Essays on technology, finance and enterprise value, with a clear argument and evidence you can examine.
Perspectives examines a business question and takes a position on it. Each essay connects the evidence to a decision, explains the tradeoffs and sets out where the argument applies.
26 September 2026 — When a workflow changes a customer record, accountability cannot end with the deployment team. Put the business decision, technical operation and review in named hands.
Read analysis26 September 2026 — Higher revenue can require more cash before it produces more cash. Separate the cost of growth from slow collection and an underlying margin problem.
Read analysis10 June 2025 — Most startup exits in Southeast Asia aren’t real. Here's why private share swaps, inflated earn-outs, and non-cash deals distort the truth.
Read article29 May 2025 — Investor reporting metrics only matter if they influence capital decisions. Learn which metrics signal maturity—and which dilute investor trust.
Read article12 May 2025 — Explore how ESOP valuation in SEA is scrutinized by auditors—what drives defensibility, where startups fall short, and how to prepare for valuation review.
Read article2 April 2025 — Discover how option pool affect valuation in startup fundraising, and why CFO-level equity discipline is critical to preserving ownership and investor trust.
Read article1 April 2025 — Explore how companies inflate profits before IPO using legal tactics, why it matters for CFOs, and how to detect real capital signals.
Read article30 March 2025 — Explore how strategic finance narrative transforms accounting closes into capital-driven decisions, enhancing execution, modeling, and board-level clarity.
Read article1 March 2025 — Many investors in SEA misprice risk by pricing a company before it’s mature. Here’s how misaligned capital cycles quietly destroy long-term enterprise value.
Read article23 February 2025 — Finance manager vs CFO: Learn why these roles are not interchangeable, and how mistaking them can cripple financial strategy, capital access, and business execution.
Read article15 July 2024 — Master how to tell the story behind your startup valuation to build investor trust, justify multiples, and align capital expectations with business reality.
Read article30 May 2024 — Explore how the employee stock option impact on enterprise value can distort or drive long-term returns depending on structure, dilution, and capital logic.
Read article25 March 2024 — Learn how to build a scalable finance function for high growth startups that can support rapid scale, capital allocation, and strategic decision-making under pressure.
Read article26 January 2024 — Accounting for intangibles is reshaping modern balance sheets. Learn how CFOs and investors are rethinking value creation in IP, data, and brand equity.
Read article3 December 2023 — Learn how to value your brand in a tech-driven economy using credible, auditable methods that translate brand equity into defensible enterprise value.
Read article14 November 2023 — Why most startups hit a wall after Series B. This sharp POV from a CFO-operator unpacks what real finance transformation post-Series B should look like.
Read article28 October 2023 — Learn why your CFO needs to think like a product manager to align capital with product velocity, reduce waste, and drive execution clarity at scale.
Read articleAssess one workflow before committing to a broader rollout. This report provides an evidence-based decision method, hard stops and an illustrative operating model.