Insights

Operator essays on capital, finance, and the work of installed structure.

Written from inside the engagements. The bar is operator usefulness, not industry commentary.

Fractional CFODec 8, 2025

When to hire a fractional CFO.

The five signals that say it is time, and the three that say you are not ready yet.

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Financial ModelingJan 28, 2026

What makes a financial model investor-ready.

The structural difference between a deck spreadsheet and a model an institutional investor will actually open twice.

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Capital StrategyFeb 11, 2026

Cap table strategy for pre-seed and seed founders.

The early decisions that compound, the ones that quietly destroy your Series A, and the math your investors are already running on you.

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Runway & BurnMar 24, 2026

Runway modeling: the number most founders get wrong.

Why "runway" is not one number, why your real one is shorter than the deck says, and how to model it the way a CFO actually does.

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ForecastingApr 9, 2026

The 24-month forecasting framework investors read first.

What goes in the first three tabs, why monthly resolution matters more than length, and the structure that holds up under diligence.

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FundraisingMar 10, 2026

Why most pre-seed data rooms fail diligence.

What institutional investors actually look at first, and why a founder-built data room loses the round before the partner meeting.

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AI & CFO FunctionNov 12, 2025

AI is compressing transactional finance. Judgment compounds at the decision layer.

The thesis behind Oh Ventures. What AI takes over, what it cannot, and where the work actually moves.

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CFO FunctionJan 14, 2026

Capital strategy vs. bookkeeping: what a fractional CFO actually does.

If you are calling them to reconcile QuickBooks, you have hired the wrong person. The work of a CFO, defined.

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FundraisingFeb 25, 2026

SAFE vs. priced round: how founders should decide.

The instrument is downstream of the strategy. Here is the framework, and the conversion math founders consistently underestimate.

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OperationsApr 23, 2026

Hiring sequencing: why your first five hires decide your Series A.

The order matters more than the names. How to sequence hiring around capital deployment, not urgency.

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