logo
episode-header-image
Aug 10
48m 55s

1119: Driving Mission-Driven Growth in t...

The Future of Finance is Listening
About this episode

When people Google Bonterra, they often see 2021 as its starting point. That year, lead investor Apax joined with Vista, holder of Social Solutions, and Insight Partners, holder of EveryAction, to unite those businesses under one brand. But, as Matthew Hardy tells us, the company’s history stretches much further back—“We have customers that are 20–25-year-old customers, so (there are) a lot of longstanding relationships.”

From its earliest days, Bonterra’s mission has been clear: provide “purpose-built software for nonprofits.” Today, that includes tools for strategic philanthropy, enabling Fortune 50 companies and foundations to distribute funds, manage grants, and ensure resources reach the right causes.

Its Impact Management business works with both small nonprofits and large entities—including city and state initiatives involving millions of dollars—to answer the central question: “What’s the impact?” Hardy tells us many philanthropists have historically invested without a clear view of results; Bonterra’s solutions aim to change that.

Fundraising and Engagement solutions—traditional CRM-style donor management platforms—serve nonprofits across the spectrum, from micro-organizations to nationally recognized names.

Although backed by private equity “impact funds,” Hardy stresses there’s no easing of performance expectations. Bonterra tracks “all the same metrics you would typically see in your vertical SaaS companies”—from new and install base bookings to gross and net retention, margins, and EBITDA.

Ultimately, Hardy’s strategic lens centers on value realization. “If your customers…aren’t finding significant value…you’re not going to last long,” he tells us. Whether helping nonprofits hit fundraising goals or guiding corporate giving programs, Bonterra’s work is measured by both mission and metrics.

Up next
Yesterday
Inside the Driver’s Seat: Finance Leadership in the Auto Sector
<p>In this special retrospective episode, we revisit three standout conversations from our archives to explore how automotive CFOs have long shaped strategy inside some of the industry’s most complex business models. From auctions to dealerships to early-stage EV manufacturing, t ... Show More
22m 13s
Nov 19
1145: Creative Capital, Tough Cuts, and the Power of “Why” | Jayme Brooks, CFO, Limbach
<p>The email with the term sheet arrived first, then the bottle of champagne from the CEO, Jayme Brooks tells us. The lender had agreed to a nontraditional structure that allowed Capstone to borrow against intangible assets, creating a lifeline at a moment when revenue had droppe ... Show More
37m 58s
Nov 16
1144: Rewiring Finance for AI, Data, and Business Impact | Michael Bourque, CFO & EVP, , Convera
<p>Jack Welch’s binder hit the floor before Michael Bourque had time to react. At just 23, he sat in a Honeywell acquisition review meeting as the “keeper of the numbers,” rifling through a binder he knew didn’t contain the EPS detail Welch demanded. When the answer didn’t come, ... Show More
55m 3s
Recommended Episodes
May 2024
Making Airbnb Affordable Again with Landon Wilkinson
Landon Wilkinson is one of the co-founders Hostshare.co, and have spent 10 years self employed in commercial multi-family real estate, and short term rentals. He has a wonderful wife who works with him in Hostshare as CMO, and two kids under 3. Top 3 Value Bombs 1. Persistence an ... Show More
22m 59s
Oct 2024
The Dynamics of Fundraising in Private Equity with Christian Bullitt
<p class="mb-2 last:mb-0">Join us in this episode of Private Equity Spotlight where Sean Mooney, founder and CEO of BluWave, engages in a deep dive with Christian Bullitt, Managing Director at Raymond James Private Capital Advisory Practice. With a career that has traversed from ... Show More
40m 24s
Aug 2024
The World Of Venture Capital and How They Pick Winning Investments In Startups and Early Stage Businesses | Chris Van Dusen
<h3 dir="ltr">Episode Title:</h3> <p dir="ltr">The World Of Venture Capital and How They Pick Winning Investments In Startups and Early Stage Businesses</p> <h3 dir="ltr">Guest:</h3> <p dir="ltr">Chris Van Dusen - Senior Partner at Slyco Capital</p> <h3 dir="ltr">Guest Bio:</h3> ... Show More
45m 33s
Jul 2025
$10M Net Worth. $2.5M Cashflow. No Plans to Exit.
127 founders (net worth: ~$1M–$100M+) opened up their personal books. Want to see how your finances stack up? https://www.joinhampton.com/wealth-reportJay Berard’s never sold a company, but with $2.5M in cashflow and $10M net worth, is he confidence-rich or risk-blind?"Here’s wha ... Show More
43m 52s
Jul 2023
How To Build A Business That Thrives WITHOUT YOU w/ Head EOS Implementer Mike Paton
<p>Mike Paton is the head of EOS Worldwide and the head national implementer of EOS for companies of all sizes. Today we talk all things scale, delegation, and traction in our lives and businesses.<br/><br/>Mike Paton has spent every working day of the last 15 years helping thous ... Show More
58m 16s
Oct 2024
Thriving Solo: The Essential Playbook for Smart, Sustainable Growth
In Episode 175 of The Business Development Podcast, Kelly Kennedy dives into the essentials of solopreneurship, offering a comprehensive guide for those building businesses single-handedly. From mastering time management to developing a resilient brand and understanding the impor ... Show More
42m 24s
Apr 2025
Scaling Smart: Financial Strategies for High-Growth Startups
As the startup funding landscape evolves, is your financial strategy keeping pace? In this changing environment, a well-crafted financial strategy has become increasingly crucial for startups. Janelle Gorman, CFO of York IE, York IE, an advisory and investment firm that helps tec ... Show More
38m 2s
Apr 2025
539: The 80/20 CEO on Guiding Your Business from Panic to Profit
<p dir="ltr">Welcome to Strategy Skills episode 539, an interview with the author of From Panic to Profit: Uncover Value, Boost Revenue, and Grow Your Business with the 80/20 Principle, Bill Canady.</p> <p dir="ltr"> </p> <p dir="ltr">In this episode, Bill shares insights from hi ... Show More
52m 33s
Jun 2020
Investing in digital disruption: How Algebra Ventures became synonymous with tech startups (Ep 12)
Algebra Ventures Managing Partners Tarek Assaad and Karim Hussein From a background of senior positions at multinationals, Algebra Ventures Managing Partners Tarek Assaad and Karim Hussein are driven by a belief that tech and entrepreneurship can enable tangible change in a regio ... Show More
40m 46s