Webinar On Demand

How to Avoid Order-to-Cash Mistakes

Join Maxio, the only billing and FinOps platform purpose-built for B2B SaaS, and Finvisor, the accounting, payroll, and CFO team, to learn about common order-to-cash mistakes and how to avoid them.

Originally aired: May 22, 2024

Featuring: Noah Hopton, Andrea Wunderlich

Is your order-to-cash process fragmented?

Then this webinar is for you.

With a combined 25 years of experience in catering to the back office needs of SMB B2B companies, Maxio and Finvisor are your trusted partners in order-to-cash success.

Watch this webinar to get:

  • Advice from industry expert and CEO of Finvisor Noah Hopton
  • A short demo of how Maxio automates the order-to-cash process
  • An order-to-cash SOP document you can start using today

Ready to level up your order-to-cash process?

What is order-to-cash and why does it matter?

Order-to-cash refers to the process of creating sales orders, processing them, billing customers, and collecting payments.

For B2B SaaS companies, it’s the lifeblood of not just the finance and accounting function, but business operations as a whole.

Most companies have some sort of infrastructure in place to support the order-to-cash process, but few have mastered it completely.

Order-to-cash mistakes lead to:

  • Revenue leakage
  • Loss of investor/board confidence
  • Failed M&A + valuation haircuts
  • Failed financial audits

Signs of a fragmented order-to-cash process include:

Heavy dependence on Excel

Missed invoices

Inaccurate invoices

Long Days Sales Outstanding or “DSO”

Speakers

Noah Hopton
CEO, Finvisor
LinkedIn
Andrea Wunderlich
Director, Product Marketing, Maxio
LinkedIn

Webinar

5 Myths of Market Sizing: Debunking Common TAM Misconceptions

Discover the critical mistakes companies make when calculating their market size and how these misconceptions can lead to strategic missteps.

Aired March 26, 2024

Featuring: Randy Wootton, CJ Gustafson

Discover the Truth Behind Common Misconceptions about Market Sizing

Debunk market sizing myths that could skew your business strategy and investment choices. In this webinar, we tackled the misconceptions head-on and provide you with clear, actionable insights on accurately assessing your market’s true potential.

This webinar is now available for CPE credit on Earmark.*

Myth 1: "A Big Market Guarantees Success"

We debunk the dangerous assumption that a large TAM guarantees your venture’s success, highlighting why thorough market analysis matters more than size alone.

Myth 2: "Pre-Packaged TAM Figures Are Enough"

Discover why relying solely on third-party TAM estimates can lead your business astray. We’ll show you the importance of diving deep into market specifics to form a defensible, actionable TAM.

Myth 3: "Stolen TAM Valor"

Claiming a slice of the market without directly competing or offering a new value proposition leads to unrealistic TAMs. We tackle the fallacies behind adjacent market sizes and the illusion of market share.

Myth 4: "TAM and SAM Are the Same"

Gain clarity on the distinction between Total Addressable Market (TAM) and Serviceable Available Market (SAM), and why understanding both is crucial for setting realistic goals and strategies.

Myth 5: "TAM Is Static"

If you think your TAM is set in stone, think again. We explore how market dynamics shift and why regular reassessment is key to staying relevant and competitive.

Speakers

Randy Wootton
CEO, Maxio
LinkedIn
CJ Gustafson
CFO and Writer, Mostly Metrics
LinkedIn

Earmark CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Webinar

Forecast-Ready SaaS Metrics

SaaS revenue forecasting is hard. That’s why we need to go back to the basics. Your ARR/MRR waterfall is a key input in forecasts, so making sure your inputs are buttoned up has never been more important.

Aired February 21, 2024

You won’t want to miss this.

Learn why SaaS companies should forecast, and how Maxio customer, CFO, and finance consultant, Ben Murray (AKA The SaaS CFO) uses Maxio to produce quick and easy forecasts.

Ben has been a finance leader for the last 20 years and now helps lead as a fractional CFO for several SaaS companies. Take advantage of his forecasting experience to learn the best sources of data and general best practices when conducting a SaaS revenue forecast.

What we covered:

  • The best “source of truth” data for forecasting SaaS revenue
  • How to nail your ARR/MRR waterfall inputs before forecasting
  • Ben Murray’s best practices for forecasting

Watch the webinar recording now

Discover best practices for SaaS revenue forecasting, along with a demonstration of how Ben Murray uses Maxio to pull quick and easy SaaS metrics. Plus, get a firsthand look at Maxio’s reporting capabilities.

