SaaS Roundtable: Startup to Scale

September 30, 2022 8:30 AM - 10:30 AM (EDT)

Description

It's time to take your SaaS startup to the next level. As an innovator and early-stage company leader, what do you need to do to prepare to scale your business? This workshop will cover ways to develop a strong business case for your growth, including securing early-stage funding, determining KPIs, and deciding to adapt your business software. 

Key topics to be discussed include:

  • Understanding and sizing your market opportunity
  • The pros and cons of different approaches - B2B, B2C and B2B2C
  • Developing a growth plan and KPIs
  • Securing funding at different growth stages
  • Moving beyond your first product
  • Making the most of early customers

Moderator:

  • Allen Born, Director, Internet & Cloud Investment Banking, Fairmount Partners

Speakers:  

  • Chris Molaro, CEO, Neuroflow
  • Peter Sobotta, CEO, ReturnLogic
  • Bo Motlagh, CEO, United Effects
  • Michael Bachman, Global Architect & Principal Technologist, Boomi

Sponsors:

  • AB Bernstein
  • Boomi
  • CBIZ
  • Lockton
  • SAP
  • SEI
  • Troutman Pepper

Speaker Bios:

Moderator:

Allen Born

Director, Internet & Cloud Investment Banking

Fairmount Partners

Allen Born focuses on originating and executing middle-market investment banking transactions in the technology sector. He has advised on exclusive sale assignments, buy-side transactions, financings, and various other strategic advisory assignments and has completed more than 50 transactions totaling over $13 billion in consideration.

Experience:
Prior to joining Fairmount, Allen was a member of Stifel Nicolaus’ technology investment banking group, where he led the firm’s Internet investment banking effort. He joined Stifel Nicolaus in 2005 as part of the firm’s acquisition of Legg Mason Capital Markets. Prior to the acquisition, he spent five years as a member of Legg Mason’s Strategic Advisory Group, where he was responsible for executing middle-market M&A and financial advisory engagements. Previously, Allen worked in business development and branch operations at Epoch Internet, a privately held Internet service provider.

Education:
Allen Born received his M.B.A. with a concentration in Finance from Duke University’s Fuqua School of Business and his B.S. in Finance, with a minor in Economics, from The Pennsylvania State University. 

Panelists:

Chris Molaro
CEO
Neuroflow

Chris Molaro is the CEO and co-founder of NeuroFlow, a healthcare technology company promoting behavioral health access and engagement in all care settings. Chris is a former U.S. Army Captain from the US Military Academy at West Point and earned his MBA at The Wharton School at the University of Pennsylvania where he also spent time as digital health consultant at Mckinsey. Chris was also the founder of the literacy non-profit Things We Read and a finalist for EY’s ‘Entrepreneur of the Year’.

Peter Sobotta
CEO
ReturnLogic

Peter Sobotta is the Founder and CEO of ReturnLogic, a software and analytics company that helps retailers optimize their product returns strategy. 

Before starting ReturnLogic, Peter served 10 years in the U.S. Navy as a Supply Corps Officer providing logistics and operational support to forward deployed forces. After a successful naval career in logistics and later software development, Peter turned these skills to co-found and launch recoupIT, an Information Technology Asset Disposal business that he successfully grew and led for 10 years. 

As the CEO of ReturnLogic, Peter now helps ecommerce retailers successfully implement a returns strategy that wins customer loyalty and drives bottom line growth.

Bo Motlagh
CEO
United Effects

Bo Motlagh has been building globally available SaaS solutions for 20 years in industries ranging from edtech to fintech. Beginning his career in quality assurance as a consultant, he traveled all over North America building QA organizations and customized testing technologies for a decade, engaging with frontline resources and executives alike in nearly 100 different client companies. From there he moved into enterprise architecture and software development, specializing in highly available distributed microservice based solutions, designing, and building platforms to strategically accelerate growth by integrating, modernizing, and innovating across an organization’s existing technology. With this expertise, he became an executive, leading enterprise architecture organizations. In 2016, he was one of the driving forces of the enterprise architectural strategy that led to the unicorn acquisition of Frontline Education. In 2020, he designed the next generation globally available platform for tax calculation and compliance as Director of Architecture at Vertex, Inc. In 2021, he dedicated himself to United Effects as Founder and CEO with a mission to build an integration platform one more time, so no one else has to.

Michael Bachman
Global Architect & Principal Technologist
Boomi


Infinite Blue

2500 Monroe Boulevard, 2nd Floor, Audubon, PA, 19403, United States

Contact Information

Philadelphia Alliance for Capital and Technologies | PACT
Name: Heidi Franklin
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