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Yes, ARR is Dead ☠️
If ARR is dead then we need to rethink all traditional SaaS metrics and benchmarks
Apr 7, 2025
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OnlyCFO
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Discussions
The Dilution Reckoning | Time to Fix Stock-Based Comp
CFOs need to re-evaluate acceptable dilution levels in 2026. The math has changed.
Feb 18
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OnlyCFO
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AI is Coming for Audit Fees | KPMG Just Proved It
KPMG presses auditor to reduce fees because of AI...so you should do the same.
Feb 13
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Should Your Company Reprice Underwater Stock Options?
With valuations dropping, you should consider it. Below is a guide on stock option repricing and PTEP extensions.
Feb 10
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How To Survive "The Death of SaaS"
My 5-step playbook for surviving the SaaSocalypse
Feb 6
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OnlyCFO
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AI's Impact on 2026 Budgets
Plus the latest benchmarks and insights from ICONIQ's State of AI report
Feb 3
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Interesting Stuff This Week
Brex's $5B acquisition, Zoom's $3B+ Midas touch, Notion's massive secondary, and SaaS is dead again
Jan 30
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OnlyCFO
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The PE Playbook Everyone Should Know
How $90M turned into $6B: ZoomInfo’s PE story and their CEO’s 13-step playbook for working with PE
Jan 27
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OnlyCFO
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