OnlyCFO (@onlycfo) 's Twitter Profile
OnlyCFO

@onlycfo

Software, finance, and startups đź’°| check out my newsletter on the software industry: onlycfo.io

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linkhttp://www.onlycfo.io calendar_today20-09-2019 23:18:55

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If you want to trick your investors/board And make your financials look better Then this is exactly how I would do it… onlycfo.io/p/how-i-trick-…

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Figma will likely get the second highest revenue multiple of all public cloud companies No chance it’s greater than Palantir’s 80x… It is setting the IPO bar pretty high Not another S1 breakdown but things I found most interesting 👇 onlycfo.io/p/figma-s-1-th…

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Figma is being a bit sneaky in their definitions tho… 1. GRR excludes downgrades (only counts full churn) 2. NRR excludes full churn 3. And they are only counting $10K+ ARR customers They would still have top quartile metrics if they used standard definitions though

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Different perspective: I know Figma is getting some hate for non-standard definitions, but they are one of the very few companies that disclose some version of NRR and GRR so in some ways we do have more retention info about them than most other public cloud companies

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Feel like we should rerun this survey today given we are at all-time highs again Looking for some short ideas. Here is how the last list performed…. 1. AYX: -40% 2. BOMN: -34% 3. BYND: -97% 4. DM: -98% 5. WISH: -86% 6. FVRR: -86% 7. GLBE: -42% 8. JMIA: -82% 9. LMND: -51% 10.

Feel like we should rerun this survey today given we are at all-time highs again

Looking for some short ideas.

Here is how the last list performed….

1. AYX: -40%
2. BOMN: -34%
3. BYND: -97%
4. DM: -98%
5. WISH: -86%
6. FVRR: -86%
7. GLBE: -42%
8. JMIA: -82%
9. LMND: -51%
10.
OnlyCFO (@onlycfo) 's Twitter Profile Photo

Want to avoid hiring a Soham? 1. Ask for their LinkedIn profile 2. Make sure it has history/connections 3. Have the company page tag & share that they joined 4. Tell them to share it on LinkedIn Will solve 98% of the problem w/o complicated software or tracking, right?

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3 months after Skillz went public their CEO sold $200M worth of stock (11% of his holding) The market cap was $10B then. Today it’s $100M Not all CEO buys/sells are signals, but this obviously was

3 months after Skillz went public their CEO sold $200M worth of stock (11% of his holding)

The market cap was $10B then. Today it’s $100M

Not all CEO buys/sells are signals, but this obviously was
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The internet / people are going to get really annoying if everyone is fighting for distribution for their SaaS products…. AI is ruining the normal distribution channels So now being obnoxious is the go-to