The CFO Playbook

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Mark Pettit joined Connect Ventures as the one-man finance team. As CFO, he’s helped the venture capital firm streamline its data analysis, workflow, and more.

Show Notes

Mark Pettit joined London-based venture capital firm Connect Ventures in 2016 as Head of Finance. Earlier this year, he was made CFO, and sees his new job as assisting the partners in making strong financial and investment decisions, putting the firm on the front line of SaaS, fintech and digital health.

“My role was to come in and take as much of that finance slack away from the partners [as possible] so they can focus on the areas where they can make a big difference,” Mark says.

One of his first missions has been driving the team toward using data management software that helps create a more reliable source of truth, which the entire firm can look at when making decisions. Mark has also helped create a KPI framework which Connect Ventures can use when deciding which early stage startups to invest in. 

On this episode of The CFO Playbook, Mark lays out how he manages day-to-day workflow as a CFO, the challenges of growing a small venture capital firm’s finance team, and his outlook on the future of remote work.

Connect with Mark on LinkedIn.

Connect with our host Ross on LinkedIn.

If you want a better way to track and control your team’s spend, checkout Soldo.com.

What is The CFO Playbook?

Being a good CFO isn’t just about managing money anymore. The modern CFO is being asked to implement new technology, guide product and business decisions, and look ahead to the future.

But how do you stay ahead of the curve?

In The CFO Playbook, you’ll learn how world-class CFO’s and finance leaders set goals, manage teams, leverage technology, plan for the future, improve systems and processes, and so much more.

Each week you’ll get insights that help you grow yourself and your company.

Have a specific topic you’d like us to cover? Head on over to cfoplaybook.fm to submit any questions you’d like our guests to answer on future episodes.