Product Growth Stories

Most B2B SaaS founders don't have a financial model for Series A fundraising — they have a spreadsheet and a prayer. Heather Hall, fractional CFO with 30+ years in finance, breaks down exactly what investors expect to see in your financial model, why 90% of her clients engage her for modeling before realizing what they actually needed, and how the right model shifts founder decision-making from reactive to strategic. If you're preparing for a Series A or trying to build a finance function that scales, this episode is required watching. You'll learn how to structure scenario analyses so you can pull specific levers, how to align your leadership team around KPIs, and what separates a model that tells a story from one that just fills cells. Heather also covers when a startup CFO should be operating tactically versus strategically — and how that balance shifts between pre-seed and Series B. ABOUT THE GUEST Heather Hall is the Founder & CEO of Sapphire CFO Solutions. She built a finance function from scratch at a startup that was acquired in 2021, and brings 30+ years of experience spanning Big Six audit, private equity, and CFO roles at multiple tech startups. She works with pre-seed through Series B SaaS and tech-enabled founders who need a strategic finance partner, not just a bookkeeper. Get the complete show notes, frameworks, and playbooks: https://podcast.rapidproductgrowth.com/financial-model-for-series-a-fundraising/ Subscribe for more tactical B2B growth strategy: https://www.youtube.com/@productgrowthstories?sub_confirmation=1 #SeriesAFundraising #SaaSFinance #StartupCFO #FinancialModeling #B2BSaaS

What is Product Growth Stories?

Want to scale your SaaS to the next level? Here's the exact playbook from founders who've done it.

Product Scale Stories helps B2B SaaS founders and CEOs break through growth plateaus and scale past $5M ARR. Each episode features real conversations with founders who've successfully scaled their companies, sharing the exact strategies, pivots, and lessons that drove their growth.

Hosted by Jean-Michel Moreau, CEO of Rapid Product Growth, a growth expert with 20+ years of experience in tech and SaaS companies. He helps founders scale using the Massive Feedback Method - a scientific approach to sustainable growth without burning cash on failed hires or ineffective agency relationships.

Subscribe for actionable insights on:
🚀 Breaking through revenue plateaus
🔬 Scientific approach to user acquisition
⚡ Growth engineering systems
📈 Market optimization strategies
💡 Founder scaling stories

Book a call with us http://freegrowthsession.com to implement these strategies in your business.