CasselRoad is a technology advisory firm guiding companies through incubation, fundraising, scaling, and market expansion. We specialize in telecom, SaaS, CPaaS, M&As, venture capital strategy, and operational planning, helping transform visionary ideas into thriving businesses. Let’s build the future together.

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consulting firm specializing in technology advisory services for SaaS and CPaaS startup founders.

Twilio Q2 2025: Beat on Revenue; RCS Shifts from Talk to Traction

Twilio delivered its fourth straight quarter of accelerating double-digit growth. It grew revenue 13% YoY to $1.228B in Q2, beating estimates, and it pulled in free cash flow of $263M..

READ MORE

Klaviyo Q2 2025: From Channels to Full-Stack AI CRM

Since its IPO, Klaviyo hasn’t had a bad quarter, and this one kept that streak. Revenue grew 32% YoY to $293M, non-GAAP operating margin came in at 14%, and free cash flow at $59M..

READ MORE

We Just Launched the World’s First RCS-Based Newsletter (We Think)

This blog has always lived in your inbox. Now it’s landing somewhere new: your native messaging app..

READ MORE

Bandwidth Q2 2025 Earnings: AI Makes Voice a Revenue Driver

Last year, Bandwidth earned $20 million from political texting. Could it match its election-year driven 2024 growth? Check. Would it explain the dip in political texting revenue in a non-election year??

READ MORE

WHO WE ARE?

CASSELROAD is a boutique consulting firm specializing in technology advisory services for SaaS and CPaaS startup founders. Led by a seasoned Lead Advisor.
the company guides startups through various stages of incubation, including fundraising, product-market fit, legal compliance.

OUR MISSION

CASSELROAD is a boutique consulting firm specializing in technology advisory services for SaaS and CPaaS startup founders. Led by a seasoned Lead Advisor.
the company guides startups through various stages of incubation, including fundraising, product-market fit, legal compliance.

OUR VISION

CASSELROAD is a boutique consulting firm specializing in technology advisory services for SaaS and CPaaS startup founders. Led by a seasoned Lead Advisor.
the company guides startups through various stages of incubation, including fundraising, product-market fit, legal compliance.

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WHO WE ARE?

CASSELROAD is a boutique consulting firm specializing in technology advisory services for SaaS and CPaaS startup founders. Led by a seasoned Lead Advisor.
the company guides startups through various stages of incubation, including fundraising, product-market fit, legal compliance.

1

OUR MISSION

CASSELROAD is a boutique consulting firm specializing in technology advisory services for SaaS and CPaaS startup founders. Led by a seasoned Lead Advisor.
the company guides startups through various stages of incubation, including fundraising, product-market fit, legal compliance.

2

OUR VISION

CASSELROAD is a boutique consulting firm specializing in technology advisory services for SaaS and CPaaS startup founders. Led by a seasoned Lead Advisor.
the company guides startups through various stages of incubation, including fundraising, product-market fit, legal compliance.

3

Latest Insights

10

Aug

Twilio Q2 2025: Beat on Revenue; RCS Shifts from Talk to Traction

Twilio delivered its fourth straight quarter of accelerating double-digit growth. It grew revenue 13% YoY to $1.228B in Q2, beating estimates, and it pulled in free cash flow of $263M..
Read More

10

Aug

Klaviyo Q2 2025: From Channels to Full-Stack AI CRM

Since its IPO, Klaviyo hasn’t had a bad quarter, and this one kept that streak. Revenue grew 32% YoY to $293M, non-GAAP operating margin came in at 14%, and free cash flow at $59M..
Read More

06

Aug

We Just Launched the World’s First RCS-Based Newsletter (We Think)

This blog has always lived in your inbox. Now it’s landing somewhere new: your native messaging app..
Read More

03

Aug

Bandwidth Q2 2025 Earnings: AI Makes Voice a Revenue Driver

Last year, Bandwidth earned $20 million from political texting. Could it match its election-year driven 2024 growth? Check. Would it explain the dip in political texting revenue in a non-election year??
Read More

03

Aug

CM.com H1 2025 Earnings: AI Drives Engagement, Financial Performance Mixed

In its earnings call, CM.com directly addressed the Connect revenue decline, Halo’s early adoption metrics, and its maintained EBITDA guidance despite Pay and Engage headwinds..
Read More

30

Jul

One Expert, One Topic — Lodema Steinbach Talks RCS, Innovation, and Reinvention

Lodema Steinbach has innovation in her blood. Her grandfather invented the popsicle—and when it didn’t take off fast enough, he paid neighborhood kids to ask for it in stores until demand caught up..
Read More
All Insights

SERVICES

ROI & KPI

CasselRoad.com offers comprehensive consulting services in the CPaaS/SaaS space. If clients need assistance with any of the following, they should turn to CasselRoad.com

Financial Oversight

CasselRoad.com offers comprehensive consulting services in the CPaaS/SaaS space. If clients need assistance with any of the following, they should turn to CasselRoad.com

Business Strategy

CasselRoad.com offers comprehensive consulting services in the CPaaS/SaaS space. If clients need assistance with any of the following, they should turn to CasselRoad.com

What Happy Clients Say About Us?

Albert Merfy

Startup Founder
CASSELROAD is a boutique consulting firm specializing in technology advisory services for SaaS and CPaaS startup founders.

Albert Merfy

Startup Founder
CASSELROAD is a boutique consulting firm specializing in technology advisory services for SaaS and CPaaS startup founders.

Albert Merfy

Startup Founder
CASSELROAD is a boutique consulting firm specializing in technology advisory services for SaaS and CPaaS startup founders.

Albert Merfy

Startup Founder
CASSELROAD is a boutique consulting firm specializing in technology advisory services for SaaS and CPaaS startup founders.

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It is a boutique consulting firm specializing in technology advisory services consulting firm specializing in technology firm specializing.

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