Extend Sales Play: $20M & New CFO Hire

Extend just landed $20M and onboarded a seasoned CFO. Your next touch: pitch modern expense SaaS. Fuel your pipeline and crush your quota.

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🚀 Battle Card: Extend

Quick trigger: This Extend sales trigger shows they’re primed for spend management enhancements.
 
👤 Decision Maker in the News
 
💡 Why It Matters
  • Fresh capital plus fintech finance leadership means aggressive scaling of virtual cards and expense workflows. → Source Capitalize on this Extend sales trigger to own the conversation early.
 
🎯 Core Pain Point
  • Profitability vs. growth: Need to balance rapid issuer integrations with sustainable margins
  • Expense complexity: Clients demand automation without ripping out existing bank/card programs
 
💰 What to Pitch
  • Primary: Modern expense management SaaS → Accelerated path to profitability with minimal IT lift
  • Expansion: Virtual card issuance & real-time spend analytics → Full visibility and control over all business spend Frame your pitch around this Extend sales trigger: CFO hire signals appetite for higher-end finance tooling.
 
🗺️ Quick Context
  • HQ: New York, NY
  • Employees: ≈ 200
  • Rev: ≈ $30 M
 

🤼 Competitive Intel

*Which other vendors you’ll probably face to win Extend’s business.*
 
  • BrexCorporate Card & Spend Management
    • Unique edge: Best-in-class underwriting & credit lines
    • Evaluated by CFO for credit flexibility
  • RampExpense Management & Card
    • Unique edge: 1.5% cashback + AI-driven invoice automation
    • Evaluated by Finance for ROI on operational spend
  • AirbaseExpense Management & AP Automation
    • Unique edge: Unified bill pay + corporate cards
    • Evaluated by VP Finance for vendor payment workflows
  • SpendeskExpense & Spend Management
    • Unique edge: European compliance expertise
    • Evaluated by Controller for multi-currency support
  • DivvyVirtual Cards & Expense Management
    • Unique edge: Free platform with budgeting tools
    • Evaluated by Head of Finance for TCO
 

✅ Do-Now Checklist

Connect with Francois Horikawa on LinkedIn (link above)
Generate email + DM with the Copy-My-Prompt block (Step 7) referencing this Extend sales trigger
Schedule follow-ups in CRM (Day 3 & Day 10)
 

Next Step

Get intel like this daily—no fluff, all pipeline. Subscribe to NewsletterForLeads
 

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑modern expense management platform❑
PROOF_METRIC  = ❑40% reduction in expense processing time❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Francois
COMPANY     = Extend
DEPT        = Finance
SIZE        = ≈10
BOTTLENECK  = expense complexity
EVENT       = Secures $20M funding
DETAIL      = Secures $20M and CFO hire
PAIN        = manual expense processes
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250918107234&div=41152219
SIM_CO      = Ramp
WIN_METRIC  = 30% faster close
NEXT_SIZE   = ≈20
EMP_EST     = ≈200
REV_EST     = ≈30M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈10-person Finance

Francois—noticed your Finance team is ≈10.

That’s when expense complexity slows growth.

We helped Ramp fix this with modern expense management platform.

Result: 30% faster close.  
Quick call?

PS—next bottleneck hits ≈20.

DM ≤45 words, TONE:
Saw your post about Secures $20M and CFO hire — manual expense processes.  
modern expense management platform. 40% reduction in expense processing time.  
Quick chat?

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