The SaaS CFO

The top source for SaaS metrics, finance, and accounting education and templates. The SaaS CFO also offers fractional SaaS CFO services and coaching.

Ben's SaaS templates have been downloaded 100,000+ times and counting.

Founder

Extend

At Extend, we help B2B companies collect cash faster with less manual effort. No more manual emails, Post-it notes, Outlook reminders, and reminders from your CFO.

B2B SaaS finance and accounting teams automate laborious, uncoordinated workflows around account receivables and payment collections. Put your cash collections on auto-pilot and free up staff time.

Co-Founder

The SaaS Academy

The top online and in-person academy teaching SaaS finance and metrics. 3,000+ companies and 15,000+ students enrolled. Join our SaaS community!

Maxio

Maxio helps businesses accelerate growth efficiency with the industry’s only all-in-one billing and financial operations platform purpose-built for B2B SaaS.

Advisor

SaaS Metrics Standards Board

Founding Member

Mobile Solutions

Chief Financial Officer

Cartegraph

Revamped the finance and accounting function for a successful exit to private equity.

Vice President and Chief Financial Officer (CFO)

Provided finance and operational leadership to US subsidiary of German-based RIB Group – a leading global provider of ERP software solutions to the construction industry. Responsibilities include all aspects of finance, accounting, tax, treasury, human resources, research and development, services, and support. Hired to bring structure and process improvements to functional areas and execute US and Canadian expansion plan.

Executive Vice President and Chief Financial Officer (CFO)

Pinnacle Airlines Corp.

While Director of FP&A at Pinnacle Airlines Corp., Ben implemented an improved FP&A structure and process to support a rapidly growing organization.  Within his first year, he sourced and implemented a new planning and reporting system to move away from an offline, Excel-based system.  Through this technology and process redesign, his team reduced Pinnacle’s annual budget season from three to two month and introduced a detailed, monthly forecasting package.  Other improvements included new management performance reporting through monthly close packages, leading to earlier corrective action of operating variances.  With better data and analysis, his team created a new cost and revenue allocation system to determine profitability by product line and a more sophisticated process to bid on RFP’s.  Ben also developed Pinnacle’s first external finance training course in partnership with the University of Memphis.

Director, Financial Planning & Analysis (FP&A)

A.D.A.M., Inc.

As the first financial planning and analysis hire, Ben created many "firsts."  This included a weekly revenue forecast for the CEO using bookings data while applying software revenue recognition standards and a complex financial statement forecasting model.  Ben partnered with product managers on investment decision analysis and product pricing reviews to align R&D and related operating expenses with projected product revenues.  He also decoded customer pricing plans from a previously off-shored process.

Manager, FP&A

The SaaS CFO | The #1 source for SaaS finance education. Video lessons, content, templates, and communities to accelerate your SaaS and career.

WHAT I DO:  I help SaaS companies via fractional SaaS CFO services, coaching, and courses in SaaS metrics and finance.  I help companies achieve financial improvement and transparency via a SaaS finance framework that links operations to finance.

WHO I HELP:  I help SaaS founders, finance/accounting, and investors.

WHY IT WORKS:  Translating the operational story into consumable numbers is the key to driving corporate performance and understanding the economics of SaaS businesses.

WHAT MAKES ME DIFFERENT: From debits and credits to financial forecasting to M&A, my experience has not just been silo’ed in the accounting or finance track, but both sides of the desk.  My operations background at several airlines has improved my ability to translate operational performance into improved financial understanding and foresight. My on-the-job experience as a SaaS CFO has allowed me to help thousands of SaaS founders and finance teams.

Ben Murray

Pocketpills

Board Observer

Deep Instinct

Structural Capital

Principal

Structural Capital is a unique and differentiated financing platform focused on providing flexible capital investments to high growth venture and private equity sponsor backed companies.

Venture Partner

Barracuda (NYSE: CUDA)

Vice President Corporate Development

Fortinet

Mergers and Acquisitions, Venture Investments

Sr. Director Corporate Development

Centaur Partners

Centaur Partners, LLC is an M&A and private placement advisory firm focused on the technology sector.  Through our exclusive strategic partner Wunderlich Securities, Inc we provide full service investment banking capabilities including public equity research and sales and trading and Dresner Partners. Centaur and Wunderlich's recently completed technology engagements include:
•	Rally Software (Nasdaq: RALY) $120M follow-on offering (managing underwriter) 
•	Ubiquiti Networks (Nasdaq: UBNT) $104M follow-on offering (managing underwriter) 
•	Sell-side M&A advisor in PCTEL (Nasdaq: PCTI) Secure's acquisition by Redwall Technologies 
•	Buy-side M&A advisor in Coupa Software's acquisition of Xpenser 
•	Ellie Mae (Nasdaq: ELLI) $61M follow-on offering (managing underwriter)
•	Allot Communications (Nasdaq: ALLT) $90M follow-on offering (managing underwriter)

Managing Director

RBC Capital Markets

Technology Investment Banking - M&A, Private and Public Financings

Vice President, Investment Banking

Hewlett Packard Consulting

Project Manager

Continuum

Software Engineer

Cedera Systems

- Over 2 decades of investment banking, corporate development and consulting 
- Over 30 closed transactions (M&A, equity/debt financing, $3B+ in transactions value) 

Selected Transactions
•Underwriter on $125M IPO for Fortinet (Nasdaq: FTNT), a leading provider the next-generation firewall
•Underwriter on $65M IPO for ArcSight (Nasdaq: ARST), a leading provider of SIEM (acquired by Hewlett-Packard)
•Acquisition of AccelOps, by Fortinet
•Sale of Contractually to Coupa, provides spend management solutions
•Acquisition of Xpenser by Coupa
•Sale of Cenzic, application security testing company, to Trustwave
•Sale of Instill Corporation, a SaaS provider of spend management solutions for the foodservices industry, to Accel-KKR
•Sale of Insightful, a business intelligence software company, to TIBCO ($25M)
•Sale of Document Sciences, a content management software company, to EMC ($85M)
•Sale of SumTotal Systems, a human capital management software company, to Vista Equity ($160M)
•Advisor on $10M equity financing for inContact (Nasdaq: SAAS), a leading provider of on-demand contact center software
•Advisor to SMART Technologies on the acquisition of Nextwindow, a leading provider of touch screen technology systems, for $82M
•Joint book runner on $660M IPO for SMART Technologies (NYSE: SMT), a leading provider of interactive while board systems
•Lead-arranger on $320M debt financing for Sophos, a leading provider of security and data protection solutions
•Underwriter on $134M IPO and $232M follow-on for RealPage (Nasdaq: RP), provides on-demand solutions for real estate management industry
•Agent for $400M credit facility for BMC Software, provides infrastructure software solutions
•Advisor to Siemens/Gores on $23M investment in InContact (Nasdaq: SAAS), provides on-demand contact center software
•Adviser to SMART Technologies, provides interactive white board solutions, for a private placement by Apax Partners 

Specialities: Investment Banking
Software and Systems

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The Battle

Ben Murray

Atul Tiwary

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