Sitemap - 2023 - OnlyCFO's Newsletter

The Best 2021 Software IPO

A-Players Create Success Deep-Dive | Power of Efficiency

Will AI Save Inefficient Software Companies?

Wild Ride at

Unlocking Efficiency: A Guide to Replacing Legacy Tools

Confluent's Valuation Plunge | A Cautionary Tale for High-Growth Companies

Do Customer Success Teams Add Value?

The Worst Performing Software Stock

Software Buying Trends & Insights

Drivers of Valuation

Founder’s $125M Equity Mistake

New Tax Rule is Terrible for Software Industry!

Is Klaviyo Richly Valued? | Power of Growth Endurance

When “Culture” Kills

Insider Trading & 45,000% One Day Gains

Are IPOs Good Investments?

Death From Benchmarking

Premium OnlyCFO Content

Glassdoor Goldilocks Zone

Domo: Cautionary Tale of Hype & Inefficiency

Cloud Unit Economics

Damage From Mediocre Sales Reps

Lies of Stock-Based Compensation (SBC)

ZoomInfo Deep Dive

⚡️Dangers of Copying Success

FREE Templates, Models, and Memos

Accounting Stuff

Finance & Ops Stuff

Big Movers - Public Software Trends

Praying for Growth & Exits

State of Private Company Stock Options

Product-Market Fit Never Rests

Closing Sales Deals in 2023

Google: Reports of My Death Are Greatly Exaggerated

We Were Warned - tales of bad companies

Your Most Important Asset

The Valuation Impact of Lost Trust

AI, AI, AI, and more AI

Valuation Lessons From Zoom

The Magical "10x Employee"

Down Rounds Won’t Kill You

Accounting is My Love Language

Employee Stock Option Lottery Tickets

Seeking Higher Valuations

CFOs Are Killing My Deals!

Lies of Customer Lifetime Value

Lies of ARR vs GAAP Revenue Growth

The Post-SVB Software Debt Market

Employee Ownership Drives Efficiency

Rushing to Set Up Bank Accounts

How to Trick Investors & VCs

The Focus on People Costs

What half of the marketing budget is wasted?

Become Efficient or Die

How to Read Cash Flow Statements

Sales in 2023 & Rise of CFO Power

How to Read Income Statements - Software Edition

2023: Year of Customer Success & Gross Churn