Run the Numbers

• CFO, COO, or Hybrid? Choose Your Own C-Suite Adventure! (Also: How To Master Channel Sales)

  What's the real difference between a CFO and a COO? Can you do both roles simultaneously? And which title is more desirable from a career perspective? Today’s guest, Colin Sims, who is currently the CFO of Hunters but has held both titles multiple times, joins CJ to answer these questions and to talk about channel sales. They discuss what it takes to build a successful channel sales model and how companies need to “feed the channels" before expecting them to feed the company in return. You’ll hear about winning sales motions, what to look for in a CRO, and why transparency trumps democracy when it comes to business decisions.If you're looking for an ERP, head to NetSuite: https://netsuite.com/metrics and get the CFO’s Guide to AI and Machine Learning.—SPONSORS:Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.Subscript is a modern billing and revenue recognition platform designed for SaaS finance teams that need flexibility and accuracy. From automated invoicing and dunning to compliant, transparent revenue recognition and real-time analytics, Subscript eliminates manual work, reduces errors, and gives you a single source of truth for all your financial data. Book a free demo at subscript.com.Rippling Spend is a spend management solution that handles your entire company’s spending in one unified system. It enables you to bring your corporate cards, expense management, bill pay, and more into one place to achieve real-time visibility and uniquely granular control with automated policy controls across every type of spend. Get a demo to see how much time your org would save at rippling.com/metrics.Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off Vanta at vanta.com/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. From spotting hidden optimization opportunities to automating painful procurement workflows and giving you the best market data to turn vendor negotiations in your favor, Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how.NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform, head to NetSuite https://netsuite.com/metrics and get the CFO’s Guide to AI and Machine Learning.—LINKS:Colin Sims: https://www.linkedin.com/in/colinjsims/Hunters: https://www.hunters.security/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS:(00:00) Preview and Intro(02:35) Sponsor – Planful | Subscript | Rippling Spend(06:39) The Real Difference Between a CFO and a COO(12:58) Why CFOs Are in Greater Demand Than COOs(16:48) Sponsor – Vanta | Tropic | NetSuite(22:21) The CFO-COO Hybrid Role(23:39) Skills To Be a Good COO(26:21) A Winning Sales Motion and the CRO(32:07) Intellectual Curiosity and the Ability To Learn and Adapt(34:48) CROs for Different Stages(36:32) Channel Sales Models That Rely on Partners(41:14) The Predicability of Channel Models(44:24) Where Channel Sales Go Wrong(47:05) The Different Types of Channels(49:03) Transparency Works, Democracy Doesn’t(54:27) Long-Ass Lightning Round: Hiring Mistakes(55:56) Finance Software Stack(58:02) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

  --------  

  59:44
• Straight Talk on the Economy - What it Means for Tech

  Today we give the straight talk on the state of the economy that operators running tech companies need to hear. We cover:* Ripple Effects: Even if your company doesn’t ship atoms, your customers probably do. Expect slower procurement, deferred renewals, and CFOs eyeing legacy tools.* Investor Vibes: Market uncertainty = deal drag. Think longer diligence cycles, cautious boards, and DCF models sweating in real time.* ERP Economics: When Nike gets budget clotheslined, your cloud spend might too. The trickle-down is real.* Hiring Freeze Incoming: Some MBA grads might be ghosted before day one. And no, Nike won’t double hire next year to make up for it.* Winners in the Wreckage: Recommerce, maintenance software, parts platforms, and demand planning tools could quietly shine.* Finance Playbook: Monthly budget reviews, cautious hiring, flexible vendor contracts, and employee comms that treat folks like grownups.* Operational Clarity: Turbulent markets are a great time to re-educate teams on “how we make money here.” Finance literacy = strategic clarity.* Sponsor Shoutout: Gelt for Mostly Metrics—proactive tax strategy for high-growth CFOs who want more than just compliance. go.joingelt.com/mostlymetrics Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

  --------  

  14:20
• The $7 Million Wake-Up Call: Mastering Rebates for Profitability with Enable’s Nick Rose

  Nick Rose, CFO of Enable, joins CJ to discuss one of the most overlooked yet powerful levers for growth, trust, and alignment in B2B commerce: rebates. They talk about how rebates are often dismissed as accounting clean-up or mistaken for discounts, but they are actually critical pricing incentives that foster long-term relationships. Nick describes how he first came to Enable as a customer and how it helped him uncover more than $7 million in missed rebates. He breaks down how rebates differ from discounts, how they can exceed net profit, and why manual rebate systems are so complex and inaccurate. Nick also explains how Enable is building a new SaaS category, and the importance of becoming a business’s top three priority as a SaaS platform.If you're looking for an ERP, head to NetSuite: https://netsuite.com/metrics and get the CFO’s Guide to AI and Machine Learning.—SPONSORS:Subscript is a modern billing and revenue recognition platform designed for SaaS finance teams that need flexibility and accuracy. From automated invoicing and dunning to compliant, transparent revenue recognition and real-time analytics, Subscript eliminates manual work, reduces errors, and gives you a single source of truth for all your financial data. Book a free demo at subscript.com.Rippling Spend is a spend management solution that handles your entire company’s spending in one unified system. It enables you to bring your corporate cards, expense management, bill pay, and more into one place to achieve real-time visibility and uniquely granular control with automated policy controls across every type of spend. Get a demo to see how much time your org would save at rippling.com/metrics.Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off Vanta at vanta.com/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. From spotting hidden optimization opportunities to automating painful procurement workflows and giving you the best market data to turn vendor negotiations in your favor, Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how.MUFG is the largest bank in Japan and a global banking powerhouse with a focus on empowering Growth and Middle Market stage companies in North America and Europe. MUFG provides comprehensive banking services for VC-backed, PE-backed, and public companies with revenues starting at $40M. The bank combines its global capabilities with deep operational understanding to help companies accelerate their growth trajectory. Contact group head Bob Blee at [email protected] to find out more.NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform, head to NetSuite https://netsuite.com/metrics and get the CFO’s Guide to AI and Machine Learning.Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.—FOLLOW US ON X:@cjgustafson222 (CJ)—TIMESTAMPS:(00:00) Preview and Intro(02:18) Sponsor – Subscript | Rippling Spend | Vanta | Tropic(07:22) From Geography Major to CFO(10:44) How Nick Became an Enable Customer(13:45) $7–8 Million in Missed Rebates(17:01) Sponsor – MUFG | NetSuite | Planful(20:27) Complexity in Manual Rebate Systems(21:45) What Is a Rebate?(26:07) Rebates Exceeding Net Profit(27:30) Why Rebates Build Long-Term Relationships(28:43) Trust and Rebates(34:42) Channel Stuffing and Rebate Fraud(39:59) Bringing Rebates and Pricing Together(42:32) Rebates Versus Discounts(43:23) The Challenges of Creating a New Category(45:42) Becoming a Top Three Priority(48:53) Investor Thesis and Network Effects(51:08) Long-Ass Lightning Round: Bad Hiring Decisions(54:25) Advice to Younger Self(55:36) Finance Software Stack(56:45) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

