Sitemap - 2024 - Mostly metrics
How to communicate equity value to employees
“Annual Planning Is So Last Year” – Ross Grainger, CFO of Paradox, on What He Does Instead
Turning the screws to your vendors
Mitigating Churn: A Masterclass in Customer Retention with Will Cureton, CFO of Nitrogen Wealth
The ROI of OKRs (and Advice on Building Analytics Teams) with Sisense CFO Alyssa Shadinger
How to Budget Your External Facing Time
16 P&Ls: The CFO’s Guide to M&A Operational Complexity with Dotmatics’ Rebeca Sanchez Sarmiento
The Mythical Creature of SaaS: Stock-Based Compensation
A Deep Dive into TAM Calculation Strategies
Building a Billion-Dollar Pipeline: A Deep Dive into Rubrik’s Sales Strategy with Samarth Mital
A Deep Dive on Average Revenue Per User (ARPU)
Is Stock-Based Compensation Real? A Masterclass with Clio CFO Curt Sigfstead
Navigating Business Model Transitions in the Public Eye
Just in time for your annual compensation review
Guiding Stakeholders Through Business Model Transitions with Varonis CFO & COO Guy Melamed
2024 SaaS Benchmarks: The Surprising State of SaaS
Less but Better: Miro’s Justin Coulombe on the Power of Strategic Divestment in SaaS
What Metrics do the Top Security Companies Report On?
Private to Public to Private: Navigating Major Transitions with Dialogue Health CFO, Navaid Mansuri
Budgeting Your External Facing Time as a CFO: Tipalti’s Sarah Spoja
ServiceTitan IPO: S1 Breakdown
How to Make Your New Boss Successful
The Largest Software IPO Ever: How Snowflake Still Left Money on the Table
The Age of Outcome Based Pricing
Risk, Reward, and Revolution: Financing The Clean Future of Flight with ZeroAvia's Georgy Egorov
The Story of OneStream's IPO (as told by their CFO)
The Art and Science of a Day-One IPO Pop with OneStream Software CFO Bill Koefoed
My favorite benchmarking reports (2024)
The New Backbone of Finance: Zero Hash's Adam Berg on Financial Services Infrastructure and Crypto
Why Some IPOs Fail: What We Can Learn from Asana, Fastly, and Confluent
The Definitive Guide to Cost of Goods Sold (COGS) for Software Companies
Unpacking the Future of Global Payments with TerraPay’s CFO Ganapathy Subramaniam
The False Fix of Redefining Metrics
Secondaries, Continuation Vehicles, and Sidecar Funds: Private Equity with HarbourVest’s Scott Voss
“You Pick the Valuation, I Pick the Structure."
How to make an impact in your first 90 days
You have your whole life to write your first record, and only 12 months to write your second.
Monetizing Community Engagement: The Business of Fitness with Strava CFO Lily Yang
Will AI Mess Up Revenue Multiples?
The Pulse of Your Business: Mastering Net New ARR
Is ARR Dead? SaaS Metrics in the Age of AI with Kyle Poyar of Growth Unhinged
Will AI Make Professional Services Revenue Cool Again?
Pixar Movies and Wealth Management Tech: Finance and Storytelling with Altruist’s Marc Greenberg
The CFO's Guide to Capital Efficiency: Metrics that Matter
Forecasting Revenue and Managing Volatility with Naeem Ishaq of Checkr, Inc.
When the Data and the Anecdotes Disagree, the Anecdotes are Usually Right
A Masterclass in Annual Planning: Budgeting for Hypergrowth
When are you ready to go public?
