OnlyCFO's Newsletter
Subscribe
Sign in
Home
Podcast
About
Latest
Top
Discussions
The Dilution Reckoning | Time to Fix Stock-Based Comp
CFOs need to re-evaluate acceptable dilution levels in 2026. The math has changed.
Feb 18
•
OnlyCFO
28
2
2
AI is Coming for Audit Fees | KPMG Just Proved It
KPMG presses auditor to reduce fees because of AI...so you should do the same.
Feb 13
•
OnlyCFO
34
2
3
Should Your Company Reprice Underwater Stock Options?
With valuations dropping, you should consider it. Below is a guide on stock option repricing and PTEP extensions.
Feb 10
•
OnlyCFO
16
6
2
How To Survive "The Death of SaaS"
My 5-step playbook for surviving the SaaSocalypse
Feb 6
•
OnlyCFO
45
2
3
AI's Impact on 2026 Budgets
Plus the latest benchmarks and insights from ICONIQ's State of AI report
Feb 3
•
OnlyCFO
38
1
3
January 2026
Interesting Stuff This Week
Brex's $5B acquisition, Zoom's $3B+ Midas touch, Notion's massive secondary, and SaaS is dead again
Jan 30
•
OnlyCFO
25
1
The PE Playbook Everyone Should Know
How $90M turned into $6B: ZoomInfo’s PE story and their CEO’s 13-step playbook for working with PE
Jan 27
•
OnlyCFO
37
5
The Power of Investor Updates (when done right)
One investor update added $10M to our valuation…very high ROI
Jan 21
•
OnlyCFO
19
2
AI Eats Moats
Only 5 moats remain. Where are companies spending money to build moats?
Jan 16
•
OnlyCFO
27
5
4
What Does It Take to IPO?
Most companies aren't on the IPO path, but most founders think they are...
Jan 13
•
OnlyCFO
37
1
6
My Unsolicited Career Advice
Career advice that has greatly benefited me
Jan 8
•
OnlyCFO
52
6
🚔 SEC Charges Software Company With Fraud
Lying to investors and using VC money to buy a house, a car, and go on lavish vacations…
Jan 6
•
OnlyCFO
29
2
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
