Faced with weak marketing returns during rapid international expansion, Alistair Gurney resisted cutting spend. Instead, he integrated FP&A, revenue operations, and data engineering to analyze pipeline performance at a granular level. The cross-functional insight enabled targeted reallocations rather than blanket cuts, preserving growth momentum and helping Lucanet remain on bookings target. Now Watch the Complete […]
1168: How Smart Finance Looks Before It Leaps | Alistair Gurney, CFO, Lucanet
Early in Lucanet’s expansion, two Chinese employees working in Germany had a moment of insight. Seeing how configurable the consolidation software was, they believed it could succeed in their home market. Acting on that conviction, they traveled from Berlin back to China and built what would become Lucanet’s Chinese business. The story illustrates how a…
Listen to the Episode Below (0:53:49)
When Growth Isn’t the Goal—Sustainability Is | Manu Diwakar, CFO, Virta Health
At Ceres, Manu Diwakar recognized that scaling an expensive dry-land farming product lacked economic logic. With capital scarce, he urged the CEO to walk away from the misaligned business line and refocus on higher-value specialty crops—prioritizing sustainable unit economics over growth for growth’s sake. Now Watch the Complete Episode Featuring CFO Manu Diwakar of Virta […]
1137: When Finance Leads With Curiosity | Amy Foo, CFO, Ignition
She starts with tape from the field, not the spreadsheet. Listening to enterprise sales calls, Amy Foo heard customers whose usage rose and fell with seasons. Fixed per-seat pricing “wasn’t quite hitting the mark,” she tells us, so she piloted a pooled-seat model that flexed monthly within an annual commitment—turning smaller clips into “one to…
Listen to the Episode Below (0:57:16)
1119: Driving Mission-Driven Growth in the SaaS World | Matthew Hardy, CFO, Bonterra
When people Google Bonterra, they often see 2021 as its starting point. That year, lead investor Apax joined with Vista, holder of Social Solutions, and Insight Partners, holder of EveryAction, to unite those businesses under one brand. But, as Matthew Hardy tells us, the company’s history stretches much further back—“We have customers that are 20–25-year-old…
Listen to the Episode Below (0:48:40)
From Product To Ownership Ecosystem | Tom Egan, CFO, Hometap
A Finance Strategic Moment Amid 2020’s Covid uncertainty, Tom Egan drew on his Lehman‑era lesson that contracts follow relationships. He immediately called Hometap’s two banks, shared worst‑case projections and asked for covenant flexibility. The transparency earned rapid waivers, safeguarded liquidity and proved that trust, not paperwork, is the true collateral when markets fracture. Now Watch the […]
1101: Turning Home Equity into a Platform, Not a Product | Tom Egan, CFO, Hometap
When Tom Egan walks a homeowner through the math—“If your house is worth a million dollars and you owe five hundred thousand,” he says—the traditional options surface quickly: load the balance sheet with a costly home‑equity loan or sell and hope you can find somewhere new to live. That binary choice, he explains, is exactly what…
Listen to the Episode Below (0:59:32)
1058: Empowering Industry with SaaS-Driven Material Technologies | Brian Registe, CFO, QuesTek
It was only last October that the world witnessed SpaceX catching its super-heavy rocket booster as it emitted fiery bursts from the booster’s underside. Among those watching perhaps more attentively than ever was this episode’s CFO guest, Brian Registe, who today oversees the finance function of Questek—a company whose materials-by-design technologies are enabling SpaceX and…
Listen to the Episode Below (0:52:17)
738: Using Digital Insight to Unlock Business Value | Sameer Ralhan, CFO, The Chemours Company
Unlike many of the up-and-comers who populate the corridors of The Chemours Company, CFO Sameer Ralhan spent the balance of his career-building years with the company inside its manufacturing plants. It was there where Ralhan says that he observed everyday executives making decisions that routinely impacted the business, and it was there where his M&A…
Listen to the Episode Below (00:48:54)