The Startup’s Dilemma: Planning for Success vs. Conserving Cash
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Having spent the past 12 years as a Life Sciences and Technology CFO consulting to venture and private-equity backed companies, I have seen a consistent and recurring dilemma faced by these emerging companies: the struggle between planning for success and conserving cash. The age-old adage “you have to spend money…Read More

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Is Now a Good Time to Be Planning For An IPO?
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As we zero-in on year-end 2023, the IPO market appears to be opening up a little. While there is cautious optimism around this emerging trend, it’s clear that the volume of transactions and valuations seen in 2020 and 2021 are unlikely to be seen again any time soon. Today, pent-up…Read More

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Adding Value Around Investor Relations: The CFO’s Growing Role
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All CFOs play a role in investor relations at varying levels depending on company attributes (private vs. public, startup vs. enterprise). In private companies, and particularly for startups, the CEO and/or Founder might be the primary point person leading these relationships, with the CFO also involved as the point person…Read More

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Inheriting a Team in Crisis and Rebuilding It : Lessons in Leadership
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As an interim CFO, I have often faced challenging client situations, among them inheriting a finance team “in crisis.” Sometimes these underperforming team “ecosystems” are the result of: Teams managed by less-than-ideal functional area leaders from prior poor hiring decisions Teams were not provided the overall vision for the company/department,…Read More

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