Rev.io Case Study
Rev.io THE CHALLENGE Rev.io is a SaaS recurring revenue and customer management platform. The company sought a partner who understood the strategic and financial [...]
Clearleap Case Study
Clealeap THE CHALLENGE Need for strategic guidance through rapid growth THE SITUATION Clearleap, a video streaming platform company that developed and deployed massively [...]
Relay Therapeutics Case Study
Relay Therapeutics THE CHALLENGE Need for expert finance and accounting leadership and management from launch to initial funding to eventual IPO. THE SITUATION Relay [...]
Cyteir Therapeutics Case Study
Cyteir Therapeutics THE CHALLENGE Need for expert finance and accounting leadership and management. Need for experienced CFO-level guidance and expertise to help prepare for transition from start-up [...]
Incentive Stock Options Guide
Creating Incentive Stock Option Plans The appeal of stock options for startups and earlier stage companies may not be what they once were but there remains a high expectation [...]
CFO Survey – Would you add Bitcoin to your balance sheet?
Bitcoin as a store of value and payment mechanism has been growing in acceptance as evidenced by some publicly traded companies putting a portion of their cash reserves into [...]
Social Enterprises
Paul Sansone, TechCXO partner and former CFO of the Boys and Girls Clubs of America and Better World Books, is an expert in social enterprises, social entrepreneurship and B [...]
The Power of Compound Decision Making – Part 2
CEOs of private, mostly venture-backed growth companies know all too well the burden of high expectations, both in the milestones and scale they are trying to achieve. Quality decision making [...]
Thoughts and Takeaways from SaaStr 2018
Last week I attended the annual SaaStr conference, where thousands of people in the SaaS community - Founder CEOs, VC & PE investors, operators and service providers of all stripes [...]
Term Sheets
Congratulations. You’ve made a compelling case for your company to receive funding, investors are interested, they’ve done a couple of rounds of due diligence and probably visited you and your [...]
The Power of Compound Decision Making
CEOs of private, mostly venture-backed growth companies know all too well the burden of high expectations, both in the milestones and scale they are trying to achieve. Attached is Part [...]
Before the (Banker) Bake-Off, Cultivate a Great Chef or Two
They were immortalized in literature by Tom Wolfe as “Masters of the Universe” in Bonfire of the Vanities. Michael Lewis described them as “…a breed apart, a member of a [...]
List Partners-Winmo Case Study
List Partners-Winmo THE SITUATION Need for multi-level finance/accounting leadership and expertise but List Partners’ ownership did not foresee the workload to support the cost [...]
ProRata Case Study
ProRata THE CHALLENGE Need for expert finance and accounting leadership and management. Need for experienced CFO-level guidance and expertise to help inform and shape the relevant buildout [...]
4th Source Case Study
4th Source THE CHALLENGE 4th Source is a nearshore IT services business that offers its clients same time zone communication, cultural alignment and access to highly qualified [...]
Secretariat International
Secretariat International THE SITUATION Rebuild Secretariat International accounting system after major data loss, transition from cash to accrual accounting; [...]
Sovereign Systems Case Study
Sovereign Systems THE CHALLENGE Sovereign Systems helps transform legacy data center technologies and applications into ultra-efficient, cloud-based platforms. They needed multi-level finance/accounting leadership and expertise with the [...]
Catabasis Pharmaceuticals
Catabasis Pharmaceuticals THE CHALLENGE Building and financing a drug discovery platform company. THE SITUATION Within two months of creating Catabasis Pharmaceuticals, the company's two [...]
All we need is a million dollars, and we will be unstoppable
All we need is a million dollars, and we will be unstoppable! (A cautionary tale) Keith Heffron is a TechCXO Partner and an innovative financial leader, business owner and [...]
Outgrown Your Accounting System?
New cloud-based accounting systems, such as NetSuite, offer much more functionality, flexibility, and interactivity than traditional accounting systems. Based on their extensive experience as CFOs, TechCXO’s Finance partners can review [...]
Thoughts and Takeways from SaaStr 2019
For a second straight year, I attended the annual SaaStr conference in the Bay Area. SaaStr is a community of thousands of people - Founder CEOs, VC & PE investors, [...]
SaaS Company’s Journey to Relevance
Recently, I attended the annual SaaStr conference where thousands of people in the SaaS community - Founder CEOs, VC & PE investors, operators and service providers of all stripes – [...]
How to Keep the Payroll Toothpaste in the Tube
One of my colleagues who is a long-time CFO relayed a rule he had in his companies about people who see payroll data. Which is: you cannot get another job [...]
Board Financials
What to include (and leave out) in Board financials Many a post has been written about rules of thumb for holding effective Board meetings. People should be present, meaning actually [...]