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

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.

Pricing and Packaging Paradox: Consumption, Subscription or Both?

Many companies are actively exploring a shift from a subscription-based pricing model to a consumption-based model, or hybrid of both. Here are some of the key considerations as you think through the transition, and tips for how to prepare your customers and internal teams.

Navigating the Shift from Options to RSUs: The Why, When and How

Transitioning from granting options to restricted stock units (RSUs) is a common practice among late-stage private companies approaching a liquidity event. Learn more about the key benefits, considerations, and best practices for making the transition.

Transitioning Your Board of Directors From Private to Public

As a CFO, how do you help manage the transition of your board of directors from a private company to a public company? Four battle-tested CFO’s shared their experience and advice with The Circle Community.
CFO Software Stack - Best in Class

The CFO Software Stack: Picking the Best Software

The Circle Community gathered to dive deep into CFO Software Stack for the five of the most requested business activities in more detail -- Enterprise Resource Planning, Business Intelligence, Contract Management, FP&A, and HRIS -- recommending strategic considerations and specific systems for each function.
Reimagining the Office

8 Tips for Re-Imagining Your Office

As the world slowly emerges from a pandemic-induced work-from-home era and businesses move to adopt hybrid work plans, employees and employers alike have the opportunity to reconsider the role of their physical office spaces.
Hybrid Work - Getting it Right

Hybrid Work - Getting it Right

After over a year of pandemic-induced remote work, businesses across the country are preparing for employees to return to in-person offices in some form. Spoiler alert: no one has this figured out quite yet, and getting it right will take a lot of trial and error.
Deal Desk - Do's and Don'ts

The Do‘s and Don’ts for Creating, Implementing, and Optimizing Your Deal Desk

A sales negotiation Deal Desk can streamline your sales team’s negotiation process, providing critical guidance and support for standard and complex deals alike. On the ground leaders of The Circle share best practices for creating, implementing, running, and optimizing a Deal Desk operation.
The Ins and Outs of the IPO Price Discovery Process

IPO Price Discovery with CFO Kim Jabal of Unity

When navigating towards your IPO, finding and setting the correct price for your company’s stock can be one of the most important aspects of the process. Kim Jabal of Unity joins The Circle to discuss the ins and outs of the price discovery process.
Compensation for your Sales Team - Getting it Right

Compensation for your Sales Team - Getting it Right

Sales compensation is often rife with difficulty and unintended consequences. Leading startup CFOs and a Deloitte principal discuss how to get it right.