Finance Leadership

INSIGHTS &
ARTICLES

Practical thinking on systems finance, digital transformation, and leadership for CFOs navigating the exponential age.

322 Articles

Latest Thinking

PE & VC

Browse frameworks, operator playbooks, and leadership perspectives organized by your CFO context.

Showing 9 of 57 articles

Covenants: From Compliance to Value Creation

Insight

Covenants: From Compliance to Value Creation

Part I: Covenants as Strategic Conversations When I first stepped into the CFO seat, I chose to see…

For PE & VC-Backed CFOs
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Beyond Cash Flow: What Banks Truly Look For

Insight

Beyond Cash Flow: What Banks Truly Look For

Part I: The Hidden Anatomy of a Credit Committee After more than three decades as an operational CFO…

For PE & VC-Backed CFOs
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From Loans to True Banking Partnerships

Insight

From Loans to True Banking Partnerships

Part I: Foundations of a Strategic Banking Relationship Over the course of three decades in finance, I have…

For PE & VC-Backed CFOs
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Transforming M&A with AI: A CFO’s Guide to Winning 

Insight

Transforming M&A with AI: A CFO’s Guide to Winning 

Mergers and acquisitions are often called the proving ground for capital allocation. For CFOs, the real work starts…

For PE & VC-Backed CFOs
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Navigating Tax Risks in M&A Deals: A CFO’s Insight 

Insight

Navigating Tax Risks in M&A Deals: A CFO’s Insight 

Mergers and acquisitions are not closed by vision alone. They are closed in data rooms, diligence checklists, and…

For PE & VC-Backed CFOs
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Beyond EBITDA: Using Predictive Models in Modern Deal Screening 

Insight

Beyond EBITDA: Using Predictive Models in Modern Deal Screening 

EBITDA tells you where the company has been. Predictive intelligence, supported by expert financial modeling consulting services, financial…

For PE & VC-Backed CFOs
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Mastering Deal Structuring in 2025 

Insight

Mastering Deal Structuring in 2025 

In 2025, deal structuring has evolved into a far more intricate exercise than it was even a decade…

For PE & VC-Backed CFOs
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Navigating Deal Valuation with Predictive Analytics 

Insight

Navigating Deal Valuation with Predictive Analytics 

In finance, deal valuation is where uncertainty meets consequence. The numbers inside a valuation model may be built on…

For PE & VC-Backed CFOs
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From Hype to Value: Prioritizing Digital Investments 

Insight

From Hype to Value: Prioritizing Digital Investments 

In every business cycle, waves of excitement around emerging technologies rise and fall. Some become foundational, transforming the…

For PE & VC-Backed CFOs
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