Your Scale to IPO
Operating Manual

Insights from experienced private company leaders and industry experts that will help you scale yourself so you can scale your company from growth stage to IPO and beyond.

Trending

People-climbing-to-top-of-hill-in-San-Francisco

5 Levers of Leadership: How CHROs Can Foster a Resilient and Efficient Workforce

What growth stage startup leaders can expect from the current fundraising environment.

Bold Leadership: 5 Moves CFOs Should Make to Succeed in 2024

Bold Leadership: 5 Moves CFOs Should Make to Succeed in 2024

What growth stage startup leaders can expect from the current fundraising environment.

The State of Fundraising in 2024

What growth stage startup leaders can expect from the current fundraising environment.

4 Strategies for Responding to Glassdoor Reviews

How to respond to negative Glassdoor reviews, solicit positive employee feedback, and invest in your employer brand.

Trending

The CFO Hiring Playbook

How to identify and hire the right CFO to drive transformational growth at your organization.

Leveraging an EOR or PEO for Operational Efficiency

Setting up, managing and transitioning off an EOR or PEO.

The State of Venture Debt in 2023

The evolution of venture debt post-SVB.

Leading Effectively During Crises

How CHROs can support and lead the organization during a crisis.

Talent

People-climbing-to-top-of-hill-in-San-Francisco

5 Levers of Leadership: How CHROs Can Foster a Resilient and Efficient Workforce

What growth stage startup leaders can expect from the current fundraising environment.

4 Strategies for Responding to Glassdoor Reviews

How to respond to negative Glassdoor reviews, solicit positive employee feedback, and invest in your employer brand.

The CFO Hiring Playbook

How to identify and hire the right CFO to drive transformational growth at your organization.

Leveraging an EOR or PEO for Operational Efficiency

Setting up, managing and transitioning off an EOR or PEO.

The IPO Readiness Guide for CFOs

Sage Advice on Going Public from Battled-Tested Finance Leaders.

Equity & Compensation

Evolving Your Compensation Plan on the Road to IPO

How to get your company’s comp plan IPO-ready.

Navigating Liquidity During Market Uncertainty

How to navigate shareholder liquidity needs during market volatility.

Designing a Sales Compensation Plan

How to structure and manage a sales comp plan.

Liquidity Guide

A comprehensive guide for creating successful employee liquidity programs that aligns the needs of employees with those of executives, the board of directors, early financial backers—and the growing company.

Systems & Processes

The “Art” of Annual Planning

How to drive efficiency and navigate conflicts during annual planning.

The “Science” of Annual Planning

Align your board, executive team, and broader organization with your vision to create a successful roadmap for the future.

Generative AI in Finance: 5 Questions Finance Leaders Should Be Asking

Generative AI opportunities, risks and use cases in finance

Compensation Committee Construction

How to establish a comp committee charter, select board members and maintain alignment.

The 409A Valuation Process: What Every Founder Should Know

Learn the mechanics of 409A valuations, how to prepare, and what to watch for throughout the process.

Leadership & Vision

Generative AI in HR: Opportunities, Risks, and Policy Considerations

Considerations for introducing generative AI in the HR function.

The State of Fundraising in 2023

Fundraising outlook from a VC, banker, lender, & finance executive.

The 2022 IPO Readiness Guide for CFOs

Sage advice on going public from battle-tested CFOs.

Managing Your Board of Directors Through Uncertainty

How to manage board dynamics during uncertainty.

IPO Readiness

Five Guiding Principles of an Effective IR Strategy

Advice for developing an IR strategy before going public.

The Road to IPO: HashiCorp CFO Navam Welihinda on Going Public During Uncertainty

Behind the scenes of HashiCorp’s 2021 IPO with Navam Welihinda.

The Road to IPO: IPO Readiness in Uncertain Times From Three-Time IPO Veteran Steffan Tomlinson

Confluent CFO on preparing to go public amidst uncertain market conditions.
Communicating and Aligning Expectations With Your Board Ahead of an IPO

Communicating and Aligning Expectations With Your Board Ahead of an IPO

How to communicate and align with your board pre-IPO.

Don’t Miss a Thing

Subscribe to our email list to get the latest CXO peer-driven content delivered to your inbox: