The past months have seen an increasingly challenging business climate. In light of this economic downturn, how are the modern CFOs preparing, reassessing and planning for the tough times ahead?

Erik Holm

On

text

Oct 4, 2022

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The past months have seen an increasingly challenging business climate. In light of this economic downturn, how are the modern CFOs preparing, reassessing and planning for the tough times ahead?

Erik Holm

On

text

Oct 4, 2022

Share

The past months have seen an increasingly challenging business climate. In light of this economic downturn, how are the modern CFOs preparing, reassessing and planning for the tough times ahead?

Erik Holm

On

text

Oct 4, 2022

The past months have seen an increasingly challenging business climate. In light of this economic downturn, how are the modern CFOs preparing, reassessing and planning for the tough times ahead?

Erik Holm

On

text

Oct 4, 2022

Share

As markets are changing, investors and business leaders shift focus to new business priorities and metrics. Growth from existing customers and growth with efficiency is ever so important.

In a discussion between Abacum, Planhat, Yoco and Atomico, learn about: what they are prioritizing and optimizing for in the current environment, what the ideal business profile looks like, which financial metrics matter the most, the value of focusing on your customers to drive growth, how CFOs stay ahead by planning smart.

As markets are changing, investors and business leaders shift focus to new business priorities and metrics. Growth from existing customers and growth with efficiency is ever so important.

In a discussion between Abacum, Planhat, Yoco and Atomico, learn about: what they are prioritizing and optimizing for in the current environment, what the ideal business profile looks like, which financial metrics matter the most, the value of focusing on your customers to drive growth, how CFOs stay ahead by planning smart.

As markets are changing, investors and business leaders shift focus to new business priorities and metrics. Growth from existing customers and growth with efficiency is ever so important.

In a discussion between Abacum, Planhat, Yoco and Atomico, learn about: what they are prioritizing and optimizing for in the current environment, what the ideal business profile looks like, which financial metrics matter the most, the value of focusing on your customers to drive growth, how CFOs stay ahead by planning smart.

As markets are changing, investors and business leaders shift focus to new business priorities and metrics. Growth from existing customers and growth with efficiency is ever so important.

In a discussion between Abacum, Planhat, Yoco and Atomico, learn about: what they are prioritizing and optimizing for in the current environment, what the ideal business profile looks like, which financial metrics matter the most, the value of focusing on your customers to drive growth, how CFOs stay ahead by planning smart.

Erik Holm

Moderator

Chief Financial Officer

Planhat

Erik is Planhat’s CFO, responsible for financial strategy, fundraising, and scaling operations as the company expands globally. He brings over a decade of experience across SaaS, fintech, and private equity, including roles at Nordic Capital and Morgan Stanley. He has also served on the boards of high-growth companies such as Trustly, Cint, and GODSENT. With a background in financial mathematics and a sharp operational focus, Erik pairs analytical depth with a track record of driving growth in fast-moving tech environments.

Erik Holm

Moderator

Chief Financial Officer

Planhat

Erik is Planhat’s CFO, responsible for financial strategy, fundraising, and scaling operations as the company expands globally. He brings over a decade of experience across SaaS, fintech, and private equity, including roles at Nordic Capital and Morgan Stanley. He has also served on the boards of high-growth companies such as Trustly, Cint, and GODSENT. With a background in financial mathematics and a sharp operational focus, Erik pairs analytical depth with a track record of driving growth in fast-moving tech environments.

Erik Holm

Moderator

Chief Financial Officer

Planhat

Erik is Planhat’s CFO, responsible for financial strategy, fundraising, and scaling operations as the company expands globally. He brings over a decade of experience across SaaS, fintech, and private equity, including roles at Nordic Capital and Morgan Stanley. He has also served on the boards of high-growth companies such as Trustly, Cint, and GODSENT. With a background in financial mathematics and a sharp operational focus, Erik pairs analytical depth with a track record of driving growth in fast-moving tech environments.

Erik Holm

Moderator

Chief Financial Officer

Planhat

Erik is Planhat’s CFO, responsible for financial strategy, fundraising, and scaling operations as the company expands globally. He brings over a decade of experience across SaaS, fintech, and private equity, including roles at Nordic Capital and Morgan Stanley. He has also served on the boards of high-growth companies such as Trustly, Cint, and GODSENT. With a background in financial mathematics and a sharp operational focus, Erik pairs analytical depth with a track record of driving growth in fast-moving tech environments.

