Middle Market Private Equity Backed CFO. It’s as exciting as it sounds. I have a sub-3% mortgage. [email protected]
Cashville, SC
Joined July 2021
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Day 1 PE backed CFO starter pack
-Memorize the QofE
-announce EBITDA margins have significant room for growth
-mandate multiple reporting format changes including font revisions
-go through all P&L line items and question why they aren't addbacks
-shit on predecessor's board deck
One of the worst financial mistakes you can make is mistaking a step function cost for a fixed cost. You hate to see it.
Siri will finally stop asking if you want to use ChatGPT for that even though you checked that box in settings already
Finance people in corporates…
What do you use to tell your AI tools/models how to interpret your financial data? What is the go between context layer that houses the specific to your business context so the model can interpret your data and workflows?
This kind of stuff never happens in America
"Speculative data center debt is being repackaged and sold to pension and retirement funds, university endowments, and other institutional investors in a manner eerily reminiscent of the subprime bubble."
ourfinancialsecurity.org/res…
Finally someone solved this
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Dusting off my rainy day add back list in case we get another pandemic. Long live Covid adjusted EBITDA.
60% of LinkedIn revenue is Equipment Financing salespeople cold writing CFOs about “any upcoming equipment needs”.
There is incredible alpha today in acquiring distressed running backs after Week 3, using AI to streamline waiver operations and build backend tools that can handle scale, and then layering on a bunch of small tuck-in trades with managers who haven’t checked the app since draft.
There is incredible alpha today in buying small businesses at 5-6x multiples, using AI to streamline operations and build backend tools that can handle scale, and then layering on a bunch of small tuck-in M&A deals at 3-4x multiples.
Once the company hits scale with proper integration, the goal should be to flip the business to a more sophisticated PE buyer or strategic at 7-8x multiples
The only issue? This opportunity won't lie around forever. Fully expecting a massive rise in micro PE shops over the next 5 years that follow this exact playbook to amass massive fortunes for the founders and LPs
There has never been a better time to start
The strength of a company’s culture is directly proportional to the quality of the shit posting in the fantasy football teams chat
All I take from this is that even the agents can’t solve CAPTCHAs
EXCLUSIVE: A new report recovers nearly one million link shortener URLs used by OpenAI's agents while hacking Hugging Face.
The agents attempt to message other chatbots like Claude, solve CAPTCHAs and exfiltrate Hugging Face's internal Slack messages.
nytimes.com/2026/09/25/techn…
Big 4 dropping an about-face on us the day before signing. Gotta love it. Some things never change. Hit them with the “why did you miss this in your reviews for the last 6 years?”. Do not recommend.
I’ve had recursively self-improving spreadsheet macros for years and I’m not dead yet. Chill TF out.