Communicating and Aligning Expectations With Your Board Ahead of an IPO
The Road to IPO - Remitly CFO Susanna Morgan

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

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

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

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

Audit Advice for Companies on the Path to Public Life

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.
The IPO Readiness Guide for CFOs Hero

The IPO Readiness Guide for CFOs

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.

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.

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.
The Ins and Outs of the IPO Price Discovery Process

IPO Price Discovery with Kim Jabal (Former CFO 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.
The Road to IPO: CFO Greg Henry on Steering Couchbase Through its IPO

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

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)

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

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

"Ask Me Anything" with CFO Tim Bixby @ Lemonade

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)

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

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)

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

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.
SPAC - An Alternate Route to Going Public

SPAC - An Alternate Route to Going Public

Representing 40% of the entire IPO market today, SPACs are quickly becoming an alternative way for venture-backed companies to go public.  But what exactly are SPACs?  How do they work? How do they differ from a traditional IPO? And why the recent hype?
Consumer Playbook Morgan Stanley

A Look at the Consumer Public Company Playbook

The Circle gathered this week with our consumer-focused CEOs and CFOs to discuss the consumer tech market playbook, from the perspectives of public company CEOs, CFOs, and Boards. Umi Mehta & Shaan Tehal of Morgan Stanley joined the group to synthesize for them what they’ve learned from scores of public company leadership conversations.
Software Public Company Playbook

A Look at the Software Public Company Playbook

The CEO|Circle + CFO|Circle came together with Paul Kwan, Head of Morgan Stanley’s W. Coast Tech Group, and Melissa Knox, Global Head of Software, to discuss Morgan Stanley's software market playbook which they’ve synthesized from scores of public company leadership conversations they’ve held.