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OnlyCFO's Newsletter

OnlyCFO
Hundreds of paid subscribers

Finance and operational insights for CFOs and other leaders at technology companies.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues310Founded4 years agoLast Issue2 days ago
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Latest Issues

Stop Using The Term “Renewal”

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Forecasting AI spend for 2027 is hard. I know I’m struggling with it.…Things are changing every couple of weeks.

My friends at Tropic help their customers manage and forecast AI spend every day. Check out thei...

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ARR vs GAAP Revenue | Spotting “ARR” Lies

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What should the finance function look like in the age of AI?

I keep thinking about this question and what it means for my people, systems, and processes. Most finance teams I talk to are being slowed down bec...

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Cognition vs Factory | Conflicts of Interest in the Boardroom

Brought to you by…Remote

I’ve done a lot of international hiring, and it gets complicated fast…

  • Do we hire as contractors, employer of record (EOR), or set up an entity?

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Harvey vs Legora | When Are Terrible Gross Margins OK?

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Global hiring gets complicated fast when Finance can’t clearly answer two questions: What will this cost us, and who owns the compliance risk?

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How I’d Use AI to Commit Fraud

Brought to you by…Brex

Every board is asking how the company is leveraging AI. At first they just wanted to make sure the company was using AI, but now they want to know:

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