Sunbit CFO Sparks Pipeline & Commission Gains

🚀 Battle Card: Sunbit

• Shai Terem, Chief Financial Officer · 🔗 LinkedIn

• This Sunbit sales trigger underscores the need to scale financial ops and funding strategies for hypergrowth. → Source

• Inefficient scaling of FP&A and reporting across rapid growth phases

• Optimizing capital structure to support new funding capacity

• Primary: Scalable FP&A platform → Real-time visibility and streamlined financial reporting

• Expansion: Capital markets advisory services → Optimized funding structures and increased ABS capacity

• HQ: Los Angeles, CA

• Employees: ≈ 300

• Rev: ≈ $150 M

• Website: sunbit.com

🤼 Competitive Intel

• Oracle NetSuite — Cloud ERP/Financials
• Unique edge: All-in-one financial suite with global footprint
• Evaluated by CFO for end-to-end consolidation

• Sage Intacct — Cloud Financial Management
• Unique edge: AI-driven reporting and multi-entity consolidation
• Evaluated by Finance & Ops for rapid deployment

• Workday — Financial Planning & Analysis
• Unique edge: Integrated FP&A and HCM insights
• Evaluated by FP&A teams for forecasting depth

• BlackLine — Finance Automation
• Unique edge: Automated close and reconciliation workflows
• Evaluated by accounting for process efficiency

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑scalable FP&A platform for real-time financial visibility❑
PROOF_METRIC  = ❑≈30% faster close time❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Shai
COMPANY     = Sunbit
DEPT        = Finance
SIZE        = ≈10
BOTTLENECK  = Inefficient scaling of FP&A and reporting across rapid growth phases
EVENT       = Appoints Shai Terem as CFO
DETAIL      = Appoints Shai Terem as Chief Financial Officer to Support Next Stage of Growth
PAIN        = Optimizing capital structure to support new funding capacity
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250916917600&div=41152219
SIM_CO      = Affirm
WIN_METRIC  = ≈35% improvement in forecasting accuracy
NEXT_SIZE   = ≈20
EMP_EST     = ≈300
REV_EST     = ≈$150M

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

Validate any ≈ guesses via SRC.

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

Shai—noticed your Finance team is ≈10.

That’s when Inefficient scaling of FP&A and reporting across rapid growth phases slows growth.

We helped Affirm fix this with scalable FP&A platform for real-time financial visibility.

Result: ≈35% improvement in forecasting accuracy.  
Quick call?

PS—next bottleneck hits ≈20.

DM ≤45 words, TONE:
Saw your post about Appoints Shai Terem as Chief Financial Officer to Support Next Stage of Growth — Optimizing capital structure to support new funding capacity.  
Scalable FP&A platform for real-time financial visibility. ≈30% faster close time.  
Quick chat?