Getting rich from secondary sales
Mostly Metrics
by CJ Gustafson
2d ago
Potentially controversial opinion: Tech companies should use big checks instead of ACH transfers Over the years, I’ve wired hundreds of millions of dollars to founders and early employees in secondary transactions. (Author’s note: I also once accidently wired 8 figures to the wrong person, but we won’t talk about that today because it triggers my PTSD (Post Treasurer Stress Disorder) and I’m writing this from the fifth floor) Releasing those wires is a surreal feeling. You try to remain all professional and “business as usual”, but you know you’re changing that person’s life (and maybe their ..read more
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Selling Trust: Airbase CFO Aneal Vallurupalli on Risk Management
Mostly Metrics
by David Waugh
2d ago
Aneal Vallurupalli, CFO of Airbase, an AP automation, spend management, and procure-to-pay solution, joins CJ to discuss all things risk management. He explains the different categories of spend outside of payroll and the biggest pain points within them. Aneal does a deep dive into fraud and how to prevent it, explaining how Airbase's number one product is really trust. He covers the non-payment risks to your company, the need for stage and growth-appropriate risk, and the benefits of a risk roadmap for your company. Aneal also delves into value metrics and what makes a good one. As someone ..read more
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How to Calculate Net Dollar Retention Rate (the right way)
Mostly Metrics
by CJ Gustafson
2d ago
Power all your financial operations with Mercury. A word from our sponsor Mercury Financial operations are needlessly complex. You have to cobble together a patchwork of tools that aren’t integrated with each other, cost you time, and lead to errors. Mercury simplifies this with banking* and software that powers all your critical financial workflows — all together within the one thing every business needs — a bank account. And with new bill pay and accounting capabilities, you can pay bills faster, stay in control of company spend, and speed up reconciliation. Simplify your finances with ..read more
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Venture Debt as a Strategic Lever for Growth With Ruslan Sergeyev of Hercules Capital
Mostly Metrics
by David Waugh
4d ago
In this episode, Ruslan Sergeyev, Managing Director of Hercules Capital gives CJ a masterclass in venture debt. He explains what venture debt is, its various types, and the potential benefits it can bring to your business. Ruslan sheds light on the current landscape and big players in venture dept. He provides insight on covenants, rates, warrants, and success fees in debt structure, and the difference between banks and funds. The discussion covers how much debt is appropriate for a capital stack and when you should refrain from raising venture debt altogether. Discover strategies for lever ..read more
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Mostly Multiples 5/12: The Art and Science of Building Comp Sets
Mostly Metrics
by CJ Gustafson
4d ago
Don’t get me wrong, as a CFO, I love revenue growth - but you can become a victim of your own success. Which begs the question: When you 10x your revenue, will you need to 10x your accounting team? Ledge is a finance operations platform that automates cash reconciliation and journal entry creation, centralizes exception management, and provides real-time cash flow analysis and forecasting. By connecting data across your ERP, banks, payment processors, and other sources – without R&D or IT - you can scale your finance operations without scaling headcount. Test drive Ledge with your own d ..read more
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Maximize Your Returns: A Tech Worker's Guide to Exercising Equity & Optimizing Taxes
Mostly Metrics
by CJ Gustafson
1w ago
“It was at that moment, staring at a bank account balance of zero, I was dead broke, but also a paper millionaire.” -Rich / Poor Guy I once worked with Welcome back to our month long series on employee equity: Part 1: What’s a 409a Valuation (LAST WEEK) Part 2: A Tech Worker's Guide to Exercising Equity & Optimizing Taxes (TODAY!) Part 3: Getting RICH off Secondary Transactions (NEXT WEEK!) Incentive stock options are a form of employee compensation. They can make tech workers fantastically wealthy if the company goes parabolic. However, they require employees to take a financ ..read more
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The Mindshare Advantage: Marketplace Success With Boris Wertz of Version One Ventures
Mostly Metrics
by David Waugh
1w ago
Boris Wertz, the founding partner at Version One Ventures, a VC firm that invests in marketplaces and other startups, joins CJ to discuss the evolution and dynamics of marketplace models. Boris sheds light on his early years as a founder and operator at AbeBooks, and what he learned from selling the platform to Amazon during the dot-com boom. He explains the benefits of focusing on a niche instead of going too broad, how he solved the chicken and egg problem, and what it means to be a long-tail model operator. He and CJ discuss where we are today in the development life cycle of marketplace ..read more
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The Top HR Metrics to Track
Mostly Metrics
by CJ Gustafson
1w ago
Support for Mostly metrics comes from Mercury, the fintech startups use for banking and all their financial workflows. A word from our sponsor Mercury In the world of startups, being the first can be exhilarating. Being the first finance leader to join a startup, however, can be daunting.  Mercury shares the five steps to establishing a strong financial foundation in your first 90 days. The article covers navigating existing processes, aligning with the CEO on key priorities, crafting a financial strategy at scale, and building relationships across the company to make better decision ..read more
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Marketing as a Form of Capital Allocation With Carta's Head of Growth Angela Winegar
Mostly Metrics
by David Waugh
1w ago
In this episode, CJ is joined by Angela Winegar, Head of Growth Strategy at Carta and recovering venture capitalist. Having had an unconventional career path, Angela’s experience in the worlds of both marketing and investing gives her a unique perspective on growth. She and CJ discuss the parallels between marketing and investing and Angela explains how marketing is really a form of capital allocation. She sheds light on what the return on investment should be for media budgets and why CFOs should seek to better understand the differences in outcomes and timelines behind individual campaign ..read more
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Mostly Multiples 5/5: The End of an Era
Mostly Metrics
by CJ Gustafson
1w ago
The first thing I did when I became CFO was manually map out EVERY way in which cash entered and left the building. The buck stopped with me. And I felt the pain. On that note... A quick word from our sponsor Ledge Is your team struggling with manual transaction matching & cash reporting? Meet Ledge, a finance operations platform that automates cash reconciliation and journal entry creation, centralizes exception management, and provides real-time cash flow analysis and forecasting. Ledge glues together all your financial data spread across your ERP, banks, payment processors, data ware ..read more
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