Terese Hougaard

Partner

Atomico

Terese is a Partner on the Investment Team at Atomico, where she focuses on early-stage investments across fintech, AI, climate, and SaaS. With over 15 years of experience spanning venture capital, growth equity, and product marketing, she brings a sharp eye for category-defining companies and founder potential. Prior to Atomico, she was a Partner at CapitalG, Alphabet’s growth fund, and held roles at Google, Grasshopper, and American Express. Terese is known for her strategic depth and founder-first approach.

Terese Hougaard

Partner

Atomico

Terese is a Partner on the Investment Team at Atomico, where she focuses on early-stage investments across fintech, AI, climate, and SaaS. With over 15 years of experience spanning venture capital, growth equity, and product marketing, she brings a sharp eye for category-defining companies and founder potential. Prior to Atomico, she was a Partner at CapitalG, Alphabet’s growth fund, and held roles at Google, Grasshopper, and American Express. Terese is known for her strategic depth and founder-first approach.

Terese Hougaard

Partner

Atomico

Terese is a Partner on the Investment Team at Atomico, where she focuses on early-stage investments across fintech, AI, climate, and SaaS. With over 15 years of experience spanning venture capital, growth equity, and product marketing, she brings a sharp eye for category-defining companies and founder potential. Prior to Atomico, she was a Partner at CapitalG, Alphabet’s growth fund, and held roles at Google, Grasshopper, and American Express. Terese is known for her strategic depth and founder-first approach.

Terese Hougaard

Partner

Atomico

Terese is a Partner on the Investment Team at Atomico, where she focuses on early-stage investments across fintech, AI, climate, and SaaS. With over 15 years of experience spanning venture capital, growth equity, and product marketing, she brings a sharp eye for category-defining companies and founder potential. Prior to Atomico, she was a Partner at CapitalG, Alphabet’s growth fund, and held roles at Google, Grasshopper, and American Express. Terese is known for her strategic depth and founder-first approach.

Jorge Lluch

Co-Founder, COO & CFO

Abacum

Jorge is the Co-Founder and COO of Abacum, bringing over 15 years of experience scaling finance and operations across high-growth startups. He previously held senior leadership roles at TravelPerk, Wallapop, and Privalia, where he built financial infrastructure and drove strategy through periods of rapid expansion. Earlier in his career, Jorge worked in investment banking and management consulting, and served as a Sequoia Capital Scout.

Jorge Lluch

Co-Founder, COO & CFO

Abacum

Jorge is the Co-Founder and COO of Abacum, bringing over 15 years of experience scaling finance and operations across high-growth startups. He previously held senior leadership roles at TravelPerk, Wallapop, and Privalia, where he built financial infrastructure and drove strategy through periods of rapid expansion. Earlier in his career, Jorge worked in investment banking and management consulting, and served as a Sequoia Capital Scout.

Jorge Lluch

Co-Founder, COO & CFO

Abacum

Jorge is the Co-Founder and COO of Abacum, bringing over 15 years of experience scaling finance and operations across high-growth startups. He previously held senior leadership roles at TravelPerk, Wallapop, and Privalia, where he built financial infrastructure and drove strategy through periods of rapid expansion. Earlier in his career, Jorge worked in investment banking and management consulting, and served as a Sequoia Capital Scout.

Jorge Lluch

Co-Founder, COO & CFO

Abacum

Jorge is the Co-Founder and COO of Abacum, bringing over 15 years of experience scaling finance and operations across high-growth startups. He previously held senior leadership roles at TravelPerk, Wallapop, and Privalia, where he built financial infrastructure and drove strategy through periods of rapid expansion. Earlier in his career, Jorge worked in investment banking and management consulting, and served as a Sequoia Capital Scout.

Bradley Wattrus

Co-Founder and CFO

Yoco

Bradley is the Co-founder and CFO of Yoco, the market leader for small business payments in South Africa, serving over 225,000 customers and processing more than $2 billion annually. An entrepreneur at heart, he built the CFO function at Rocket Internet’s Jumia before returning to South Africa to launch Yoco. Over the past 12 years, he has led Yoco’s finance operations through rapid scale and is now focused on driving international expansion. With a background in actuarial science and strategy consulting, Bradley blends analytical rigor with deep operational and commercial insight.

Bradley Wattrus

Co-Founder and CFO

Yoco

Bradley is the Co-founder and CFO of Yoco, the market leader for small business payments in South Africa, serving over 225,000 customers and processing more than $2 billion annually. An entrepreneur at heart, he built the CFO function at Rocket Internet’s Jumia before returning to South Africa to launch Yoco. Over the past 12 years, he has led Yoco’s finance operations through rapid scale and is now focused on driving international expansion. With a background in actuarial science and strategy consulting, Bradley blends analytical rigor with deep operational and commercial insight.

