The best organizations don't just show forecasts to their board. They show how those forecasts are built. Earlier this week, our director of strategic finance, Kirk K., sat down with Daniel Villani on The Financial Innovations Podcast with Host Daniel Villani. Here's a sneak peek into the conversation where Kirk explains why walking through actual calculations in board meetings and not just reviewing results is a game changer for forecast accuracy 🎯 Tune in to the full podcast using the link in comments. P.S. This podcast makes for excellent company while stress-buying those Christmas presents you definitely didn't forget about 😉 #forecast #strategicfinance #fpna
Drivetrain
Software Development
Sunnyvale, California 5,498 followers
Strategic finance platform for the modern business
About us
Drivetrain is a financial planning & decision-making platform that helps businesses scale and achieve their targets predictably.
- Website
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https://www.drivetrain.ai/webinars/the-saas-cfo-finance-tech-stack-annual-report-ben-murrays-top-takeaways?utm_source=LinkedIn&utm_medium=social_dtpage&utm_campaign=visitmywebsite
External link for Drivetrain
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Sunnyvale, California
- Type
- Privately Held
- Founded
- 2021
Locations
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Primary
Get directions
440 N Wolfe Rd
Sunnyvale, California 94085, US
Employees at Drivetrain
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Priya Mohan
General Catalyst - India, Aspen Fellow
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Sateesh Battu Jaya
Engineer, Programmer, Problem Solver, Founding Team Member at Drivetrain
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Jody Arthur 🌿
Content Marketing & Copywriting for Innovative Tech Companies | B2B Content Marketing | Conversion Copywriting | Thought Leadership | SEO Content |…
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Praveen Rajaretnam
Marketing Head at Drivetrain | ex-McAfee, Freshworks | Co-founder (Wooplr) & Startup Advisor
Updates
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Your 2024, Reconciled ✨ S̶p̶o̶t̶i̶f̶y̶ Spreadsheet Wrapped in numbers: 847 #REF! errors, 367 versions, and 1 very patient finance team. Presenting this year's Excel-ent wrap up 💚 #fpna #finance #strategicfinance
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⌛ Just 1 Day to Go! Seattle finance leaders, this is your last chance to join Drivetrain and Spendflo’s exclusive, invite-only Pickleball networking event. 📆 Date : Nov 15th, 2:30 PM PT. 📍 Location: Green Lakes Pickleball Court, Seattle Connect with top CFOs and finance pros in a fun and relaxed setting. Just 2 more spots open! RSVP now— https://lnkd.in/gPaapT86
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Seattle finance leaders—gear up for a unique networking experience! Drivetrain and Spendflo are excited to host an afternoon of networking, Pickleball, and coffee. Connect with fellow CFOs and finance professionals in a relaxed, fun setting. 📅 Nov 15th at 2:30 PM PT 📍 Green Lakes Pickleball Court, Seattle Bring your finance peers and join the fun. Register now! (Link in the comments)
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CFOs are under constant pressure to keep investor data packs updated. Simplify this by integrating it with your re-forecasting process and stay always ready. Check out the full post here 👇
I've been observing this recent trend, where CEOs want the investor data pack to be continuously updated. With companies often in perpetual fundraising mode or looking to acquire other companies, there is always a need to share the data room and not just the board pack. So, CFOs are under constant pressure to maintain an up-to-date data room for both investors and M&As. If this is you, here's my suggestion: Instead of treating this as a separate task, whenever you re-forecast based on actuals, also update the relevant reports in your data room. This includes your P&L, cash flow projections, GTM/SaaS metrics. By doing this you'll ensure that your data room is always ready for external parties (investors, partners) who may need immediate access, without the extra work of preparing it each time. Happy to share templates, best practices and if anyone is interested how Drivetrain automates consolidation and centralization of all your forecast vs. actuals in your data room with access controls. Feel free to DM me!
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Building a winning FP&A team goes beyond just finance skills. Here's how to hire for impact and strategic growth.
CFOs often ask me what to look for when hiring for an FP&A role. Having been fortunate enough to work with 100's of FP&A leaders across different companies… Here are some key factors to consider for your next hire: 1. Hire a data analyst rather than a finance analyst → You can teach finance but you can't teach the data mindset. 2. Hire a strategic thinker, not just a budget manager → Numbers follow strategy, not the other way around. 3. Hire a storyteller, not just a spreadsheet expert → Data is useless unless you can tell the story behind it. Prioritize curiosity over credentials. And that's how you build a winning FP&A team.
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⏳ Just two days to go! 🚀 Be part of an exclusive evening with Boston’s top finance leaders, hosted by Spendflo and Drivetrain! Join us for a four-course dinner, networking, and expert discussions as we reflect on 2024 and look ahead to 2025. This is your chance to: - Expand your network with top finance leaders. - Gain fresh insights into 2025’s trends and challenges. - Arm your team with practical tips for the upcoming planning season. Reserve your seat now (Link in the comments 👇)
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Thanks for the shoutout, Aleksandar!
5 tools every SaaS founder needs for financial clarity… …aren’t just about having the best software. Because just “using tools” isn’t hard. All you need to do is grab the latest, trendiest finance tools out there. Using tools like… → Popular expense tracking apps → Fancy dashboards with endless graphs and visuals → ERP systems that promise to solve all your problems …will always give you some level of insights. But there’s a problem with these kinds of tools: They don’t necessarily bring clarity to your financials. They add complexity, making it harder to understand what truly drives your business’s profitability. That’s the opposite of what you want— So here’s what to use instead: → Accounting Software Sage Intacct, Inc. NetSuite Rillet → FP&A Tools Jirav Abacum Drivetrain → Revenue Recognition Software Chargebee Leapfin Maxio → Payment Processing Platform Stripe PayPal GoCardless → KPI Dashboards Baremetrics Klipfolio Tableau Using these tools isn’t about tech for tech’s sake… …it’s about achieving true financial clarity and making data-driven decisions that move your SaaS business forward. Pick the right tools, and you’ll not just see numbers—you’ll see opportunities for growth. Got any questions on which tools to choose? Ask below! PS. Join 5,000 folks at: thestartupfinance.com
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Boston's top finance leaders, this one's for you! Join Spendflo and Drivetrain for an exclusive evening of networking, expert insights, and a delicious four-course dinner as we gear up for 2025. We'll reflect on key learnings from 2024, discuss trends and challenges for the year ahead, and share practical tips for the 2025 planning season. Get ready to expand your network, gain fresh perspectives, and equip your team for the year ahead. Seats are limited—reserve yours today! (Link in the comments 👇)
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⏳ Just one day to go! 🚀 A few spots left to join our upcoming webinar on Managing Board & Investor Relations: playbook & Best Practices from CFOs featuring finance leaders from Notion and Postscript. Join us to learn about: - Tips to streamline your board meeting prep. - Best practices for clear and effective board communications. - How to leverage data and analytics to address tough boardroom questions confidently. Register now using the link in the comments!
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