Yash Sharma is the founder of Total Finance Resolver, a boutique financial intelligence firm serving SaaS founders, VCs, and private equity operators.

He specializes in building investor-grade FP&A systems, valuations, and acquisition-readiness frameworks for scaling SaaS companies.

His firm also performs AI-driven financial and technical due diligence for VC and PE funds, helping investors assess revenue integrity, product scalability, and operational risks with greater speed and accuracy.

In this episode we cover:

1. 00:00 - Intro
2. 02:04 - Where Founders Misread Runway During Scaling
3. 10:46 - Common SaaS Metric Misconceptions
4. 12:30 - Building Investor-Grade Finance
5. 17:03 - Financial Blind Spots That Delay or Kill Fundraising
6. 19:38 - What to Fix First When Preparing for Due Diligence
7. 23:20 - Using AI to Improve SaaS Valuations Going Into 2026
8. 25:48 – Yash's Favorite Activity to Get Into a Flow State
9. 25:56 – Yash's Advice for His Younger Self
10. 26:15 - Yash's Biggest Challenges and Goals for 2026
11. 27:11 - Instrumental Resources for Yash's Success
12. 29:00 – What Does Success Mean for Yash Today
13. 29:46 – Get in Touch with Yash

Get in Touch with Yash:

Yash's LinkedIn

Website

Mentions:

Naval Ravikant

Lionel Messi

Books:

Autobiography of a Yogi by Paramahansa Yogananda

More About Akeel:

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How To Value Your SaaS Company

Dr. Eugene K. Choi is a transformational leadership coach who helps leaders perform at their best in high-pressure environments.

He created a science-based process that teaches entrepreneurs how to activate their executive brain for better clarity, focus, and results. With expertise in clinical pharmacy, neuroscience, and business coaching, he has supported thousands of entrepreneurs and executives in improving their mindset and reducing toxic stress in order to perform better in their business.

In this episode we cover:

1. 00:00 - Introduction to High Performance Mindset
2. 02:56 - Understanding Survival Mode vs. Executive State
3. 05:49 - Identifying and Managing Survival Responses
4. 09:10 - The Impact of Fight, Flight, and Freeze Responses
5. 12:00 - The Role of Awareness in Performance
6. 14:47 - Transitioning from Survival to Executive State
7. 17:57 - Building Awareness and Skills for High Performance
8. 23:27 - Understanding Survival State vs. Executive State
9. 27:29 - Rewiring the Brain for Optimal Performance
10. 30:46 - The Role of Community in Personal Growth
11. 33:13 - The Courage to Face Personal Growth
12. 36:28 - Creating Space for Self-Reflection
13. 37:36 – Eugene's Favorite Activity to Get Into a Flow State
14. 38:03 – Eugene's Advice for His Younger Self
15. 38:27 – Instrumental Resources for Eugene's Success
16. 39:20 – What Does Success Mean for Eugene's Today
17. 35:26 – Get in Touch with Eugene

Get in Touch with Eugene:

Website

LinkedIn

Mentions:

Dr. Joe Dispenza

Mindsight by a Dr. Dan Siegel

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Peter Goldstein is the Founder and CEO of Exchange Listing, a capital markets advisory firm specializing in helping emerging growth companies list on major stock exchanges such as NASDAQ and NYSE.

Peter has over 35 years of experience as an entrepreneur, investment banker, and strategic advisor. He has successfully led IPOs, uplistings, mergers, and private placements across a range of industries. Through Exchange Listing, he guides companies through the complex go-public process with a focus on compliance, capital formation, and long-term growth.

He is also the founder of Emmis Capital and author of The Entrepreneur’s IPO, offering a practical roadmap for founders seeking public market entry.

