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FATE Pitch Stage Finalists will have the opportunity to pitch their products or services to our audience of venture capitalists, angel investors, entrepreneurs, and potential customers such as CFOs, VPs of finance, controllers, and IT executives.
When you are not busy pitching, you will have demo space in the FATE Startup Pavilion, where you will be able to network one-on-one with audience members. FATE Pitch Stage Finalists will also receive free registration to all FATE programming, access to professional coaching, and a chance to win a $2,500 prize!
FATE Pitch stage applications are closed. Thank you to all that submitted!
Startups pursuing disruptive software and services for recording financial transactions, tracking revenue and income, monitoring expenses, and conducting financial planning and analysis. Emerging companies are also developing products and technology to assist in financial and regulatory reporting and other compliance activities.
Judges
Chris Byers
Kerty Levy
Rafa Borroso
With articles seen almost daily mentioning staffing concerns, wouldn’t you like to know how others are managing staffing shortages? By addressing the current talent crisis in accounting firms and finance departments, we can shed light on new and innovative staffing approaches and make great strides toward resolving the talent crisis, redefine what it means to be an accountant, and attract those to the profession who want to make a difference. Attend this thought leadership session to look at CFO Leadership Circle members’ responses to the Center for Accounting Transformation’s Staffing Strategies Survey and discuss key findings that may help identify leading practices and innovative approaches to address your staffing needs.
CPA.CITP, CGMA, Managing Director, IntrapriseTechKnowlogies
Companies developing software and services that streamline or automate the handling of cash flows, working capital, purchasing, and payments. Startups in this category are also pursuing innovation in employee expense management & reimbursement and supply chain management.
Judges
Chris Byers
Haley Bryant
Sheila Collins
In the presentation David will explore some the new responsibilities of the modern CFO:
Global Head of the SaaS Vertical, Sage
Companies launching services and systems that assist organizations in organizing, securing, manipulating, and ensuring the accuracy of financial data and solutions. Tools in this emerging area integrate operational and financial data to provide a holistic view of business performance that improves decision-making.
Judges
Brian Hollins
Jay Wang
Rachel ten Brink
Emerging software and systems that help companies manage people internally through everything from human resources recordkeeping to recruiting and onboarding to employee training (learning). Other entrepreneurs in this category develop software and services to automate previously manual tasks. A subcategory of tools helps staff manage customer relationships, target the correct sales prospects, and increase the sales team’s productivity.
Judges
Arif Damji
Rob Antoniades
Monique Brown
Accounting, Financial Planning & Compliance
Cash Flows (AP/AR) & Payments
Data Management & Security
People & Productivity Tools
New York, NY
Avise is AI-enabled close management automation software enabling businesses to make real-time finance-driven decisions.
Raleigh, NC
MasRefund, a bilingual Spanish/English DIY Tax Filing app. Making tax filing as easy as Uno, Dos, Tres.
Miami, FL
MRGN is the only platform purpose-built for small businesses that builds and maintains their operating plan and advises the business on how to prepare for real-world events.
San Francisco, CA
Praxi is a groundbreaking accounting platform that empowers teams to achieve unmatched efficiency and accuracy by seamlessly converting both standard and non-standard documents into actionable checklists, memos, and journal entries.
Toronto, Canada
Adaptive optimization using machine learning, especially for enterprise asset managers.
San Francisco, CA
AI agent for Accounts Receivable
Rockville, MD
Global PayEX specializes in B2B payment modernization, supporting the Office of the CFO by automating both AR and AP processes and delivering working capital optimization. With advanced AI/ML solutions, they improve buyer-seller interactions and seamlessly integrate with ERP systems, transforming financial operations into streamlined, efficient processes
San Francisco, CA
Insightful Revenue has developed an AI-enabled B2B Revenue Management SaaS platform that Accounting teams want to use. This platform helps accounting teams eliminate manual tasks related to managing customer contracts, invoices, and revenue recognition scheduling and compliance.
Omaha, NE
For Executives in Supply Chain, struggling to manage transportation surcharges, Moneiva automates the visibility, workflows, predictability, and payments of such charges, decreasing invoice exception processes by 30%, generating 15% additional monthly revenue, and accelerating cashflow by 4 days.
New York, NY
Procurement orchestration made easy. Opstream is a self-service, AI driven, procurement orchestration and intake platform for companies looking for better visibility and control over their spend and purchasing processes.
Grapevine, TX
Change Captain preventatively automates your SDLC GRC compliance and software capital expenditure reporting, while enhancing pipeline visibility and code security through our GitHub partnership. Change Captain helps companies strengthen their code and avoid potential pitfalls that can cost billions.
Calgary, Canada
SaaS Solution to collect, track and reduce Scope 3 Emissions associated with insurance claims.
Austin, TX
Polygraf AI provides data integrity, monitoring, and governance solutions to organizations using & interacting with AI/LLM tools through a Zero Trust on-prem user interface.
New York, NY
Preql centralizes your data and automates manual reconciliation processes, ensuring your entire business operates from a single source of truth. With Preql, Finance, Operations, and Data teams can streamline workflows and confidently build reports that are fast, accurate, and consistent with company-wide metrics.
