Name: The Upmarket Shift: A Dinner for AI Founders and CFOs
Start: 2026-05-13T18:00:00.000Z
End: 2026-05-13T21:00:00.000Z

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The Upmarket Shift: A Dinner for AI Founders and CFOs

Wednesday, May 13

6:00 PM - 9:00 PM (PDT)

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Event details

The Upmarket Shift: A Dinner for AI Founders and CFOs

Wed, May 13 - Wed, May 13

6:00 PM - 9:00 PM (PDT)

Already registered?Sign In

AI Startups Going Upmarket: A Founders & CFO Dinner

Dinner | 13 May 2026 | 6:00 PM

Join Chargebee, Kintsugi and DualEntry at Chotto Matte for a small, private roundtable for founders and fractional CFOs in the Bay Area.

This invite-only roundtable is designed for AI startups that are beginning to sell to, or are actively selling to, the enterprise. As companies move upmarket, finance complexity shows up fast: custom contracts, non-standard pricing, revenue recognition edge cases, multi-state or country tax exposure, and the constant tension between sales speed and financial control.

This will be a guided, peer-level discussion over dinner, a practical conversation with people navigating the same stage of growth.

Topics we’ll cover include:

When finance actually needs to be "enterprise ready" and what breaks when it's not
Structuring enterprise deals without creating downstream billing and revenue headaches
Managing revenue recognition across subscriptions, usage, and services in AI businesses
Navigating sales tax as you scale, from multi-state and country exposure and SaaS taxability questions to back tax liabilities that surfaces right before a fundraise or acquisition
Balancing sales velocity with financial discipline without slowing the business down
What to build now vs what can wait as you scale upmarket

Date: 13 May 2026
Time: 6:00 PM
Venue: Chotto Matte San Francisco - 50 O'Farrell St, San Francisco, CA 94108,

Attendance is by invitation only to keep the discussion intimate and meaningful.

RSVP today to save your seat!

Chargebee
Chargebee is a subscription management and billing platform for SaaS and digital businesses—helping teams automate revenue operations, manage pricing models, and scale recurring growth.

Kintsugi
Kintsugi delivers end-to-end sales tax automation for SaaS and ecommerce—monitor, register, calculate, file, and stay compliant everywhere.

DualEntry
DualEntry is an AI-native ERP for modern finance teams, offering real-time accounting, continuous reconciliation, and multi-entity support built to scale.

Date & Time :

Wed, May 13, 2026 from 6:00 PM - 9:00 PM (PDT)

Location :

Chotto Matte San Francisco, O'Farrell Street, San Francisco, CA, USA

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Kintsugi
Kintsugi delivers end-to-end sales tax automation for SaaS and ecommerce—monitor, register, calculate, file, and stay compliant everywhere.

DualEntry
DualEntry is an AI-native ERP for modern finance teams, offering real-time accounting, continuous reconciliation, and multi-entity support built to scale.