A CFO’s Perspective (Part 1 of 4) As a CFO responsible for the financial well-being of a software company, you have to balance the pros and cons of the various types of debt financing as an alternative or supplement to equity capital. In this multi-part series, we dive into the […]
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Making the Right Financing Choice for a Growing Software Company: Revolver vs. Term Loan, Part 4 of 4 on our Series on Debt Adding debt (or non-dilutive capital as some like to call it) can be a flexible option for your growing SaaS company. In our concluding chapter, we dive […]
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As the CFO of our organization, I’m using MS Power BI for data analysis, even more than Excel these days. We highlight the importance of utilizing the slicer function, which allows us to examine data in a more meaningful manner. To simplify the process, I have condensed the information from […]
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Part 2 of 4 Congrats on the successful Series C funding of $100M! (or if you are Nile, even more ). As the CFO, the focus now shifts to responsible spending, maximizing cash utilization, and collaboratively crafting an operational budget that aligns with our strategic initiatives and secures the Board’s […]
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Part 3 of 4 How to Balance Growth And Efficiency: A Strategic Approach for SaaS Startups The money is in the bank, the board has approved the budget so now it’s time to turn the knobs and dials. As the CFO, a key goal is to strike a delicate balance […]
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Part 1 of 4 Welcome to our four-part series titled “You Just Raised 100 Million, Now What?”, here we’ll guide you through the processes and considerations as we proceed officially to close the Series C round and grow the business. Before we finalize the paperwork and close the round, there […]
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Coupling Marketing, Sales Metrics, and AE Projections with a Cushion When public companies report earnings and their stock shoots up 10% in a day, it’s fantastic. Hitting and Exceeding your ARR bookings target is great, it builds confidence and makes everyone feel great. When public tech companies miss earnings…ouch… the […]
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Part 1 of 4: Surviving Your First Audit As you scale and add more financing, it will be time to prepare for your first audit. I typically push back on banks when they require an audit as it’s a major undertaking. There comes a point however when you are seeking […]
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Part 4 of 4 of Getting Through Your First Audit Congrats, you are close to the finish line with your first official audit. It’s time to review the draft of the audit report. The report outline will typically follow this format (you will probably memorize it soon): “In our opinion, […]
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Part 1 of 5: Telling Your Company’s Story the Right Way InstaCart, Birkenstock, ARM, Klaviyo, the market seems to be unimpressed with these recent IPOs. And if anything this rate environment is likely to persist as the Fed awaits more inflation data. Yet if f you get many things right […]
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