In this episode of The Role Forward, host Joe Michalowski welcomes CJ Gustafson, CFO of PartsTech and the mind behind Mostly Metrics. They dive into the intricacies of annual planning, a critical period for finance professionals. CJ shares his unique journey from M&A consulting to private equity and finally to his current role, emphasizing the importance of understanding business models and resource allocation.The conversation shifts to the practical steps of strategic planning. CJ outlin...
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In this episode of The Role Forward, host Joe Michalowski welcomes CJ Gustafson, CFO of PartsTech and the mind behind Mostly Metrics. They dive into the intricacies of annual planning, a critical period for finance professionals. CJ shares his unique journey from M&A consulting to private equity and finally to his current role, emphasizing the importance of understanding business models and resource allocation.The conversation shifts to the practical steps of strategic planning. CJ outlin...
How to Raise Debt as a Startup with Jeremy Tsui, Co-Founder and CEO of Finley
The Role Forward: A Strategic Finance Podcast
35 minutes
2 years ago
How to Raise Debt as a Startup with Jeremy Tsui, Co-Founder and CEO of Finley
Many of today's most innovative companies rely on debt capital to reach their full potential, and debt capital can be the difference between hypergrowth and stagnation.But capital providers and borrowers are stuck with legacy systems, which means slow transactions, disjointed processes, and limited visibility. In this episode of The Role Forward, Jeremy Tsui, the Co-Founder and CEO of Finley, a company that offers software to accelerate the pace of capital, gets into the importance of ca...
The Role Forward: A Strategic Finance Podcast
In this episode of The Role Forward, host Joe Michalowski welcomes CJ Gustafson, CFO of PartsTech and the mind behind Mostly Metrics. They dive into the intricacies of annual planning, a critical period for finance professionals. CJ shares his unique journey from M&A consulting to private equity and finally to his current role, emphasizing the importance of understanding business models and resource allocation.The conversation shifts to the practical steps of strategic planning. CJ outlin...