How to Build a Long Range Plan
Redefining Buy Now, Pay Later: A Customer-First Approach with Affirm’s COO & CFO Michael Linford
Decoding SaaS Growth: Maxio’s 2024 Benchmarking Report with VP of Strategy Jon Cochrane
A CFO’s First 100 Days – A Playbook by Seven-Time CFO Stephen Grist
Your Complete Guide to Customer Segmentation
Efficiency Metrics, Management, and Consolidation - Tony Boor’s CFO Playbook for Scaling Blackbaud
"If less than half of your deals fail, you're probably not taking enough risk"
Hiring Your Finance Team: A Blueprint for Getting the Order Right
Haunting Agitation: Channeling Ambition for Ultra Success with Dr. Julie Gurner
The Vertical SaaS + Payments Playbook
Why Fundraising Has Slowed Down: Insights from Emergence Capital’s Benchmarking Report
A Crash Course in IPO Valuation
Revolutionizing a $500 Billion TAM Industry With West Shore Home CFO Philip Brenckle
ReCurring vs ReOcurring Revenue: What's the Diff (A Lot)
The Roadshow, the IPO Process, and Ringing That Bell, With CFO Amanda Whalen of Klaviyo
The Path of Least Resistance: Profitability vs Growth
How to Optimize your Cash Conversion Cycle
The Evolution of Software Pricing and Packaging with Pricing Expert Jason Kap
Tips for Negotiating Non Pricing Terms
The Business of AI in Military Defence with Shield AI CFO Kingsley Afemikhe
What level of dilution should you expect in funding rounds?
Understanding Revenue Growth Endurance
NPV-Positive Decision Making: Thumbtack CFO Larry Roseman’s Winning Framework
Your Definitive Guide to Annual Planning - Part 4: How to Pitch an Annual Budget to your Board
The Art of a Fundraising Announcement with Eric Newcomer
Where should Customer Success sit on the P&L?
Mastering OKRs: A CFO’s Guide with Bryan Morris of Demandbase
Should You Move to a Non Standard Fiscal Year?
Your Definitive Guide to Annual Planning - Part 3: Bottoms Up Budgeting
Finding “Personal Product-Market Fit”: Career Advice from CJ in Q&A With Intern Charlie
Behind the Earnings Calls: Couchbase CFO Greg Henry on Consumption Models & Analyst Relations
The Eternal Quest for 25% Profit Margins
Your Definitive Guide to Annual Planning - Part 2: Tops Down Target Setting (with Templates)
From Founder to CFO: Jessica Lanier on Leadership, Acquisitions, and Career Growth
Should You Add Payments to Your Platform?
Revenue Durability and Monetization Strategies in SaaS With CJ Gustafson
The Most Important Fed Meeting in Recent History
Your Definitive Guide to Annual Planning - Part 1: Where Do I Start?
Inside Headspace’s B2B, B2C, and B2B2C Beast of a Business Model with CFO Nicolette Turner
Burden of Proof: Guilty Until Proven Innocent
Tales of Cash Conversion Cycle Greatness with CJ Gustafson
Commonly Confused Metrics: Bookings vs Billings
A CFO's Masterclass in Hiring Abroad With Simone Nardi of Globalization Partners
The Journey from Perpetual Licensing to SaaS
A CFO Playbook for Being Acquired - With Evan Fein of TextNow and The F Suite
How Much Revenue Do You Need to IPO?
Commonly Confused Metrics: Renewal Rate vs Retention Rate
SaaS’s Three Key Metrics: Insights from AvePoint's CFO Jim Caci
Inside a Robot-as-a-Service Company With Locus Robotics CFO Dustin Pederson
Commonly Confused Metrics: EBITDA vs Free Cash Flow
Underwriting Uncertainty: Huntress CFO Marcos Torres on Adaptability and Clarity of Vision
Arcadia's Paul Mulé on Building an M&A Playbook
Risk & Return: Applying an Investment Mindset to Finance With Ramp's Alex Song
Banker to Investor to Operator: Nick Chammas, CFO of Eight Sleep, on Why Your Job is Always to Sell
Negotiating the Working Capital Peg
Automation, Storytelling, and the Future of Finance With Anna King, CFO of Mesh
“Do Nothing” and Other Financial Wisdom From 6sense CFO Rob Goldenberg
Your Complete Guide to Earnouts
Extreme Ownership for CFOs with Adam Ante of Paycor
First Mover or Fast Follower? Thomas Ream of Workato on Timing Your Tech Strategy in the Age of AI
A CAC Payback Period Correction
Your Complete Guide to Single and Double Trigger Vesting
“Keep the Take Rate Low” - Turo’s Chuck Fisher on Scaling a Successful Peer-to-peer Marketplace
The Boston Celtics’ Other Playbook: Business Insights from President Rich Gotham
A Blood Bath for Net Dollar Retention Rates
Your Complete Guide to Liquidation Preferences
M&A in Tech, Deal Desks, and Resource Allocation: Insights From 8x8 CFO Kevin Kraus
The Ultimate Guide to Revenue Mix Planning
Managing a Hypergrowth Company With Bill Zerella, Former CFO of Fitbit
Two Steps Forward, Three Steps Back
Making the Complex Simple: Untying the Business Model of The Knot Worldwide With CFO Andy Ivanovich
The Silent Valuation Killer - Stock Based Comp
Ditch Your Budget: Unconventional Frameworks for Driving Results, With Guido Torrini of OneTrust
Does AI have a gross margin problem?
