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New Member Information Deck

The Premier Scaling & Exit Prep Community�for SaaS CEOs & Founders

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Our goal is to build the world’s best SaaS CEO & founder growth mastermind community with over 1,000 SaaS CEOs & Founders supporting each other in building and exiting great businesses.

Our Goal

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Among our first 530 members, we have $3B in Member ARR, an average of $6M per company

$3.1 Billion in Member ARR

As of Apr 2025

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What is SaasRise?

The premier community for SaaS CEOs & Founders with $1M-$100M in ARR where we support each other with growth, scaling, systems, and exiting

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Member Directory

Member Chat & Forum

WhatsApp & Slack Group

Mastermind Calls

SaaS Growth Library

Courses

Partner Discounts

Web and Mobile app

Optional Coaching & Exit Advisory

Members-Only Community Platform

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5 Optional CEO & Founder Mastermind Calls Per Week

All members with $1M-$100M in ARR

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Monthly Members-Only Webinars

On growth, scaling, capital, and exiting

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Founded by �Ryan Allis�CEO & Co-Founder of iContact

Ryan built iContact as CEO/Co-Founder for ten years from startup to $50M in annual revenue, #81 on the INC 500 list, and an exit for $169M to a publicly traded company (Vocus, now Cision). At iContact, he raised over $50M in venture capital (including $15M in secondary capital), and $5M in debt-capital.

Since the exit, Ryan has earned an MBA from Harvard Business School and been a SaaS CEO Growth coach to the CEOs of Seamless.ai, Tatango, Pipeline, Revenue Accelerator, Datalyse, Clearstream, YouCanBookMe, Retreaver, RXNT, and many more growing SaaS firms ranging in size from $5M to $160M in annual revenue. Ryan personally hosts each mastermind session. He is the go-to SaaS CEO Growth & Exit coach for firms with $5M to $100M in ARR.

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Private Groups By Revenue Stage

$1M-$5M: 305 members�$5M to $10M: 62 members

$10M to $25M: 29 members

$25M-$50M: 15 members

$50M+: 7 members

Learn from SaaS CEOs & Founders who are similar sizes and larger. Average member ARR is $7M.

Members By Revenue Band

As of Jan 2025

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Experienced SaaS CEOs & Founders Who Support Your Growth

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SaasRise Members by

Software Category

AI

As of April 2025

Customer Success

Cybersecurity

Data

DevTools

Ecom

EdTech

Enterprise

ERP

HealthTech

HR Tech

IoT

LegalTech

MarTech

PropTech

SMB

Travel

Vertical SaaS

B2B

Service Provider

B2C

78

192

27

22

16

41

15

27

22

60

16

16

35

13

8

83

21

32

36

12

79

FinTech

43

Investor/Acquirer

11

GovTech

13

Logistics/SCM

17

Marketplaces

20

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Hear From Some of Our Members

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Hear From More of Our Members

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Active Member-Only Slack Group

To Support Each Other

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Members-Only

WhatsApp Group & Chat

Post your questions in the Slack group, member chat, discussion forum, or WhatsApp group

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The Tactics That Scale Revenue

We spend a lot of time talking about the nuances of customer acquisition and revenue growth – and on everything needed to successfully exit

CAC-Based Digital Advertising Campaigns

Ad Tracking

Retargeting

Lookalike Audiences

Custom Audience Matching

AI Driven Outbound Email

Personalized AI Video

Meta, LinkedIn, Google, Bing, YouTube Advertising

B2B Software Review Sites

Scaling Up SDRs & AE Teams

Revenue-Based Financing

Equity Financing

Getting the Right M&A Advisor

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Like EO, YPO, or Vistage

But better…

SaasRise is tailored to the specific expertise of scaling growth-focused SaaS companies��Ensuring you get the exact knowledge your need to get to the next level rather than generic advice

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Weekly mastermind calls are optional for members. Come when you are able.

Come knowing your unit economics like ARPU, ACV, Churn, LTV, & CAC

Different topics each week provides variety of learning.

We ask all members to keep confidential what is shared.

Join at the designated time on Zoom. Please keep your video on.

We’ll do short intros and then anyone can bring a topic or challenge to the group (10 mins per topic)

Focus on helping the other members as much as you can.

We tend to focus on sales and marketing, capital raising, systems building, and exiting.

How We Do

CEO & Founder

Masterminds

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Our Team at SaasRise

www.saasrise.com

Our team is made up of experienced B2B SaaS company builders, former investment bankers, a Harvard MBA, and a Wharton MBA – and we have the relationships to help you prepare and connect you with the right firms to help you execute a successful SaaS exit whether you’re at $1M ARR or $100M ARR

Ryan Allis�$169M SaaS Exit

Harvard MBA

Salman Hatta

Former i-banker

Wharton MBA

David Trachsel

Paid Ads Expert

For B2B SaaS

Lee Radloff

Sales Expert

For B2B SaaS

CEO

Member Success

Head of Growth

Head of Sales

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Delivery Support Team

www.saasrise.com

Joe McVeenHead of Marketingjoe@saasrise.com

Nic CogillSales Leadnic@saasrise.com

Michelle TabaresAdministrative Asst.michelle@hive.org

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We Often Go Into the Specifics of…

Unit Economics

Paid Advertising

Sales Team Comp

Outbound Sales

Scaling Operations

Sales & Marketing

Ad Scaling Support

Content Marketing

Investor Management

Exit Prep & Execution

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SaasRise Members With $50M+ ARR

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SaasRise Members With $10M-$50M ARR

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SaasRise Members With $5M-$10M ARR

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Graduates of the B2B SaaS Growth Program

www.saasrise.com

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What SaasRise Offers

www.saasrise.com

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What SaasRise Offers - Member Services

Exit & Growth Advisory Consulting

Done-For-You SaaS Growth System Implementation

1:1 CEO Coaching

SaaS Growth System Program (4 mos.)

