𝐅𝐨𝐮𝐫 𝐑𝐞𝐜𝐨𝐦𝐦𝐞𝐧𝐝𝐚𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐂𝐄𝐎𝐬 𝐢𝐧 𝐚 𝐒𝐡𝐢𝐟𝐭𝐢𝐧𝐠 𝐄𝐜𝐨𝐧𝐨𝐦𝐲

If you're running a fast-growing software company, here are 4 things to act on now:

1️⃣ Review sales forecasts—even recent ones. Delays and drop-offs are more likely in uncertain times. Watch conversion closely

2️⃣ Stay tight on cashflow and cost layering. Many businesses near breakeven need better real-time visibility as the margin for error shrinks

3️⃣ Be conservative with debt. Build in more headroom, and push for RCFs where you can to protect flexibility

4️⃣ Track aged debtors. A weekly view helps catch signs of customer stress before it hits collections

We remain confident in the long-term software opportunity—but CEOs need to be clear-eyed about the short-term disruption.

Mohamed El-Erian recently shared two opposing scenarios for the global economy:

🔹 One of creative destruction and productivity gains.

🔹 The other, stagflation and fragmentation.His key point? There’s no consensus.

The outlook is uncertain—and the range of outcomes is wide.

His conclusion: “Western economies are facing a massive regime change… The effects, while uncertain, are likely to be far-reaching.”

That doesn’t mean panic—it means preparation.

Adapt now, stay close to your numbers, and double down on operational discipline.