In this episode, Dan speaks with Joseph Sanborn, CFO of EverQuote, about leading a public company through a full strategic and operational reset. Joseph shares how EverQuote navigated a severe industry downturn, exited non-core initiatives, refocused on its data and technology strengths, and rebuilt discipline around cash flow, profitability, and decision-making. Drawing on his background in investment banking, corporate strategy, and M&A, Joseph explains how CFOs build credibility during...

In this episode, Dan speaks with Keith Taylor, CFO of Equinix, the $100B global digital infrastructure company and one of the longest-serving CFOs in the S&P 500. Keith shares how he helped build Equinix from a 10-person startup into a global market leader that delivered 88 consecutive quarters of revenue growth and missed a forecast only once in 25 years. From surviving the dot-com crash and restructuring billions in debt to leading global expansion across more than 75 markets, Keith exp...

In this episode, Dan speaks with Neil Hodson, multi-time CFO, COO and now Director of LMS Digital, about how finance leaders can take control of SaaS businesses under pressure. Neil shares how he tackled high churn and cash burn at FONN, reshaped the sales and marketing model around contribution and ACV, and turned the business into a retention-led, profitable SaaS platform that successfully exited to Access Group. From applying his “as-is to to-be” framework, to demanding ROI on every pound ...

In this episode, Dan speaks with Bob Gold, Veteran CFO and PE Specialist, about his battle-tested approach to unlocking cash and stabilising businesses: the “War on Working Capital.” Bob breaks down how he takes day-one ownership of cash, sets up visual wallboards for AR, inventory, and AP, and drives cross-functional accountability through rapid standups. He shares lessons from 9 CFO seats across PE-backed and public companies, including why EBITDA can mislead operators, how to structure a p...

In this episode, Dan speaks with Michael Vigario, CFO of ACT Group (North America), about what it takes to scale as a finance leader across startups, fintech, and PE-backed billion-dollar enterprises. Michael shares how he built world-class finance and operations teams from scratch, the discipline needed to earn investor trust, and how to balance growth ambitions with rigorous controls. From his leap into a six-person fintech startup to leading a $3B SaaS business, Michael’s lessons cut throu...

In this episode, Dan Thompson speaks with Blaine Fitzgerald, CFO at Kinaxis and former VP Finance at Shopify, about what it takes to drive sustainable, capital-efficient growth in today’s market. Blaine breaks down how he applies the Rule of 40 to balance growth and profitability, why AI is a financial lever, and how CFOs can build investor confidence through operational clarity and credible guidance. From build-buy-partner decisions to AI-enabled forecasting, this is a masterclass in modern ...

In this episode, Dan Thompson sits down with Sun Choi, consulting CFO, operator, and angel investor, who’s helped multiple B2B SaaS companies scale and exit. From both strategic and private equity deals. Sun shares the real KPIs buyers care about, what separates sponsor and strategic due diligence, and how to avoid the pitfalls that derail exits. He breaks down the importance of clean books, go-to-market efficiency, and board alignment and shares a a hard lesson on complacency from a deal tha...

In this episode, Dan Thompson talks with Richard Simons, seasoned CFO with four PE-backed exits and a career spanning Sky, Microsoft, and DMGT. Richard shares why today’s CFOs must take a hands-on role in CRM strategy and how the right data inputs power forecasts that drive confident decisions and maximise exit value. He explains how finance teams can avoid the common trap of disconnected sales data, what to track in SaaS metrics, and how to build models that hold up to due diligence. Richard...

In this episode, Dan Thompson speaks with Marie Charpentier, CFO at Accredit Solutions, about what it takes for finance leaders to drive high-value exits. With 17+ years in VC- and PE-backed tech companies, Marie shares how CFOs can scale sustainably, clean up messy data, and deliver the kind of operational discipline that private equity expects. She unpacks the shift from VC-style growth to PE-style cash control and explains why modern CFOs must lead the charge on AI enablement. Key Takeaway...

In this episode, Dan Thompson sits down with John Henderson, Deputy CFO at MIQ and a private equity veteran with 15+ years of experience across deals from £5m to £5bn. From building bulletproof 13-week cash flow models to zeroing in on investor-grade KPIs, John explains how to structure your business for maximum value. He shares real-world lessons, including how he uncovered a regulatory risk that derailed a pharmaceutical transaction, and flagged a £60m CapEx blind spot in a fleet deal...

Dan Thompson welcomes Dan Bowyer, multi-exited founder turned VC and Partner at SuperSeed, to discuss the real mechanics of building and backing venture-scale businesses. With 4 exits and over 50 early-stage investments, Dan shares unfiltered insights into what makes companies scale, stall, or sell. From recognising when a founder shouldn’t be CEO, to avoiding energy burnout and co-founder implosions, this episode is packed with hard-won lessons for founders and the investors who back them. T...