The Upmarket Shift: A Dinner for AI Founders and CFOs — SaaStr Week
Join Chargebee, Kintsugi, and DualEntry at Chotto Matte for a roundtable discussion among founders and fractional CFOs in the Bay Area, during SaaStr week.
This dinner for AI and Tech startups that are beginning to sell to, or are actively selling to, the enterprise. As companies move upmarket, finance complexity shows up fast: custom contracts, non-standard pricing, revenue recognition edge cases, multi-state or country tax exposure, and the constant tension between sales speed and financial control.
This will be a practical conversation with peers navigating the same stage of growth.
Topics we’ll cover include:
When finance actually needs to be "enterprise ready" and what breaks when it's not
Structuring enterprise deals without creating downstream billing and revenue headaches
Managing revenue recognition across subscriptions, usage, and services in AI businesses
Navigating sales tax as you scale, multi-state and country exposure, taxability questions, and back tax liabilities that surfaces at the wrong time
Balancing sales velocity with financial discipline without slowing the business down
What to build now vs what can wait
Date: 13 May 2026
Time: 6:00 PM
Venue: Chotto Matte San Francisco - 50 O'Farrell St, San Francisco, CA 94108
✨ Space is limited. RSVP to save your spot today.
If coming from SaaStr, we'll provide a travel voucher.
Chargebee is the billing infrastructure that helps AI companies monetize better. Whether you're just getting started or scaling revenue globally, Chargebee automates billing, invoicing, and compliance - so you can capture the value you deliver and turn pricing into a growth lever.
Kintsugi delivers end-to-end sales tax automation for SaaS and ecommerce—monitor, register, calculate, file, and stay compliant everywhere.
DualEntry is an AI-native ERP for modern finance teams, offering real-time accounting, continuous reconciliation, and multi-entity support built to scale.