
Hosted by Akeel Jabber | Horizen Capital · EN

Carl Lenocker is the Chief Unicorn at Rockstar Unicorn Consulting and a top-tier Customer Success executive with over 20 years of experience operating in high-stakes, revenue-critical environments. He has built his career managing and protecting multi-million dollar relationships, focusing on executive-level conversations where outcomes matter more than optics and where revenue is either secured or quietly lost.Known for his no-fluff, field-tested approach, Carl teaches Customer Success professionals to think and act like revenue owners, not support teams. He is also the author of Success Plan for Life, where he applies the same principles used to protect enterprise accounts to career growth, wealth building, and long-term leverage, helping leaders earn trust, de-risk renewals, and break through professional ceilings.In this episode we cover:00:00 - Intro03:08 - Carl's Journey in Customer Success06:16 - Mindset Shift From Support to Revenue Ownership09:11 - Building Relationships and Overcoming Fears12:18 - Navigating Remote Interactions and Building Trust15:05 - The Impact of AI on Customer Success Roles18:17 - Lessons Beyond Business and Success Plan for Life21:09 - The Power of Planning for Success24:19 - Wealth Accumulation and Legacy Thinking26:18 - Personal Growth and Life Goals27:04 - Choosing the Right Partner29:00 - Navigating Career Growth and Challenges31:07 - Influential Resources for Success33:26 - Defining Success at MidlifeGet in touch with Carl:Carl's LinkedInRockstar Unicorn ConsultingBooks:"Success Plan for Life" by Carl Lenocker"Rich Dad, Poor Dad" by Robert Kiyosaki"Awaken the Giant Within" by Tony Robbins"Power Questions" by Andrew SobelTag Us & Follow:FacebookLinkedInInstagramMore About Akeel:TwitterLinkedInMore SaaS Podcast EpisodesSaaS ConsultantsHow To Value Your SaaS Company

Daniel Layfield is the Founder of Subscription Index, a consulting and advisory firm that helps subscription and SaaS businesses monetize more effectively. He brings deep experience in growth and product management, having driven more than $100M in business growth with a strong focus on self-service revenue.Previously, he led the growth team at Codecademy, scaling ARR from $10M to $55M prior to its $525M acquisition in 2022. He later served as a product manager at Uber Eats, leading Homefeed ranking, and now works with startups to improve subscription revenue and build sustainable growth models.In this episode we cover:00:00 - A Journey from $10M to $50M05:06 - Key Decisions and Strategies for Growth13:24 - Finding the Right Model Fremium or Trial20:49 - Connecting Product Roadmap to Business Impact24:26 - Lessons Learned and Overlooked Strategies26:14 - Personal Insights and Rapid Fire QuestionsGet in Touch with Daniel:Subscription IndexDaniel's LinkedInMentions:Brian BalfourReforgeDiligentBumbleTag Us & Follow:FacebookLinkedInInstagramMore About Akeel:TwitterLinkedInMore SaaS Podcast EpisodesSaaS ConsultantsHow To Value Your SaaS Company

Andrea Bronzini is an engineer, strategist, and systems thinker with over 20 years of experience designing and building complex systems across industries. Currently a coach and consultant at Galileo Consulting, he helps organizations evaluate, acquire, and implement technologies by combining technical insight with commercial and strategic analysis.Before that, Andrea spent nearly 15 years helping companies grow by identifying and fixing their bottlenecks, often working with businesses generating over $1M per day.Frustrated by recurring structural issues, he developed a systems-driven approach to diagnose and solve them faster, which led to the creation of ZeroBottlenecks and later Confident Story. Known for turning complexity into clear, actionable frameworks, Andrea focuses on helping teams move from analysis paralysis to confident, system-backed decision making.In this episode we cover:00:00 Intro02:57 Understanding Bottlenecks in A/B Testing05:49 The Impact of Noise on Conversion Rates09:07 Engineering Approach to Business Decisions12:08 Optimizing the Conversion Path15:00 Exploring A/B Test Winners and Noise17:46 Statistical Significance and Noise in KPIs21:01 Avoiding the Noise Trap in Decision Making23:56 The Real Costs of Misinterpreting Data26:59 Final Thoughts and Rapid Fire QuestionsGet in touch with Andrea:Andrea's LinkedInMentions:Michael GerberDonald MillerAlex HormoziCompanies:Zero BottlenecksConfident StoryBooks:The E-Mith Revisited by Michael GerberStoryBrand by Donald MillerTag Us & Follow:FacebookLinkedInMore About Akeel:TwitterLinkedInMore SaaS Podcast EpisodesSaaS ConsultantsHow To Value Your SaaS Company

