Translink Nordic Tech Stars: Liiketoiminta ja Innovaatiot

Translink Nordic Tech Stars | #negotiator 356. Interviews with participants of Translink Corporate Finance Nordic Tech Stars event in Helsinki, attended by premier investors and Nordic SaaS and technology companies. The event took place at Savoy restaurant.00:00 Sami Miettinen intro to Translink Nordic Tech Stars00:32 Guests from Paris: Marc Irisson (Translink) & Elie Hodara (InfraVia)01:04 Shout-outs: Lyyti, Vastuu Group, M&M Growth Partners01:41 Interview: Marc Irisson – trends in B2B tech/TMT02:14 Polarized M&A market; deal volumes US vs. Europe02:50 Polarization inside tech: what it means03:15 Flight to quality accelerates since 202303:53 Multiples: 20× EBITDA / ~10× ARR for top assets; others lag04:36 PE dry powder; opportunities for strong-KPI SaaS05:01 Good vintage analogy for investing/exits05:25 Nordic SaaS quality & Rule of 40 call-out05:57 Nordic/Finnish leadership & international scale06:53 Petri Hollmén (Lyyti, Vaaka Partners portfolio)07:33 Hitting the Rule of 40 sustainably07:59 NPS & eNPS stay high while scaling08:25 5M+ ARR club; revenue levels09:01 B2B SaaS positioning; international expansion09:33 Finnish business community & Turku angle10:09 Tero Nummenpää birthday party with Lyyti10:54 Harry Brade (M&M Growth Partners)11:22 AlphaSense: ARR journey & valuation milestone11:54 SiloAI: early stage to breakout12:17 Flexible tickets; strong AI focus12:57 Vertical vs. horizontal AI plays13:33 SaaS multiples: vertical vs. horizontal (market view)14:13 Entry expectations vs. realized outcomes14:32 Spinning off SiloGen (product vs. services)14:57 Compute, LLMs, and infra as value drivers15:25 Niilo Pirttijärvi (Inven)15:54 AI-driven B2B analytics; who it serves16:18 Market/platform analysis use cases16:44 Funding rounds (pre-seed → Series A)17:10 Notable investors such as Tuomo Vuolteenaho17:31 Global ARR mix (US/EU/ROW)17:57 Rule of 700 growth quip18:15 Product investment & scaling18:32 CAC/NRR/churn & profitability lens18:57 AI ecosystem/community notes19:21 B2B SaaS model durability20:02 Growth vs. cash flow; metrics that matter20:32 Gross margin, usage costs, CAC multiples20:55 Building customer success at speed21:11 Founding team split & coding ambitions21:41 Pekka Vanne (Vastuu Group)22:00 Hartwall Capital partnership22:24 ~90% recurring revenue profile22:43 Consulting components at onboarding23:04 Mission: responsibility & ESG enablement23:22 Meaning of Vastuu, culture23:40 International guests & go-to-market24:00 Growth in Finland; expanding offerings24:26 M&A as an internationalization lever24:46 First acquisition done; more considered25:13 Elie Hodara (InfraVia Partners)25:36 Flexible minority/majority; pure B2B software; GIP platform support26:06 Team footprint; value-add (search, cyber, legal)26:35 Sector themes; why Finnish SaaS scales early26:52 Capital-efficient mindset & early structuring27:09 What founders seek (scaling support)27:25 Biz-dev help; Scandinavia & Europe27:44 Depth across Finland (not just Helsinki)28:33 Rule of 40: useful proxy, not a hard screen29:07 Tracking over hold; context matters29:49 Translink Corporate Finance in tech space30:20 Contact www translinkcf dot com or fi30:52 Subscribe to Translink SaaS Valuation QuarterlyWatch all Insider episodes and support Samihttps://www.youtube.com/channel/UCRI34L9OtDJuZpaWicbNXzg/join#neuvottelija #negotiator Sami Miettinen