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Prepare for a Successful Exit

Join Pam Martinez - CFO of SevenRooms, to learn how disciplined finance and data readiness can lead to a successful exit.

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Webinar | Thursday, October 16th | 12:00 PM ET / 9:00 AM PT

PE-backed CFOs know the exit clock starts long before the bankers arrive.

In this session, Pam Martinez (CFO, SevenRooms) will share how her team prepared for a successful exit this year — a process two years in the making. She’ll walk through how they built observability into financial and customer data, created lean “super analyst” teams, and ran a rigorous but efficient diligence process that opened data rooms to 40+ investors and eliminated months of prep.

Key discussion areas include:

  • The CFO’s role in driving exit readiness — leading, not just supporting, the process.
  • The data foundation every finance team needs in place — revenue and customer data, retention visibility, reconciled ARR, and more.
  • Why early discipline in reconciliations, close cadence, and customer data builds investor confidence and valuation certainty.
  • What the SevenRooms exit process actually looked like: investor data rooms, diligence timelines, and managing constant ad hoc requests.
  • Post-acquisition lessons: how expectations, cadence, and leadership demands shift under a strategic buyer.

Whether you’re preparing for an exit, acquisition, or simply want to escape reactive finance firefighting, you’ll walk away with practical lessons on how to keep your organization continuously exit-ready.

Webinar Hosts

pam headshot
Pam Martinez, CFO, SevenRooms

Pam is an accomplished Chief Financial Officer with a strong background in finance and analytics. With over 15 years of experience in financial management, she has held key positions at notable companies such as HubSpot and RSA Security. Pam's expertise spans corporate development, financial modeling, and strategic financial planning, making her a valuable asset in the tech industry. She is known for her ability to drive financial strategy and operational efficiency in high-growth environments. Pam's educational background includes a B.S. in Finance and Marketing from Boston College. Her leadership style focuses on fostering collaboration and innovation within her teams. Outside of work, she is passionate about leveraging technology to improve business outcomes. Pam is also a member of the SaaS Advisory Board at Commvault, reflecting her commitment to staying at the forefront of industry trends.

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Vipul Headshot
VIPUL SHAH, CO-FOUNDER & CFO, FINQORE

Vipul Shah is Co-Founder and CFO of FinQore, an expert verified and AI-powered data platform purpose-built to serve strategic CFOs and modern finance teams. Leveraging two decades of experience as an operator and investor at Goldman Sachs, Brightwood Capital, and ArrowMark Partners, Vipul built FinQore to solve critical challenges driven by fragmented data and inefficient manual processes that frequently impede growth and strategic clarity.

He previously co-founded and successfully exited a fintech solution and actively invests in and advises enterprise software, AI, and fintech startups. 

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Is your finance team operating with exit-ready data every day?

If not, let’s change that — starting today.