Campfire 是一家AI原生ERP公司，最近完成由Accel和Ribbit Capital领投的B轮融资。自2024年第四季度以来，每季度ARR翻倍，员工从12人增至100人以上。此前在2025年6月完成3500万美元A轮融资。
Campfire (@meet_campfire) is the AI-native ERP for high-growth tech companies, helping finance and accounting teams automate manual work across accounting, taxes, and investor reporting.
The company, which recently raised a Series B led by Accel and Ribbit Capital, has more than doubled ARR each quarter since Q4 2024, and now has over 100 employees after closing a $35 million Series A in June 2025 with just 12 people.
In this episode of Founder Firesides, founder and CEO @john__glasgow sat down with YC's @amiklas to talk about launching the first paying version as a Google Sheet, pulling customers off NetSuite with only four employees, doing all the sales himself through Series A, and more.
00:44 - What Even Is an ERP?
01:09 - Taking On NetSuite
03:15 - The YC Wedge Strategy
04:35 - Google Sheets as a Product
05:46 - Going Narrow to Win Big
07:10 - Pulling Customers Off NetSuite
08:52 - How They Found Early Believers
10:48 - Flipping the Go-To-Market
16:45 - Competing on Product Velocity
18:06 - Building for the Long Game
19:23 - Advice to Seed-Stage Self
22:12 - Why Now
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