1 hour

How CS can prepare for VC investment

In the last few webinars we’ve discussed what metrics matter for customer success (NRR in CS), and how to drive them for business and career growth (The CCO role). On that journey you’ll likely come across venture capital (VC) investment, so we at Planhat wanted to prepare you for that as well.

To do so we’ve brought in one of the world’s leading customer success focused investors, Rav Dhaliwal, as well as two CS leaders that have been through the investor journey themselves on the CS side: Trevor Ticehurst and Teri Bayrock.

Watch the session to learn:

  • what VCs expect from companies at each round of investment (Series A, B, C…) and what other factors play a role

  • how you can be prepared, and how you can prepare your team to scale post-investment

  • how an investment round affects the CS organisation

  • the importance of demonstrating the value CS generates and how you can accomplish this


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About the speakers

Christian Jakenfelds

Go To Market & Field Researcher, Planhat

Moderator

Christian is a GTM and Field researcher in the customer success space. He was previously a Customer Operations Manager at Tessian, where he co-led the product committee. He is also host to a series of popular thought-leadership shows, including CSNext and CS Hotseat, and was recognised as one of the Top 25 CS Thought Leaders in 2022.

Christian Jakenfelds

Go To Market & Field Researcher, Planhat

Moderator

Christian is a GTM and Field researcher in the customer success space. He was previously a Customer Operations Manager at Tessian, where he co-led the product committee. He is also host to a series of popular thought-leadership shows, including CSNext and CS Hotseat, and was recognised as one of the Top 25 CS Thought Leaders in 2022.

Christian Jakenfelds

Go To Market & Field Researcher, Planhat

Moderator

Christian is a GTM and Field researcher in the customer success space. He was previously a Customer Operations Manager at Tessian, where he co-led the product committee. He is also host to a series of popular thought-leadership shows, including CSNext and CS Hotseat, and was recognised as one of the Top 25 CS Thought Leaders in 2022.

Christian Jakenfelds

Go To Market & Field Researcher, Planhat

Moderator

Christian is a GTM and Field researcher in the customer success space. He was previously a Customer Operations Manager at Tessian, where he co-led the product committee. He is also host to a series of popular thought-leadership shows, including CSNext and CS Hotseat, and was recognised as one of the Top 25 CS Thought Leaders in 2022.

Rav Dhaliwal

Partner, Crane Venture Partners

Rav Dhaliwal is a VC investor and previously held a number of executive positions in various Enterprise Software companies over 20 years, most recently at Slack where, where he established the London office and founded the global CS team. No stranger to hyper growth startups, Rav has also built and led customer focused business units at Zendesk (now valued at over $10 billion) as well as Yammer (which was acquired by Microsoft for $1.2 billion).

Rav Dhaliwal

Partner, Crane Venture Partners

Rav Dhaliwal is a VC investor and previously held a number of executive positions in various Enterprise Software companies over 20 years, most recently at Slack where, where he established the London office and founded the global CS team. No stranger to hyper growth startups, Rav has also built and led customer focused business units at Zendesk (now valued at over $10 billion) as well as Yammer (which was acquired by Microsoft for $1.2 billion).

Rav Dhaliwal

Partner, Crane Venture Partners

Rav Dhaliwal is a VC investor and previously held a number of executive positions in various Enterprise Software companies over 20 years, most recently at Slack where, where he established the London office and founded the global CS team. No stranger to hyper growth startups, Rav has also built and led customer focused business units at Zendesk (now valued at over $10 billion) as well as Yammer (which was acquired by Microsoft for $1.2 billion).

Rav Dhaliwal

Partner, Crane Venture Partners

Rav Dhaliwal is a VC investor and previously held a number of executive positions in various Enterprise Software companies over 20 years, most recently at Slack where, where he established the London office and founded the global CS team. No stranger to hyper growth startups, Rav has also built and led customer focused business units at Zendesk (now valued at over $10 billion) as well as Yammer (which was acquired by Microsoft for $1.2 billion).

Teri Bayrock

Head of Customer Operations, WeGift

Teri Bayrock has spent over 10 years building client-facing teams within quickly growing tech companies. Her experience spans multiple industries across B2B, B2C, B2B2C. As a founding member of Hootsuite CS, she helped navigate the team through funding rounds and hyper growth, establishing a high-calibre global support presence. Since then, she’s been growing world-class client teams in the UK and has joined WeGift as Head of Customer Operations.

Teri Bayrock

Head of Customer Operations, WeGift

Teri Bayrock has spent over 10 years building client-facing teams within quickly growing tech companies. Her experience spans multiple industries across B2B, B2C, B2B2C. As a founding member of Hootsuite CS, she helped navigate the team through funding rounds and hyper growth, establishing a high-calibre global support presence. Since then, she’s been growing world-class client teams in the UK and has joined WeGift as Head of Customer Operations.

Teri Bayrock

Head of Customer Operations, WeGift

Teri Bayrock has spent over 10 years building client-facing teams within quickly growing tech companies. Her experience spans multiple industries across B2B, B2C, B2B2C. As a founding member of Hootsuite CS, she helped navigate the team through funding rounds and hyper growth, establishing a high-calibre global support presence. Since then, she’s been growing world-class client teams in the UK and has joined WeGift as Head of Customer Operations.

Teri Bayrock

Head of Customer Operations, WeGift

Teri Bayrock has spent over 10 years building client-facing teams within quickly growing tech companies. Her experience spans multiple industries across B2B, B2C, B2B2C. As a founding member of Hootsuite CS, she helped navigate the team through funding rounds and hyper growth, establishing a high-calibre global support presence. Since then, she’s been growing world-class client teams in the UK and has joined WeGift as Head of Customer Operations.

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