SaaS Scaling Newsletter

CEO/Founder Community Membership

Free

$197/mo

$5k/mo

$20k/mo

$30k/mo

$30k�/mo

Member-Only Services

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How SaasRise works

Private members-only WhatsApp group and Slack Channel focused on helping each other and making trusted recommendations

Weekly content on all aspects of scaling up a SaaS company and preparing for exit

$197/mo SaaS CEO & Founder membership community with directory, forums, videos, and growth content

Three optional weekly online mastermind calls for members

Optional 1:1 growth coaching and digital ads management services

Annual members-only conference in Charlotte every September

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The SaasRise

Mobile App for iOS & Android

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Our Six Pillars

The Six Areas Of Business We Work With You On

5

SALES

CAPITAL

6

UNIT �ECONOMICS

3

2

TEAM

PRODUCT

1

MARKETING

4

IT’S TIME TO UPGRADE YOUR SIX SAAS PILLARS

WITH THE SUPPORT OF THE COMMUNITY

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Growth Library

To Help You Scale MRR and Prepare for a Successful Exit

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In-Depth Case Studies

Showing you exactly what worked, with templates, examples, roadmaps

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Access to the SaaS Growth Course

The top online course on scaling a SaaS firm by SaasRise & iContact Founder Ryan Allis

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Partners & Member-Only Discounts

Member only discounts and trusted recommendations for the best tools and service providers

Lead Generation

Outbound Email

Ad Tracking

Affiliate Software

AI Personalized Video�Newsletter Tools

M&A Advisory

Revenue Based Financing

Cybersecurity & Compliance

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The Four Stages of SaaS: Startup to Exit

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The Core Tools of the SaaS Growth System

www.saasrise.com

Build Your ABM Lead List

Local Biz Leads

Ecom Leads

1

Venture Leads

Outbound Marketing

2

Matched Audience �& Retargeting Ads

3

B2B Leads

Vertical B2B Leads

Data Enrichment

AI Video Email

Ringless VM Drops

Outbound Email

LinkedIn Outreach

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The 9 Steps to the Full SaaS Growth System

www.saasrise.com

Build ABM Lead List

1

Install Ad Tracking Tool

2

Paid Search Ads

5

Matched Audience Ads

4

Content Boosting Ads

7

Review Site Ads

8

Outbound Prospecting

9

Retargeting Ads

3

Lookalike/Predictive Ads

6

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The Ten Areas We Coach SaaS CEO In

UI/UX, Customer Experience, Retention

CAC-Based Customer Acquisition Scaling

Structuring the Best Sale, Post-sale Integration, Post-sale Life

Financial Planning, Auditing, Hiring an Investment Bank

Creating an Effective & World Class Board of Directors

Identifying Right VC Firms at Each Stage, Round Structuring

Outbound & Inbound, Sales Compensation

Recruiting & Retaining World Class Executives

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10

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5

6

POST-EXIT

BOARD LEADERSHIP

CAPITAL STACK

CULTURE

SALES TEAM SCALING

EXEC TEAM RECRUITING

9

EXIT PREP

Deeper Why, Attracting Purpose-Driven Teams

KPIs, Org Structure, Dashboards, Retention

4

TEAM MANAGEMENT

2

CUSTOMER SCALING

1

PRODUCT

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Membership Cost

Apply now at www.saasrise.com

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How to Sell Your SaaS Firm Depends on Your ARR

$0M

$100M

$250M+

$3M

$5M

$10M

ARR

$25M

$50M

List on a marketplace

Boutique Software M&A Advisor/Acquirer

Software Focused M&A Advisor

Large Deal M&A Advisor

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SaasRise Exit Consulting Services

SaasRise offers exit consulting to SaaS firms with $3M to $100M in ARR — designed to help prepare your company for a successful exit, reach out to the right investment bankers, optimize your offers, and increase the chances of a successful transaction. If we can be of assistance, please reach out to ryan@saasrise.com.

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With Ryan Allis & David Trachsel

The 16 Week Done-With-You Program

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Member�Results

www.saasrise.com

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AI Personalized Outbound Results

www.saasrise.com

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Actual Ad Campaign Results - Member A

www.saasrise.com

Increased overall company lead volume by 151%

From 0 to 82 leads per week from ads within 8 weeks

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Actual Ad Campaign Results - Member B

www.saasrise.com

From 1600 to 5000 clicks per week

From ad campaigns

From 6 to 63 new customers per week from ads

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Actual Ad Campaign Results - Member C

www.saasrise.com

Increased demos per week from ads by 91%

Increased leads per week from ads by 65%

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FOR SAAS CEOs & FOUNDERS WITH $1M-$100M IN ARR

THE SAAS GROWTH�COMMUNITY

APPLY TO JOIN US AT WWW.SAASRISE.COM

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The Premier Scaling & Exiting Community �for SaaS CEOs & Founders