Julio Martinez Research by SuperAGI

Executive Summary

Julio Martinez is the Co-Founder & CEO of Abacum, an automated FP&A (Financial Planning & Analysis) platform based in New York, NY. Under his leadership, Abacum has established itself as a leading SaaS solution for mid-market financial teams, focusing on automation, revenue forecasting, and scalable operational planning. Martinez holds a degree from Stanford University and brings significant experience from previous roles, including as Co-Founder & CEO of Innocells (where he successfully launched four fintech startups) and as an investment banker at Citigroup across the US, Switzerland, and Brazil.

Professional Background

Current Role:

Co-Founder & CEO, Abacum

Tenure: Since founding in April 2020

Location: New York, NY

Platform Focus: FP&A automation for mid-market companies

Key Value Proposition:

Abacum delivers automated planning, reporting, and intelligence tools.

Integrates with various data sources (including Excel connectors and SaaS solutions) to streamline budgeting, scenario planning, headcount planning, investor reporting, and financial statement analysis (P&L, BS, CF).

Market positioning is for mid-market finance teams facing growing complexity as they scale—targeting organizations that outgrow basic solutions like Excel or Google Sheets but are not yet at full enterprise scale.

Security certifications: SOC 2 Type II, ISO 27001, GDPR compliant.

Notable Achievements:

Fundraising:

Abacum has publicly announced fundraising milestones, including a $40 million raise and, more recently, a $60 million fundraising round completed in just two weeks.

Martinez has highlighted the efficient use of Abacum's own product during these processes for streamlined due diligence and investor reporting.

Growth Metrics:

Achieved “ten times year-over-year growth” in early stage, later stabilizing at “more than three times year-over-year growth” as the company matured.

Abacum is rated 4.8/5.0 by finance professionals, reflecting strong customer satisfaction in the FP&A space.

Product Vision:

Initially focused on automating labor-intensive, manual financial processes for finance teams, freeing them to contribute more strategically to business growth.

Strategic focus on expanding from finance teams only to serve revenue operations (RevOps), business operations, and HR teams, cementing the platform as a central operational planning system for modern mid-market companies.

Previous Experience:

Co-Founder & CEO, Innocells

Launched and scaled four fintech startups to market.

Investment Banker, Citigroup

Managed projects in the United States, Switzerland, and Brazil.

Strategic Approach & Methodology

Julio Martinez is recognized for a methodical, data-driven approach to product development and market entry:

Customer Research-Driven Product-Market Fit: Conducted detailed interviews with over 100 finance leaders prior to founding Abacum, identifying that up to 80% of finance team time was spent on manual processes.

Targeted Market Segmentation: Intentionally avoided both the lower end of the market (where pain is not acute) and the enterprise space (crowded, well-served) to focus aggressively on mid-market customers dealing with increasing data and modeling complexity.

Sales & GTM Philosophy: Prioritized deep product-market fit and robust ROI/value clarity for end users before scaling go-to-market operations.

Recognizes that finance buyers are technically savvy, risk-averse, and data-oriented, requiring sophisticated, ROI-driven pitches rather than hype or trend-driven sales approaches.

Public Profile & Thought Leadership

LinkedIn: [Julio Martinez](http://www.linkedin.com/in/thejuliomartinez) (>500 connections)

Prominent Speaker & Podcast Guest:

Featured on Frontlines.io Category Visionaries and other industry platforms discussing mid-market SaaS, operational planning, and scaling in fintech.

Speaker at events and webinars on topics such as AI in finance, cost optimization, and the evolving needs of finance teams.

Frequent content creator on LinkedIn and Abacum’s media, sharing insights on metrics-driven decision-making, business planning, and leadership.

Education: Stanford University

Languages and Global Experience: Significant exposure to international markets through prior roles, bolstering cross-border perspective.

Company Overview: Abacum

Mission: To automate and elevate the role of finance and operations teams in mid-market organizations through state-of-the-art FP&A software.

Core Customers: CFOs, finance leaders, FP&A teams, RevOps, and HR in fast-scaling companies.

Key Partners/Integrations:

Direct integration with tools such as Rillet, with strategic emphasis on seamless workflows for SaaS-driven companies.

Competitive Positioning:

Competes with Planful, Pigment, and Adaptive, but differentiates via deep mid-market focus, rapid deployment, ease of integration, and a platform that evolves with organizational complexity.