Archive - OnlyCFO's Newsletter

🌎Playbook for International Expansion

How to think about growing revenue internationally & the complexities of international hiring

Jul 25 •

Software IPOs in 2024

Where are all the cloud IPOs and when can we expect them?

Jul 18 •

Software's Biggest Winners & Losers

Lessons from valuation changes over the past year

Jul 12 •

Building Offshore Teams

What you need to know about hiring offshore talent and building a global team

Jul 9 •

Vertical Software | Riches in Niches

Lessons on TAM, competition, and valuation from a Veeva short seller

Jul 3 •

June 2024

Winning Software Budgets in 2024

Software budgets are tight in 2024. What questions are CFOs asking and how can you get deals past the CFO?

Jun 26 •

R&D Budgets | Innovation Speed AND Efficiency

Guest post with Claire Vo, CPO of LaunchDarkly and founder of ChatPRD

Jun 19 •

Winning the AI Platform Shift

If you set out to just survive then you will most likely die

Jun 11 •

Winners Keep Winning | CrowdStrike

Breakdown of CrowdStrike and why it has the highest revenue multiple of all public cloud companies

Jun 6 •

RIP Software? | Worst Sentiment Ever

The bears are coming out in full force and they are hating on SaaS!

Jun 2 •

May 2024

The Truth About Trump's Truth Social

There are two types of investors in Truth Social: 1) gamblers and 2) Trump fanatics

May 26 •

Cloud Valuations | Winners, Losers, and Insights

Lessons from valuation changes from the 2021 peak cloud bubble to today.

May 20 •

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