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📄Reports & Good Reads

Mid-Market ERP Disruption (Morgan Stanley) Lots of new ERPs taking market share in the SMB and MM space. I have seen 3 recent ERP fundraising announcements. The space is hot right now! Read Report

Big Beautiful Bill Expands QSBS Benefits Important information to know for earlier stage companies. QSBS can be a HUGE benefit that is easy to take advantage of. But I have also seen companies accidentally screw it up... Read Report

CFO of Carta Playbook for Equity Comp Good playbook for how CFOs should think about managing equity comp from the OnlyCFO newsletter Read Report

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📊New Templates

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Employee Stock Option Value Calculator Google Sheet calculator employees can use to model how what the potential value of their equity might be. Employees should have all info on this calculator to make an informed decision. Get Model

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🥇Other Good Stuff

David Spitz posted a great chart (and reminder on LinkedIn) that valuations aren't that much different today than the "crazy" times of 2021. We don't see many 50x+ revenue multiples (other than Palantir), but that is because growth is SO much slower. When bucketed for growth, things are just a bit lower...

Are valuations too frothy again?

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Wonder what your VCs make?

Deedy from Menlo Ventures posted the below ranges comp ranges segmented by seniority and fund size.

What private companies are the hottest on the secondary market?

As you might expect there are a lot of AI things, defense, robotics...And then you have Ramp (a spend management platform) lol. Finance/accounting tools can be sexy too!

🚨New Content Announcement!

I have been strongly encouraging my teams to regularly take software demos (particularly AI stuff) so they learn more about what is out there.

Well...apparently finance leaders are busy! So I am going to do it for you.

Finance/accounting vendors can get on the list to demo to me here​

And then I will share all the cool stuff in this newsletter so you can see what you might be missing without having to take sales calls.

Footnotes:

• ​Forward this newsletter to your accounting/finance teams. It's a quick (<5 min) read and will make your teams better
  • Practical AI use-cases for finance/accounting
  • Demo summaries
  • Benchmarks
  • And other good reads/insights
• Reach out to captain@cfopilot.com for sponsorship opportunities
• Give OnlyCFO a demo of your software - here​

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