Sales Trigger: Ibotta CFO Hire
Ibotta names Matt Puckett as CFO. Pitch FP&A analytics and investor relations CRM. Fuel your pipeline and close deals faster.
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🚀 Battle Card: Ibotta, Inc.
Quick trigger:
Need this Ibotta, Inc. sales trigger?
👤 Decision Maker in the News
- Matt Puckett, Chief Financial Officer
💡 Why It Matters
- A veteran CFO hire signals a strategic push to optimize financial performance and investor relations as performance marketing scales. → Source
🎯 Core Pain Point
- Aligning financial strategy with rapid growth in digital promotions
- Managing investor relations and capital allocation post-IPO
💰 What to Pitch
- Primary: FP&A solution for digital marketing spend analysis → real-time ROI visibility & budget accuracy
- Expansion: Investor relations CRM to streamline shareholder communication → engaged investors & transparent reporting
🗺️ Quick Context
- HQ: Denver, CO
- Employees: ≈ 500
- Rev: ≈ $200M
- Website: ibotta.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Ibotta’s business.
- Anaplan (https://www.anaplan.com/) — FP&A
- Unique edge: Built for scenario modeling
- Evaluated by CFO for scalability
- Workday Adaptive Planning (https://www.workday.com/) — FP&A
- Unique edge: Integrated with HCM and financial data
- Evaluated by Finance & IT for seamless ops
- Oracle NetSuite (https://www.netsuite.com/) — ERP / Financial Management
- Unique edge: Cloud-native end-to-end suite
- Evaluated by Finance for comprehensive control
- Vena Solutions (https://venasolutions.com/) — FP&A
- Unique edge: Excel-native interface
- Evaluated by FP&A teams for user adoption
- Planful (https://planful.com/) — FP&A
- Unique edge: Continuous planning & analytics
- Evaluated by CFO & Finance Ops for agility
✅ Do-Now Checklist
Connect with Matt Puckett on LinkedIn
Send email + DM using the Ibotta, Inc. sales trigger Copy-My-Prompt block
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Capitalize on this Ibotta, Inc. sales trigger and get hyper-actionable intel like this every day.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑<1-line value>❑
PROOF_METRIC = ❑<metric>❑
CTA_STYLE = ❑quick_call | case_study❑
TONE = ❑friendly | punchy❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Matt
COMPANY = Ibotta, Inc.
DEPT = Finance
SIZE = ≈ TBD
BOTTLENECK = ≈ TBD
EVENT = CFO appointment
DETAIL = being named CFO
PAIN = Aligning financial strategy with rapid growth in digital promotions
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250811800289&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 500
REV_EST = ≈ $200M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Finance
Matt—noticed your Finance team is ≈ TBD.
That’s when ≈ TBD slows growth.
We helped ≈ TBD fix this with ❑<1-line value>❑.
Result: ≈ TBD.
≈ TBD
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about being named CFO — Aligning financial strategy with rapid growth in digital promotions.
❑<1-line value>❑. ❑<metric>❑.
≈ TBD