In this episode of The SaaS CFO Podcast, host Ben Murray welcomes Ibrahim Ashqar, the co-founder and CEO of Lumi AI. Ibrahim shares his impressive background in data science and AI, including his time at Deloitte and the supply chain tech unicorn Stord, before diving into why he launched Lumi. The conversation highlights the challenges companies face with traditional business intelligence tools, and how Lumi is revolutionizing data access for brands, retailers, and supply chain operators through agentic workflows and conversational analytics.

Ben and Ibrahim discuss Lumi's focused go-to-market strategy, their partnerships with industry giants like Deloitte and BCG, and how they’re working with mid-market to Fortune 10 enterprises. Listeners will also hear about Lumi’s journey through fundraising, lessons learned in scaling an early-stage SaaS company, and the key product metrics that guide their growth.

Whether you’re interested in AI, enterprise analytics, or the inner workings of a fast-growing SaaS startup, this episode is packed with actionable insights and firsthand advice from the front lines of innovation.

Show Notes:

00:00 Supply Chain Analytics Software Focus

04:54 Strategic Supply Chain Planning Overview

09:13 Educational Analytics Approach Success

11:28 Consultant Challenges: Navigating Clearances

15:36 Complementary Tool, Not Replacement

18:36 Unexpected Visibility During Stealth Mode

21:34 Effective Investor Pitch Strategy

24:34 "Optimizing Intuitive AI Workflows"

Links:

SaaS Fundraising Stories: https://www.thesaasnews.com/news/lumi-ai-raises-3-7-million-in-seed-round

Ibrahim Ashqar’s LinkedIn: https://www.linkedin.com/in/ibrahimashqar/

Lumi AI’s LinkedIn: https://www.linkedin.com/company/lumi-ai

Lumi Ai’s Website: https://www.lumi-ai.com/

To learn more about Ben check out the links below:

Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe

Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page

SaaS Metrics courses here: https://www.thesaasacademy.com/

Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

On this episode of The SaaS CFO Podcast, host Ben Murray sits down with Gus Neate, the co-founder and CEO of Wilson AI. Gus shares his unique journey from engineering and law to entrepreneurship, explaining how his experience in top law firms and in-house legal teams inspired the creation of Wilson AI—the world’s first AI-powered paralegal. Together, they delve into how Wilson AI is helping in-house legal teams automate repetitive contract workflows, extract key terms from documents, and enable seamless legal Q&A within organizations.

Gus discusses the ideal customer profile, ROI for clients, and the tiered pricing model that powers their early traction. He also opens about their recent $1.7 million pre-seed raise, lessons learned through fundraising, and the importance of product adoption and user retention in these early stages. From data security concerns to global expansion ambitions, Gus offers insights for founders, legal ops leaders, and SaaS CFOs alike who are interested in leveraging AI to streamline their legal operations. Stay tuned for a behind-the-scenes look at scaling an early-stage SaaS company right at the intersection of law and technology.

Show Notes:

00:00 AI Paralegal by Wilson for Contracts

06:22 Tiered Pricing Structure Insights

09:38 Targeted Content for Legal Teams

11:43 Accelerator-Driven Entrepreneurial Growth

15:01 Streamlining Customer Experience Setup

17:02 AI-Enhanced Document Analysis Tools

19:41 "Explore GetWilson AI"

Links:

SaaS Fundraising Stories: https://www.thesaasnews.com/news/wilsonai-raises-1-7-million-in-funding

Gus Neate’s LinkedIn: https://www.linkedin.com/in/gus-neate/

Wilson AI’s LinkedIn: https://www.linkedin.com/company/wilsonai-company/

Wilson AI’s Website: https://www.getwilson.ai/

To learn more about Ben check out the links below:

Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe

Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page

SaaS Metrics courses here: https://www.thesaasacademy.com/

Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

Welcome to another thrilling episode of The SaaS CFO Podcast on YouTube, where we unravel the latest innovations at the crossroads of finance and technology! This time, we've got Erez Agmon, the dynamic CEO and co-founder of Vayu, sharing his remarkable journey from venture capitalist to tech entrepreneur. With a decade in the startup ecosystem, Erez now turns his focus to revolutionizing the financial landscape through AI-driven solutions.

At Vayu, they're not just keeping pace with the change—they're leading it. Discover how Vayu acts as the "winds of change" for finance, as Erez puts it, automating the most complex billing and contract-to-cash processes with unprecedented ease. From AI-enhanced metering tools to real-time revenue insights, Vayu is empowering B2B companies to innovate pricing models and streamline operations without the engineering headache.

Join us as we delve into Erez's unique vision and the strategies propelling Vayu to the forefront of the fintech revolution. Whether you're a CFO looking for cutting-edge tools, a tech enthusiast, or someone fascinated by the mechanics of business finance, this episode has something for you. Stay tuned and get ready to be inspired by the future of financial technology!

Show Notes:

00:00 Vayu: Revolutionizing B2B Billing Solutions

03:39 Real-Time Contract Management Solution

06:27 B2B Pricing and Implementation Solutions

10:36 Flexible Pricing Solution Achieved

14:50 Strategic Growth Through Lessons Learned

18:52 Retention Strategies in CFO Space

20:40 Optimizing B2B Pricing with AI

Links:

SaaS Fundraising Stories: https://www.thesaasnews.com/news/vayu-raises-7-million-in-seed-round

Erez Agmon’s LinkedIn: https://www.linkedin.com/in/erez-agmon-66017012a/

Vayu’s LinkedIn: https://www.linkedin.com/company/withvayu/

Vayu’s Website: https://www.withvayu.com/

To learn more about Ben check out the links below:

Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe

Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page

SaaS Metrics courses here: https://www.thesaasacademy.com/

Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray