Your “Scale to IPO”
Architecting Equity: Considerations for Equity Structure, Refresh Grants, & Employee Communication
Equity strategies for growth stage companies.
The Treasury Management Playbook for Growth Stage Companies
Mitigating treasury risk with a modern and scalable strategy
Is it Time to Recalibrate Your Compensation Strategy?
Considerations for comp budget adjustments, pay transparency and employee communication.
The CFO Software Stack
The most used business systems & tools by private company CFOs.
Managing Employee Morale
How to manage morale effectively during uncertainty.
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.
Five Guiding Principles of an Effective IR Strategy
Advice for developing an IR strategy before going public.