In this episode we cover:

• 00:00 - Intro
• 00:45 – Challenges Tech Founders Face in Preparing for an IPO
• 06:45 – Why a Solid Management Team Matters Before Going Public
• 12:45 – Common IPO Misconceptions Among Tech Entrepreneurs
• 13:45 – How Tech Companies Can Stay Attractive to Investors
• 17:45 – Key Milestones for Companies Under $100M Before IPO
• 25:05 – Balancing the Costs and Benefits of Going Public
• 26:05 – The Role of Strategic Planning in a Successful IPO
• 29:05 – Examples of Sub-$100M Companies That Went Public
• 33:05 – Peter's Favorite Activity to Get Into a Flow State
• 33:35 – Peter's Advice for His Younger Self
• 34:35 – Biggest Challenges and Goals for Exchange Listing
• 35:30 – Instrumental Resources for Peter's Success
• 36:30 – What Does Success Mean for Peter Today
• 38:00 – Get in Touch with Peter

Get in Touch with Peter:

Peter's LinkedIn

Mentions:

Exchange Listing LLC

Emmis Capital

NASDAQ

NYSE (New York Stock Exchange)

Newsmax

Books:

Think and Grow Rich by Napoleon Hill

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More About Akeel:

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How To Value Your SaaS Company

David Anderson is a global business leader with extensive experience as a C-level executive, board member, advisor, and executive coach at DWA Leadership.. He specializes in building high-performing teams, fostering a winning leadership mindset, and helping organizations navigate the complexities of growth as well as innovation.

David has a strong entrepreneurial background and has served on numerous boards, including as chair, bringing forward-thinking strategies to both non-profits and businesses. His approach focuses on empowering leaders to "Jump the S Curve" of growth and achieve lasting success.

In this episode we cover:

• 00:00 - Intro
• 01:35 - Cultivating Talent in High-Performing Teams
• 05:41 - Managing Diverse Global Teams
• 08:03 - Mindset Shifts for C-Level Transitions
• 10:55 - Cultivating an Environment for Open Dialogue and Feedback
• 13:48 - Strategies for Jumping the S-Curve of Growth
• 16:16 - Maintaining Cultural Integrity While Scaling
• 19:38 - Identifying Toxic Behaviors in Team Members
• 22:52 - Maximizing Board Member Engagement
• 25:46 - Getting the Most from Your Leadership Board
• 27:55 - Tailoring Leadership Coaching for Founders
• 33:41 - Key Traits for Leaders in a Rapidly Changing World
• 36:03 - David's Favorite Activity to Get Into a Flow State
• 36:37 - David's Piece of Advice for Your Younger Self
• 37:45 - Biggest Challenges and Goals for 2025
• 38:30 - Instrumental Resources for David's Success
• 40:06 - What Does Success Mean for David Today
• 42:08 - Get in Touch with David

Get in Touch with David:

DWA Leadership Website

David's Email

Mentions:

Marshall Goldsmith

Ralph Waldo Emerson

DWA Leadership

Lighthouse PE

Entrepreneurs' Organization (EO)

McKinsey & Company

Arizona State University (ASU)

Harvard Business Review (HBR)

Inc. Magazine

Valynt Digital

Books:

Leader Is Not a Title by David Anderson

Jumping the S-Curve by Paul Nunes and Tim Breene

Tag Us & Follow:

Facebook

LinkedIn

Jagger Lucé is the Head of Sales at Valynt Digital, a full-service digital marketing agency specializing in paid advertising, video production, copywriting, graphic design, and AI-driven automation.

At Valynt, have created a revolutionizing capital raising solution through innovative digital marketing funnels, including Series A - Series D advertising campaigns.

Valynt Digital's forward-thinking approach eliminates cold calling through advanced automation solutions powered by artificial intelligence, streamlining processes and enhancing efficiency in sales across diverse industries.

