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CFO Pilot Newsletter

Investor M&A Slides, Finance/Accounting Tool Benchmarks, and 3 Open VP Finance Roles

Published 3 months ago • 1 min read

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Hey Finance friends,

We got another roundup of cool stuff added to the website -- interesting benchmarks, reports, data, and 3 open VP of finance roles at tech companies.

Recent Benchmarks & Reports

State of AI (ICONIQ)

Mostly AI strategy stuff but some interesting data points for finance leaders on AI adoption, budgets, cost, etc

2025 State of the Markets (SVB)

Great data on the macro, VC fund economics and changes, impact of AI, cash runway, and fundraising.

Investor Slides from Xero's $2.5B Acquisition of Melio

Interesting read on how M&A is being positioned in 2025. And a look into how these types of deals work

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Finance & Ops SaaS Tech Stach Report 2025

Great report from TheSaaSCFO with 673 surveyed on "Office of the CFO" tech stack. Segmented by revenue size

Other Good Stuff

Team sizes are coming down A LOT -- even from levels before peak ZIRP. Combination of AI, companies growing slower so less bodies are needed, and realization we didn't need that many people.

Bridge rounds are usually bridges to nowhere...

Companies selling outside of tech, particularly vertical software are showing that their revenue is a lot more durable than their horizontal peers. There are riches in the niches.

Everyone company should be doing this 👇. Adoption of AI is still REALLY weak amongst many departments -- finance is one of the worst.

Job Opportunities

I don't get paid for promoting jobs (don't want to), so if you have any roles open, about to open, or confidential roles you want me to share then send them tome!

For this week we got 3 VP Finance roles at cool companies:

​RevenueCat (VP of Finance) -- Remote

RevenueCat is a SaaS company that just raised a $50M Series C and is on fire. They are high-growth and have some awesome investors -- like Jason Lemkin, Y Combinator, Index, Bain

​Kadence (VP of Finance) -- SLC or Bay Area

Kadence is an AI-powered workplace platform. They need a finance leader that is comfortable with the Series A/B to help them scale.

​G2 (VP of Finance) -- Remote

World's largest software marketplace. They last raised a Series D in 2021 so they will need someone with larger company experience

113 Cherry St #92768, Seattle, WA 98104-2205
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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!

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