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.

Braze Buys Offerfit

$325M. Bam. Just like that, the cohort’s first major acquisition news dropped. You could argue that it’s not an acquisition in the messaging space; you may even argue that Braze isn’t a traditional messaging platform. But the strongest acquisitions aren’t about tradition..

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WhatsApp Hits Pause on Marketing

Starting April 1, 2025, WhatsApp business messaging will pause all marketing use cases in North America. This temporary move aims to “enhance the consumer experience” and applies specifically to marketing, not conversational or informational messages, which will continue as usual..

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What Pandemic? RCS, AI, and a Fully Revived MWC Barcelona

RCS will change everything. It’s the most significant ground-up rewrite of messaging since, well, SMS. That was the talk track in 2025—just as it was back in 2018…

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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.

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.

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Latest Insights

28

May

One Expert, One Topic — Kyle Blanchard Talks AI, Messaging, and Improving Healthcare

Kyle Blanchard has spent his entire career chasing engagement. First, it was extraterrestrials—he studied physics and astrophysics, landed a job offer with SETI, and almost went down the path of decoding alien signals. But when he realized what the job paid for living in Berkeley, he pivoted. Hard…
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26

May

Deepgram, AI, and the Return of the Long-Duration Call

Deepgram’s “State of Voice AI” report shows the industry is broadly bullish about using AI for voice interfaces. While the survey contains useful insights, the main takeaway is clear: AI is bringing voice back into the conversation…
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May

A Hall of Fame Moment Grounded By Mom’s Advice

Douglas C. Schmidt is a giant in the field of distributed object computing. As an undergrad, I begged and groveled my way into his over-subscribed graduate level class into Common Object Request Broker Architecture (CORBA). Doug is also a UCI School of ICS Hall of Fame inductee. Now, I am one too..
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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

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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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