Meet the experts

Ben Murray
Founder, The SaaS CFO
LinkedIn
Andrea Wunderlich
Director, Product Marketing, Maxio
LinkedIn
Chris Weber
COO, Maxio
LinkedIn

Explore the #1 billing and finance platform for B2B SaaS

Get a customized demo to see how Maxio will help you:

  • Streamline your order-to-cash process
  • Reduce churn and stop revenue leakage
  • Get cash in the door faster
  • Drive strategic decisions with real-time SaaS metrics and analytics

Request a demo

Webinar

Insights from Maxio Institute’s 2024 Growth Index Report

We analyzed billing data from 2,400 B2B SaaS companies to uncover current market trends. Join us for an exclusive first look at our newest Maxio Institute report, and learn what these findings mean for B2B SaaS in 2024.

Aired January 17, 2024

Featuring: Ray Rike, Jon Cochrane, Hillary Frost

Watch the webinar recording now

Join B2B SaaS experts as they explore the resilient growth of B2B subscription businesses amidst economic uncertainties. As we transition from the era of “growth at all costs” to “efficient growth,” discover how your company can not just weather the storm, but emerge stronger.

This webinar is now available for CPE credit on Earmark.

Speakers

Ray Rike
Founder and CEO, Benchmarkit
LinkedIn
Jon Cochrane
VP of Strategy and Director of Maxio Institute, Maxio
LinkedIn
Hillary Frost
Senior Strategy Manager, Maxio
LinkedIn

Earmark CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Webinar recording

Mind the Gap

While all retention is good, not all retention is equal. And the ratio between gross revenue retention and net revenue retention contains useful diagnostic information.

We call this “The Gap.”

Featuring: Chris Weber, Randall Lucas

Retention is king in SaaS, for both operators and lenders

While all retention is good, not all retention is equal. And the ratio between gross revenue retention and net revenue retention contains useful diagnostic information.

We call this “The Gap.”

While the math here is simple, The Gap is a rarely discussed metric that provides helpful insights into the continuing health of your SaaS companies and customers.

It’s not often discussed, but the GRR-NRR gap can be a useful “sanity check” on a SaaS company’s metrics, and when it falls outside of the usual range, can give a hint to operators and investors as to when something might need tweaking.

This webinar is now available for CPE credit on Earmark.*

On this webinar, we discussed:

  • Retention benchmarks from this year’s annual SaaS Capital survey
  • Common ranges for The Gap
  • What a narrow GRR-NRR Gap means (and ways to improve)
  • What a wide GRR-NRR Gap means (and ways to improve)

An image including the podcast title and speakers: Mind the Gap, presented by Chris Weber and Randall Lucas.

*Earmark CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Webinar

The Only Two Metrics Investors and Operators Can Agree On

What constitutes a “good” efficiency metric, and how do you calculate them? Find out in Randy Wootton’s fast-paced presentation at SaaS Metrics Palooza.

Featuring: Randy Wootton

In today’s era of growth efficiency, understanding how to measure and optimize efficiency metrics is paramount. You need to align with your investors on what constitutes “good” efficiency metrics and how to calculate them.

As a 3x SaaS CEO, Randy Wootton has been there, done that.

Get SaaS monetization tips delivered right to your inbox

Launchpad is the premier monthly newsletter for B2B SaaS professionals. Learn how to tackle funding challenges, achieve compliance, improve your pricing, and streamline financial operations with actionable advice from industry experts.

Get the newsletter

Product webinar recap

Hybrid Go-to-Market Demystified: Unleash Your Growth Potential

Join us as we share how Maxio’s new (and some not-so-new) features enable you to operationalize the hybrid GTM motion you need for success in today’s market.

Fall, 2023

What’s New in Maxio

Custom Pricing, Embeddable UI Components, and Multi-Frequency Line Items

Read the transcript

Today I’ll be taking everybody through an example subscriber journey for a fictional SaaS company called SaaS Mail Co.

SaaS Mail Co. automates the sending of emails. SaaS Mail Co started as a product-led growth company, and as they grew and scaled their business, they added a sales-led go-to-market motion.

This is SaaS Mail Co’s pricing page. As you can see, they have two PLG, or self-signup, plans here in the first and second columns. In the third column, they have an opportunity for customers to reach out if they desire to send more than 10,000 emails per month to negotiate with the sales rep.

