Mostly metrics | CJ Gustafson | Substack

Quackonomics: When OPEX Puts on a CapEx Costume

Capex is cool again

15 hrs ago •

Most Popular

Your Complete Guide to Board Meetings (Part 2): Meeting Materials & Templates

Jan 11, 2024 • CJ Gustafson

I’m going all in

Mar 6 • CJ Gustafson

Your Complete Guide to ARR

May 23, 2024 • CJ Gustafson

Your Complete Guide to Board Meetings (Part 1): Participants, Roles, and Responsibilities

Jan 4, 2024 • CJ Gustafson

Benchmarks

The Shrinking Public Markets, and Rise of Private Liquidity Loops

6/29/25 Benchmarks for Operators

Jun 29 •

Recent posts

The Shrinking Public Markets, and Rise of Private Liquidity Loops

6/29/25 Benchmarks for Operators

Jun 29 •

How to Build a "Beat and Raise" Forecast

The Tightrope Walk of Financial Forecasting

Jun 26 •

Preparing for Google Zero

How will we find customers when moats for distribution vanish?

Jun 24 •

Why do investors care about LTV to CAC so much?

6/22/25 Benchmarks for Operators

Jun 22 •

How PagerDuty Prepared for IPO

What you need to launch into the public markets

Jun 19 •

The Exit-Ready Org

What private equity sponsors are actually looking for, and how to avoid killing deal momentum before it starts.

Jun 17 •

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