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Public Markets & IPOs

Funding your company, and the macro impacts.


Why Aren't Founders and Boards More Pissed About Day 1 IPO Pops?

Sep 20, 2026

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9 min read

Why Aren't Founders and Boards More Pissed About Day 1 IPO Pops?

Benchmarks for Operators 9/20/26

CJ Gustafson
CJ Gustafson
Mini Doc: The History of Stock Exchanges

Jul 5, 2026

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23 min read

Mini Doc: The History of Stock Exchanges

Benchmarks for Operators 7/5/26

CJ Gustafson
CJ Gustafson
Google is raising $80 billion, and you're bearish?

Jun 7, 2026

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9 min read

Google is raising $80 billion, and you're bearish?

Benchmarks for Operators 6/7/26

CJ Gustafson
CJ Gustafson
Who IPOs First (My 5 Team Parlay)

Mar 15, 2026

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14 min read

Who IPOs First (My 5 Team Parlay)

Benchmarks for Operators 3/15/26

CJ Gustafson
CJ Gustafson
The Era of Capital Intensive IPOs (and the $14B IPO You Probably Forgot About)

Feb 22, 2026

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14 min read

The Era of Capital Intensive IPOs (and the $14B IPO You Probably Forgot About)

Benchmarks for Operators 2/22/26

CJ Gustafson
CJ Gustafson
Why the Hell Is It So Hard to Price an IPO?

Nov 16, 2025

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15 min read

Why the Hell Is It So Hard to Price an IPO?

Benchmarks for operators 11/16/25

CJ Gustafson
CJ Gustafson
BREAKING: Figma IPO Update

Aug 1, 2025

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9 min read

BREAKING: Figma IPO Update

The art and the science of Day 1 pops

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

Jun 29, 2025

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18 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

Jun 19, 2025

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6 min read

How PagerDuty Prepared for IPO

What you need to launch into the public markets

CJ Gustafson
CJ Gustafson
WTF is a Market Dislocation?

Apr 20, 2025

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11 min read

WTF is a Market Dislocation?

4/20/25 Benchmarks for Operators

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

Apr 6, 2025

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12 min read

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

4/6/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
The Largest Software IPO Ever

Mar 2, 2025

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29 min read

The Largest Software IPO Ever

3/2/25 Benchmarks for Operators

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

Feb 16, 2025

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14 min read

How Much Revenue Do You Need to IPO in 2025?

2/16/25 Benchmarks for Operators

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

Jan 19, 2025

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17 min read

NASDAQ vs NYSE: What's the Diff?

01/19/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
Iced Coffee is Expensive

Dec 22, 2024

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10 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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11 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
When are you ready to go public?

Oct 13, 2024

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10 min read

When are you ready to go public?

10/13/24 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
Pulling the Future Forward

Oct 6, 2024

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10 min read

Pulling the Future Forward

10/06/24 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
It's All Priced In

Sep 22, 2024

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10 min read

It's All Priced In

9/22/24 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
The Most Important Fed Meeting in Recent History

Aug 4, 2024

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10 min read

The Most Important Fed Meeting in Recent History

8/4/24 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
The Reality of IPO Pops

Jul 28, 2024

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11 min read

The Reality of IPO Pops

7/28/24 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
Size Matters

Jun 30, 2024

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11 min read

Size Matters

6/30/24 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
Two Steps Forward, Three Steps Back

Jun 2, 2024

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9 min read

Two Steps Forward, Three Steps Back

6/2/24 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
Is ESG Dying?

May 19, 2024

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9 min read

Is ESG Dying?

5/19/24 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.