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Your Operational Manual for IPO Readiness

Insights, ideas, and best practices created by and for leaders of private companies to help scale your business and yourself from growth-stage through IPO.

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

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Confluent CFO on preparing to go public amidst uncertain market conditions.

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People Impacts of a Market Downturn

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How CHROs are addressing hiring, retention and employee communication in 2022.

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409A Valuations in Turbulent Market Conditions

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How to navigate a lower 409A or option repricing.

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Global Workforce Expansion: Key Considerations and Leveraging PEOs vs. GEOs

Global Workforce Expansion: Strategies, Considerations, & Employment Models

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What to know before hiring workers in another country.

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Trending

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

/in , , , /by

Confluent CFO on preparing to go public amidst uncertain market conditions.

Read more
sf_skyline_sunset

People Impacts of a Market Downturn

/in , , , /by

How CHROs are addressing hiring, retention and employee communication in 2022.

Read more

409A Valuations in Turbulent Market Conditions

/in , , , /by

How to navigate a lower 409A or option repricing.

Read more
Global Workforce Expansion: Key Considerations and Leveraging PEOs vs. GEOs

Global Workforce Expansion: Strategies, Considerations, & Employment Models

/in , , , /by

What to know before hiring workers in another country.

Read more

Talent

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People Impacts of a Market Downturn

Equity & Compensation
How CHROs are addressing hiring, retention and employee communication in 2022.
Read More
Global Workforce Expansion: Key Considerations and Leveraging PEOs vs. GEOs

Global Workforce Expansion: Strategies, Considerations, & Employment Models

Equity & Compensation
What to know before hiring workers in another country.
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The CRO Hiring Playbook

Equity & Compensation
How to identify, hire, and onboard a Chief Revenue Officer that can lead revenue from growth-stage through IPO.
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2022 Comp Trends

2022 Compensation Trends: Pay Transparency, Distributed Workforces & Total Rewards

Equity & Compensation
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.
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The IPO Readiness Guide for CFOs

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

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Equity & Compensation

409A Valuations in Turbulent Market Conditions

Equity & Compensation
How to navigate a lower 409A or option repricing.
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Total Rewards: Communicating the Value of Equity

Equity & Compensation
Strategies for communicating the value of equity and total rewards.
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Navigating the Shift from Options to RSUs: The Why, When and How

Equity & Compensation
What to consider when transitioning between different equity grant types.
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Should You Offer an Employee Bonus Program

Should You Offer an Employee Bonus Program?

Equity & Compensation
CFOs and CHROs weigh the pros and cons of bonus programs and how to properly implement them.
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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.
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Systems & Processes

ARR in a Consumption Model

ARR in a Consumption-based Pricing Model

Systems & Processes
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.
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All Things Audit

Audit Advice for Companies on the Path to Public Life

Systems & Processes
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.
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CFO Software Stack - Best in Class

The CFO Software Stack: Picking the Best Software

Systems & Processes
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.
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Transitioning Your Board of Directors From Private to Public

Systems & Processes
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.
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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.

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Leadership & Vision

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

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

Leadership & Vision
Best practices for developing the systems and processes you’ll need to go from private to public company, with insights from EY.
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5 Hyper-scale Hacks From Attentive CEO Brian Long

Leadership & Vision
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.
Read More
The IPO Readiness Guide for CFOs Hero

The IPO Readiness Guide for CFOs

Leadership & Vision
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.
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5 Financial Planning Hacks for CFOs

5 Annual Planning Strategy Hacks for CFOs

Leadership & Vision
CFOs in The Circle share strategies and advice for annual financial planning, including: balancing growth and spend, benchmarking, and managing board and internal communications.
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IPO Readiness

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

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

Communicating and Aligning Expectations With Your Board Ahead of an IPO

IPO Readiness
How to communicate and align with your board pre-IPO.
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The Road to IPO - Remitly CFO Susanna Morgan

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

IPO Readiness
Remitly CFO Susanna Morgan discusses Remitly’s accelerated IPO timeline, and what life is like in the public markets.
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The IPO Software Stack: What You’ll Need Before Going Public

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

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

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