CTalk
“From day one, a good CFO is your real partner to success and growth”
Prioritizing a CFO from day one, augmented by AI-driven real-time insights, is essential for early-stage startups to maintain strategic focus and successfully navigate the path to their next funding round, say ERB Proximo CEO and Deputy CEO Roi Rotem & Yafit Keret.
Roi Rotem & Yafit Keret - Mind The Tech New York 2026
(Tomeriko)
“For SAAS companies, the most important thing is to work with a CFO that can help them to grow the business correctly from day one, because in the start when you raise the first seed money, if you don't know what you need to do in order to get the A round from the start, you're not gonna be there. And a really good strategic CFO can help you get to the A round, to present to investors, to find the good investors,” said Yafit Keret, CEO of ERB Proximo.
Keret and her deputy Roi Rotem spoke with CTech’s Allon Sinai during the Calcalist and Bank Leumi Mind the Tech New York 2026 conference. Asked whether AI should replace humans or augment them, Keret offered a nuanced approach.
“We really believe in a hybrid solution. We’ve built a platform that helps finance teams and founders work with AI on their own data to get real-time insights, and then we reduce the time that finance team needs to work to close the month,” she said.
You can watch the full conversation in the video above.
