Insights
How I think about it.
Short essays on capital events, SaaS metrics and what boards get wrong about hiring.
The purple pen problem
What a dermatology AI teaches boards about hiring CFOs.
The XY problem, CFO edition
A role spec asks for X. What the board needs is Y.
The three chairs
Adviser, founder and CFO each misread the same capital event, in predictable ways.
NRR is a judgement, not a fact
Why one of SaaS’s most quoted metrics depends on choices nobody writes down.
Taking over something someone else built
On stepping in as interim CEO, and why the urge to change things fast is usually wrong.
The most painful fundraise I ever did was my own
Fifteen years advising on raises, then the founder’s chair.