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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How to Get Your Financial House in Order for a Successful IPO
Part 2 of 5 of How to Have a Successful IPO and Beyond Having a comprehensive financial foundation in advance of an IPO success should go without saying, but it goes deeper. Not only is it important to keep in mind that a piece-by-piece approach to deploying financial software can […]
Read MorePrepare For Rigorous IPO Financial Reporting
Part 3 of 5 of How to Have a Successful IPO and Beyond The IPO process is made significantly easier by efficiently producing financial statements, so there’s significant value in investing in systems (and automation) that can deliver global consolidation and financial reporting. Yes, we are finance people but spend […]
Read MoreHow to Establish Effective Corporate Governance for IPO Success
Part 4 of 5 of How to Have a Successful IPO and Beyond The public market doesn’t reflect kindly on organizations that can’t effectively govern themselves or have a lot of internal infighting. Companies considering IPOs must establish a corporate governance framework that keeps board members and executive management accountable […]
Read MoreHow to Craft a Winning AE Compensation Plan
Hiring salespeople is easy; hiring the right salespeople, motivating the troops, and helping them drive ARR growth takes more work. And for SaaS companies, the forecasting is so acutely tied to how the salespeople perform. For example, how much cash will the company have at the end of two years? […]
Read MoreChatGPT vs. Claude in Finance and Accounting (Part Deux)
Claude 3 dukes it out with the latest from Open AI GPT-40 in Internal Control and Audits Are the Numbers Right? Will the Auditors Frown? It’s a big deal to have confidence in the numbers and to make sure that internal controls are tight to show auditors that you know […]
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