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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.

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Architecting Equity: Considerations for Equity Structure, Refresh Grants, & Employee Communication

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Equity strategies for growth stage companies.

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The Treasury Management Playbook for Growth Stage Companies

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Mitigating treasury risk with a modern and scalable strategy

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Is it Time to Recalibrate Your Compensation Strategy?

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Considerations for comp budget adjustments, pay transparency and employee communication.

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CFO Software Stack - Best in Class

The CFO Software Stack

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The most used business systems & tools by private company CFOs.

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The State of Fundraising in 2023

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

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The 2022 IPO Readiness Guide for CFOs

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Sage advice on going public from battle-tested CFOs.

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Five Guiding Principles of an Effective IR Strategy

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Advice for developing an IR strategy before going public.

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Talent

Flexible Work: Trends and Tactics

Talent
Tactics for strengthening culture and connection within hybrid and remote teams.
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Leveling Up Performance Management

Talent
Strategies to turn tedious annual reviews into a continuous culture of high performance.
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The CMO Hiring Playbook Featured Image

The CMO Hiring Playbook

Talent
How to identify, hire, and onboard a Chief Marketing Officer that can drive transformational growth within your marketing organization.
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Supercharging Your DEI Efforts

Talent
How to strengthen DEI as an organizational objective.
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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

Navigating Pay Transparency Laws

Equity & Compensation
Why, where, and how to comply with pay transparency laws.
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409A Valuations in Turbulent Market

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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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

Managing Your Board of Directors Through Uncertainty

Systems & Processes
How to manage board dynamics during uncertainty.
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8 Tactics for Leading Effective Annual Planning Conversations

Systems & Processes
Advice for mastering the art of financial planning.
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A Three-Part Framework for Annual Financial Planning

Systems & Processes
Best practices for annual planning strategy and communication.
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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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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

Cash Management for CFOs in Profitability Mode

IPO Readiness
Navigating public market expectations and engineering growth in a downturn.
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Cash Management for CFOs in Recalibration Mode

IPO Readiness
Advice on prioritizing spend and efficiency in a market downturn.
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Cash Management for CFOs in Survival Mode

IPO Readiness
How CFOs can cut costs and extend their runway under challenging times.
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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.
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IPO Readiness

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

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