Sagi Rothman | Panorays | Vision, Strategy and Scale

Description

Sagi Rothman, CFO of Panorays, came to the role through the Israeli Navy, Intel Capital, Intel, Amdocs' strategy and M&A group, and five years as CFO of Verbit, where he helped it grow from 70 employees and $4M in revenue to a global company with more than 3,000 customers. In conversation with Eyal David he explains how a CFO can think like a product person: connect vision to strategy and a work plan, weigh Build vs Buy before rushing to an MVP, research until the numbers converge (the 80-20 rule), and stop a product that works in the lab but loses money. He breaks down Snowflake's Land and Expand story and the NDR metric, and explains why daily product-usage dashboards matter to him more than the financial reports.

Key moments

1. 1:00 · Sagi's background
2. 5:45 · Connecting vision, strategy and a work plan
3. 7:00 · Build vs Buy
4. 10:00 · The CFO's role in an age of data and technology
5. 16:00 · Discovery work: market research, customers and defining success
6. 24:00 · When to stop researching, and how to know it's enough
7. 29:00 · When a product doesn't make money: back to strategy
8. 33:00 · What to learn from CFOs of American tech companies
9. 38:00 · Why users matter more than the bottom line