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.

Trending

8 Tactics for Leading Effective Annual Planning Conversations

Advice for mastering the art of financial planning.

Supercharging Your DEI Efforts

How to strengthen DEI as an organizational objective.

A Three-Part Framework for Annual Financial Planning

Best practices for annual planning strategy and communication.

Cash Management for CFOs in Profitability Mode

Navigating public market expectations and engineering growth in a downturn.

Trending

8 Tactics for Leading Effective Annual Planning Conversations

Advice for mastering the art of financial planning.

Supercharging Your DEI Efforts

How to strengthen DEI as an organizational objective.

A Three-Part Framework for Annual Financial Planning

Best practices for annual planning strategy and communication.

Cash Management for CFOs in Profitability Mode

Navigating public market expectations and engineering growth in a downturn.

Talent

Supercharging Your DEI Efforts

How to strengthen DEI as an organizational objective.

Retaining Employees Through Uncertain Market Conditions

How to combat voluntary attrition and keep employees engaged.
sf_skyline_sunset

People Impacts of a Market Downturn

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

The IPO Readiness Guide for CFOs

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

Equity & Compensation

409A Valuations in Turbulent Market

409A Valuations in Turbulent Market Conditions

How to navigate a lower 409A or option repricing.

Total Rewards: Communicating the Value of Equity

Strategies for communicating the value of equity and total rewards.

Navigating the Shift from Options to RSUs: The Why, When and How

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

Should You Offer an Employee Bonus Program?

CFOs and CHROs weigh the pros and cons of bonus programs and how to properly implement them.

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

8 Tactics for Leading Effective Annual Planning Conversations

Advice for mastering the art of financial planning.

A Three-Part Framework for Annual Financial Planning

Best practices for annual planning strategy and communication.
ARR in a Consumption Model

ARR in a Consumption-based Pricing Model

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.
All Things Audit

Audit Advice for Companies on the Path to Public Life

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.

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

A Three-Part Framework for Annual Financial Planning

Best practices for annual planning strategy and communication.

Cash Management for CFOs in Profitability Mode

Navigating public market expectations and engineering growth in a downturn.

Cash Management for CFOs in Recalibration Mode

Advice on prioritizing spend and efficiency in a market downturn.

IPO Readiness

Communicating and Aligning Expectations With Your Board Ahead of an IPO
The Road to IPO - Remitly CFO Susanna Morgan

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

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

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

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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