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The CFO Playbook

Master Your Finances from Launch to Exit

The financial decisions that work at one stage actively destroy you at the next. This book gives you the stage-specific playbook for every phase of your company's growth.

11 chapters covering pre-launch to exit
Stage-specific metrics that actually matter
Real examples from companies at every stage
Actionable checklists and decision frameworks

By Nick Jain & Dan Settel, Eagle Rock CFO

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What's Inside

Each chapter is designed to stand alone. Find your stage and start there.

1

What Got You Here Won't Get You There

Why stage determines everything

2

The Pre-Launch Playbook

Before you have customers

3

The Seed Stage Playbook

Finding product-market fit

4

The Series A Playbook

Scaling what works

5

The Series B+ Playbook

Efficiency and discipline

6

The Mature Playbook

Stable, profitable, at scale

7

The Harvesting Playbook

Controlled decline done right

8

The Turnaround Playbook

Can we save this?

9

The Transitions Playbook

Moving between stages

10

Capital Allocation Theory

The framework behind everything

11

The Cheat Sheet

Quick reference guide