Tough Industry for Some Making stuff is hard and if ever there’s a difficult industry, it’s manufacturing. In software, we typically have gross margins in the 80% range which means operating margins can be healthy when you have scale. Contrast this to my CFO friends in the manufacturing industry who […]
Read More
Thy Enemy Is Churn As a software CFO, the mandate is to efficiently grow and increase the organization’s net dollar retention rate. You know the metric; it’s what investors prize and drives a company’s overall valuation. Boosting revenue cost-effectively with the proper marketing channels is excellent and is often […]
Read More
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 […]
Read More
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 […]
Read More
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 […]
Read More
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 […]
Read More
Part 5 of 5, How to Have a Successful IPO and Beyond Once a company goes public, it becomes an open book to any and all, meaning the roster of many stakeholders will start to reach far beyond long-term colleagues and collaborators. Investor relations should act like a gatekeeper, ensuring […]
Read More
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 More