Sitemap - 2025 - OnlyCFO's Newsletter

Distribution - The Only Moat Left?

Equity Comp - Be Transparent or Secretive?

Figma S-1 | The IPO Bar is High 🚀

State of Fundraising/Equity Market

How I Trick My Investors 🥷

Cloud's Biggest Winners & Losers

State of GTM

Is ARR Growth Durable?

How to AI (CFO Edition)

Asana vs monday.com | When The Market Gets It Wrong

Dangers of ARR vs GAAP Revenue

Bad Commission Plans are EXPENSIVE

What it takes to IPO in 2025

Is ARR Dead?

Excel-Induced Hallucinations

Are More Layoffs Coming?

M&A in 2025 w/ Art Levy

Will AI Change Profit Targets?

Math to Evaluate Sales Reps & GTM

GTM Efficiency is Plummeting!

I wasted millions of dollars…

The True Cost of Churn

The Downside of Secondaries

Your Annual Operating Plan Is Ruined!

Bullish: Vertical & Compound Software

The Future is Usage-Based Pricing

Adopting AI in Finance

Guide to Survive a Recession 📉

How To Hire Internationally 🌎

Yes, ARR is Dead ☠️

Deel Spy Tells All!

AI Company Accused of Fraud?

💰$32B Wiz Acquisition = VERY Rich Employees

Commission Plan Strategies in 2025

🤯 Rippling Sues Deel for Corporate Espionage!

Building Great Finance Teams

IPOs Are Terrible Investments! 📉

Win with “Zero-Based EVERYTHING”

Software Moats are Gone!

Do Gross Margins Matter?

The State of M&A

The M&A Playbook

📚IPO Preparation Guide

The Future of Software Pricing

📉Lessons from Fastly

📉Lessons From Amplitude's Fall

💀The NRR Death Spiral

🤖Will AI Take My Job?

🤮Tech Crash? | It's So Over

Pivot, Sell, or Shutdown

Getting Software Budget Approved

🌶️ 3 Predictions for 2025

Buy the dip? | Future of Software Valuations

Driving Efficient Growth in 2025

Palantir - Is it a bubble?

Forecasting Tips for AI in 2025