Series C - Early Series D


Build team - accounting (controller) and budget & planning side (FP&A), present to board and own financial piece, build finance strategy and vision, scale systems and processes, generally own HR, IT, Legal, Corporate Governance


Thinks wholistically about the business and knows how the business makes money, presents well externally, have an opinion and build loyalty with CEO, strategic, risk management, educate CEO on metrics, valuation and dilution, works well with other sr. executives (primarily sales & marketing)


uses data and financial analysis to run business more efficiently, automate as much as possible i.e. uses software - A/P no longer manual, looks at big business problems i.e. marketing not generating intended ROI

Metrics / KPI's

Sales pipeline efficiency (reps not hitting quota), recruiting efficiency, employee retention, margins, revenue numbers,  infrastructure spend, churn (subscription business), CAC, payback period per customer profitability,