Richardson Dackam is a Senior AI Engineer at BoxOne Ventures, a privately held investment firm focused on early-stage companies in fast-moving sectors. He builds production AI systems that scale venture investing workflows across the full investment lifecycle, helping investors operate more efficiently with AI-driven tools and automation.He also runs N Shipyard, a one-person venture studio where he rapidly builds AI-first SaaS products. Known for his solo-builder approach, Richardson focuses on identifying practical problems and turning them into functional products in hours or days using modern tools, clear product requirement documents, and strong context engineering for AI agents.In this episode we cover:00:00 - Introduction to Building SaaS with AI01:28 - Overcoming Idea Blockages in SaaS Development03:30 - The Importance of Solving Personal Problems05:20 - Misconceptions About Building SaaS Products07:17 - Preparing for Development: The PRD09:48 - Choosing the Right Tools for Development12:33 - Marketing Strategies for New SaaS Products15:02 - Defining Minimum Viable Features16:36 - Building Defensibility in SaaS Products18:27 - Getting Started with AI-Driven SaaS Development19:41 - The Future of AI and Autonomy20:26 - Rapid Fire Questions and Personal Insights24:59 - Get in Touch with RichardsonGet in Touch with Richardson:Richardson WebsiteBoxOne Ventures WebsiteMentions:Patrick McCormickMy First Million PodcastVaclav SmilTag Us & Follow:FacebookLinkedInInstagramMore About Akeel:TwitterLinkedInMore SaaS Podcast EpisodesSaaS ConsultantsHow To Value Your SaaS Company

In this episode, Akeel Jabber interviews Sarah Jeanneault, head of marketing and strategy at ProcedureFlow, discussing the operating system behind sustainable growth. They explore the importance of visual knowledge management, the role of AI in enhancing organizational processes, and the need for leaders to adopt a proactive approach in regulated industries.Sarah shares her insights on the continuous journey of AI integration, the significance of a growth mindset, and the human element in leadership. The conversation also touches on the differences between scaling efficiently and responsibly, and how creativity can be fostered through AI.In this episode we cover:00:00 - Intro01:29 - Understanding Visual Knowledge Management03:04 - The Role of AI in Knowledge Management06:06 - Proactive Leadership in Regulated Industries08:11 - The Continuous Journey of AI Integration09:33 - Embracing a Growth Mindset with AI13:14 - Leadership Lessons from Experience17:15 - The Human Element in AI Integration18:31 - Identifying Risks and Making Adjustments20:30 - Scaling Efficiently vs. Responsibly22:42 - Fostering Creativity with AI24:34 - Rapid Fire Questions and Personal InsightsGet in Touch with Sarah:Procedureflow WebsiteSarah's LinkedInMentions:Armchair Expert with Dax ShepardLisa BrodieBooks:The Hard Thing about Hard Things by Bem HorowitzTag Us & Follow:FacebookLinkedInInstagramMore About Akeel:TwitterLinkedInMore SaaS Podcast EpisodesSaaS ConsultantsHow To Value Your SaaS Company

