OnlyCFO

Top contributors

Topic mix

• SaaS Metrics
  150 articles
• Unit Economics
  94 articles
• Strategic Planning
  70 articles
• AI in Finance
  69 articles
• Compensation & Equity
  59 articles
• CFO Leadership
  58 articles
• Public Company Readiness
  45 articles
• Headcount Planning
  41 articles
• Pricing Strategy
  41 articles
• FP&A
  40 articles

Recent articles

• BigCommerce's Troubled Path to Acquisition: Valuation, Hostile Takeovers, and M&A Defense Strategies
  2026-09-08
• 10 Threats to SaaS Companies in 2026: AI, Competition, and the End of Switching Costs
  2026-09-01
• Floating Highways: How to Rethink GTM Efficiency & Rep Evaluation for the AI Era
  2026-08-18
• Cap Table Management: The Most Common Issues and How to Fix Them
  2026-08-11
• SpaceX's $60B Cursor Acquisition: How a Floating Exchange Ratio Creates Buyer Risk and Seller Upside
  2026-08-03
• Trump Accounts (Section 530A): A CFO's Guide to Employee Tax-Advantaged Retirement Savings
  2026-07-14
• California Will Tax SaaS Starting 2027 | Critical Tax Planning for Tech Companies
  2026-07-10
• We Just Raised $20M at a $100M Valuation: What Does Valuation Really Mean?
  2026-06-26
• OnlyCFO's Software Valuation Analysis: Stock Performance, Revenue Multiples, and Growth Durability (2021-2025)
  2026-06-20
• How I Cut Our AI Spend in Half: Tokenmaxxing is Dead
  2026-06-09
• The "ARR" Guide for an AI World
  2026-06-04
• Entrata S-1 | An Actual Software IPO?!
  2026-05-31
• Where AI Costs Belong on the P&L
  2026-05-26
• Deel's 'Accelerate or Die' Moment: Building AI-Defensible Growth and Capital Allocation
  2026-05-19
• How I Built AI Agents to Close the Books
  2026-05-15
• Anthropic's Warning to Investors: Your Shares Don't Exist
  2026-05-13
• The Buyer's 2026 Playbook: Vendor Negotiation Strategy in an AI-Driven Market
  2026-05-08
• Is My Company AI-Pilled? The 5 Levels of AI Adoption in Finance
  2026-05-06
• Thoma Bravo's $5B Medallia Loss | The PE Reckoning is Coming
  2026-05-01
• Software Investors: Shoot First, Ask Questions Later
  2026-04-26
• The Highest Paid CFO | How Much Do Executives Make?
  2026-04-17
• More Lies of Stock-Based Compensation
  2026-04-14
• Lies, Damned Lies and Recurring Revenue
  2026-04-06
• OnlyCFO Newsletter: Revenue Durability, AI Disruption, and the SaaS Reckoning
  2026-03-22
• Revenue Durability is Failing in the Age of AI
  2026-03-22
• Go Disrupt Yourself: The Playbook Behind Intercom and Wix's AI Disruption
  2026-03-18
• The Software Debt 'Maturity Wall' Looms | Who Will Survive?
  2026-03-14
• The ARR to Cash Leaky Bucket: Building the Finance Bridge
  2026-03-10
• The Layoff Guide | Bloat + AI Efficiency = Performance Storm
  2026-03-04
• Are "Insiders" Buying Beaten Down Software Stocks Yet? The rules behind insider trades and what they actually mean
  2026-02-27