Authority · 269 articles in the corpus
OnlyCFO
Articles
Showing 1–25 of 269
Last 90 days
· 12
- 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)
- 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
2026
· 12
- 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
- Go Disrupt Yourself: The Playbook Behind Intercom and Wix's AI Disruption
- The Software Debt 'Maturity Wall' Looms | Who Will Survive?
- The ARR to Cash Leaky Bucket: Building the Finance Bridge
- The Layoff Guide | Bloat + AI Efficiency = Performance Storm
- Are "Insiders" Buying Beaten Down Software Stocks Yet? The rules behind insider trades and what they actually mean
- Praying for Distribution | AI Changes the Math