We’ve gone ahead and created SaaS Mail Co’s product catalog within Advanced Billing. There are three products corresponding to each one of their plans, and four components: 24/7 support, custom domain names, emails, and users.

Before we jump into the example subscriber journey, I just want to talk about some of the different ways you can create subscriptions within Advanced Billing.

4 Ways to Create Subscriptions

API calls and self-signup pages

Historically, our two most common ways that our customers create subscriptions, via API or self-signup page. API is most common for that click-through signup you have within your application.

Then your application is making an API call to Advanced Billing to sign up the subscription. The self signup page is when you actually have a URL for a page that we host. You give that URL to a prospect or customer, and they can sign up a subscription themselves.

CRM integrations

We also have a lot of customers who have historically used our CRM integrations, and now we’ve enhanced those CRM integrations to better handle Term.

Maxio’s UI

The fourth way to create a subscription is via the Maxio’s UI, and this is going to be a lot more common with Term when you have billing managers needing to go into the UI to create the subscription. This is the subscription methods that will demo here in the upcoming demo.

The customer journey: How SaaS Mail Co manages subscriptions and reporting

Let’s jump into a plan configuration for this example customer.

We’re going to configure a plan that bills quarterly for $1,500 per quarter and includes 250,000 emails per month. So, we’ve created a product that bills every 3 months for $1,500. That product has an expiration of 12 months, and that’s what makes the subscription a Term Subscription. Our usage component of emails is set to monthly.

This means if the customer does not go over the 250,000 emails every month, they’ll get just that quarterly invoice. And if they go over 250,000, they’ll get an in-between invoice to cover the overage.

From here, let’s bounce over to Maxio Platform. You can see in Maxio Platform, we have a transaction that’s created for $6,000, which is your $1,500 per quarter times four quarters.

There’s four invoices. The first of the four invoices is paid because it’s been issued out of Advanced Billing. And the next three are what we call “future draft invoices.”

These are invoices we intend to issue unless something changes with the subscription, and we’ll show you after this what a subscription change actually looks like and how that impacts your transactions and your future draft invoices.

Before we continue on the example subscriber journey, I want to talk a little bit about the reporting suite that we have within Maxio Platform.

Reporting in Maxio

The reporting suite and Maxio Platform is all triggered off of the transactions and the future draft invoices. So when we have a subscription that’s Term, we actually can go ahead and create those transactions and future draft invoices up front, which gives us a lot more insight into our reporting.

Advanced Subscription Momentum

This is an example of the Advanced Subscription Momentum. There’s some different customers in this report for SaaS Mail Co, so it’s hard to pick out exactly where that example subscriber is, but we can filter this report down and see just their movement of $6,000 coming in in September and then the $6,000 being there throughout.

Deferred Revenue Waterfall

This is a view of the Deferred Revenue Waterfall, which is another really powerful report that brings more insight via Term Subscriptions. You can see with the subscription that’s invoicing every quarter, how we have the highest deferred revenue in the first month, and then it steps down in the second month.

Then the lowest in the third month before replenishing again in that fourth month.

Advanced Revenue Summary

Another super powerful report within Maxio Platform is the Advanced Revenue Summary, where you have your invoices per period, the recognizable revenue per period, and the deferred revenue.

Embeddable UI Components

We have another product that we want to highlight here that you may or may not have heard about. It’s called Embeddable UI Components. Embeddable UI Components are delivered via an SDK. So what you’re seeing here is an example of SaaS Mail Co’s portal where their customers can login to manage their subscriptions.

For our example subscriber, they’re logging in right now and upgrading 24/7 support. When they confirm the change here, it draws up an invoice for the prorated amount of $50, which in this case is $49.50 and this is all being delivered via our Embeddable UI Components.

When we flip over to Advanced Billing, you can see how that invoice comes across in Advanced Billing. Then also within Maxio Platform, there it is. $49.50 is the first transaction, and then you get $1,550 for the next three periods. And our future draft invoices are also updated from $1,500 per invoice to $1,550 to now account for that 24/7 support.

Changing a subscription from Term to Evergreen

That brings us to the conclusion of our customer journey. We just have one more step to do.

We’re going to fast forward in time a little bit. Imagine that you’ve made it to the end of your contract. The contract terms still apply, and that customer’s now going month to month.

