Finance Leadership

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

407 Articles

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PE & VC

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

Showing 14 of 62 articles

Transaction Multiples: What’s Fair in Today’s Market?

Insight

Transaction Multiples: What’s Fair in Today’s Market?

Introduction Transaction Multiples: What’s Fair in Today’s Market? There are few concepts in corporate finance as simultaneously precise…

For PE & VC-Backed CFOs
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What LPs Really Look for in Fund Performance Metrics

Insight

What LPs Really Look for in Fund Performance Metrics

It is a strange irony of modern finance that in a discipline that prizes clarity and measurement, the…

For PE & VC-Backed CFOs
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Building an Investment Pipeline That Converts

Insight

Building an Investment Pipeline That Converts

Introduction There is a certain satisfaction that arises when reviewing a robust deal pipeline. The rows are populated,…

For PE & VC-Backed CFOs
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Startup Funding in 2025: Trends That Matter

Insight

Startup Funding in 2025: Trends That Matter

Part I Startup Funding in 2025: Emerging Themes and Structural Shifts In the shifting tectonics of global capital…

For PE & VC-Backed CFOs
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What Is Venture Debt? When to Use it?

Insight

What Is Venture Debt? When to Use it?

Part I What Is Venture Debt? Definitions, Mechanics, and Strategic Role In the layered lexicon of startup finance,…

For PE & VC-Backed CFOs
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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…

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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…

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