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The Best 2021 Software IPO
Breaking down Samsara’s three drivers of valuation and the risks investors should understand
Dec 4
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OnlyCFO
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The Best 2021 Software IPO
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November 2023
A-Players Create Success
A-players create success while B-players participate in success.
Nov 25
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OnlyCFO
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A-Players Create Success
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Monday.com Deep-Dive | Power of Efficiency
Lessons from Monday.com on efficiency, growth, and valuations.
Nov 21
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OnlyCFO
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Monday.com Deep-Dive | Power of Efficiency
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Will AI Save Inefficient Software Companies?
Thoughts on Battery's "State of the Open Cloud" Report
Nov 16
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OnlyCFO
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Will AI Save Inefficient Software Companies?
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Wild Ride at Bill.com
Disappointing revenue guidance, acquisition rumors, acquisition denials, and lessons from the Divvy acquisition
Nov 14
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OnlyCFO
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Wild Ride at Bill.com
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Unlocking Efficiency: A Guide to Replacing Legacy Tools
Legacy processes and tools are killing productivity and wasting valuable resources
Nov 8
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OnlyCFO
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Unlocking Efficiency: A Guide to Replacing Legacy Tools
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Confluent's Valuation Plunge | A Cautionary Tale for High-Growth Companies
Lessons from Confluent's most recent earnings release
Nov 7
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OnlyCFO
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Confluent's Valuation Plunge | A Cautionary Tale for High-Growth Companies
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Do Customer Success Teams Add Value?
Guest post by John Gleeson on "The Rising Importance of Customer Success"
Nov 1
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OnlyCFO
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Do Customer Success Teams Add Value?
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October 2023
The Worst Performing Software Stock
Lessons from Expensify — from $4b to $185m valuation
Oct 30
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OnlyCFO
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The Worst Performing Software Stock
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Software Buying Trends & Insights
Data from Vendr and a Q&A with their CEO, Ryan Neu
Oct 26
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OnlyCFO
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Software Buying Trends & Insights
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Drivers of Valuation
Discounted cash flow models are perfect but also always wrong
Oct 23
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OnlyCFO
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Drivers of Valuation
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Founder’s $125M Equity Mistake
How the founder of Klaviyo personally lost $125M to the government
Oct 16
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Founder’s $125M Equity Mistake
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