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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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8 Tactics for Leading Effective Annual Planning Conversations

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Advice for mastering the art of financial planning.

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Supercharging Your DEI Efforts

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How to strengthen DEI as an organizational objective.

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A Three-Part Framework for Annual Financial Planning

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Best practices for annual planning strategy and communication.

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Cash Management for CFOs in Profitability Mode

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Navigating public market expectations and engineering growth in a downturn.

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Trending

8 Tactics for Leading Effective Annual Planning Conversations

/in , , , /by

Advice for mastering the art of financial planning.

Read more

Supercharging Your DEI Efforts

/in , , , /by

How to strengthen DEI as an organizational objective.

Read more

A Three-Part Framework for Annual Financial Planning

/in , , , , /by

Best practices for annual planning strategy and communication.

Read more

Cash Management for CFOs in Profitability Mode

/in , , , , /by

Navigating public market expectations and engineering growth in a downturn.

Read more

Talent

Supercharging Your DEI Efforts

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How to strengthen DEI as an organizational objective.
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Retaining Employees Through Uncertain Market Conditions

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How to combat voluntary attrition and keep employees engaged.
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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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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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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

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

8 Tactics for Leading Effective Annual Planning Conversations

IPO Readiness
Advice for mastering the art of financial planning.
Read More

A Three-Part Framework for Annual Financial Planning

IPO Readiness
Best practices for annual planning strategy and communication.
Read More
ARR in a Consumption Model

ARR in a Consumption-based Pricing Model

IPO Readiness
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

IPO Readiness
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

8 Tactics for Leading Effective Annual Planning Conversations

Leadership & Vision
Advice for mastering the art of financial planning.
Read More

A Three-Part Framework for Annual Financial Planning

Leadership & Vision
Best practices for annual planning strategy and communication.
Read More

Cash Management for CFOs in Profitability Mode

Leadership & Vision
Navigating public market expectations and engineering growth in a downturn.
Read More

Cash Management for CFOs in Recalibration Mode

Leadership & Vision
Advice on prioritizing spend and efficiency in a market downturn.
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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.
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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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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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