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Your Guide to Roll-Ups: Multiple Arbitrage in Action

Your Guide to Roll-Ups: Multiple Arbitrage in Action

CJ Gustafson

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Jul 30, 2025

If you want to trick investors, tell them about your CARR

If you want to trick investors, tell them about your CARR

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Jul 23, 2025

The CEO’s Toolkit: Capital Allocation in a PE-Backed World

The CEO’s Toolkit: Capital Allocation in a PE-Backed World

CJ Gustafson

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Jul 16, 2025

Your Business Model Didn’t Break...Your Org Chart Did

Your Business Model Didn’t Break...Your Org Chart Did

CJ Gustafson

•

Jul 9, 2025

Should I Push My Customers to Sign Longer Contracts?

Should I Push My Customers to Sign Longer Contracts?

CJ Gustafson

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Jul 2, 2025

Context as a Competitive Moat

Context as a Competitive Moat

CJ Gustafson

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Jun 25, 2025

Dope on the Table

Dope on the Table

CJ Gustafson

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Jun 18, 2025

Fitbit Hit $1B on Just $22M. Here's the Playbook.

Fitbit Hit $1B on Just $22M. Here's the Playbook.

CJ Gustafson

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Jun 11, 2025

The Most Misunderstood Word in Finance is Leverage

The Most Misunderstood Word in Finance is Leverage

CJ Gustafson

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Jun 4, 2025

The Second Bite at the Apple

The Second Bite at the Apple

CJ Gustafson

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May 28, 2025

The Truth About Portfolio Ops

The Truth About Portfolio Ops

CJ Gustafson

•

May 21, 2025

The Many Faces of "The Plan"

The Many Faces of "The Plan"

CJ Gustafson

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May 14, 2025

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A weekly playbook for PE-backed CFOs and execs. Deep dives on margin expansion, smart capital use, and exit strategy.

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