In late 2022, as funding markets collapsed, Roy Hefer reframed Perk’s choices: accept punitive, dilutive capital or pivot to profitability. By trading growth for faster profitability, finance preserved control, avoided a down round, and made the company “default alive”—showing how framing options can shape strategy without forcing decisions. Now Watch our Episode Featuring CFO Roy […]
1151: Trust Is the Real Currency of Cross-Functional Finance | Roy Hefer, CFO, Perk
Roy Hefer expected a quick coffee. Instead, a “30 minutes” introduction with a newly appointed Lumenis CEO stretched “more than three hours,” he tells us, as they talked through her plan to transform a flat-growth, cash-bleeding medical device company and “ultimately take it public,” he tells us. That conversation marked a shift from theory to…
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1074: Balancing AI Innovation with Post-IPO Expectations | Bill Koefoed, CFO, OneStream
It began with a tense stretch of weeks that Bill Koefoed tells us he won’t soon forget. As OneStream’s CFO, he was juggling the details of going public when a small AI startup called DataSense caught his attention. “We didn’t even have a formal corporate development function,” Koefoed explains, but he threw himself into researching…
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Leading Through Windfalls: CFO Guidance on Secondary Transactions
Inside The Mentoring Round, CFO Kfir Lippmann dives into the lesser-known yet critical impact of secondary transactions. While IPO preparation is high-stakes, these transactions can dramatically affect morale—especially when younger employees receive large sums quickly. Lippmann emphasizes coaching them on responsible spending and long-term thinking, rather than letting sudden wealth create divisions. Balancing transparency, fairness, […]
1061: Innovate, Scale, Repeat: A CFO’s Blueprint for Rapid Expansion | Kfir Lippmann, CFO, Salt Security
CFO Kfir Lippmann began his career at Ernst & Young in Tel Aviv, auditing high-growth tech clients and navigating the intricacies of IPO-bound businesses. The experience gave him a deep understanding of strategic finance early on, Lippmann tells us. Later, he joined Monday.com when it was still a small startup, helping scale the organization through…
Listen to the Episode Below (0:40:13)