Nuggets from Behind Closed Doors

Inside every private Alliance meeting, there are hundreds of years of experience. While keeping confidentiality of the member who provided the challenge to their group, we’ve captured (with permission) just some of the insightful comments from a handful of members. Read what these members had to say to get a glimpse of what it is like to be an Alliance member.

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Finance - Search Results (19)

Member Virginia Irwin Klausmeier Speaks: ‘Gamify’ Fundraising to Heighten Success & Increase Stamina

Fundraising is always harder and more time-consuming than it looks. Alliance member Virginia Irwin Klausmeier, Founder & CEO of Sylvatex, Inc., recommends ‘gamifying’ the process by setting incremental, measurable goals, so there are successes along the way—and a better shot at getting what you really need.

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Insight categories include: Finance   Strategy & Planning   

Member Edmundo Costa Speaks: You Can “Win” While Holding Second Place in Your Market

Raising millions in a Series B funding round is an admirable accomplishment that any entrepreneur should be proud of — but what if your competitor raised four times more? Alliance member Edmundo Costa of Automation Anywhere shares some well-seasoned insight into making your dollars go further as a second place fundraiser in your market.

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Insight categories include: Finance   Leadership   Operations   Sales   Strategy & Planning   

Member Jeff Cleland Speaks: How About a Win-Win-Win Situation?

Clever corporate actions of spin-off and licensing can create optimized arrangements where all parties win and future value is maximized. Jeff Cleland, President and CEO of Graybug Vision, suggests a tried-and-true maneuver that eschews acquisition in favor of equity swaps and licensing deals.

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Insight categories include: Finance   Leadership   Organizational Design   Strategy & Planning   

Member Jorge Titinger Speaks: You are the CEO. Time to Turn up the Heat.

Boardroom pressures can derail a CEO’s agenda to the detriment of the company’s ultimate performance. Jorge Titinger, former CEO of SGI, walks through a few strategies to regain control and deliver shareholder value, rather than appease problematic board members.

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Insight categories include: Boards   Finance   Leadership   M&A   Strategy & Planning   

Member Bryan O’Connell Speaks: In Hurricane Winds, Remember a Compass

The startup CEO commonly experiences stress and pressure from all angles. Bryan O'Connell, CEO of Meras Engineering, describes his philosophy for not losing sight of long-term goals in the heat of the moment.

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Insight categories include: Finance   Strategy & Planning   

Member Camillo Martino Speaks: Study Deeply and Engage Discretely Before Deciding

One of the most challenging judgment calls a CEO must make is whether and when to sell the company. Camillo Martino, Board Member and Executive Advisor, formerly CEO & Director of Silicon Image, lays out some considerations for making the right call.

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Insight categories include: Exiting   Finance   M&A   Strategy & Planning   

Member Glenda Anderson Speaks: License Back by Vertical

Does your company own intellectual property with a broad range of applications? Glenda Anderson, CEO & Founder of Farsight Genome Systems, shares a spin-off, license-back strategy to maximize overall IP value.

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Insight categories include: Finance   Organizational Design   Sales   Strategy & Planning   

Member John Dicconson Speaks: Get Beyond ROI with Your Investors

Strategic alignment between a CEO and his or her board is a primary driver of overall business success. John Dicconson, President of Tech Care Now Associates, lays out a vision that values operational success in addition to return on investment.

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Insight categories include: Boards   Executive Development   Finance   Leadership   Sales   

Member Paul White Speaks: Take that Downturn and Flip it Upside-Down

Your company’s in great shape - now use your financial and competitive strength as a strategic advantage should a downturn materialize. Paul White, Co-Founder & Managing Partner at Muir Equity, advocates capitalizing on strategic preparation as a competitive advantage to better position your company during and after the storm.

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Insight categories include: Entrepreneurship   Finance   Leadership   M&A   Operations   Sales   Strategy & Planning   Trends   

Member Navin Nagiah Speaks: You are not ready (yet) to make a decision.

Torn between being a market leader & IPO’ing or selling the company? Navin Nagiah, President & CEO of DNN Corporation, offers some considerations to help distill a smart decision.

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Insight categories include: Culture   Finance   M&A   Marketing   Operations   Sales   Strategy & Planning   

Member Matt Patterson Speaks: Regroup, Prioritize, Execute

Often the business vision that is sold to investors encounters setbacks. Matt Patterson, President & CEO of Audentes Therapeutics, shares his insights on navigating troubled waters with clear prioritization.

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Insight categories include: Finance   Leadership   Strategy & Planning   

Member Eric McAfee Speaks: Consider the Conveniences of Licensing

A new technology company owned by a close-knit group of founders is looking for a CEO – but they don’t want to give up any equity. Eric McAfee, Chairman and CEO of Aemetis, explains an ideal workaround.

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Insight categories include: Entrepreneurship   Finance   Leadership   Sales   Strategy & Planning   Technology   

Member Kevin Kujawski Speaks: Bring in the Bankers

Correcting misalignment among managing partners is a herculean task. Kevin Kujawski, President and CEO of Menlo Equities, explains how investment bankers can help.

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Insight categories include: Finance   Leadership   Strategy & Planning   

Member Stuart Latta Speaks: Forget the Org Chart. Own Processes For Which You’re Accountable

Alliance Top Team Member, Stuart Latta, Vice President of Supply Chain & CDS for Nestle Dreyer's Ice Cream, shared his insights with the CFO of a large, multinational corporation who felt a lack of control over what he was ultimately accountable for. He was fully accountable for the financials of the company, but the regional CFOs reported to a market head who reported directly to the CEO.

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Insight categories include: Executive Development   Finance   International Business   Leadership   Operations   Strategy & Planning   

Member Lesley Stolz Speaks: Build a Shared Vision

Lesley Stolz shared some well-seasoned insights regarding a case brought by a fellow Alliance member who planned to eventually sell their company and own the critical technology it then only licensed. 

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Insight categories include: Finance   M&A   Strategy & Planning   Technology   

Member John Weber Speaks: Be Honest With Yourself

The case at hand was brought to a recent Alliance meeting by an Alliance CEO who was considering whether or not to take the company public, but was concerned about his responsibility to employees who have been issued equity. Here's what John Weber, then President of CooperVision, shared with the Alliance member.

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Insight categories include: Finance   Leadership   Organizational Design   Strategy & Planning   

Member Israel Niv Speaks: Create a Fuller Solution

An Alliance CEO believed his company's stock price was extremely undervalued because of past missteps by prior management. Here's what Israel Niv, CEO of DCG Systems, Inc., shared with the Alliance member.

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Insight categories include: Finance   Organizational Design   Strategy & Planning   Technology   

Member John Senaldi Speaks: Start Small Before Going Big

Read what John Senaldi, CEO of Freeslate, shared with an Alliance member whose investor-backed firm was considering whether to gamble big by going after a difficult segment of the market, which would take major investment and take years, but could yield big results.

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Insight categories include: Boards   Finance   Strategy & Planning   

Member Dan Peterson Speaks: When Picking a Team, Put Values First

Read what Dan Peterson, Founder & Chairman of Loyale, shared with an Alliance member whose early stage startup company was about to close a B round of financing. The CEO was preparing to build the executive team with some key hires.

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Insight categories include: Culture   Finance   Human Resources   Leadership