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Run the Numbers Podcast
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Breaking Down the IPO Process

Oct 30, 2025

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14 min read

Breaking Down the IPO Process

Inside Navan's IPO sprint, and the inner workings of a Road Show

CJ Gustafson
CJ Gustafson
Does IPO Timing Matter More Than Performance? StubHub Thinks So

Aug 17, 2025

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12 min read

Does IPO Timing Matter More Than Performance? StubHub Thinks So

Weekly benchmarks for operators: 8/17/25

CJ Gustafson
CJ Gustafson
How Debt to EBITDA Ratios are Impacting Deals in 2025

Aug 10, 2025

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15 min read

How Debt to EBITDA Ratios are Impacting Deals in 2025

8/10/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
The Shrinking Public Markets, and Rise of Private Liquidity Loops

Jun 29, 2025

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17 min read

The Shrinking Public Markets, and Rise of Private Liquidity Loops

6/29/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
How PagerDuty Prepared for IPO
LockSimple

Jun 19, 2025

•

4 min read

How PagerDuty Prepared for IPO

What you need to launch into the public markets

CJ Gustafson
CJ Gustafson
Valuation is a Terrible Scorecard

May 25, 2025

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12 min read

Valuation is a Terrible Scorecard

5/24/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
Investor Relations as a Strategic Weapon
LockSimple

May 15, 2025

•

5 min read

Investor Relations as a Strategic Weapon

A guide to building and maintaining a world class IR function

CJ Gustafson
CJ Gustafson
Why Romanticizing PLG is Dangerous

May 13, 2025

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11 min read

Why Romanticizing PLG is Dangerous

And why you still need to hire great sales reps

CJ Gustafson
CJ Gustafson
State of the Private Markets

May 2, 2025

•

19 min read

State of the Private Markets

April 2025

CJ Gustafson
CJ Gustafson
WTF is a Market Dislocation?

Apr 20, 2025

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10 min read

WTF is a Market Dislocation?

4/20/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
What Investing at 100x ARR Really Means

Apr 13, 2025

•

8 min read

What Investing at 100x ARR Really Means

4/13/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
Did we just experience a "Before, and After" day?

Apr 6, 2025

•

11 min read

Did we just experience a "Before, and After" day?

4/6/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
Joining a Startup Valued at 60x Revenue: Smart Move or Sucker’s Bet?

Mar 30, 2025

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10 min read

Joining a Startup Valued at 60x Revenue: Smart Move or Sucker’s Bet?

3/30/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
State of the Private Markets

Mar 28, 2025

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17 min read

State of the Private Markets

March 2025

CJ Gustafson
CJ Gustafson
The Largest Software IPO Ever

Mar 2, 2025

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27 min read

The Largest Software IPO Ever

3/2/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
State of the Private Markets

Feb 27, 2025

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12 min read

State of the Private Markets

February 2025

CJ Gustafson
CJ Gustafson
How Much Revenue Do You Need to IPO in 2025?

Feb 16, 2025

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13 min read

How Much Revenue Do You Need to IPO in 2025?

2/16/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
State of the Private Markets

Jan 30, 2025

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9 min read

State of the Private Markets

January 2025

CJ Gustafson
CJ Gustafson
NASDAQ vs NYSE: What's the Diff?

Jan 19, 2025

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16 min read

NASDAQ vs NYSE: What's the Diff?

01/19/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
Which Balance Sheet Do I Back?

Jan 5, 2025

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13 min read

Which Balance Sheet Do I Back?

01/05/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
Iced Coffee is Expensive

Dec 22, 2024

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9 min read

Iced Coffee is Expensive

12/22/24 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
The Story of OneStream's IPO (as told by their CFO)

Nov 17, 2024

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11 min read

The Story of OneStream's IPO (as told by their CFO)

11/17/24 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
Why Some IPOs Fail: What We Can Learn from Asana, Fastly, and Confluent

Nov 10, 2024

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10 min read

Why Some IPOs Fail: What We Can Learn from Asana, Fastly, and Confluent

11/10/24 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
A Take Private Takeoff?
LockSimple

Oct 20, 2024

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10 min read

A Take Private Takeoff?

10/20/24 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
When are you ready to go public?
LockSimple

Oct 13, 2024

•

10 min read

When are you ready to go public?

10/13/24 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
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yo, btw…

none of this is intended to be financial or legal advice. do your own homework. call your mom once a week. and make sure to hydrate.

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