Category:
The Road to IPO

The Road to IPO - Remitly CFO Susanna Morgan

The Road to IPO: Inside Remitly’s Accelerated IPO Timeline

April 7th, 2022 by

Remitly CFO Susanna Morgan discusses Remitly’s accelerated IPO timeline, and what life is like in the public markets.

The Road to IPO: Inside Remitly’s Accelerated IPO Timeline

April 7th, 2022 by

Remitly CFO Susanna Morgan discusses Remitly’s accelerated IPO timeline, and what life is like in the public markets.

The IPO Software Stack: What You’ll Need Before Going Public

March 3rd, 2022 by

Best practices for developing the systems and processes you’ll need to go from private to public company, with insights from EY.

The IPO Readiness Guide for CFOs

January 26th, 2022 by

Transitioning from private to public can dramatically alter the chemistry and operations of a company, which is why it’s so important to have the right people, processes, systems, and mindset in place.

The Road to IPO: Insights on Public Market Readiness from Robinhood’s Finance Leaders

January 24th, 2022 by

Fresh off their public market debut, Robinhood CFO Jason Warnick and VP, Treasurer Shiv Verma shared their IPO experience with The Circle, including the key factors and principles guiding their decisions and the lessons learned along the way.

The Road to IPO: CFO Greg Henry on Steering Couchbase Through its Public Debut

January 22nd, 2022 by

Couchbase CFO Greg Henry offers advice on building buy-side and sell-side relationships, gathering the right people, honing processes, and preparing to lead as a public company CFO.

“Ask Me Anything” with CFO Jeff Epstein of Apex and formerly of Oracle (2008-2011)

January 22nd, 2022 by

From his former role as CFO of Oracle to his current position as co-CEO + CFO of a SPAC, Jeff Epstein has earned plenty of scar tissue with invaluable experience as a CFO for both private and public companies. Jeff shares his views on CFO best practices, navigating the transition from public to private, the “why” of SPACs, and more.

“Ask Me Anything” with CFO Tim Bixby @ Lemonade

January 21st, 2022 by

Despite a global pandemic and recession, CFO Tim Bixby recently helped steer Lemonade to one of the best IPO debuts of 2020.  Having traveled the entire startup-journey through IPO more than once (LPSN, SSTK), Tim has the critical experience and insight into the leadership and strategy necessary to be a successful CFO.

“Ask Me Anything” with CFO Lee Kirkpatrick Twilio (2012-2018)

December 3rd, 2020 by

Veteran CFO Lee Kirkpatrick guided Twilio to and through its IPO from 2012-2018. Now he’s an active board member and executive advisor to both venture-backed and public companies. Lee shares his views and best practices for exercising greater empathy, up-and-down the organization, as a cornerstone to being a strong leader in the company.

“Ask Me Anything” with CFO Criss Harms Forescout (2013-2020)

October 23rd, 2020 by

Veteran CFO Criss Harms guided ForeScout, a 20-year-old company, for nearly eight years to and through its IPO from 2013-2020 where he helped scale the business with people, systems, and processes. Having traveled the entire start-up journey, Criss has key insight and experience concerning CFO leadership and strategy.