Five things Clay spent money on last month (from $4 to $1,000,000+). And why I'd do all of them again. 1. A $1M+ company retreat: We sent 400+ people to Cape Cod for 3 days. Most companies do retreats wrong. Either they do it locally (defeats the point) or they turn it into a work sprint (also defeats the point). We want our team to actually get to know each other. We went over the top with dance parties and team Olympics, not celebrity appearances or workshops. And of course there’s nothing like getting to know someone over a good meal so… everyone got a full lobster for dinner each night! 2. An impromptu candidate dinner: We had a candidate we were really excited about. With recruiting, it should feel like a relationship, not a transaction. So we quickly got a group together and did dinner together. We talked about work some of the time, but mostly about what we're interested in outside of it. The reality for any business is there will be tough moments, and when those come, the people part needs to feel really good. Good luck creating that feeling in an interview room. 3. Ubers home for candidate calls: My calendar is booked a week out. Taking an Uber instead of the subway converts 30 minutes of dead time into live recruiting time. It also lets me give candidates same-day or next-day access that wouldn't otherwise exist. If a candidate needs a quick call on 24 hours notice to understand how we think about the financials or the opportunity at Clay, this is how I make that happen. And I make it home for bedtime. 4. Better office snacks We revamped the snacks at the office and they're way better (s/o to Tess). The reason behind this was simple: we want people to want to come in. We technically have a flexible culture, but most of the team shows up anyway. Things like Harmless Harvest coconut water in the pantry cost a few extra dollars over the staple version, but in the context of creating buzz and one more reason to be in person, that's small money. 5. A second NYC office…across the street We're growing faster every quarter than we expected, and you can't always time real estate perfectly. We needed desks for everyone, but didn't want to create a dynamic where there's a "primary" and a "secondary" office. So the team worked really hard to find a space literally across the street. It actually has even better snacks. Leaders are spending time there every week so it never feels disconnected. BONUS: OOH advertising We ran billboards last year. The surprising result wasn't website lift, but actually sales prospects walking into calls and saying "I saw your billboard." This year we're testing lower-awareness markets to see if we can drive PLG lift, and going bigger in markets where we're already known. A CFO’s job isn’t to find ways to spend less. It’s to find ways to spend more with a high ROI: deploy capital to drive growth. These are just a few examples (from $4 snacks to 7-figure companywide retreats) of how we think about that at Clay.
Another one that I benefited from personally (thank you!) and definitely left an impact: Providing Uber vouchers to your GTM in GMT attendees who were affected by tube strikes -- such a human first detail that made me go into the conference feeling so positive about the day without stressing about my transport!
Full lobster every night for 400 people is either the best CFO decision ever made or proof that the best CFOs don't think like CFOs. Probably both.
"A $1M+ company retreat" as point 1 endorsement by a CFO was not on my 2026 list! Hahaha! Such a neat post. Most people outside of Finance tend to box them in a vanilla P&L box - but the beauty of P&L as a derivative metric is that the numbers tell a story, the numbers influence behavior, the numbers make people dance, the numbers make them laugh & cry - and that makes the finance leader - the master of destinies 👑
the candidate dinner is the best one because it doesn't show up on a recruiting scorecard. that's exactly why it works.
Great perspective. Smart spending isn’t about cutting every cost it’s about knowing where capital can create culture, speed, relationships and growth.
Talk about moving from side character to main character energy. When every dollar is seen to make a spreadsheet value this is a pop to the "Bubble of cost reduction" and seeing long term value in building culture and momentum
Love this lens for CFOs. The best CFOs aren’t primarily risk managers. They’re strategic allocators of capital. Many industries still view finance as a control function, while tech has long treated it as a growth lever. Strategic finance is often the difference between sustainable growth and growth that eventually stalls.
In today’s world, even though the market is effectively employer-driven, the competition for top talent has not gone anywhere. The advantage in hiring these people usually comes down to three things: compensation, interesting challenges and growth, and how much care the company shows. Given how you influence the last point, it can become a real advantage - as long as the first two are also in good shape.
What about observability?