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Your “Scale to IPO”
Operating Manual

Insights from experienced private company leaders and industry experts that will help you scale yourself so you can scale your company from growth stage to IPO and beyond.

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G&A in AI: Increasing Adoption and Early Use Cases for Finance and People Team Leaders

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What growth stage startup leaders can expect from the current fundraising environment.

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How to Streamline the SOX Compliance and Control Readiness Process

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What growth stage startup leaders can expect from the current fundraising environment.

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The State of Venture Debt in 2023

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The evolution of venture debt post-SVB.

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Leading Effectively During Crises

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How CHROs can support and lead the organization during a crisis.

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Evolving Your Compensation Plan on the Road to IPO

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How to get your company’s comp plan IPO-ready.

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Navigating Liquidity During Market Uncertainty

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How to navigate shareholder liquidity needs during market volatility.

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Getting the Most Out of Your Performance Management Cycle

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Tips for goal-setting, performance review cadence, and manager enablement.

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The “Art” of Annual Planning

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How to drive efficiency and navigate conflicts during annual planning.

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Talent

Getting the Most Out of Your Performance Management Cycle

Tips for goal-setting, performance review cadence, and manager enablement.

The CHRO Hiring Playbook

How to identify and hire the right CHRO/Chief People Officer to drive transformational growth at your organization.

Managing Employee Morale

How to manage morale effectively during uncertainty.

Flexible Work: Trends and Tactics

Tactics for strengthening culture and connection within hybrid and remote teams.

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The IPO Readiness Guide for CFOs

Sage Advice on Going Public from Battled-Tested Finance Leaders.

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Equity & Compensation

Designing a Sales Compensation Plan

How to structure and manage a sales comp plan.

Architecting Equity: Considerations for Equity Structure, Refresh Grants, & Employee Communication

Equity strategies for growth stage companies.

Is it Time to Recalibrate Your Compensation Strategy?

Considerations for comp budget adjustments, pay transparency and employee communication.

Navigating Pay Transparency Laws

Why, where, and how to comply with pay transparency laws.

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Liquidity Guide

A comprehensive guide for creating successful employee liquidity programs that aligns the needs of employees with those of executives, the board of directors, early financial backers—and the growing company.
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Systems & Processes

The "Art" of Annual Planning

How to drive efficiency and navigate conflicts during annual planning.

The "Science" of Annual Planning

Align your board, executive team, and broader organization with your vision to create a successful roadmap for the future.

Compensation Committee Construction

How to establish a comp committee charter, select board members and maintain alignment.

The Treasury Management Playbook for Growth Stage Companies

Mitigating treasury risk with a modern and scalable strategy

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The 409A Valuation Process: What Every Founder Should Know

Learn the mechanics of 409A valuations, how to prepare, and what to watch for throughout the process.

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Leadership & Vision

Generative AI in Finance: 5 Questions Finance Leaders Should Be Asking

Generative AI opportunities, risks and use cases in finance

Generative AI in HR: Opportunities, Risks, and Policy Considerations

Considerations for introducing generative AI in the HR function.

CHRO’s Role with the Board: 3 Strategies to Build Boardroom Impact and Influence

How to build boardroom impact and influence as a CHRO.

The State of Fundraising in 2023

Fundraising outlook from a VC, banker, lender, & finance executive.

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IPO Readiness

The 2022 IPO Readiness Guide for CFOs

Sage advice on going public from battle-tested CFOs.

The Road to IPO: HashiCorp CFO Navam Welihinda on Going Public During Uncertainty

Behind the scenes of HashiCorp’s 2021 IPO with Navam Welihinda.

The Road to IPO: Advice on IPO Readiness in Uncertain Times From Three-Time IPO Veteran Steffan Tomlinson

Confluent CFO on preparing to go public amidst uncertain market conditions.
Communicating and Aligning Expectations With Your Board Ahead of an IPO

Communicating and Aligning Expectations With Your Board Ahead of an IPO

How to communicate and align with your board pre-IPO.

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