Developing Agile Financial Strategies in Uncertain Economic Climates
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Economic swings, global tensions, supply chain hiccups, and shifting customer needs riddle today’s fast-changing economy. For CFOs, this uncertainty can feel like navigating through a storm. Traditional financial planning methods, which rely on fixed yearly budgets, often fall short in these situations. Instead, CFOs need financial strategies that are flexible,…Read More

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Understanding the Quote-to-Cash Process for Enterprise SaaS
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What is Quote-to-Cash? Quote-to-Cash (Q2C) refers to the entire lifecycle of a deal. It begins by providing a prospect with an initial quote and ends upon receipt of payment. Q2C requires cross-department collaboration to ensure the success of the company’s go-to-market (GTM) success. Chief Financial Officers must understand the full…Read More

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Is Your CFO Driving ROI? Here’s How to Measure Their Success
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“Price is what you pay; value is what you get.” This is what a shrewd, successful, and sharp Board Member and colleague, Jon Hallett (who presently serves on a variety of tech and VC boards), shared at a Board Meeting I attended. This sentiment stayed with me, and I often…Read More

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Developing Soft Skills and Decoding VC-Speak – A Guide for First-Time CEOs and CFOs of Venture-Backed Companies
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As a Fractional CFO for multiple venture-backed companies (typically three at a time), I am often asked where I spend most of my time. Although my duties and contributions vary, the answer is: (i) fundraising; both debt and equity, (ii) investor relations, and (iii) planning; both strategic and operating plans….Read More

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