Matt Blumberg & Jack Sinclair 
Startup CFO [EPUB ebook] 
A Field Guide to Scaling up Your Company’s Finance Function

الدعم

You’re only a first-time CFO once, but that first time can be a daunting challenge for startup leaders. Without a blueprint or a guide, you’re in a tough spot to manage all the details of finance, set up the accounts and systems, plus build out your team. Startup CFO was written to help the first-time CFO navigate finance challenges and provide tactics and best practices for how you can grow a high-performing function.

Matt Blumberg and Jack Sinclair have decades of finance and leadership experience from founding a company, scaling it, and exiting. They cover a wide range of topics from fundraising, to pricing and valuation, due diligence and corporate documentation, M&A transactions, operational accounting, international operations, strategic finance, and more. The authors share how to collaborate effectively in the executive suite and with functional leaders throughout an organization. As an added bonus, Matt shares CEO-to-CEO advice on what a great CFO looks like, signs that your CFO isn’t scaling, and how to engage with the CFO.

Startup CFO will help you pinpoint gaps or weaknesses, turn those into strengths, and help you scale yourself, the finance function, and your organization.

€10.99
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قائمة المحتويات

Foreword by Scott Dorsey

Introduction by Matt Blumberg

  • The Nature of a CXO’s Role

  • Scaling a CFO

  • The Finance Role by Jack Sinclair

  • In the Beginning: Laying the CFO Foundation

  • Fundraising

  • Size of Opportunity

  • Financial Plan

  • Unit Economics and KPIs

  • Investor Ecosystem Research

  • Pricing and Valuation

  • Due Diligence and Corporate Documentation

  • Using External Counsel

  • Operational Accounting

  • Treasury and Cash Management

  • Building an In-House Accounting Team

  • International Operations

  • Strategic Finance

  • Other Areas to Partner With

  • High Impact Areas for the Startup CFO as Partner

  • Board and Shareholder Management

  • Equity

  • Mergers and Acquisitions (M&A)

  • Bonus Section: What We Used for Our Internal Systems When We Started Bolster

  • How to Hire a CFO by Jack Sinclair

  • How I Work With the Leadership Team by Jack Sinclair

  • Fractional Chief Financial Officer by John Mc Carthy

  • CEO-to-CEO Advice About the Finance Role by Matt Blumberg

  • Conclusion

  • Acknowledgments

    About the Authors

    عن المؤلف

    Jack Sinclair is an experienced Chief Financial Officer and Chief Operating Officer with over 20 years in startups and scaleups, including Return Path, Stack Overflow, and Bolster. Jack began his career at Stern Stewart as an analyst but quickly figured out he enjoyed startups and scaleups and has since cofounded Return Path and Bolster. Jack contributed to ‘Startup CXO: A Field Guide to Scaling Up Your Company’s Critical Functions and Teams’ (Wiley, 2021), sharing his experience, tips, and best practices for CFOs to scale up the finance function. Jack earned a BS in finance from the Wharton School of the University of Pennsylvania.

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