Summits & Events

Bringing together talented leaders across our network

Mainsail's annual summits and events work to bring together leaders from across our portfolio companies to network, share ideas, and brainstorm strategies to efficiently grow their software companies.

Recent Events
August 2025   |  Chicago, IL
CFO Summit

Finance leaders from across the Mainsail portfolio gathered in Chicago to exchange ideas, discuss opportunities and address challenges they face today. The agenda blended strategy with connection, from CFO roundtables and interactive panel discussions to a citywide scavenger hunt and enjoying Chicago deep dish pizza.

Topics Covered
  • - AI use cases and adoption in finance
  • - Budgeting best practices
  • - Legal considerations for embedding AI into products
  • - RevOps and its evolution
  • - Data lake design and implementation
June 2025   |  Austin, TX
Talent Summit

People leaders from across the Mainsail portfolio gathered in Austin to explore how attracting, retaining, and developing talent drives scalable growth. The summit sparked practical conversations on how to build strong, high-performing teams.

Topics Covered
  • - Leveraging AI to streamline and optimize HR operations
  • - Creating equity programs to boost engagement and recognition
  • - Understanding how talent strategy can impact company valuation
  • - Building communication skills through conversational intelligence
May 2025   |  Denver, CO
Fintech Summit

Fintech, Go-to-Market, and Product leaders from Mainsail’s portfolio gathered in Denver to explore how SaaS companies can expand revenue opportunities through compelling payments and fintech offerings.

Topics Covered
  • - Implementing AI to drive adoption and feature utility
  • - Accelerating time to value and boosting customer utilization
  • - Exploring fintech strategies to strengthen competitive moats
April 2025   |  Scottsdale, AZ
CEO Summit

Founders, CEOs, Board Directors, and Mainsailors enjoyed two days in Scottsdale discussing strategies to embrace AI, drive customer-centric innovation, and scale effectively in a fast-changing market. Attendees participated in engaging case studies and small group conversations while building valuable connections from the ballroom to the pickleball court, hiking trail and golf course, and back.

Topics Covered
  • - Case Studies on AI-Driven Products and Productivity Gains
  • - Strategic Leadership & an AI-First Mentality
  • - Customer-Centric Innovation
  • - Market Conditions & Ways to Respond
  • - What’s Working to Drive Growth
  • - Lessons Learned Post-Recap/Exit
March 2025   |  Austin, TX
Product & Technology Summit

Product and Technology leaders from across the Mainsail portfolio gathered in Austin to explore how they’re embracing AI to drive innovation and boost productivity. The summit sparked thoughtful discussion and challenged attendees to elevate their use of agentic AI across both product development and engineering workflows.

Topics Covered
  • - Competitive AI Advantage
  • - AI Innovation Opportunities
  • - Portfolio-Wide AI Use Cases
  • - Product & Engineering strategies and challenges
October 2024   |  Denver, CO
Growth Summit

Sales, Marketing and CX leaders from Mainsail’s portfolio spent two days discussing the latest trends, strategies and innovations that are shaping customer-facing functions at SaaS companies today.

Topics Covered
  • - Lessons in scaling software companies
  • - Building your 2025 budget & operating plan
  • - Using AI tools to drive operational efficiencies
  • - Building successful outbound sales programs
  • - Board relationships & reporting
  • - People leadership best practices
August 2024   |  Austin, TX
CFO Summit

Mainsail’s portfolio company Finance Leaders joined our annual CFO summit in Austin and, over three days, discussed a range of challenges and opportunities for finance leaders at SaaS companies today.

Topics Covered
  • - Company Operating Systems
  • - Financial Reporting and Budgeting Best Practices
  • - AI Coding
  • - Budgeting Challenges and Operational Issues
  • - Software Market and Valuations
June 2024   |  Chicago, IL
Talent Summit

Portfolio People Leaders came together in Chicago for two days for the annual Mainsail Talent Summit. It hit on some of the hottest topics in Talent & HR today and provided time to build peer friendships and networks out on the Chicago River.

Topics Covered
  • - AI Use Cases in HR
  • - The Importance of Culture
  • - Employment-Related Legal Risks & Considerations
  • - People Data & Analytics
  • - Developing High-Performing Teams
May 2024   |  Scottsdale, AZ
CEO Summit

Founders, CEOs, Board Directors, and Mainsailors had the opportunity to connect in sunny Scottsdale for Mainsail’s annual CEO Summit. For two days, we collaborated on strategies for driving growth for SaaS companies, spent time networking, and squeezed in a few fun activities.

Topics Covered
  • - Case studies on driving growth in 2024
  • - Scaling a software company to $100M ARR and beyond
  • - High performance leadership
  • - Driving success in the current software M&A environment
March 2024   |  Austin, TX
Product & Technology Summit

Mainsail portfolio Product and Tech Leaders met in Austin for two days for the annual Product and Technology Summit. Topics mirrored some of the biggest themes in B2B SaaS Product & Engineering today. The summit was a great opportunity to network, collaborate, and learn from each other while enjoying great food, drinks, and other activities.

Topics Covered
  • - AI as a product offering, and as a coding tool
  • - Upleveling leadership skills
  • - Voice of the customer
  • - The value of ancillary products
February 2024   |  Denver, CO
Payments Summit

Mainsail portfolio Payments Leaders gathered in Denver for the annual Payments Summit. The team shared ideas and key learnings on highly relevant strategic topics.

Topics Covered
  • - Building a compelling billing solution within your platform
  • - The impact of payments beyond revenue
  • - The drive towards merchant activation vs. attach
Smarter. Stronger. Together.

We value the collective brainpower of the leaders across our portfolio companies and celebrate opportunities to get together, expand our knowledge banks, and have fun!