Value Creation Insights

Strategic finance insights and peer learnings for PE-backed CFOs and operating partners.

Guides

AI's Impact on Private Equity Investor Expectations

Read how you can build a credible AI story to earn attention from PE investors.

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All Resources On-Demand Webinars Guides Takeaways

All Topics Data and AI Key Financial Metrics Strategic Finance M&A Discipline Exit Readiness

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On-Demand Webinars

Beyond Annual Planning to Three-Year Visibility

From annual fire drill to continuous discipline: a rolling forecast playbook ...

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On-Demand Webinars

How Data Strategy Drives AI Strategy in Finance

An honest conversation on what AI readiness in finance actually requires.

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Guides

Mastering the PE Journey

A practical guide for CFOs on building a diligence-ready finance function and ...

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On-Demand Webinars

Inside the PE Boardroom: How CFOs Win (or Lose)

PE-backed CFOs face a different job than they signed up for. Join Steve Isom ...

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On-Demand Webinars

Mastering the PE Journey

Speakers: Pavan Tripathi and Vipul Shah

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Takeaways

Clean, Segmented Data as the Foundation for Growth Efficiency, Valuation Confidence, and AI in Finance

Hosts: David Corts, Anand Subramanian, and Jim O'Neill

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On-Demand Webinars

Prepare for a Successful Exit

Speakers: Pam Martinez and Vipul Shah

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On-Demand Webinars

The B2B SaaS CFO's Operating Framework

Speakers: Donna de Winter and Vipul Shah

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Guides

AI-Ready Revenue and Customer Intelligence

For PE-Backed CFOs and Strategic Finance Teams

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Guides

Transform Data Chaos into Strategic Clarity

For PE-Backed CFOs and Strategic Finance Teams

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Takeaways

Fundraising in a Tighter Market and the KPIs CFOs Must Focus On to Align with PE Investors

Hosts: Namrita Rai and Kevin Rhodes

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Takeaways

How Strategic CFO Leadership Is Evolving Through Deep Data Insights and AI-Powered Analysis

Hosts: Donna de Winter and Jim O'Neill

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Takeaways

Using Product Usage Data, Hybrid Pricing, and Profitability Metrics to Drive Growth

Hosts: John Kinzer and Jim O'Neill

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Takeaways

Data Rigor and GTM Metrics Shape Rule of 40 Decisions as AI Moves From Experimentation to Impact

Hosts: Jay Madhani and Silvia Borzini

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Takeaways

How CFOs Are Balancing Cash Retention, Efficient Growth, Rule of 40, and AI-Driven Finance Operations

Hosts: Jim Kelliher and Vipul Shah

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Takeaways

The CFO’s Role in Strategic Clarity, Confident Decision-Making, and Sustainable Growth

Hosts: Donna de Winter and Vipul Shah

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Takeaways

How Finance Leaders Are Driving Efficient Growth Through Data Credibility and Practical AI Adoption

Hosts: Pam Martinez and Jim O'Neill

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Takeaways

How CFOs Scale PE Backed Businesses Through Disciplined M&A and Integration

Hosts: Kyle Johnson and Jim O'Neill

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On-Demand Webinars

Transform Data Chaos into Strategic Clarity

Speakers: Jim O'Neill and Eva Shah

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Guides

Exit Readiness for the PE-Backed Organization

For PE-Backed Finance Leaders and PE Operating Partners

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On-Demand Webinars

Finance Forward: Navigating AI & Strategy with a CFO Mindset

Speakers: Glen Hopper, David Samuels, Vipul Shah, and Chad Wonderling

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On-Demand Webinars

The Importance of Quality of Revenue

Speakers: Vipul Shah

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Guides

Scaling via Acquisitions - The 90 Day Integration Framework

For PE-Backed Finance Leaders and PE Operating Partners

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Guides

AI's Impact on Private Equity Investor Expectations

Read how you can build a credible AI story to earn attention from PE investors.

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