San Francisco, CA
Safebooks AI integrates with office of the CFO systems to monitor financial transactions in real-time, ensuring data integrity and accuracy. It generates work papers to boost compliance, catch errors instantly, and accelerate the close process, all while reducing the manual effort involved in financial data governance and controls.
Livingston, NJ
Unlock the full potential of your online sales and customer experience with Bakstage.AI, combining 1:1 live video interaction augmented with real-time AI insights to boost your online sales, customer satisfaction, and customer lifetime value.
Miami, FL
Founders use Flowlie to force-multiply their fundraising efforts. Our Fundraising Hub has helped 3,000 founders from 60+ countries raise $450 million. We combine expert coaching with project management software and AI to reduce the fundraising workload by more than 50%. Founders use Flowlie to run a systematic fundraising process and increase their odds of closing financing with the right investors, all for a subscription instead of a percentage of the raise.
Silver Spring, MD
A talent marketplace with AI integration that connects employers to over 1,000 college student clubs and professional organizations.
For college students and professionals, Sparc opens doors to career opportunities, mentorship, and making money—empowering them to take charge of their futures.
Los Angeles, CA
Give your customers their choice of chat tool and win more revenue.
Mississauga, Canada
WorkScore.ai is a smart system that uses artificial intelligence (AI) to track how workers move and perform their tasks in real-time in a warehouse. The AI helps show how well workers are doing and where improvements can be made, helping companies save time and money.
Data Management & Security
People & Productivity Tools
Our Emcee for the Pitch Stage, Mary McKenna is an Irish exited serial tech entrepreneur and angel investor based in Donegal in Ireland.
General Partner and Co-Founder, Information Venture Partners
NYC-based Engineer, Entrepreneur, Investor. Co-founded Parlevel, a Retail Technology company exited in 2022. Active accelerator mentor, GP at Alpha Impact 8 and angel investor.
General Partner and Co-Founder, Red Bike Capital
Monique is Co-founder and Managing Director of the Growth Factory, EIR at Sierra College, on the Teach for America Capital Valley Region and Sacramento Metro Chamber boards and mom to 5 daughters.
Haley is a pre-seed VC at Hustle Fund. She was formerly an operator at two acquired startups and scaled a b2b SaaS content agency. Haley has written 50 angel checks to date.
Chris Byers, Director of Finance and Investments at PS27 Ventures, specializes in finance, accounting, and operations, focusing on B2B SaaS, HealthTech, FinTech, and E-Commerce investments.
Sheila is a strategic advisor who builds startup ecosystems centered around tech solutions that address disparities in wealth and health. Her career spans across banking, insurance, and payments.
Investor with Conductive Ventures focused on capital-efficient, post-product market fit startups within the SaaS and technology-enabled services sectors.
Chandra is the CEO and co-founder of Aris MD, a multi-NASA award-winning company. She is also a co-founder of Devam Investments, an early-stage investment fund.
Brian Hollins is a Founder and Managing Partner of Collide Capital.
Kerty is managing director at Techstars, where she invests in tech-forward founders building companies ranging from deep tech to marketplaces in multiple industries.
Asset allocator backing early-stage VCs; ex-Aladdin at BlackRock; ex-Fidelity and Sequoia; 3x tech startup executive; Cambridge and INSEAD graduate.
Thank you to our FATE Pitch Coaches, who work closely with our finalists to assist in their on-stage presentation before the event.
Innovation Advisor,
National Science Foundation
Co-Founder,
BCPartners Tech, XR Americas & Brooklyn2Bogota Digital Transformation Community
Executive Director,
Second Chancer Foundation
Entrepreneur In Residence,
Bow Valley College
VP, Strategy & Innovation,
CPA.com
Community & Partnerships Advisor, Connectology
Senior Advisor, Global Entrepreneurship Network Connectology
Technology Development Advisor,
Alberta Innovates
CFO, Maven Bridge Advisors
CEO, AdaptCFO
CEO, ChatFin
Founder/CFO, All Seasons Consulting
Financial Consultant / Fractional CFO, IG Wealth Management
Chief Strategy Officer, K2X Technology & Life Sciences Inc.
Interim, Fractional CFO
Chief Financial Officer, Tipalti
VP, Strategy & Innovation,
CPA.com
CPA.CITP, CGMA, Managing Director, IntrapriseTechKnowlogies
Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm providing innovation acceleration and business transformation services for small businesses, middle market organizations, and nonprofits. Donny is an internationally recognized thought leader and advisor in the accounting technology, IT risk management, and performance management areas. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is paramount.
Global Head of the SaaS Vertical, Sage
David Appel is Global Head of the SaaS Vertical for the largest technology company on the London Stock Exchange, Sage. Over time as a Sales and GTM leader, his organizations have earned the business of >2,000 SaaS and Software companies, growing at 40%+/year. He previously ran Direct Sales at Bill.com, led NetSuite’s Software Vertical, and was part of IBM’s Corporate Development team.