Archive - OnlyCFO's Newsletter

Netskope IPO: Window Dressing or Real Growth?

What companies do to prepare for an IPO and the levers they can pull to make things look better

8 hrs ago •

Answering the AI Gross Margin Debate

Defining gross margins, when they matter, and if AI has a gross margin problem

Aug 24 •

Are Sales Reps Overpaid? | GTM Efficiency in 2025

Latest sales compensation benchmarks (including HC ratios) and tips/tricks for navigating sales rep compensation

Aug 20 •

The Monthly FP&A Calendar

Best practices and templates for running the FP&A function

Aug 15 •

Building Lean to Win

Treasury best practices, fraud controls, and how Meow is taking a different approach in a commoditized industry

Aug 13 •

Is the IPO Process a Scam?

Did Figma actually leave $3B+ "on the table" with their IPO?

Aug 9 •

Before You Sign That AI Contract…

Glittery features. Hidden liability. Here’s what smart CFOs ask before someone clicks “agree.”

Aug 5 •

Are Advisors Worth the Dilution?

Did a Figma advisor make $65M in the IPO?

Aug 2 •

July 2025

☠️ RIP to Financial Planning | Killed by AI

Best practices for long-range planning and how the current environment is changing it

Jul 28 •

Are Board Meetings Useless?

Astronomer CEO and Head of HR found out the purpose of the Board of Directors last week at a Coldplay concert…

Jul 21 •

RevenueCat Rejects $500M Acquisition and Raises Series C

The non-public details and lessons from RevenueCat’s incredible journey

Jul 17 •

A-Players Get $100M Comp? 💰

Hiring A-Players has never been more competitive and important

Jul 15 •

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