Authority · 275 articles in the corpus
OnlyCFO
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Showing 1–25 of 275
Last 30 days
· 3
Last 90 days
· 6
- Cap Table Management: The Most Common Issues and How to Fix Them
- SpaceX's $60B Cursor Acquisition: How a Floating Exchange Ratio Creates Buyer Risk and Seller Upside
- Trump Accounts (Section 530A): A CFO's Guide to Employee Tax-Advantaged Retirement Savings
- California Will Tax SaaS Starting 2027 | Critical Tax Planning for Tech Companies
- We Just Raised $20M at a $100M Valuation: What Does Valuation Really Mean?
- OnlyCFO's Software Valuation Analysis: Stock Performance, Revenue Multiples, and Growth Durability (2021-2025)
2026
· 16
- How I Cut Our AI Spend in Half: Tokenmaxxing is Dead
- The "ARR" Guide for an AI World
- Entrata S-1 | An Actual Software IPO?!
- Where AI Costs Belong on the P&L
- Deel's 'Accelerate or Die' Moment: Building AI-Defensible Growth and Capital Allocation
- How I Built AI Agents to Close the Books
- Anthropic's Warning to Investors: Your Shares Don't Exist
- The Buyer's 2026 Playbook: Vendor Negotiation Strategy in an AI-Driven Market
- Is My Company AI-Pilled? The 5 Levels of AI Adoption in Finance
- Thoma Bravo's $5B Medallia Loss | The PE Reckoning is Coming
- Software Investors: Shoot First, Ask Questions Later
- The Highest Paid CFO | How Much Do Executives Make?
- More Lies of Stock-Based Compensation
- Lies, Damned Lies and Recurring Revenue
- OnlyCFO Newsletter: Revenue Durability, AI Disruption, and the SaaS Reckoning
- Revenue Durability is Failing in the Age of AI