In this episode we cover:

• 00:00 - Intro
• 01:20 - Agency Background and SaaS Capital Raising
• 02:21 - Successful Techniques for Engaging Investors Online
• 05:58 - Challenges Facing SaaS Founders in 2024
• 07:38 - How Long the Campaign Process Takes to Work
• 08:42 - Strategies and Tools for Targeting Customers or Investors
• 13:18 - Integrating AI into High-Ticket Deal Sales and Investments
• 16:25 - Applying Automation to Sales and Onboarding Processes
• 18:52 - Insightful Metrics for Scaling Digital Sales Campaigns
• 23:18 - Aspects of Successful Raising Cases
• 25:18 - Jagger's Favorite Activity To Get Into a Flow State
• 26:47 - Jagger's Piece Of Advice For Your Younger Self
• 28:28 - Jagger's Biggest Challenges at Valynt Digital
• 29:39 - Valynt Digital IS HIRING!
• 30:40 - Instrumental Resources For Jagger's Success
• 32:06 - What Does Success Mean for Jagger Today
• 33:02 - Get In Touch With Jagger

Get In Touch With Jagger:

Valynt Digital Website

Valynt Digital LinkedIn

Mentions:

Dan Spottsville

Books:

Extreme Revenue Growth by Victor Cheng

Blue Ocean Strategy by W. Chan Kim and Renée A. Mauborgne

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Twitter

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How To Value Your SaaS Company

Ryan is the Founder and CEO of Sprig, a user experience measurement tool suite used by top companies such as Paypal, Coinbase, Figma, and Peloton. Since founding the company in 2019, Sprig has raised $90M, achieving a valuation of $330M.

He has a proven track record in scaling SaaS startups like Weebly (acquired by Square) and Vurb (acquired by Snapchat).

In this episode we cover:

• 00:00 - Intro
• 01:27 - Journey from Entrepreneurship to SaaS Acquisitions
• 07:56 - Getting Innovations Insights from Users
• 12:33 - What Most People Miss When Analysing NPS Services
• 16:37 - Key Skills for Founders in Hyper Growth Stage
• 20:52 - Predictable Motion on GTM Strategy
• 22:05 - Utilizing Mixed Methods Research for Sprig's Evolution
• 28:23 - Strategies for Incorporating AI into Sprig's Products
• 32:29 - Ryan's Favorite Activity To Get Into a Flow State
• 34:45 - Ryan's Piece Of Advice For His Younger Self
• 38:09 - Ryan's Biggest Challenges at Sprig
• 39:36 - Instrumental Resources For Ryan's Success
• 41:21 - What Does Success Mean for Ryan Today
• 45:40 - Get In Touch With Ryan

Get In Touch With Ryan:

Ryan's Twitter

Sprig Website

Mentions:

Snapchat

Weebly

Vurb

Jason Lemkin

PLGeek

Books:

Good to Great by Jim Collins

BE 2.0 by Jim Collins

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How To Value Your SaaS Company

Leo is the Founder and CEO at Amsterdam Standard, a technology partner who specializes in software development, IT staffing, and user interface design, the company provides dedicated nearshore teams, UX/UI interface design services, and agile software development for projects emphasizing agility.

With over two decades of professional experience Leopold is a seasoned expert in scaling development teams and sourcing top tech talent.

In this episode we cover:

• 00:00 - Intro
• 01:21 - Journey from Enthusiast to SaaS Investor
• 05:38 - The Best Stage for Getting Their Help
• 08:44 - Strategies and Challenges in Scaling Amsterdam Standard
• 13:04 - Role of Storytelling in Low-Budget Marketing
• 17:20 - Transitioning to Marketing Spending
• 23:46 - Advice for Product-Led Scaling Challenges
• 28:47 - Solid Scaling System for SaaS Growth
• 31:36 - Leopold's Favorite Activity To Get Into a Flow State
• 32:10 - Leopold's Piece Of Advice For Your Younger Self
• 32:41 - Leopold's Biggest Challenges at Amsterdam Standard
• 33:44 - Instrumental Resources For Leopold's Success
• 35:40 - What Does Success Mean for Leopold Today
• 37:00 - Get In Touch With Leopold

Get in Touch with Leopold:

Amsterdam Standard Website

Leopold's Email

Leopold's LinkedIn

Mentions:

Donald Miller

Elon Musk

Bill Gates

Books:

Storybrand by Donal Miller

Tag Us & Follow:

Facebook

LinkedIn

Instagram

More About Akeel:

Twitter

LinkedIn

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SaaS Consultants

How To Value Your SaaS Company