The Revenue Dilemma
In this episode, Sam Monti joins us for a masterclass on building enterprise value in software businesses — from scaling recurring revenue and structuring sales compensation to executing disciplined M&A and shaping high-performance cultures inside private-equity-backed companies. Drawing on decades of operating experience across industrial, SaaS, MarTech, legal tech, and supply chain software — and leadership roles at companies like Epicor, Lithium/WP Engine, and Vista-backed platforms — Sam breaks down his simple but powerful “revenue algorithm,” explains why most companies leave millions on the table, and shares hard-earned lessons from more than 30 acquisitions. You’ll hear stories from his time inside PE portfolio companies and public enterprises — including: * Why net revenue retention is the single most important growth lever in software businesses * How to design commission plans that actually maximize enterprise value * The “Moneyball” approach to acquisitions — and why smaller, strategic targets often outperform splashy deals * What most buyers get wrong about culture integration after an acquisition * When to build vs. buy product capabilities — and how to avoid costly engineering detours * Why great boards, meritocratic cultures, and operational rigor outperform flashy mission statements * How Sam thinks about legacy, board service, and teaching the next generation of operators It’s a candid, tactical conversation for revenue leaders, CFOs, founders, and private-equity operators focused on bending the growth curve — without overcomplicating what really drives value. About Sam: Sam Monti is a veteran software operator and executive with decades of experience scaling private-equity-backed and public companies. He has held senior leadership roles at Epicor, Lithium/WP Engine, and multiple Vista-backed platforms, and has led or supported more than 30 acquisitions across SaaS, MarTech, supply chain, industrial, and legal technology. Known for his practical, value-creation mindset, Sam focuses on improving net revenue retention, sharpening go-to-market execution, and building durable operating cultures. Sam Monti on Linkedin [https://www.linkedin.com/in/samuel-monti/] Tony Capasso on Linkedin [https://www.linkedin.com/in/tonycapasso/] OnProfit Website [https://www.onprofit.ai/] Revenue Dilemma Website [https://www.revenuedilemma.com/] The Revenue Dilemma on Linkedin [https://www.linkedin.com/company/revenue-dilemma-podcast/about/] The Revenue Dilemma on Youtube [https://www.youtube.com/@RevenueDilemma], Spotify [https://open.spotify.com/show/5BEEeCBZ2EsDRijDXQY4G4], Apple [https://podcasts.apple.com/us/podcast/the-revenue-dilemma/id1867325021]
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