36 - How Velo CFO Works with the Top 1% of Founders with Vibhav Joopelli
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Join me, Nik ( https://x.com/CoFoundersNik ), as I talk with Vibhav Joopelli ( https://x.com/vibtweets ) founder of Velo CFO, to discuss the intricacies of launching and running a fractional CFO and accounting firm. Vibhav shares insights on working with top 1% entrepreneurs, the decision to niche down on venture-backed startups, and the dynamics of preparing companies for fundraising.
The conversation covers the challenges and opportunities in the industry, the economics behind fractional CFO services, and Vib's unique journey from Ramp to starting his own successful business. If you're curious about the world of fractional CFO services and venture-backed startups, this episode is packed with valuable lessons and practical advice.
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Here are some questions this episode answers:
- How did Vibhav Joopelli build a successful CFO firm?
- What strategies does Vibhav use for financial modeling and fundraise preparation?
- How can venture-backed startups benefit from fractional CFO services?
- What are the challenges of working with high-growth startups and how can they be overcome?
- How did Vibhav manage to scale his business while maintaining high-quality financial services?
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This week we covered:
01:19 Meet the Guest: Vibhav Joopelli
01:41 Sponsor Message: How to Win a $100 Amazon Gift Card
02:23 Diving into Velo CFO: Services and Niche Focus
04:00 The Genesis of Velo CFO: From Private Equity to Startups
08:02 The Importance of Accurate Data in Financial Decision Making
13:10 The Entrepreneurial Leap: Starting Velo CFO
18:04 Customer Acquisition and Business Economics
19:31 Specialized Skills in CFO Roles
20:41 Sponsor Message: Win $100!
21:23 GL Accounting System Architecture
23:11 Fractional CFO Business Dynamics
27:29 Challenges in Fundraising and Valuation
35:10 Rapid Fire Questions
40:38 Conclusion and Final Thoughts
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