What we’re simulating here is a changing of the subscription from Term to Evergreen. That just puts the subscription in a month-to-month state where the transactions will now generate like an Evergreen transaction already does. Every time a the subscription processes, a new transaction will be created from that point forward within Maxio Platform.

I hope you’ve enjoyed this demo showing the full customer lifecycle from subscription creation through self-service upgrades all the way through month-to-month at the very end. And highlighting some of our new features that we’ve added: Custom Pricing, Embeddable UI Components, and Multi-Frequency Line Items.

Future Updates

What’s coming next for Maxio? Find out here.

Read the transcript

Just an overview for those of you who may be less familiar with Maxio: In your monetization stack, Maxio sits between where your sales orders are coming in.

So in that hybrid motion, it could be from a CRM or directly entered into the system. But, most people with a sales-led motion are working with Salesforce or HubSpot or a self-service signup process where your new customers are going to some sort of a site and just signing up automatically.

Maxio is able to ingest all that information, process all the invoicing, all the payments, etc. through our partnerships with companies like Stripe and through our own payment capabilities called Maxio Payments. And then all that data is, of course, reflected in revenue recognition, reporting, analytics.

All those things are really important inside the Maxio platform, and it all flows through to your general ledger as well, so your entire tech stack around billing and financial operations stays in sync. And works in seamless automation together.

So drilling down a little bit further inside of Maxio, the things we’re really focused on in terms of facilitating that integrated B2B SaaS monetization process is the automation of all those steps, either in that integration with the CRM, like when you’re putting offers out there and you’re acquiring customers. Or it could be through that self-signup process and provisioning them, automating all the subscription setup, provisioning, invoicing, collecting new cash.

Automating all the reporting of revenue, making it really easy to close the books, and then being able to use all that information for analytical purposes, understand what’s happening in your business to think about how you want to game plan for the future. Then, taking that next step to enhance your go-to-market motions, whether it be enhancing your sales-led motion, your self-service motion, or launching a hybrid motion like we saw the capabilities for today.

So what’s next on our roadmap?

There are four key areas we are working on right now to develop enhanced capabilities.

1. Maxio Payments

One is building on what we already have today with Maxio Payments.

We want to not only the facilitate we have today for processing of payments and collecting cash, but also the automation of all of those financial operations: automated reconciliations and reporting and journal entries, all those things to make that critical function to tightly integrate that into all the capabilities that are within the Maxio platform.

2. Embeddable Components

We also want to make it super easy for you to build your product and integrate wherever it makes sense into the Maxio platform. You saw one example of that today with the demo that Grant was showing with the Embeddable UI components as one of the examples of us providing developer tools.

So, pieces of code, SDKs, Embeddable Components, things of that nature, where it’s very easy for your development team to take that code and then embed the functions of creating subscriptions, reading information, working with invoices, all the stuff across our platform, within your own applications and within your own workflows.

3. Data Extensibility

Through the Maxio Institute, we’ve published some great results in terms of benchmarking. And you can see a lot of the trends that are going on within the SaaS ecosystem and marketplace. We will continue to build on that, but also just extend the value of the data, making it easier and easier to compare your specific data in your part of the Maxio platform with what else is going on out in the broader SaaS ecosystem as well as doing some other things to extend the value of our data around forecasting and just generally adding on to our reporting capabilities, which are such a critical part of the Maxio platform.

4. Integrations

We want to continue to make sure that we’re working with the most important players in the SaaS ecosystem, so we will continue to build features into our current set of ecosystem integrations as companies like NetSuite, Intacct, QuickBooks, Salesforce, HubSpot, as they expand their capabilities. We want to more tightly integrate with those so we can maximize the value you get from those applications and working within the Maxio platform. Addiitonally, we’re always looking for potential other SaaS ecosystem players to integrate with wherever it makes sense to extend the value that you get from Maxio.

Q/A about Maxio’s Fall Updates

Watch the Q&A recording here, or scroll down to read through answers to the questions viewers asked about our recent Maxio updates.

You can use Maxio Payments today!
In terms of how it compares, it, of course, completes basic payment processing. But what sets it apart is the fact that it’s built directly into the Maxio platform This makes all the reconciliation and what’s happening in your payment processing is accessible in our reporting analytics. Imagine all the reporting anlytics you’d have within Stripe, but being able to manipulate it within Maxio.

No. We have process that will make this a relatively painless transition.

