profile

CFO Pilot Newsletter

CFOPilot Website is Live!

Published 6 days ago • 1 min read

Hey Finance friends,

We launched CFOPilot yesterday and we got a LOT of new subscribers, comments, feedback, etc. I am glad there is so much interest for what we are building here.

Before you provide feedback on the website though...realize I "vibe coded" it myself. I will continue to make it better and will hire someone to make it really awesome.

But the content is on the website so go check it out! I will be adding lots of stuff in the coming weeks. Forward this to your finance/accounting teams and tell them to subscribe to CFOPilot because it will provide them with FREE:

  • Templates for finance/accounting
  • AI use-cases
  • All the best benchmarks
  • Email updates with the latest stuff
  • Software tool reviews, mapping, etc

Basically everything you need to run the "Office of the CFO".

Recent Benchmarks & Reports

Coatue’s 2025 EMW

Great macro update, public tech/AI trends, and state of the private markets. All very high-level but interesting data/trends/insights

The State of Go-to-Market in 2025

Great current GTM benchmarks for what top quartile companies look like today. Benchmarks about AI, pricing, sales conversions, costs, etc

Goldman Sachs Software Update (June 2025)

Great macro update on the state of software including metrics sliced by valuation premiums and other interesting insights on growth vs profitability

Recently Added Accounting Stuff

I got some good stuff for your accounting team this week. Forward this to your Controller to help them save time and money.

Chart of Accounts

Excellent chart of accounts and department list for a cloud/AI company.

​

Stock-Based Compensation (ASC 718) Policy

SBC policy template that covers all the basics you need for ASC 718 expensing and cap table management

Internal Use Software Policy

This file calculates the monthly salary and employer taxes for your current and future expected headcount.

Reply to this email and tell me what other templates you want to see!

113 Cherry St #92768, Seattle, WA 98104-2205
​Unsubscribe · Preferences​

CFO Pilot Newsletter

Written by The Captain

Everything you need to run the "Office of the CFO". Free accounting/finance templates, latest benchmarks, industry research, and more!

Read more from CFO Pilot Newsletter

Hey Friends, Goldman Sachs just released a great macro view of the software market. Below are some select slides and commentary from me. Market has been a crazy roller coaster. As a result most companies have been risk off as they wait and see what happens. Even though the stock market has largely recovered there is still plenty of uncertainty from a macro and political standpoint. And growth outlook can down as a result of that uncertainty and potential business restrictive policies/laws...

8 days ago • 1 min read

This is the very first newsletter for CFOPilot.com! These newsletters will not be long essays/guides/etc, but rather updates of the new things I am adding to the CFOPilot.com website and what I think other finance/accounting professionals should be reading and will want to see. The website is in progress, but ultimately it will be a library of the best resources for finance leaders. I have three asks: Forward this email to your finance/accounting colleges and tell them to subscribe. It will...

17 days ago • 1 min read

Welcome! Thanks for checking out CFOPilot.com!! The goal of CFO Pilot is to provide all the resources that CFO and finance leaders need to run their department. If you are not in the finance department (CFO, Controller, VP Finance, accounting, etc) than DO NOT subscribe to this newsletter and don't visit this website. It will not be valuable to you. Here is what to expect with the CFO Pilot Newsletter: ~2x per month emails Actionable tips, insights, and data for finance professionals The...

about 1 month ago • 1 min read