The 1st CFOPilot Newsletter!!


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:

  1. Forward this email to your finance/accounting colleges and tell them to subscribe. It will make them more efficient and better...
  2. Tell me what you want me to add to the website
  3. Send me your templates, models, policies, etc! I want to build the library of these up (and have multiple versions for various use cases). If you want the glory, I will add your name on the website as who made it but otherwise it can be anonymous.

Recent Benchmarks & Reports

The 2025 State of B2B

Monetization

Benchmarks of how pricing models are changing in 2025. Great pricing insights and trends.

Global Private Equity Report 2025

Very long, but some very interesting data/visuals about the state of PE

B2B SaaS Performance Metrics Benchmarks

Benchmarkit has good reporting on the small to medium sized private cloud companies. The additional segmentation and insights are good.

Coatue's Public Market Update

Benchmarkit has good reporting on the small to medium sized private cloud companies. The additional segmentation and insights are good.

Recently Added Stuff

Sales Commission Calculator

Calculator for commissions for a typical enterprise software sales rep. It automates most of the work and provides a summary.

Sales Capacity Model

A sales capacity planning model to enable you to forecast new revenue based on your sales reps and a number of drivers — productive capacity, seasonality, ramping, overassign, etc.

Headcount Planning Model

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

Other Stuff

M&A volume is up

Interesting analysis on the potential TAM of different vertical SaaS industries by Luke Sophinos.

Sponsors: We are accepting sponsors starting today and we have a few creative ways that we can work together. Email me at Captain@CFOPilot.com to get our launch prices.

113 Cherry St #92768, Seattle, WA 98104-2205
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Everything you need to run the "Office of the CFO". Free accounting/finance templates, latest benchmarks, industry research, and more!

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