07 - Instrumental Resources For Barrett's Success32:39 - What Does Success Mean for Barrett Today33:42 - Get In Touch With Barrett Get In Touch With Barrett: Barrett's LinkedIn Barrett's Podcast Mentions: HubSpot Dan Tyre Jonathan Burg Brian Halligan Dharmesh Shah Tag Us & Follow: Facebook LinkedIn Instagram More About Akeel: Twitter LinkedIn More SaaS Podcast Episodes SaaS Consulting Services How To Value Your SaaS Company

Matt Verlaque serves as the COO at SaaS Academy, a premier training hub for B2B SaaS entrepreneurs, where they specialize in playbooks, templates, and lessons tailored for the SaaS world. The academy provides both business solutions as well as personal growth coaching. Matt also leads the Growth Accelerator program, helping early founders scale beyond $10k in MRR. Beyond his professional role, Matt is a dedicated family man, an upcoming author set to release his first book in 2024. He is also the co-founder and CEO of UpLaunch, a triathlete, and a former firefighter. In this episode we cover: 00:00 - Intro01:28 - Matt's Background and Work with Dan Martell06:14 - Founders' Most Common Scaling Challenges08:30 - Channels and Strategies for Recurring Revenue10:35 - How to Price Properly13:32 - Key SaaS Success Metrics for Rigorous Tracking17:26 - Traits and Mission on Leadership Insights20:09 - Getting the Message Out as a Founder or CEO22:26 - The Balance of Effective Leading as Boss and a Friend25:41 - Leadership Strategies for Addressing Performance Gaps29:06 - Matt's Favorite Activity To Get Into a Flow State31:07 - Matt's Piece Of Advice For His Younger Self31:58 - Matt's Biggest Challenges at SaaS Academy35:28 - Instrumental Resources For Matt's Success37:43 - What Does Success Mean for Matt Today42:07 - Get In Touch With Matt Get In Touch With Matt: SaaS Academy Website Matt's Website Mentions: Dan Martell Johnny Page Books: Scaling People by Claire Hughes Johnson The Goal by Eliyahu M. Goldratt Extreme Revenue Growth by Victor Cheng Tag Us & Follow: Facebook LinkedIn Instagram More About Akeel: Twitter LinkedIn More SaaS Podcast Episodes SaaS Consultants How To Value Your SaaS Company

Kyle Jones is the Senior Cybersecurity Analyst at Rhymetec, cloud security company that delivers cutting-edge cybersecurity, compliance, and data privacy solutions to contemporary SaaS enterprises.  Kyle is a dedicated cybersecurity analyst who’s expertise particularly shines in aligning SaaS cloud structures with industry benchmarks and regulations. In this episode we cover: 00:00 - Intro01:20 - Key Considerations for Cybersecurity Development04:41 - Key Threats to Stay Mindful Of06:35 - Balancing Cybersecurity with Limited Resources09:59 - Safeguarding IT Infrastructure with Performance Optimization12:50 - Cybersecurity Policies' Crucial Role in Mitigating Threats16:03 - Perspective on AI Automation and Opportunities for Startups19:08 - Effective Communication and Compliance of Cybersecurity Policies24:57 - Standard Qualifications of a Expert in Cybersecurity27:33 - Kyle's Favorite Activity To Get Into a Flow State28:01 - Kyle's Piece Of Advice For His 20-Year-Old Self28:54 - Kyle's Biggest Challenges at Rhymetec30:07 - Instrumental Resources For Kyle's Success32:43 - What Does Success Mean for Kyle Today33:24 - Get In Touch With Kyle Get In Touch With Kyle: Rhymetec Website Mentions: Gemini (Google Bard) Google Cloud Books: The Act of Will by Roberto Assagioli Tag Us & Follow: Facebook LinkedIn Instagram More About Akeel: Twitter LinkedIn More SaaS Podcast Episodes SaaS Consulting Services How To Value Your SaaS Company

