Private
NYSE
RSKD, 2021
Listing
Pre-IPO
$200M
ARR
Scale at listing
Varied by team
One
Methodology
Forecasting standard
Internal only
Board-grade
KPI decks
Investor reporting
What changed
- Built ARR dashboards, cohort retention analysis, pipeline coverage models, and stage conversion analytics.
- Produced board-facing KPI decks reviewed by investors and underwriters during the IPO process.
- The forecasting methodology became the operating standard through and after the IPO.
Day One
Growth outpacing the reporting
A fast-growing payments fraud company heading toward a listing. Public-market scrutiny was coming, and the numbers had to hold up to it.
Planning
Set the plan to match the promise
Led annual sales planning, territory coverage analysis, and quota setting for a global enterprise sales organization, aligned to investor commitments.
Instrumentation
Built IPO-grade reporting
ARR dashboards, cohort retention, pipeline coverage, and stage conversion analytics that stood up to underwriter review.
Forecasting
One way to call the number
Bottoms-up pipeline views, stage-weighted conversion models, and a clean split between leading and lagging indicators.
Listing
Through the IPO and beyond
Riskified listed on the NYSE in 2021. The forecasting standard stayed in place after the bell.
IPO Readiness
- ARR dashboards and waterfalls
- Cohort retention analysis
- Board and investor KPI decks
- Underwriter-ready metrics
Sales Planning
- Annual sales planning
- Territory coverage analysis
- Quota-setting methodology
- Stage-weighted forecasting
01I have been inside the room for an IPO: the reporting I built was reviewed by investors and underwriters.
02Public-company readiness is a data problem first: definitions, cohorts, and one source of truth.
03I separate leading and lagging indicators so leadership can act before the quarter is decided.
04The methodology outlived the IPO, which is the real test of whether it was built right.