OnlyCFO’s Newsletter
Subscribe
Sign in
Home
Podcast
About
Latest
Top
Discussions
Presenting an Annual Plan (AI-Era Edition)
What I present to the board for approval and how AI stuff has impacted it
Nov 3
•
OnlyCFO
32
3
4
October 2026
A $300M Earnout Goes Poof 🫠 | Pepsi vs Poppi
Don’t count on the earnout... How often do earnouts actually pay out?
Oct 30
•
OnlyCFO
37
2
2
🚀 Anthropic’s S-1: Finance Takeaways
Key financial numbers, accounting stuff, and things I found interesting
Oct 26
•
OnlyCFO
60
11
3
The Current State of AI Tokenomics | What CFOs Should Know
Guest post by Peter Walker (Head of Insights at OpenRouter)
Oct 22
•
OnlyCFO
33
1
2
Stop Using The Term “Renewal”
Procurement in the age of AI
Oct 15
•
OnlyCFO
40
4
3
ARR vs GAAP Revenue | Spotting “ARR” Lies
Your board wants to understand the gap between ARR, GAAP revenue, and cash
Oct 13
•
OnlyCFO
44
4
3
Cognition vs Factory | Conflicts of Interest in the Boardroom
Board observers joining rivals. VCs backing both sides. When do competing interests become a problem and how should they be handled?
Oct 7
•
OnlyCFO
24
2
1
September 2026
Harvey vs Legora | When Are Terrible Gross Margins OK?
Plus: Where AI costs belong on the P&L and what actually goes into COGS
Sep 30
•
OnlyCFO
56
15
2
How I’d Use AI to Commit Fraud
Fake receipts, fabricated email approvals, and the controls that kept an AP team from falling for a sophisticated fraud attempt
Sep 23
•
OnlyCFO
27
4
1
New ICONIQ Benchmarks | AI-Native Metrics Are Insane...
🚨 Warning: This report might make you feel like a failure. Proceed with caution.
Sep 20
•
OnlyCFO
30
1
4
Pulley is “Winding Down” | What Happened?
They grew to ~$20M in ARR, had a decent product, and couldn’t find a buyer?
Sep 17
•
OnlyCFO
35
3
1
Top 10 highest-paid people at your company
Are sales reps overpaid? Here’s how I think about sales rep vs executive compensation.
Sep 10
•
OnlyCFO
44
2
3
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