The hardest part of a chargeback is the need for a quick turnaround time. While we don’t handle the dispute process for you, what we do is expose the information right away. With this information immediately at your fingertips, you’ll have a much better chance at winning the process.

These types of subscriptions differ by the way they’re configured. Term subscriptions configure an expiration date, while Evergreen subscriptions are configured via the product price point.
The price point functionality was previously available in Chargify (now Advanced Billing). What we’re doing now is adding the term functionality for use cases where there’s a contract involved so that revenue can be recognized within the parameters of those dates.

Any subscription action that happens in Advanced Billing is synced with Maxio Platform.

A “future invoice” is basically an invoice preview, but for the entire term of the subscription in Advanced Billing. You’re able to see the entire future of that subscription.

Yes, and this information is updated within Maxio Platform at the same time.
For example, if you have a year term on your subscription that bills monthly, you’ll have 12 invoices. So, at signup, you’ll see one paid invoice and 11 future draft invoices. Once you get to the second month, you’ll see two that are paid, and 10 that are in draft. And you’ll see this in both systems.

Yes! We sync invoice information from Maxio into Salesforce so you can see which have been paid and which haven’t in either systems.

If your goal is to use our billing portal or Embeddable UI components, we can treat those as historical invoices that you’ve sent out of Maxio Platform as an import into the Advanced Billing System. Then your reporting will be handled via your transactions and invoices within Maxio Platform.

Get SaaS monetization tips delivered right to your inbox

Launchpad is the premier monthly newsletter for B2B SaaS professionals. Learn how to tackle funding challenges, achieve compliance, improve your pricing, and streamline financial operations with actionable advice from industry experts.

Get the newsletter

The 2023 SaaS Growth Index

We’ve analyzed the billing data of over 2,100 B2B SaaS companies between 2022 and 2023 and have presented key insights, including growth rates of businesses based on billing type, where some of the fastest growing companies are located, and the bar for raising your successive round of investment.

Webinar

B2B SaaS Benchmarks: Summer 2023

We’ve analyzed data from thousands of B2B SaaS companies to uncover current market trends. Join us as Maxio, Benchmarkit, and The SaaS CFO discuss the findings and what they mean for your business.

Originally aired: August 31

On this webinar, we discussed:

  • Company growth rate trends
  • Customer acquisition cost metrics
  • Customer retention and expansion metrics
  • Departmental expense benchmarks
  • Rule of 40 benchmarks
  • Impact on enterprise valuation multiples

Meet your hosts

Randy Wootton
CEO, Maxio
LinkedIn
Ray Rike
Founder and CEO, Benchmarkit
LinkedIn
Ben Murray
Founder, The SaaS CFO
LinkedIn

Summer 2023 Product Webinar

Are you Enterprise Ready? You Should Be.

On this webinar, we shared how Maxio’s new (and some not-so-new) features support your FinOps needs today while preparing your for tomorrow.

This webinar has already aired, but you can check out the highlights below!

Summer 2023 Feature Release

On our recent product release webinar, we discussed what it means to be “enterprise ready,” and how Maxio’s newest features will support your FinOps needs today while preparing you for tomorrow.

We showcased several new features, including:

Our Chief Product Officer, Barrow Hamilton, also teased some of our upcoming product releases and answered attendees’ questions about current and future Maxio features.

Graphic image_Maxio Rollforward Report

Multi-entity reporting

Multi-site reporting has come to two of our most popular reports, Advanced Subscription Momentum and A/R Aging. This functionality is building on the work we released last year, which allowed reporting currency conversion as well as foreign exchange segmentation on some of your favorite metrics.

FX gain/loss

In addition to the cumulative translation adjustment segmentation available in our Advanced Revenue Summary report, our customers need to be able to segment out noise related to FX movements from their data.

We’re pleased to announce segmentation of FX gain/loss in our payment summary report for unrealized and realized FX gain/loss. And this allows users to see their true economic movement versus what may be chalked up to macro changes in the FX market, while also adhering to ASC-830 for GAAP purposes.

Enhanced Advanced Subscription Momentum Report

Net dollar retention is a critical SaaS metric for those in high growth mode, as segmenting which customers you’re retaining in your growth numbers gives a more appropriate picture of your metrics. So, we’ve added a new section for net dollar retention to the Advanced Subscription Momentum report.

This update allows your board of directors and investors to see granular movements.

