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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 Ratings4.3

Latest Updates

Employees (est.) (Jul 2021)104(-1%)
Cybersecurity ratingBMore

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

2 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

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SaaSOptics Online and Social Media Presence

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SaaSOptics Blogs

4 Steps For Writing a Solid Commission Policy

4 Steps For Writing a Solid Commission Policy  Why Implement a Commission Policy?  Like a revenue policy, a commission policy is a living document that helps you enforce the consistent application of FASB guidelines (specifically ASC 606).  This document functions as an internal control that will di…

Introducing Expense Recognition from SaaSOptics

Introducing Expense Recognition from SaaSOptics  We’re excited to announce the launch of Expense Recognition from SaaSOptics! Our team has been hard at work developing this product enhancement, and now we are ready to share it with the world.  Why Expense Recognition?  Like with Revenue, ASC 606 has…

FinOps Debt. Like Technical Debt; Only Worse.

“We’ll fix it later.” 4 words that make even the most battle-hardened FinOps (financial operations) professionals sweat. Most in the software world have heard of ‘technical debt’ (thorough exploration here by Martin Fowler) but a short definition from Wikipedia is:  the implied cost of additional re…

Debt vs. Equity: The SaaS Financing Landscape

Debt vs. Equity: The SaaS Financing Landscape  Deciding between raising debt vs. equity financing? In a recent webinar, SaaSOptics CEO Tim McCormick and Bigfoot Capital CEO Brian Parks discussed the changes that have taken place across the SaaS financing landscape, particularly those in debt financi…

Churn Analysis: How To Position For Future Success

Churn Analysis: How To Position For Future Success In the early days of a SaaS business, conducting a thorough churn analysis is usually the furthest thing from your mind. The focus is on go-to-market strategy, product-market fit, and winning new business. However, SaaS businesses rely heavily on cu…

How Accounts Receivable Management is Like The Oregon Trail Game

How Accounts Receivable Management is Like The Oregon Trail Video Game (Yes, Really) You probably didn’t know that  Accounts Receivable management in a SaaS business is a lot like playing The Oregon Trail game. Allow us to explain.  If you went to grade school any time between the late 70s and the e…
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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 104 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.