The Start-Up’s Guide to Extending Your Cash Runway
The Start Up’s Guide to Extending Your Cash Runway If it’s been a while since you raised funds for your start-up business, and your cash runway is starting to [...]
Scanco Software Case Study
CFO Services Case Study Scanco Software "...TechCXO turned out to be one of the most important decisions we made in maximizing the value of our company for the sales [...]
HealtheMed Scalability and Growth Transformation
HealtheMed THE OVERVIEW TechCXO stepped into the exciting and challenging arena of revitalizing a startup called HealtheMed. Harnessing the expertise of their seasoned team, [...]
Belgian Boys
Trialbee THE OVERVIEW Belgian Boys, a brand known for its baked goods, cookies, and breakfast items, sought to double its sales and expand its [...]
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 [...]
PTX tech case study
PTX Tech THE CHALLENGE Need for functional and strategic finance and accounting leadership at fraction of cost of full time employees. Need for outside capital to fund [...]
BlueWay Case Study
Blueway THE CHALLENGE Need for functional and strategic finance and accounting expertise. Need for extensive financial modeling to enable business expansion analysis and scenario building. Need for [...]
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 [...]
Ideas United Case Study
Ideas United THE CHALLENGE Ideas United leverages a global network of creative talent to create branded video content and original video content for some [...]
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 [...]