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$2.7M Seed to Pivot from Accounting Data to CRM Data Analysis with AI

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Manage episode 421920889 series 3458049
Content provided by Ben Murray. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Murray or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to another exciting episode of The SaaS CFO Podcast! Today, we have a special guest, Trevor Lee, the co-founder and CEO of Myko. Trevor brings a wealth of experience from the finance sector, having worked at Fitch Ratings and later transitioning into entrepreneurship.

In this episode, Trevor shares the intriguing journey of his company, which began as Genius Sheets and evolved into Myko. He discusses the challenges and insights behind this major pivot, the innovative use of AI for sales and revenue data analysis, and the lessons learned from fundraising with top investors like Khosla Ventures.

Tune in to hear about Trevor's vision, the current state of Myko, and what lies ahead for this promising startup!

Show Notes:

00:00 Formed partnership with Intuit, developed own language model.

04:07 Data extraction from Quickbooks wasn't a priority.

07:13 Hybrid tool combining revenue intelligence and BI.

11:12 Sales focus: Leadership, mid-level managers, operations.

15:42 Working with design partners to improve capabilities.

19:28 Struggled with fundraising, then succeeded with persistence.

20:45 Strong AI focus, early investor in AI.

24:14 Guiding metric: customer activation for product success.

27:36 Discussion on recognizing business roadblocks and pivoting.

Links:

SaaS Fundraising Stories: https://www.thesaasnews.com/news/myko-ai-secures-2-7-million-in-seed-round

Trevor Lee’s LinkedIn: https://www.linkedin.com/in/trevorlee20/

Myko AI’s LinkedIn: https://www.linkedin.com/company/myko-ai/

Myko AI’s Website: https://www.myko.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

  continue reading

131 episodes

Artwork
iconShare
 
Manage episode 421920889 series 3458049
Content provided by Ben Murray. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Murray or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to another exciting episode of The SaaS CFO Podcast! Today, we have a special guest, Trevor Lee, the co-founder and CEO of Myko. Trevor brings a wealth of experience from the finance sector, having worked at Fitch Ratings and later transitioning into entrepreneurship.

In this episode, Trevor shares the intriguing journey of his company, which began as Genius Sheets and evolved into Myko. He discusses the challenges and insights behind this major pivot, the innovative use of AI for sales and revenue data analysis, and the lessons learned from fundraising with top investors like Khosla Ventures.

Tune in to hear about Trevor's vision, the current state of Myko, and what lies ahead for this promising startup!

Show Notes:

00:00 Formed partnership with Intuit, developed own language model.

04:07 Data extraction from Quickbooks wasn't a priority.

07:13 Hybrid tool combining revenue intelligence and BI.

11:12 Sales focus: Leadership, mid-level managers, operations.

15:42 Working with design partners to improve capabilities.

19:28 Struggled with fundraising, then succeeded with persistence.

20:45 Strong AI focus, early investor in AI.

24:14 Guiding metric: customer activation for product success.

27:36 Discussion on recognizing business roadblocks and pivoting.

Links:

SaaS Fundraising Stories: https://www.thesaasnews.com/news/myko-ai-secures-2-7-million-in-seed-round

Trevor Lee’s LinkedIn: https://www.linkedin.com/in/trevorlee20/

Myko AI’s LinkedIn: https://www.linkedin.com/company/myko-ai/

Myko AI’s Website: https://www.myko.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

  continue reading

131 episodes

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