A Crash Course in Sales Compensation With CJ Gustafson
Getting rich from secondary sales
Selling Trust: Airbase CFO Aneal Vallurupalli on Risk Management
How to Calculate Net Dollar Retention Rate (the right way)
Venture Debt as a Strategic Lever for Growth With Ruslan Sergeyev of Hercules Capital
The Art and Science of Building Comp Sets
Maximize Your Returns: A Tech Worker's Guide to Exercising Equity & Optimizing Taxes
The Mindshare Advantage: Marketplace Success With Boris Wertz of Version One Ventures
Marketing as a Form of Capital Allocation With Carta's Head of Growth Angela Winegar
Unpacking Spirit Airlines' Complex Financial Model with CFO Scott Haralson
The "Planet Fitness" Era of SaaS is Over
The Art and Science of Platform Business Models
“Take a Risk”: Silicon Valley Veteran Molly Graham on How to Scale Yourself & Your Startup
Navigating Business Transformations With Lanny Baker CFO of Eventbrite
Identifying Network Effects Specific to Your Business Model
“Steal Your Boss's Job”: Calendly CFO John McCauley on Leadership, Ownership & Growth
How to calculate CAC Payback Period (the right way)
Gaining Strategic Advantage in Vertical SaaS With Guidewire's CFO, Jeff Cooper
15 Ways to Solve the "Chicken or the Egg” Problem
A Masterclass on D2C and E-commerce Marketing with Taylor Holiday Common Thread Collective CEO
Legendary CFO Jim Kelliher (PTC, LogMeIn, Drift): Why PE Needs a Course Correction
The “Next Buyer” Angle to Valuation
Your Complete Guide to Network Effects: Marketplace Business Models
Exposing Corporate Misconduct with Edwin Dorsey, Writer Behind The Bear Cave
Decoding Pricing Strategy with Blue Rocket’s Founder & CEO Jason Kap
When a Billion Dollar Outcome Isn’t Enough
A Crash-course in Global Payments with Brex COO Camilla Matias Morais
What to Know About Layoffs in 2024 with HR Heretics Kelli Dragovich and Nolan Church
The “Execution Risk” Angle to Valuation
How AI Changes Your P&L with Fred Havemeyer of Macquarie
How to Structure Your Pitch Deck
How the Fed and Interest Rates Impact Startup Operators
Deep Dive on Usage Based Models with Gladly's CFO Todd Rakow
Announcing Benchmarks for Operators
ZoomInfo’s CFO Cameron Hyzer on Resource Allocation Bets as a Public Company
Your Complete Guide to Sales Rep Compensation - Part III: Commission Rate Benchmarking
Is Net Promoter Score the Ozempic of Metrics?