Dr. Yaniv Zaid, also known as "Dr. Persuasion," is a lawyer and economist, provider of business and media consulting to companies and organizations, and a requested and highly experienced lecturer on the topic of improvement of speaking, marketing and persuasion abilities.  He's also a No. 1 best-selling author on Amazon with his latest 21st century Sales Bible, economist and advocate, and active as business and media consultant to government ministries, private firms and public organizations. In 2003, Dr. Zaid ranked third place in the worldwide list of public speakers. In this episode we cover: 00:00 - Intro01:46 - Selling, Audience, and Tech Leadership06:10 - How to Become an Authority08:46 - Advice for Effective Team Communication and Action13:38 - Reducing Distractions in a Competitive Environment16:27 - Key Skill Every Leader Should Invest In18:36 - Practicing Listening from Other Experts25:10 - The 10 Commandments of Marketing, Negotiation & Persuasion27:46 - Yaniv's Opinion on AI Tools for Content Creation31:04 - Yaniv's Favorite Activity To Get Into a Flow State31:53 - Yaniv's Piece Of Advice For His 25 Younger Self33:00 - Yaniv's Biggest Challenges at His Business34:43 - Instrumental Resources For Yaniv's Success36:01 - What Does Success Mean for Yaniv Today37:30 - Get In Touch With Yaniv Get In Touch With Yaniv: Yaniv's Website Yaniv's Email Books: The 21st Century Sales Bible by Yaniv Zaid Tag Us & Follow: Facebook LinkedIn Instagram More About Akeel: Twitter LinkedIn More SaaS Podcast Episodes SaaS Consulting Services How To Value Your SaaS Company

Ryan is the Founder & CEO at Whale Boss, a cutting edge consultancy designed around providing fast results vs. billable hours. Ryan helps CEO’s or Revenue Leaders implement a 7-8 figure sales system in 3 months based on the principles that grew a business unit from 0- $30M ARR while adding $30M+ in capital revenue (with ONLY 4 Sales people and without lead generation.) In this episode we cover: 00:00 - Intro01:24 - Scaling Tech Company to $30M ARR in 5.5 Years with 4 Reps04:29 - Key Steps for Replicating Ryan's Success09:45 - Focusing on the Higher Value Customers13:22 - Ryan's Experience with AI15:50 - Boosting Performance 3x with AI in Teams21:11 - AI Adoption on Organization Departments23:20 - Strategies for Adopting AI In Sales and Customers Success27:41 - Notable Outcomes with AI29:35 - Ryan's Favorite Activity To Get Into a Flow State30:30 - Ryan's Piece Of Advice For His 25-Year-Old Self32:02 - Ryan's Biggest Challenges at Whale Boss33:12 - What Does Success Mean for Ryan Today35:09 - Instrumental Resources For Ryan's Success37:11 - Get In Touch With Ryan Get In Touch With Ryan: Ryan's Website Ryan's Email Mentions: Tony Robbins The Scale Up Show Articles: AI at Work: What People Are Saying Books: The Gap and The Gain by Dan Sullivan and Benjamin Hardy Tag Us & Follow: Facebook LinkedIn Instagram More About Akeel: Twitter LinkedIn More SaaS Podcast Episodes SaaS Consulting Services How To Value Your SaaS Company

Michael is a Partner at Eight Roads Ventures based out of London, where they’re focused on venture and growth investments in technology companies across Europe and Israel.  Previously, Michael invested in technology companies at Accel in London, and Warburg Pincus both in San Francisco and New York. He received a BA from Yale University and an MBA from the Stanford Graduate School of Business. In this episode we cover: 00:00 - Intro01:17 - Eight Roads Ventures' Investing Focus Today03:37 - How to Stand Out in a Funding Pitch05:55 - Market Tips & Strategies for Founders08:59 - 2024 Industry Trends and Exciting Verticals14:09 - Startup Fundraising in Public Market Valuations20:55 - When to Consider a Exit25:37 - Common Traits of High-Performance Entrepreneurs31:45 - Michael's Favorite Activity To Get Into a Flow State32:25 - Michael's Piece Of Advice For His 25-Year-Old Self33:10 - Michael's Biggest Challenges at Eight Roads Ventures34:21 - Instrumental Resources For Michael's Success35:32 - What Does Success Mean for Michael Today36:41 - Get In Touch With Michael Get in Touch with Michael: Michael's LinkedIn Michael's Twitter Eight Roads Ventures Website Mentions: Substack Tag Us & Follow: Facebook LinkedIn Instagram More About Akeel: Twitter LinkedIn More SaaS Podcast Episodes SaaS Consulting Services How To Value Your SaaS Company