In this episode of Company Breakdowns, we're publishing an episode from CJ Gustafson's “Run the Numbers” podcast, where he interviews Lee Kirkpatrick, former CFO of Twilio who was at the helm during their highly publicized 2016 IPO. Get an exclusive look inside Twilio's IPO journey, the strategy behind their IPO, and discover the key elements for building a tech company that led to their market dominance.

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LINKS:

Twilio: https://www.twilio.com/en-us

Run the Numbers podcast: 

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FOLLOW ON X:

@eriktorenberg (Erik)

@LeeKirkpatrick

@turpentinemedia (Turpentine)

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TIMESTAMPS:

(00:00) Intro

(00:18) Behind Twilio's IPO with Lee Kirkpatrick

(02:11) The Journey to Twilio's IPO: Preparation and Strategy

(03:42) Twilio's Unique Business Model and Market Position

(05:52) Navigating the IPO Process: Challenges and Strategies

(09:11) The Big Day: Twilio Goes Public Amidst Brexit Vote

(15:05) Post-IPO Reflections: Pricing, Branding, and Investor Relations

(19:01) Sponsor: Brave

(20:03) Choosing the Right Bankers and Building Investor Relationships

(23:53) The Reality of IPO Roadshows and Investor Behavior

(25:12) Inside the Intense 8-Day IPO Roadshow Journey

(30:16) Mastering the Earnings Call as a Public Company CFO

(36:30) The Qualities That Distinguish a Great CFO

(37:49) Learning from Mistakes: A CFO's Reflections

(41:20) The Craziest Expense Report Story

(42:51) Wrap