Reporting upgrades

You can now generate reports up to 80% faster. Multi-select fields allow you to enjoy bulk selections for report detail sections. And freeze panes offer an Excel-like user experience, allowing you to freeze the first column or row in each report for better readability.

We’ve increased the detail columns on both the DSO and A/R aging reports, which allows a much more granular view for any of your dunning efforts, net dollar attention, as well as the segmentation of FX gain/loss and CTA.

Advanced Revenue Summary Report Builder

Milestone-based projects and Salesforce projects triggers

Milestones are configurable markers that correlate with specified contract events in Maxio. When marked complete, milestones fire actions that trigger required invoicing, revenue recognition, and subscription dates.

Projects track milestone-based billing and revenue recognition events triggered by actual milestones achieved during a project or an implementation. This keeps implementations from falling through the cracks, and keeps you from having to manually review the contract once the project is complete.

Additionally, automated Salesforce project triggers allow you to manage projects in either Salesforce or Maxio. Previously, team managers had to connect with the finance team to update projects. Now they can do it themselves directly within Salesforce. Tracking projects, notifying the finance team, and following up, are now done one step—right from where you work best.

NetSuite integration enhancements

Maxio’s NetSuite integration is a bi-directional, highly customizable solution for growing businesses. It ensures our customers have critical financial information when and where they need it.

We’ve made a number of improvements to this integration, including the ability to send items and deposits to NetSuite, automatically add currencies to NetSuite customer records, and several custom mapping additions.

What’s next?

We’re continuously developing Maxio to better meet the needs of growing SaaS businesses. Here’s a sneak peak of our product roadmap.

While you’re always free to process payments through one of our payment partners, our recent release of Maxio Payments allows you to further automate your order-to-cash process by integrating reconciliation directly with all the great reports Maxio has to offer. Process payments in the same platform that you use to invoice, recognize revenue, report on financial data, and sync to your general ledger.

Maxio Payments is available to customers now, and we are continuing to enhance this capability in 2023.

Maxio’s developer tools save you time by enabling your engineers to quickly and easily integrate your web applications with our platform. Improving these tools continues to be a big focus for us moving into 2023 as we roll out additional SDKs to make your customers’ billing experience even better.

Part of the value of Maxio is the ability to push Maxio data into other critical business systems (and vice versa). In 2023, we’ll continue to make Maxio data more actionable and accessible, including the exploration of integrations with Business Intelligence and data visualization tools.

Finally, we’re continuing to enhance the breadth of integrations we currently offer.

In addition to the previously-mentioned updates to our Salesforce and NetSuite integrations, we are enhancing our integrations with QuickBooks, Xero, HubSpot, and more to help facilitate the business processes you need to work seamlessly between Maxio and your other critical applications.

Get a customized demo to see how Maxio will help you:

  • Streamline your order-to-cash process
  • Reduce churn and stop revenue leakage
  • Get cash in the door faster
  • Drive strategic decisions with real-time SaaS metrics and analytics

A grid of fall G2 badges: Leader, Leader Small Business, Leader Mid-Market, High Performer Europe, High Performer Mid-Market EMEA

Request a demo

Webinar Recording

Should You Consider Revenue-Based Financing?

As the economy shifts and VC money becomes harder to come by, more SaaS businesses are exploring alternate funding options like revenue-based financing (RBF). But is it right for you?

Watch the webinar recording to find out.

Extend your cash runway and invest in growth

There’s a lot to consider when looking into financing options for your business: type of financing, providers, terms and payback periods—and simply when the time is right to access funding through debt, equity, or alternative financing.

To help you through this process, Maxio has partnered with Capchase to discuss revenue-based financing: what it is, when it’s a good fit, and how recurring-revenue businesses are taking advantage of this “new” capital option.

Speakers

Maria Pereda
Director of Partnerships, Capchase
LinkedIn
Przemek Gotfryd
Co-founder and COO, Capchase
LinkedIn
Clayton Whitfield
SVP Revenue Programs, Maxio
LinkedIn
Lance Ullom
CEO, Blue Triangle Technologies
LinkedIn

On this webinar, you’ll

  • Learn more about revenue-based financing and why it may be a good fit for your business
  • Understand when you should consider revenue-based financing in the current environment vs other forms of financing
  • Hear from a customer as they share their experience sourcing capital and the process for determining why revenue-based financing was the right choice for them
  • See how Maxio and Capchase work together to streamline the process, from application to receiving an offer