Yash Sharma is the founder of Total Finance Resolver, a boutique financial intelligence firm serving SaaS founders, VCs, and private equity operators.He specializes in building investor-grade FP&A systems, valuations, and acquisition-readiness frameworks for scaling SaaS companies.His firm also performs AI-driven financial and technical due diligence for VC and PE funds, helping investors assess revenue integrity, product scalability, and operational risks with greater speed and accuracy.In this episode we cover:00:00 - Intro02:04 - Where Founders Misread Runway During Scaling10:46 - Common SaaS Metric Misconceptions12:30 - Building Investor-Grade Finance17:03 - Financial Blind Spots That Delay or Kill Fundraising19:38 - What to Fix First When Preparing for Due Diligence23:20 - Using AI to Improve SaaS Valuations Going Into 202625:48 – Yash's Favorite Activity to Get Into a Flow State25:56 – Yash's Advice for His Younger Self26:15 - Yash's Biggest Challenges and Goals for 202627:11 - Instrumental Resources for Yash's Success29:00 – What Does Success Mean for Yash Today29:46 – Get in Touch with YashGet in Touch with Yash:Yash's LinkedInWebsiteMentions:Naval RavikantLionel MessiBooks:Autobiography of a Yogi by Paramahansa YoganandaMore About Akeel:TwitterLinkedInMore SaaS Podcast EpisodesSaaS ConsultantsHow To Value Your SaaS Company

Dr. Eugene K. Choi is a transformational leadership coach who helps leaders perform at their best in high-pressure environments. He created a science-based process that teaches entrepreneurs how to activate their executive brain for better clarity, focus, and results. With expertise in clinical pharmacy, neuroscience, and business coaching, he has supported thousands of entrepreneurs and executives in improving their mindset and reducing toxic stress in order to perform better in their business.In this episode we cover:00:00 - Introduction to High Performance Mindset02:56 - Understanding Survival Mode vs. Executive State05:49 - Identifying and Managing Survival Responses09:10 - The Impact of Fight, Flight, and Freeze Responses12:00 - The Role of Awareness in Performance14:47 - Transitioning from Survival to Executive State17:57 - Building Awareness and Skills for High Performance23:27 - Understanding Survival State vs. Executive State27:29 - Rewiring the Brain for Optimal Performance30:46 - The Role of Community in Personal Growth33:13 - The Courage to Face Personal Growth36:28 - Creating Space for Self-Reflection37:36 – Eugene's Favorite Activity to Get Into a Flow State38:03 – Eugene's Advice for His Younger Self38:27 – Instrumental Resources for Eugene's Success39:20 – What Does Success Mean for Eugene's Today35:26 – Get in Touch with EugeneGet in Touch with Eugene:WebsiteLinkedInMentions:Dr. Joe DispenzaMindsight by a Dr. Dan SiegelTag Us & Follow:FacebookLinkedInInstagramMore About Akeel:TwitterLinkedInMore SaaS Podcast EpisodesSaaS ConsultantsHow To Value Your SaaS Company

Srikrishna Swaminathan is the Co-Founder and CEO of Factors.AI, a platform that helps B2B marketers understand, attribute, and optimize their go-to-market performance through data-driven insights. With a career spanning product, sales, and strategy, Sri has built and scaled high-performing teams, including a $100 million business unit at InMobi, before turning his focus to marketing analytics and revenue intelligence.At Factors.AI, Sri has led the company’s mission to simplify complex marketing data by unifying customer journeys, automating attribution, and surfacing actionable insights for marketers. He emphasizes the importance of connecting marketing activity to real business outcomes, advocating for transparency, precision, and measurable impact in every GTM motion.In this episode we cover:00:00 - Intro01:21 - Understanding the Buyer Journey05:27 - The Role of AI in Marketing Execution11:02 - Navigating Privacy and Personalization in Ads14:37 - Leveraging Intent Data for Targeting19:53 - The Emergence of GTM Engineering22:06 - Creating a Unified Data View for Decision Making25:31 - Personal Insights and Advice from Sri26:00 – Sri's Favorite Activity to Get Into a Flow State27:22 – Sri's Advice for His Younger Self29:12 – Biggest Challenges and Goals for Factors AI31:06 – Instrumental Resources for Sri's Success33:09 – What Does Success Mean for Sri Today35:26 – Get in Touch with SriGet in Touch with Sri:Sri's LinkedInSri's EmailMentions:Abraham EralyBen Horowitzfactors.aiInMobiHubSpotG2BomboraZapierWebflowSlackWhatsAppClickUpNotionBooks:The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers by Ben HorowitzTag Us & Follow:FacebookLinkedInInstagramMore About Akeel:TwitterLinkedInMore SaaS Podcast EpisodesSaaS ConsultantsHow To Value Your SaaS Company

