Archive - OnlyCFO's Newsletter

June 2025

State of Fundraising/Equity Market

Peter Walker from Carta share the latest data and insights

Jun 30 •

45:55

How I Trick My Investors 🥷

The ultimate guide to commit fraud and trick your investors

Jun 30 •

Cloud's Biggest Winners & Losers

Biggest revenue multiple changes and the importance of growth in 2025

Jun 26 •

Data/insights from the latest ICONIQ report

Jun 24 •

Is ARR Growth Durable?

Revenue growth is already low, but it's weaker than most folks realize...

Jun 21 •

How to AI (CFO Edition)

And why I "vibe coded" CFOPilot.com

Jun 19 •

Asana vs monday.com | When The Market Gets It Wrong

Why monday.com was always the winner despite Asana’s prior valuation premium

Jun 15 •

Dangers of ARR vs GAAP Revenue

What do you mean by "revenue"?

Jun 10 •

Bad Commission Plans are EXPENSIVE

What are the right sales rep incentives?

Jun 6 •

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