Very True by Verissimo

Happy to share a discussion with Yaakov Carno, founder of Valubyl, which is a leading PLG consulting agency focused on the specific bottle neck of user activation. He shares stories from the trenches of working with dozens of companies and helping navigate their product and growth optimization.  Follow Yaakov on social media to get his latest tips and ideas on how to maximize user activation: http...

Is ARR dead with the advent of AI companies? Do we even know what ARR is? Why does it matter? Why is everyone so confused about it?  Nerding out on tech finance finance, yet again.  related posts:  https://docs.google.com/presentation/d/1CUxLWt16Ky5eulArPm4cTSubkZWQ8rkBDPVZWHwJxUU/edit https://alexoppenheimer.substack.com/p/inventing-arr https://alexoppenheimer.substack.com/p/calculus-in-saas  

Want to be the next $50Bn startup? Maybe... maybe not.  How the economics change the reality on the ground, even at the early stage.  Subscribe to our monthly updates here: https://verissimo.substack.com/

Today I discuss the painful reality of venture: investors are wrong a lot. They lose money. But are all mistakes created equal? Or is there a better way to be wrong. I dive in here to review a market take that I had ~3 years ago to see how things have developed in the market and in my one portfolio when it comes to the less fortunate situations in early-stage investing.  As always, feel free to re...

In this episode, I break down the Financial Operations Flow. This is targeted towards CEOs (CFOs can also listen if they want), to help business leaders better understand how to quantify the resource allocation they need to be doing all the time.  Every business needs a digital twin... Good news: for most of them, Excel is a sufficient tool to have a huge impact - it just needs to be used correctl...

🎧 New on the Podcast: The Evolving Role of a CTO This episode dives deep into how the CTO role evolves—from early-stage coding to scaling teams, making strategic decisions, and integrating AI without losing your technical edge. Featuring: Michael Stoppelman, Former SVP Engineering at Yelp Gustav Rydstedt, Chief Architect at Chegg, former CTO & Co-founder of Verbling Moderated by Nitay Joffe,...

🎧 New on the Podcast: Legal Essentials for Founders In this episode of the It’s All About Everything series, we dive into the legal foundations every founder should get right from day one. From filing your 83(b) on time to guiding your legal team through negotiations and keeping a clean cap table, our expert panel breaks down the critical legal decisions that can make—or break—your startup's futu...

🎧 New on the Podcast: Tax Strategies and Wealth Management In this episode of the It’s All About Everything series, we break down the financial essentials every founder should understand before—and after—a liquidity event. From QSBS and 83(b) elections to trust structures and the family office mindset, our expert panel shares real-world strategies to help you protect your upside and build long-te...