Agenda

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SAAS DEALSOURCE

 

(Timing EST & subject to change)

  Tuesday, May 18 

12:00p Virtual Ballroom Open
12:30-1:10p Welcome & Opening Program: State of the Cloud 2021

State of the Cloud co-authors, Mary D'Onofrio and Elliott Robinson, of Bessemer Venture Partners will unpack their annual predications for 2021 including cloud economy milestones, market strategies and what's driving cloud valuations
 
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Mary D'Onofrio
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Elliott Robinson
1:20 - 4:00p  DEALSOURCE: 8, 20 minute 1:1 pre-scheduled and small group meetings (by invitation to PE, investment banking, and company execs/operators)
4:15 - 5:00p

SaaS Metrics that Matter

Dive into the key metrics that matter most in driving growth and long-term success in a recurring revenue SaaS or tech-enabled services business from the P&L to customer acquisition/retention, from LTV to company growth rates.

Speakers:

  • Allen Born, Director, Fairmount Partners 
  • Ben Murray, Founder at TheSaaSCFO.com and TheSaaSAcademy.com
  • Glenn Rieger, General Partner, NewSpring
  • Ray Rike, Founder & CEO, RevOps Squared
5:00 - 5:30p Networking and Thematic Table Topic Discussions

  Wednesday, May 19 

8:30-10:00a

SaaS Operator-only Roundtable: Product-Led Growth for SaaS Companies (Open CEOs, Presidents, and Chief Technology or Strategy Officers, etc.).

We'll discuss how SaaS companies are navigating the transition from sales-led to hybrid/product-led growth strategy, including hurdles and tactics. We'll also review tactics for identifying your end-user/buyer and understanding why they are here.

Speakers:

  • Ian Robertson, Global Director, Operations and Innovation, Boomi (a Dell company)
  • Mahe Bayireddi, CEO & Co-Founder, Phenom People
  • Rick Nucci, Co-founder & CEO, Guru
12:00p Virtual Ballroom Open
12:30- 1:10p 

SaaS Exit Strategies in 2021

Highly experienced dealmakers including an investment banker and tech company operator will explore factors influencing today's exit environment. Discussion topics include the process behind the exit decision (IPO, M&A, SPAC), private company exit process, expectations of buyers/sellers and understanding market liquidity.

Speakers:

  • Chuck Bernicker, Chief Executive Officer, South Mountain Merger Corp.
  • Christian Clifford, Director, Raymond James
  • Andrew Herning, SVP Finance, Billtrust
  • Chris Miller, Partner, Troutman Pepper 
1:20 - 4:00p DEALSOURCE: 8, 20 minute 1:1 pre-scheduled and small group meetings (by invitation to PE, investment banking, and company execs/operators)

 

 Sponsored by 

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Troutman Pepper
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Bridge Bank

 

Event Details

When:

May 18 - 19, 2021