SaasRise Enterprise Mastermind Call Recap Feb 3, 2026

Topic 1: Enterprise Sales Process for Large Companies

Challenges:

• Understanding how to sell to companies with 500-10,000 employees
• Navigating complex buying committees and procurement processes
• Avoiding wasting time as an "unpaid consultant"
• Getting intimidated by big titles at large companies

Advice:

• Identify if you're replacing existing technology or it's a first-time buy
• Map out the buying committee: economic buyer (controls budget), technical buyer (can say no), user buyer (influences decision), and find a coach/champion
• Ask upfront about buying process, timeframes, and who needs to be involved
• Prepare for procurement, legal, compliance (SOC 2), and security reviews
• Use humility and ask prospects to educate you on their process
• Set ground rules in first calls to figure out why you don't fit
• Ask for the business once there's clear problem-solution fit
• "Lose fast" rather than let deals sit in pipeline for months

Topic 2: Cold Email Marketing Infrastructure

Challenges:

• Scaling from 3,000 emails/month to reaching entire ICP
• Managing multiple inboxes and domains efficiently
• Deliverability issues when sending too aggressively
• Understanding inbox limits and tracking implications

Advice:

• Structure campaigns to reach entire ICP 3-4 times yearly with 3-5 email sequences
• Use Instantly as sequencer but Hypertide for hosting when scaling
• Send 20-30 emails/inbox/day with Instantly; 4-5 with Hypertide
• Plan one domain per 1,000 monthly prospects
• Include links for tracking and retargeting
• Offer valuable content first rather than direct booking requests
• Budget $1,300-1,500/month for infrastructure reaching 5,300+ people daily
• Use bulk edit features to save setup time

Topic 3: Exploring M&A Process

Challenges:

• Finding reputable M&A advisors for $4M ARR companies
• Preparing financials for sale
• Uncertainty about whether to sell

Advice:

• Consider boutique firms like Bayberry Securities, L40, Livmo, Influence Partners, Lightning Partners, ComCap, Elantra, Shea and Company
• For companies under $5M with known potential buyers, consider transaction coaches at lower rates
• Identify all discretionary expenses for EBITDA adjustments: executive perks, car allowances, charitable donations, excessive meal expenses, life insurance
• Add back items that new buyer wouldn't need—can significantly impact valuation multiples
• Start M&A preparation early even if uncertain about selling

🛠️ Tools and Firms Recommended During the Call

Cold Email & Sales Tools

Email Infrastructure:

• Instantly – Email sequencing platform ($400/month for software, $5/inbox)
• Hypertide – Premium email hosting provider (more expensive but better deliverability)
• Clay – Data enrichment and workflow automation
• HeyReach – LinkedIn messenger automation
• Apollo – Contact data and verification
• ListKit – Email list building
• LinkedIn Sales Navigator – B2B prospecting

Other Sales Tools:

• Upwork – Recommended for finding contractors (Google Ads setup, etc.)
• Recruit – For ongoing contractor needs (~$650/month for 5 hours)

M&A Advisory Firms

For $3–6M ARR Companies:

• Bayberry Securities (Contact: Jay Wright) – Lower-cost option for companies with known buyers
• L40 (formerly Boopos)
• Livmo
• Influence Partners (Contact: Gary Moon)
• Lightning Partners
• ComCap
• Alantra
• Shea and Company

For $5M+ ARR Companies:

• Vista Point Advisors (VPA) – Minimum $5M ARR with 70–80% growth, can facilitate $50M+ deals

Other Notable Firms Mentioned:

• Corum
• AGC Partners
• Valley Biggs
• Array Capital
• GP Bullhound

Educational Resources

Ryan mentioned searching “SaaS Rise M&A webinar” for recorded sessions featuring experts from Vista Point, Elantra, ComCap, and Influence Partners.