Joined December 2020
- Tweets 754
- Following 53
- Followers 40
- Likes 47
599 Photos and videos
May 27
Your early finance tool choices compound...for better or worse. Fragmented stacks quietly drain hours & erode data trust. With partners like Aleph, Rillet & SpendHound, you can build smarter from the start. Here's what to watch out for 👇
LINK: ow.ly/B8HI50Z4P1O
#Startup
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Apr 30
Most founders ask 'when do we raise?' The better question: do you need to raise equity at all right now?
Venture debt is underused and misunderstood. We broke it down.
LINK: ow.ly/iOc550YSyOr
#Startup #StartupFinance #VentureDebt #CFO
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Apr 15
Growth doesn’t break companies. It exposes what was already fragile.
As revenue scales, pressure builds in revenue recognition, close processes, and controls. The cost of fixing it later is always higher than getting ahead of it.
LINK: ow.ly/nrmF50YK1CJ
#Startup #AI
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Apr 14
Most teams measure AI by hours saved. That’s the wrong metric. The real ROI shows up in fewer errors, faster decisions, and scaling without linear hiring. If you’re only tracking time, you’re missing the point.
LINK: ow.ly/p4BG50YIZtm
#Startup #AI
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Apr 12
The absence of a CFO is most expensive when problems are still invisible. Know the triggers.
LINK: ow.ly/I4Q050YHRfX
#Startup
2
Apr 12
Picking an AI vendor for finance isn't about the best demo. It's about reliability, controls & integration. Here's how to evaluate.
LINK: ow.ly/WcHm50YHRfL
#Startup #AI
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Apr 9
Your reports don't just reflect reality — they shape how your leaders act within it. Here's why reporting is a behavioral tool: ow.ly/AZgV50YGPfN
#Startup #CFO
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Mar 25
AI can optimize your finance workflows — but it can't own the decisions. When automation starts replacing judgment, accountability gets murky fast. Know where the line is.
LINK: ow.ly/ZhTC50YyNs9
#StartupFinance #AIinFinance #CFO
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Mar 23
Choosing AI for finance is about reliability, controls, and integration with your finance stack. Rooled breaks down how finance teams should evaluate AI vendors to avoid hidden risk and ensure automation actually strengthens operations.
LINK: ow.ly/Yrmb50YrYLj
#Startup #AI
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Mar 18
AI can automate finance workflows, but reliability matters more than speed.
The real conversation isn’t automation, but human-in-the-loop oversight: controls, judgment, and validation that keep financial systems accurate and defensible.
LINK: ow.ly/nN0b50YrBya
#Startup
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Mar 12
Cash flow problems rarely start with cash. In many startups, liquidity pressure begins earlier—in billing friction, AR delays, expense timing, or weak forecasting. Fixing cash flow means fixing the operations behind it.
LINK: ow.ly/KLab50Ypp0y
#Startup #CashFlowStrategy
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Mar 11
AI is reshaping startups—but strong financial discipline still matters. On The Angel Nest, Jocelyn Goldfein (Zetta Venture Partners) discusses AI innovation, startup metrics, and why reliable financial reporting is critical for scaling companies.
LINK: ow.ly/nUZh50YpnGS
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Mar 10
Diligence rarely becomes painful overnight. The real friction appears when inconsistent metrics, undocumented policies, or messy financial records surface under investor scrutiny. Building financial discipline early turns diligence into validation.
LINK: ow.ly/G6La50YpnfQ
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Mar 9
Customer success isn’t static. It evolves as companies scale. Its placement affects adoption, retention, and revenue durability. Insights from Rooled’s latest piece perspectives from Harini Gokul on Speaking C-Suite.
BLOG: ow.ly/9yho50YpmFR
POD: youtube.com/watch?v=ucFA5t8T…
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Mar 5
Churn rarely starts at renewal. It begins in declining product usage, stalled adoption, and slower time-to-value. Finance teams that track adoption signals gain earlier insight into retention risk, revenue durability, and more accurate forecasting.
LINK: ow.ly/vvxI50YpkZ2
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Mar 4
Startup finance rarely breaks all at once. Pressure builds quietly through growth, complexity, and rising capital expectations. Knowing when to introduce CFO-level leadership can protect cash strategy, forecasting accuracy, and investor confidence.
LINK: ow.ly/KKVW50YpcXO
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Mar 3
Liquidity strain often begins with AR delays, billing friction, expense timing mismatches, and weak forecasting...long before runway looks tight. Strong revenue doesn’t guarantee stable cash. Here’s where risk really starts.
LINK: ow.ly/XVLh50YoOe6
#Startup #CFOStrategy
3
Feb 24
Spreadsheets power early startups—but relying on them as your finance backbone introduces error risk, slower closes, and fragmented visibility. As complexity grows, scalable accounting systems & CFO oversight become critical.
LINK: ow.ly/kHk050YlgrS
#StartupFinance #CFO
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Feb 19
Revenue growth alone doesn’t tell the full story. Durability, retention, expansion, and concentration risk shape how resilient a company truly is. Founders and CFOs who look deeper build stronger, more predictable businesses.
LINK: ow.ly/qs2Q50Yiqac
#CFOInsights #Startup
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Feb 18
Recurring revenue ≠guaranteed revenue. Renewal risk, stalled expansion, and hidden contraction can distort forecasts fast. Finance teams that tie retention, adoption, and customer health to planning gain earlier visibility and stronger decisions.
LINK: ow.ly/P5wX50YhoGk
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