Joseph Robie

Strategic finance leader who launched the vertical expansion strategy at two pre-IPO SaaS companies.

I am a finance and corporate strategy leader who helps companies scale operations and expand into new markets. For context on my professional background, I worked in investment banking to lead transactions for SaaS firms and then moved into the operations side at companies where I built a corporate strategy practice at construction software firm, Procore Technologies (NYSE: PCOR) and Drift, a Vista-backed MarTech portfolio company. I also ran FP&A for several firms to help establish financial controls and monitor financial performance through variance analyses.

To summarize my skillset,

• Capital raising, M&A, IPO transactions.
• FP&A, SaaS metrics tracking, and board reporting for start-ups (Series C and earlier) to help scale operations.
• Corporate strategy to build multi-year vision and cascade into actionable monthly / quarterly deliverables.
• Market research to understand customer needs by segment (company size, industry vertical, persona, geography) and tie to ARR opportunity for product development and GTM expansion prioritization.

MBA from UCLA Anderson School of Management.

BBA from SMU Cox School of Business.