Bradley Wattrus

Co-Founder and CFO

Yoco

Bradley is the Co-founder and CFO of Yoco, the market leader for small business payments in South Africa, serving over 225,000 customers and processing more than $2 billion annually. An entrepreneur at heart, he built the CFO function at Rocket Internet’s Jumia before returning to South Africa to launch Yoco. Over the past 12 years, he has led Yoco’s finance operations through rapid scale and is now focused on driving international expansion. With a background in actuarial science and strategy consulting, Bradley blends analytical rigor with deep operational and commercial insight.

Bradley Wattrus

Co-Founder and CFO

Yoco

Bradley is the Co-founder and CFO of Yoco, the market leader for small business payments in South Africa, serving over 225,000 customers and processing more than $2 billion annually. An entrepreneur at heart, he built the CFO function at Rocket Internet’s Jumia before returning to South Africa to launch Yoco. Over the past 12 years, he has led Yoco’s finance operations through rapid scale and is now focused on driving international expansion. With a background in actuarial science and strategy consulting, Bradley blends analytical rigor with deep operational and commercial insight.

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Customer Analytics

It’s Worth the Risk

Online

Mar 27, 2024

Panel

Risk

Educating Tomorrow's CS Leaders

Online

Jan 11, 2022

Panel

Careers

How to be a Leader on Lagging Metrics

Online

Jan 27, 2022

Panel

Customer Analytics

A Guide to Stakeholder Mapping

Online

Feb 16, 2022

Panel

Customer Success

How to Scale CS from Start-Up to Enterprise

Online

Mar 8, 2022

Panel

Leadership

How to Fight Churn as a CSM

Online

Mar 30, 2022

Panel

Churn

Growing ARR as a CSM

Online

May 10, 2022

Panel

Revenue

CCO: Why You Need One (and How to Become One)

Online

Jun 7, 2022

Panel

Leadership

How to Create True Customer Advocates

Online

Jun 22, 2022

Panel

Community

How CS Can Prepare for VC Funding

Online

Jul 6, 2022

Panel

Markets

Being the First CSM at a Company

Online

Aug 24, 2022

Panel

Careers

Let’s Break the Echo Chamber

Online

Sep 14, 2022

Panel

Customer Success

How to Get Promoted as a CSM

Online

Sep 28, 2022

Panel

Careers

How CFOs stay ahead by planning smart

Online

Oct 4, 2022

Panel

Leadership

The Secret to Unlocking Growth and Efficiency

Online

Nov 1, 2022

Panel

Revenue

Net Revenue Retention in CS

Online

Apr 26, 2022

Panel

Revenue

Managing a Large Number of Customers

Online

Nov 15, 2022

Panel

Scaled CS

Planhat Experts: State of Customer Success

Online

Nov 30, 2022

Panel

Customer Success

How to Do CS Remotely

Online

Jan 18, 2023

Panel

Productivity

How to Do High Touch Customer Success

Online

Feb 1, 2023

Panel

Productivity

CS Career Navigation

Online

Mar 1, 2023

Panel

Careers

How to Do High Touch Customer Success

Online

Mar 15, 2023

Panel

Productivity

Where Will the CS Pendulum Stop?

Online

Apr 5, 2023

Panel

Customer Success

My Customers are Churning: What Do I Do?

Online

Apr 19, 2023

Panel

Churn

What Does it Take to be a Head of CS?

Online

May 10, 2023

Panel

Careers

My Customers are Churning: What Do I Do?

Online

May 25, 2023

Panel

Churn

How to Use CX as a Key Differentiator

Online

Jun 6, 2023

Panel

Customer Success

Career Options in CS

Online

Jun 21, 2023

Panel

Careers

What Does it Take to be a Director of CS?

Online

Jul 5, 2023

Panel

Careers

What Does it Take to be a VP of CS?

Online

Aug 17, 2023

Panel

Careers

CSMs Role in Customer Onboarding

Online

Aug 30, 2023

Panel

Onboarding

What Does it Take to be a CCO?

Online

Sep 13, 2023

Panel

Careers

Mastering Change Management as a CSM

Online

Sep 27, 2023

Panel

Careers

Find Patterns and Drive Outcomes Proactively

Online

Oct 11, 2023

Panel

Customer Analytics

Private Equity: Investing in Customer Success

Online

Oct 25, 2023

Panel

Markets

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Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

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700+ reviews

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

CRM

PSA

For Customer Success

Cisco CX Specialization

Philanthropy

AI Deployment

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

700+ reviews

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

CRM

PSA

For Customer Success

Cisco CX Specialization

Philanthropy

AI Deployment

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

700+ reviews

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

CRM

PSA

For Customer Success

Cisco CX Specialization

Philanthropy

AI Deployment

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status