Sitemap - 2023 - OnlyCFO's Newsletter
2024: Year of Focus & Revenue Reacceleration
Innovation or Distribution? | Analyzing R&D vs S&M Spend
OnlyCFO’s Greatest Hits & Newsletter Stats
Is Customer Success COGS or OpEx? | Understanding Gross Margins
Monday.com Deep-Dive | Power of Efficiency
Will AI Save Inefficient Software Companies?
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
Founder’s $125M Equity Mistake
New Tax Rule is Terrible for Software Industry!
Is Klaviyo Richly Valued? | Power of Growth Endurance
Insider Trading & 45,000% One Day Gains
Domo: Cautionary Tale of Hype & Inefficiency
Damage From Mediocre Sales Reps
Lies of Stock-Based Compensation (SBC)
FREE Templates, Models, and Memos
Big Movers - Public Software Trends
State of Private Company Stock Options
Product-Market Fit Never Rests
Google: Reports of My Death Are Greatly Exaggerated
We Were Warned - tales of bad companies
The Valuation Impact of Lost Trust
Accounting is My Love Language
Employee Stock Option Lottery Tickets
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
What half of the marketing budget is wasted?
How to Read Cash Flow Statements
Sales in 2023 & Rise of CFO Power