Posts

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

IPO Readiness
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.
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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

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

The Road to IPO: CFO Jeff Epstein of Apex and formerly of Oracle (2008-2011)

IPO Readiness
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.
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"Ask Me Anything" with CFO Tim Bixby @ Lemonade

The Road to IPO: CFO Tim Bixby @ Lemonade

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

The Road to IPO: CFO Lee Kirkpatrick Twilio (2012-2018)

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

The Road to IPO: CFO Criss Harms Forescout (2013-2020)

IPO Readiness
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.
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