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SaaSOptics is a complete B2B subscription management platform that delivers subscription invoicing and payments, GAAP revenue recognition, subscription management, and robust subscription metrics and analytics. It is a cloud-based solution that enables early-stage to enterprise B2B subscription businesses the ability to eliminate their dependency on spreadsheets and streamline their financial operations, reporting and performance metrics.

HQNorcross, GA, US
Employee Ratings4.4

Latest Updates

Employees (est.) (Apr 2022)126(+5%)
Cybersecurity ratingBMore
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Key People/Management at SaaSOptics

Tim McCormick

Tim McCormick

Adam Morson

Adam Morson

David Ryan

David Ryan

Chief Revenue Officer
Chris Weber

Chris Weber

President & COO
Clayton Whitfield

Clayton Whitfield

Senior Vice President of Revenue Programs
Dave Kart

Dave Kart

Vice President of Marketing
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SaaSOptics Office Locations

SaaSOptics has offices in Norcross and Atlanta
Norcross, GA, US (HQ)
6575 The Corners Pkwy NW #400
Atlanta, GA, US
One Atlantic Center, 1201 W Peachtree St NW #2800
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SaaSOptics Financials and Metrics

Summary Metrics

Founding Date


SaaSOptics total Funding

$18.4 m

SaaSOptics latest funding size

$12 m

Time since last funding

3 years ago

SaaSOptics investors

SaaSOptics's latest funding round in October 2019 was reported to be $12 m. In total, SaaSOptics has raised $18.4 m
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SaaSOptics Cybersecurity Score

Cybersecurity ratingPremium dataset



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SaaSOptics Online and Social Media Presence

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SaaSOptics News and Updates

SaaSOptics and Chargify announce merger, rebarnd to Maxio

SaaSOptics and Chargify, the leading providers of financial operations and subscription billing management solutions for subscription businesses, today publicly announced the merger of the two companies.

SaaSOptics Blogs

Customer Acquisition Strategy for SaaS Companies: A Complete Guide

What Is Customer Acquisition? Customer Acquisition is the process of acquiring new customers in a business. Not only is it one of the main drivers of revenue growth for early-stage companies, but it’s a primary goal for SaaS businesses across market stages. More customers = more revenue. Plain and s…

7 SaaS Metrics Every SaaS Company Should Care About in 2022

7 SaaS Metrics Every SaaS Company Should Care About in 2022 The SaaS market is expected to reach $164.29 billion by 2022 and the rise in popularity of this business model shows no evidence of slowing down anytime soon. But with more popularity comes more confusion, especially over which SaaS metrics…

Blueprint for Early Stage SaaS Companies [Webinar Recap]

How do you scale SaaS startups from the seed stage to mature industry leaders? Wish you had a SaaS startup checklist to guide you on your journey to IPO? You’re in luck. Founder of SaaS Gurus, Anthony Nitsos, showed us the personal blueprint he uses to advise SaaS startups. To scale an early-stage c…

Sales-led Vs. Product-led: Why You Don’t Have to Choose

There are several different ways to successfully launch and scale a SaaS company. The two most common go-to-market strategies are sales-led growth (SLG) and, more recently, product-led growth (PLG).  In a sales-led model, sales processes and teams are the primary drivers of revenue growth. Whereas, …

SaaS Valuation Multiples Decoded

The run-up in SaaS stocks in 2020 and 2021, and then the subsequent sell-off this year may not be telling you what you think it is. The truth is that valuation multiples for most public SaaS companies has barely moved in the last 24 months, yet the indexes tracking public stock multiples have swung …

Understanding the Quote-to-Cash Process

What is Quote to Cash? Quote-to-cash refers to the entire end-to-end sales process, starting with product configuration and pricing, quoting, customer acceptance, order fulfillment, and managing revenue. However, it also includes related functions such as account management, order fulfillment, billi…
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SaaSOptics Frequently Asked Questions

  • When was SaaSOptics founded?

    SaaSOptics was founded in 2009.

  • Who are SaaSOptics key executives?

    SaaSOptics's key executives are Tim McCormick, Adam Morson and David Ryan.

  • How many employees does SaaSOptics have?

    SaaSOptics has 126 employees.

  • Who are SaaSOptics competitors?

    Competitors of SaaSOptics include cleverbridge, Chargify and Stripe.

  • Where is SaaSOptics headquarters?

    SaaSOptics headquarters is located at 6575 The Corners Pkwy NW #400, Norcross.

  • Where are SaaSOptics offices?

    SaaSOptics has offices in Norcross and Atlanta.

  • How many offices does SaaSOptics have?

    SaaSOptics has 2 offices.