In this week’s episode of The Data Minute, Peter Walker (Head of Insights at Carta) and Marie Drez (Venture Capital CFO) sit down for an insightful conversation on the crucial role of fund CFOs and how emerging managers can find one.
This discussion is full of expert insights. Marie shares important lessons from the SVB crisis, questions to ask banking partners, and why, in the world of AI, great CFOs are more important than ever.
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Chapters:
00:00 Intro
1:24 What does a fund CFO do?
5:37 How to manage valuation, auditing, and taxes
10:45 What should be included in a fund’s valuation policy?
15:17 What role do CFOs play in fundraising?
19:25 How to keep LP’s informed
20:45 Lessons from the Silicon Valley Bank collapse
25:46 Establishing a new banking relationship
27:23 The role of AI and automation
33:07 How to find a CFO
35:35 Final thoughts
This presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only. This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2024 eShares, Inc., dba Carta, Inc. All rights reserved.