Jakob Lewander

Planner
DISC Type : Sc

Manager, Strategic Finance at RELEX Solutions

Greater Stockholm Metropolitan Area, Sweden

Overview

Jakob is a strategic finance leader at RELEX Solutions, focusing on the Sales & Marketing division and managing board reporting for PE sponsors like Blackstone and TCV. He holds MSc and BSc degrees from the Stockholm School of Economics. Previously, he co-founded and was the CFO of the retail SaaS company, Formulate.

There is no publicly available information about his personal life or interests outside of his professional career.

He successfully co-built his company, Formulate, and then personally led its acquisition process when it was purchased by RELEX Solutions in 2022.

Personality Overview

Overcautious

Disciplined

Not Very Vocal

They tend to be clear about their needs and limitations and are unlikely to promise too much.  The only way to convince them is by showing them examples and ample proof. They are thorough and always follow a systematic approach.

Topics They Care About

SaaS Growth
Co-built and scaled the retail planning SaaS company Formulate, which nearly tripled its recurring revenue in 2021 before being acquired.
M&A Integration
Personally led the two-year post-acquisition integration of his former company, Formulate, into the RELEX Solutions organization, which was completed in December 2024.
Private Equity Reporting
His current role involves leading board reporting for prominent Private Equity sponsors, including Blackstone and TCV, demonstrating his expertise in high-level financial communications.

Media Appearances

Jakob has no verified media appearances

Work History

2-2023
Manager, Strategic Finance at RELEX Solutions
5-2022 - 2-2023
CFO, Pricing & Promotions (Formerly Formulate) at RELEX Solutions
12-2019 - 2-2023
CFO at Formulate - Retail Promotions Intelligence
6-2017 - 7-2018
Scaling Bold Ideas | Entrepreneurs Academy x Google for Entrepreneurs at Google

Education

2020 - 2022
Master of Science - MSc from Stockholm School of Economics
2017 - 2020
Bachelor of Science - BSc from Stockholm School of Economics

More Information

Social Presence :

Prographics :

Exp : 7 Location : Greater Stockholm Metropolitan Area, Sweden Job Level : Middle Designation : Manager, Strategic Finance at RELEX Solutions
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Insights For Selling To Jakob

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jakob is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jakob

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jakob move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Jakob take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Jakob

Personality Compatibility


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