The Ultimate People Manager's Playbook with Dave Kline
The Tables are Turned: CJ's First FP&A Hire Alex Peterson Interviews CJ
Your Complete Guide to Sales Rep Compensation - Part II: The Art and Science of SPIFFS
Steal This Corporate Travel & Expense Policy
Rippling CFO Adam Swiecicki on Building a Compound Startup and Channeling Ambition
Your Complete Guide to Sales Rep Compensation - Part I: Designing Comp Plans
Secrets to Scaling a Marketplace Business with Jack Greco, VC and co-founder of ACV Auctions
Stack Overflow's CFO Matt Gallatin on "Burning the Ships”
The Seven Frameworks CFOs Need to Know: Jim Cook Round 2
I asked 10 CFOs for the craziest thing someone's tried to expense
Your "TAM" is Why I Have Trust Issues
G2 CFO Chad Gold on Building a Durable Career as a Venture Backed Exec
Your Complete Guide to Cash Management (Part 3): 13 Week Rolling Cash Forecast
Life on the rails - Payments 101
ClickUp CFO Dan Zhang on Frameworks to Level Up Your Decision Making and Communication
Your Complete Guide to Cash Management (Part 2): How to Negotiate Your Venture Debt
Climbing the FP&A Ladder to CFO: IPOs and M&A with Philip Watson, CFO of Paddle
E36: The IPO Playbook: Expert Advice from Lee Kirkpatrick, Twilio’s Former CFO
Your Complete Guide to Cash Management (Part 1): Bank Accounts
E35: The Ultimate Guide to Vertical SaaS with Top Investor Dave Yuan of Tidemark
How top tech companies define ARR
E34: BlackRock Managing Director Tony Kim on the Secrets of Durable Companies
What separates the GOOD CFOs from the GREAT CFOs?
E33: The Ultimate Guide to Start-up Marketing, with CEO of Thrive Digital, Jonathan Becker
Benchmarking the quality of your benchmarks
Your Complete Guide to Board Meetings (Part 3): The Closed Door Session & Mistakes to Avoid
E31: Hubspot's SVP RevOps Sid Kumar Goes DEEP on Revenue Operations
A survival guide for new CFO’s who aren’t CPA’s
E30: The Business of Basketball: Rich Gotham, President of the Boston Celtics
E29: Building Sales Capacity: Bonfire VC’s Brett Queener on the Ratios Salesforce Used
Your Complete Guide to Board Meetings (Part 2): Meeting Materials & Templates
Beware of all green dashboards
E28: The Economics of Consumer Fintech Businesses with Matthew Newcomb, CFO of Chime
Emergency post: WTF is going on at Carta?
Your Complete Guide to Board Meetings (Part 1): Participants, Roles, and Responsibilities
E27: Mailbag: CFOs Relationship with Money, Biggest Fears, AI Predictions
E26: Breaking Down Annual Planning
E25: A Deep Dive on Marketplaces and Network Effects with James Currier of NFX
E24: Kyla Scanlon Decodes Economic Policy Impacting Startups
E22: A SaaS Metrics DEEP Dive with Alex Clayton of Meritech Capital
E21: Building the Storytelling Muscle for CFOs with Andy Raskin
E20: Headcount Planning in Hypergrowth: Gusto’s Head of Corporate Finance Rohit Divate
E19: Firing Execs: a Guide, with HR Heretics’ Kelli Dragovich and Nolan Church
E18: How a Public Company CFO Prepares for Earnings Calls
E17: Theory Ventures’ Tomasz Tunguz on What It Takes to Be a Great CFO
E16: How High-Performing Marketing and Finance Teams Work Together
E15: CFO of FloQast on Why Finance Teams are Data Curators
E14: Everything You Need to Know About Pricing Products
E13: A Startup CEO's Guide to Board Meetings, with Dave Kellogg
E12: The Ultimate Guide to FP&A Tools, with Paul Barnhurst
E11: UiPath Chief Strategy Officer on the Sacrifices of "Speed At All Costs"
E10: A CFO's Guide to Understanding Sales Teams, featuring Snyk's Ethan Schechter
E9: Why You Should Say Yes More as a CFO, with Envoy CFO Sinohe Terrero
Bonus: CFO AMA with Kurtis Hanni — Career Advice, A CFO's Biggest Lies, Pricing Strategy, and More
E7: What CFOs Should Know About Acquisitions, from Shippo / eero CFO Olivier Adler
E6: Carta CFO Charly Kevers on the Importance of Truth Telling
E5: CFO Jenny Decker Unveils Top Frameworks Used at Front
E4: The Unexpected Qualities of Great CFOs with Public.com’s Sruthi Lanka
E3: Netflix Co-Founder Jim Cook Shares the Secrets to Being a Great CFO
E2: Webflow's VP Finance Ivan Makarov on Understanding Startup Equity