Peter Goldstein is the Founder and CEO of Exchange Listing, a capital markets advisory firm specializing in helping emerging growth companies list on major stock exchanges such as NASDAQ and NYSE.Peter has over 35 years of experience as an entrepreneur, investment banker, and strategic advisor. He has successfully led IPOs, uplistings, mergers, and private placements across a range of industries. Through Exchange Listing, he guides companies through the complex go-public process with a focus on compliance, capital formation, and long-term growth.He is also the founder of Emmis Capital and author of The Entrepreneur’s IPO, offering a practical roadmap for founders seeking public market entry.In this episode we cover:00:00 - Intro00:45 – Challenges Tech Founders Face in Preparing for an IPO06:45 – Why a Solid Management Team Matters Before Going Public12:45 – Common IPO Misconceptions Among Tech Entrepreneurs13:45 – How Tech Companies Can Stay Attractive to Investors17:45 – Key Milestones for Companies Under $100M Before IPO25:05 – Balancing the Costs and Benefits of Going Public26:05 – The Role of Strategic Planning in a Successful IPO29:05 – Examples of Sub-$100M Companies That Went Public33:05 – Peter's Favorite Activity to Get Into a Flow State33:35 – Peter's Advice for His Younger Self34:35 – Biggest Challenges and Goals for Exchange Listing35:30 – Instrumental Resources for Peter's Success36:30 – What Does Success Mean for Peter Today38:00 – Get in Touch with PeterGet in Touch with Peter:Peter's LinkedInMentions:Exchange Listing LLCEmmis CapitalNASDAQNYSE (New York Stock Exchange)NewsmaxBooks:Think and Grow Rich by Napoleon HillTag Us & Follow:FacebookLinkedInInstagramMore About Akeel:TwitterLinkedInMore SaaS Podcast EpisodesSaaS ConsultantsHow To Value Your SaaS Company

David Anderson is a global business leader with extensive experience as a C-level executive, board member, advisor, and executive coach at DWA Leadership.. He specializes in building high-performing teams, fostering a winning leadership mindset, and helping organizations navigate the complexities of growth as well as innovation.David has a strong entrepreneurial background and has served on numerous boards, including as chair, bringing forward-thinking strategies to both non-profits and businesses. His approach focuses on empowering leaders to "Jump the S Curve" of growth and achieve lasting success.In this episode we cover:00:00 - Intro01:35 - Cultivating Talent in High-Performing Teams05:41 - Managing Diverse Global Teams08:03 - Mindset Shifts for C-Level Transitions10:55 - Cultivating an Environment for Open Dialogue and Feedback13:48 - Strategies for Jumping the S-Curve of Growth16:16 - Maintaining Cultural Integrity While Scaling19:38 - Identifying Toxic Behaviors in Team Members22:52 - Maximizing Board Member Engagement25:46 - Getting the Most from Your Leadership Board27:55 - Tailoring Leadership Coaching for Founders33:41 - Key Traits for Leaders in a Rapidly Changing World36:03 - David's Favorite Activity to Get Into a Flow State36:37 - David's Piece of Advice for Your Younger Self37:45 - Biggest Challenges and Goals for 202538:30 - Instrumental Resources for David's Success40:06 - What Does Success Mean for David Today42:08 - Get in Touch with DavidGet in Touch with David:DWA Leadership WebsiteDavid's EmailMentions:Marshall GoldsmithRalph Waldo EmersonDWA LeadershipLighthouse PEEntrepreneurs' Organization (EO)McKinsey & CompanyArizona State University (ASU)Harvard Business Review (HBR)Inc. MagazineValynt DigitalBooks:Leader Is Not a Title by David AndersonJumping the S-Curve by Paul Nunes and Tim BreeneTag Us & Follow:FacebookLinkedInInstagramMore About Akeel:TwitterLinkedInMore SaaS Podcast EpisodesSaaS ConsultantsHow To Value Your SaaS Company