Welcome to The SaaS CFO Podcast! In today's episode, Ben Murray sits down with Tony Petrilli, CEO of ViewTrade, to uncover the journey behind building a global fintech platform that’s redefining cross-border financial services. From writing code on early PCs to leading innovation at major institutions like Morgan Stanley and Citibank, Tony Petrilli shares how ViewTrade evolved from a brokerage into a full-stack SaaS provider serving 300 firms worldwide.

You'll hear candid insights about bootstrapping a complex product, the realities of scaling and global expansion, and the reasoning behind a customer-led, composable solution instead of a rigid, product-led approach. Plus, he reveals how ViewTrade balances profitability, growth, and innovation—including the strategic use of AI—and what’s next on the horizon as they target nine-digit growth.

Whether you’re a SaaS founder, finance exec, or just curious about how technology is transforming financial services, this episode is packed with valuable lessons, operational metrics, and entrepreneurial wisdom. Let’s dive in!

Show Notes:

00:00 "Turnkey Cross-Border Financial Solutions"

03:57 "Modernizing Investment with Embedded Solutions"

07:07 Revolutionizing Financial Firms' Efficiency

12:15 "Customer-Led Solutions Drive Inbound"

15:15 "Fintech Sustainability and Responsibility"

18:35 "Starting Small, Scaling Strategically"

19:47 "CEO's Profit Margin Focus"

22:33 "Building Leaders and Expanding Globally"

25:38 Global Expansion and Wealth Ventures

Links:

Tony Petrilli’s LinkedIn: https://www.linkedin.com/in/anthony-tony-petrilli-a2b59825/

ViewTrade’s LinkedIn: https://www.linkedin.com/company/viewtrade-holding/

ViewTrade’s Website: https://www.viewtrade.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, Ben Murray welcomes Nick Holzherr, serial tech founder and the driving force behind GitLaw—an innovative AI-powered legal platform. Nick Holzherr shares his entrepreneurial journey, from exiting previous ventures like Whisk and Air HR, to launching GitLaw earlier this year with $3 million in backing.

The conversation goes deep into the frustrations of traditional legal services, how GitLaw leverages trusted templates and advanced AI orchestration for SMBs, and what sets their product apart from simply using ChatGPT for contracts. You'll hear about go-to-market growth loops, the challenges of scaling in the rapidly evolving AI landscape, and Nick Holzherr's focus on building a product that customers love and trust.

Whether you're interested in SaaS metrics, team dynamics, or the future of AI in legal tech, this episode is packed with insights from a founder who's in the thick of it.

Show Notes:

00:00 "Revolutionizing Legal Services with AI"

04:09 "Contract Review and Market Standards"

09:10 "Building Success with Trusted Team"

11:45 AI-Powered Legal Document Collaboration

15:19 "Startup Uncertainty Amid Rapid Growth"

18:35 "Challenges in Marketing Metrics Transparency"

21:24 Retention and User Feedback Focus

22:51 "Balancing SaaS Margins and Costs"

26:33 "Making AI Trustworthy and Useful"

29:03 Git.law Service Overview

Links:

SaaS Fundraising Stories: https://www.thesaasnews.com/news/gitlaw-raises-3-million-in-funding

Nick Holzherr’s LinkedIn: https://www.linkedin.com/in/nickholzherr/

GitLaw’s LinkedIn: https://www.linkedin.com/company/gitlawco/

GitLaw’s Website: https://git.law/

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 back to The SaaS CFO Podcast! In this episode, we're excited to welcome Nicolas Christiaen, CEO and co-founder of Donna, the AI assistant revolutionizing the lives of field sales teams. Ben Murray sits down with Nicolas Christiaen (introduced as Nicolas in the episode) to dive into Donna's journey from inception in late 2023 to its rapid growth and latest $5 million seed round. You'll hear how Donna leverages AI to boost sales rep productivity, seamlessly integrates with CRMs, and is gaining traction across verticals like medical devices, CPG, manufacturing, and insurance.

Nicolas Christiaen reveals their data-driven approach to finding ideal customer segments, lessons learned from fast-paced fundraising, and why partnerships with global consulting firms like Deloitte and PwC are fueling their go-to-market strategy. If you’re keen to learn about what’s driving growth for AI-powered SaaS, how to balance vertical focus, and why healthy SaaS margins are still possible with AI, this conversation is packed with insights you won’t want to miss. Tune in to find out how Donna is scaling up in 2026 and what’s next for this ambitious SaaS startup!

Show Notes:

00:00 "Sales, Efficiency, and Acquisition"

05:05 "Adapting AI for Industry Needs"

06:45 "24/7 AI Assistant Support"

10:14 "Global Launch Leads to Growth"

14:59 "Early Success with Partners"

19:18 "Outbound Strategy with Multi-Channel Approach"

22:08 AI Costs Will Decrease Over Time

23:50 AI Companies Will Streamline Operations

Links:

Nicolas Christiaen’s LinkedIn: https://www.linkedin.com/in/nicolaschristiaen/

Donna’s LinkedIn: https://www.linkedin.com/company/donna-by-dealside

Donna’s Website: https://www.askdonna.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