saas-metrics
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Bobby Pinero and the spreadsheet that wouldn't go away
Bobby Pinero spent years helping Intercom understand its numbers. Then he co-founded Equals to fix the work that kept getting between an analyst and an answer.
Maxio and the Invoice That Changed Everything
Before Maxio became a platform for SaaS and AI finance, one of its predecessors learned a useful lesson: people admire a quarterly dashboard, but they pay to fix a daily headache.
The Invoice Was the Clue: How Subscript Followed SaaS Money Back to the Contract
Subscript began by untangling subscription metrics. Then it followed the mess upstream - into bespoke contracts, hybrid billing, revenue schedules, and the awkward question of who still owes you money.
Mantys
Mantys is a Y Combinator W23 company founded by Kriti Arora and Mudit Dangi. It began as a real-time ARR reporting and forecasting tool that pulled revenue data out of the spreadsheets SaaS finance teams live in, and has since moved into healthcare, building AI that automates patient insurance eligibility verification for revenue cycle management. In both incarnations the pitch is the same: take a slow, error-prone, spreadsheet-and-phone-call process and let software do it in real time.
Drivetrain
Drivetrain is an AI-native financial planning and analysis (FP&A) platform that helps CFOs and finance teams at mid-market and enterprise companies plan, forecast, and report with a spreadsheet-like interface. Founded in 2021 by former Google and Elevation Capital operators, it connects to 800+ business systems (ERP, CRM, HRIS, billing, data warehouses) and uses its Drive AI suite - model generation, an AI analyst, anomaly detection, and natural-language data transforms - to turn raw data into live financial models. In 2025 it shipped the first Model Context Protocol (MCP) server for finance, letting teams query permission-controlled financial data through assistants like Claude and ChatGPT.
Rillet
Rillet is an AI-native ERP built by accountants that automates the month-end close, recognizes revenue in real time, and surfaces SaaS metrics directly from the general ledger. Founded by former N26 US CEO Nicolas Kopp and CTO Stelios Modes, the San Francisco company positions itself as a modern replacement for legacy systems like NetSuite and QuickBooks, letting finance teams close their books in days instead of weeks. Backed by Sequoia, Andreessen Horowitz, and ICONIQ, Rillet has raised over $100M and serves 500+ scaling companies.
Tomasz Tunguz
Tomasz Tunguz is the Founder and General Partner of Theory Ventures, a $680M early-stage fund focused on AI, data infrastructure, and Web3. A former Redpoint Ventures partner with 14+ years backing unicorns including Looker ($2.6B to Google) and Kustomer ($1B to Meta), Tunguz is one of Silicon Valley's most widely-read VC voices - his daily blog tomtunguz.com reaches 150,000+ founders and operators with data-driven analysis of SaaS metrics, AI trends, and startup strategy.