  --------  

  58:08
• The Billionaire Rolodex: Building a DaaS Business to Target the 0.001%

  Russ D'Argento, CEO and founder of FINTRX, sits down with CJ in this episode to discuss building a Data as a Service (DaaS) business while also sharing insight into the highly lucrative world of family offices. He explains what a family office is (name a billionaire, they probably have one), their roles in wealth management, and how he identified this niche. He sheds light on FINTRX, what it does, and why building a verticalized data business for a niche market can be both exceptionally complicated and rewarding. He delves into the nuances of DaaS business models, what makes them different from SaaS, why it’s so important to own your own data, and the unique challenges one faces in a business like this. He also talks bout the fine art of workflow integration and how allowing customers to access FINTRX’s data in other APIs has been surprisingly beneficial.If you're looking for an ERP, head to NetSuite: https://netsuite.com/metrics and get the CFO’s Guide to AI and Machine Learning.—SPONSORS:Rippling Spend is a spend management solution that handles your entire company’s spending in one unified system. It enables you to bring your corporate cards, expense management, bill pay, and more into one place to achieve real-time visibility and uniquely granular control with automated policy controls across every type of spend. Get a demo to see how much time your org would save at rippling.com/metrics.Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off Vanta at vanta.com/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. From spotting hidden optimization opportunities to automating painful procurement workflows and giving you the best market data to turn vendor negotiations in your favor, Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how.NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform, head to NetSuite https://netsuite.com/metrics and get the CFO’s Guide to AI and Machine Learning.Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.Subscript is a modern billing and revenue recognition platform designed for SaaS finance teams that need flexibility and accuracy. From automated invoicing and dunning to compliant, transparent revenue recognition and real-time analytics, Subscript eliminates manual work, reduces errors, and gives you a single source of truth for all your financial data. Book a free demo at subscript.com.—FOLLOW US ON X:@cjgustafson222 (CJ)—TIMESTAMPS:(00:00) Preview and Intro(02:57) Sponsor – Rippling Spend | Vanta | Tropic(07:23) What Is a Family Office(11:49) Why Family Offices Are an Attractive Place To Grow Your Career(14:06) Examples of Family and Multi-Family Offices(18:04) Sponsor – NetSuite | Planful | Subscript(21:13) The Founding Story of FINTRX(23:38) What FINTRX Does(25:02) The Data as a Service Business Model(28:50) The Challenges of Starting a DaaS Business(34:07) Broad Versus Narrow in DaaS(37:57) Building FINTRX’s Ideal Customer Profile(42:20) Sourcing Your Own Data Versus Partnering With Others(46:09) Hiring for Engineering and Data Science(51:07) Using FINTRX’s Interface Versus Accessing the Data in Another Tool(1:02:26) Advice for Someone Launching a DaaS Business(1:02:02) A Habit That Russ Swears By as a Founder(1:03:24) A Lesson From Something That Went Awry Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

  --------  

  1:05:58
• Is Product-Market Fit Getting Harder to Keep?

  Everyone loves talking about finding product-market fit. But what if the real challenge in 2025 is keeping it?In this solo episode, I riff on why PMF has become more fleeting than ever. I unpack what Harry Stebbings, Jason Lemkin and Rory O’Driscoll observed —companies that once had a five-year runway now fall out of PMF in five weeks. We explore AI-fueled growth curves, the myth of “escape velocity,” and why today's go-to-market edge can vanish overnight.I also shares a brutal hill from a recent road race (and the startup metaphor it unlocked), plus a text exchange with a growth investor on the hunt for vertical SaaS alpha.If you’re an operator, investor, or CFO trying to understand the new physics of scaling, this one’s for you.Run the Numbers is sponsored by Gelt. You already know tax season isn’t just a deadline—it’s a lever.At Gelt, they work with CFOs who aren’t just looking to stay compliant—they’re looking to unlock strategic value from their tax position. Think: optimized entity structures, real-time visibility across complex ownership, and proactive tax planning that actually moves the needle on cash flow.Gelt gives you quarterly strategy check-ins and proactive estimates, all designed to lower your effective tax rate, protect equity value, and drive long-term efficiency. You get direct access to your Gelt CPA and a clean, modern platform to track it all.Learn if you qualify at go.joingelt.com/mostlymetrics and schedule a call to learn more. Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

  --------  

  7:07

Więcej Biznes podcastów

Trendy w podcaście Biznes

O Run the Numbers