Inside the Mind of a Tech CFO: Lessons from CJ Gustafson

The Investing for Beginners Podcast - Your Path to Financial Freedom

CJ Gustafson, tech CFO and author of Mostly Metrics, joins the show to reveal what a CFO really does, how SaaS models work, the art of raising capital, and why storytelling is crucial in finance. Learn about IPOs, AI’s impact, and building durable businesses from one of the industry’s most insightful voices.

[00:01:00] CFOs as resource allocators and company portfolio managers.

[00:04:00] SaaS model’s predictability and recurring revenue explained.

[00:07:00] Managing cash flow and runway in startups is critical.

[00:10:00] Building investor relationships for easier future fundraising rounds.

[00:13:00] CFOs spend more time managing people than spreadsheets.

[00:15:00] Tech business models and pricing strategies evolve rapidly.

[00:18:00] Klarna IPO: business model, AI use, and credit risks.

[00:25:00] CFOs must tell compelling stories, not just crunch numbers.

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

Go to SHOPIFY.COM/beginners to start selling with Shopify today.

Learn more about CJ here: Mostly Metrics

What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

Have questions? Send them to [email protected]

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