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The Best 2021 Software IPO
Breaking down Samsara’s three drivers of valuation and the risks investors should understand
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OnlyCFO
November 2023
A-Players Create Success
A-players create success while B-players participate in success.
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OnlyCFO
5
Monday.com Deep-Dive | Power of Efficiency
Lessons from Monday.com on efficiency, growth, and valuations.
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OnlyCFO
4
Will AI Save Inefficient Software Companies?
Thoughts on Battery's "State of the Open Cloud" Report
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OnlyCFO
2
Wild Ride at Bill.com
Disappointing revenue guidance, acquisition rumors, acquisition denials, and lessons from the Divvy acquisition
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OnlyCFO
Unlocking Efficiency: A Guide to Replacing Legacy Tools
Legacy processes and tools are killing productivity and wasting valuable resources
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OnlyCFO
Confluent's Valuation Plunge | A Cautionary Tale for High-Growth Companies
Lessons from Confluent's most recent earnings release
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OnlyCFO
Do Customer Success Teams Add Value?
Guest post by John Gleeson on "The Rising Importance of Customer Success"
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OnlyCFO
October 2023
The Worst Performing Software Stock
Lessons from Expensify — from $4b to $185m valuation
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OnlyCFO
Software Buying Trends & Insights
Data from Vendr and a Q&A with their CEO, Ryan Neu
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OnlyCFO
Drivers of Valuation
Discounted cash flow models are perfect but also always wrong
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OnlyCFO
Founder’s $125M Equity Mistake
How the founder of Klaviyo personally lost $125M to the government
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OnlyCFO
8
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