Sitemap - 2026 - OnlyCFO's Newsletter
A $300M Earnout Goes Poof 🫠 | Pepsi vs Poppi
🚀 Anthropic’s S-1: Finance Takeaways
The Current State of AI Tokenomics | What CFOs Should Know
ARR vs GAAP Revenue | Spotting “ARR” Lies
Cognition vs Factory | Conflicts of Interest in the Boardroom
Harvey vs Legora | When Are Terrible Gross Margins OK?
How I’d Use AI to Commit Fraud
New ICONIQ Benchmarks | AI-Native Metrics Are Insane...
Pulley is “Winding Down” | What Happened?
Top 10 highest-paid people at your company
👀 Will Bending Spoons Buy BigCommerce? | M&A Stuff
“I’m Churning” | 10 Biggest Threats to SaaS
🚨BREAKING: OnlyCFO Becomes Startup Advisor | How Much Are Advisors Paid?
Floating Highways: How to Rethink GTM Efficiency & Rep Evaluation for the AI Era
Most Expensive Cap Table Mistakes
Cursor Wins as SpaceX Investors Lose
Domo's Unusual $400M Acquisition
Grift vs Insider Trading? | New Revenue Stream at Trump’s Truth Social
"Trump Accounts" Are Live | Should Companies Add This Benefit?
California Will Tax SaaS?! | A Massive Change for Tech Companies
"We Just Raised $20M at a $100M Valuation" | What Does "Valuation" Mean?
Software’s Top Winners and Losers
From Unicorn to Zombiecorn to a $3.6B Acquisition
How I Cut Our AI Spend in Half | "Tokenmaxxing" is Dead
The "ARR" Guide for an AI World
Entrata S-1 | An Actual Software IPO?!
Where AI Costs Belong on the P&L
Deel's "Accelerate or Die" Moment
How I Built AI Agents to Close the Books
Anthropic's Warning to "Investors" | Your Shares Don't Exist
It's a Buyer's Market | And A Seller's Nightmare
Thoma Bravo's $5B Medallia Loss | The PE Reckoning is Coming...
Software Investors: Shoot First, Ask Questions Later
Pricing Pressure Will Crush You
The Highest Paid CFO | How Much Do Executives Make?
More Lies of Stock-Based Compensation
Fiduciary Duties | Is Your Board (and CFO) Going to Get Sued?
Lies, Damned Lies and Recurring Revenue
The Only Path Left in Software | Accelerate or Die
2026 State of GTM | Benchmarks & Data
Revenue Durability is Failing in the Age of AI
The Software Debt “Maturity Wall” Looms | Who Will Survive?
The ARR to Cash Leaky Bucket | Build This Bridge
The Layoff Guide | Bloat + AI Efficiency = Perfect Storm
Are “Insiders” Buying Beaten Down Software Stocks Yet?
Praying for Distribution | AI Changes the Math
The Dilution Reckoning | Time to Fix Stock-Based Comp
AI is Coming for Audit Fees | KPMG Just Proved It
Should Your Company Reprice Underwater Stock Options?
How To Survive "The Death of SaaS"
The PE Playbook Everyone Should Know