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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
59
12
7
Most Popular
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Software Moats are Gone!
Mar 6, 2025
55
6
8
How to Read Balance Sheets - Software Edition
Dec 29, 2022
138
6
5
How To Survive "The Death of SaaS"
Feb 6
47
3
3
Creating a Sales Commission Plan
Jan 17, 2024
78
5
4
Latest
Top
Discussions
From Unicorn to Zombiecorn to a $3.6B Acquisition
How Intercom went from a ~3x ARR multiple to a 36x ARR multiple
Jun 16
26
2
How I Cut Our AI Spend in Half | "Tokenmaxxing" is Dead
6 ways to cut your AI spend without cutting AI usage. Every CFO needs to understand these.
Jun 9
48
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4
The "ARR" Guide for an AI World
What even is ARR in 2026? There is lots of ARR fraud/deception out there...
Jun 4
37
2
2
Entrata S-1 | An Actual Software IPO?!
How do Entrata's financials stack up, and will it pave the way for more software IPOs?
May 31
42
2
Where AI Costs Belong on the P&L
AI token spend will soon be the largest vendor expense for most companies, and many of you are accounting for it wrong...
May 26
45
5
2
Deel's "Accelerate or Die" Moment
Accelerating in the age of AI + My discussion with their CFO on how they win
May 19
29
1
How I Built AI Agents to Close the Books
What I built to shave 1 day off our already fast close…
May 15
47
7
4
Anthropic's Warning to "Investors" | Your Shares Don't Exist
Fraud, grey areas, and investors who don't understand standard equity agreements. So what actually happens to all these Anthropic "investors"?
May 13
50
3
4
It's a Buyer's Market | And A Seller's Nightmare
My playbook for getting the best deals I have ever gotten in my career. The AI threat has made buyers scarily powerful...
May 8
40
3
2
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OnlyCFO's Newsletter
Finance and operational stuff at tech companies.
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