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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

Friends and Family Capital: First Principles Finance

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by Friends and Family Capital

5.0(3 reviews)

8 episodes

Updated Daily

Accepts GuestsHas Sponsors

Podcast Overview

Friends & Family Capital’s First Principles Finance is the show where founders receive candid answers to the finance questions that matter most when building a world-class technology company. Hosted by Colin Anderson — founding partner of Friends & Family Capital and former CFO of Palantir Technologies — the show pulls directly from the conversations Colin has each week with founders at the coal face. Every episode tackles the critical finance decisions that shape a company’s path: when to bring on a first finance lead, how to keep a cash war chest safe, and how to use debt and equity.

Language

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Publishing Since

2/20/2026

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Recent Episodes

June 30, 2026

Growth vs Certainty: What Are You Leaving on the Table?

In this episode of First Principles Finance, Colin Anderson examines a core tension that shows up across careers, investing, and company building: growth versus certainty. Using two real-world examples — a finance professional choosing between two job offers and a founder negotiating a major customer expansion — Colin breaks down how certainty can create comfort while potentially limiting upside. The discussion explores expected value, ambiguity, career acceleration, contract structure, and the importance of preserving room to grow when opportunities expand. Whether evaluating a new role or negotiating a large enterprise agreement, this episode offers a practical framework for thinking about risk, responsibility, and long-term value creation. Key Points From This Episode <ul><li>[00:00:00] Introduction to the shared theme behind two seemingly unrelated questions. </li></ul><ul><li>[00:00:38] Defining growth versus certainty and the tradeoff between opportunity and predictability. </li></ul><ul><li>[00:01:19] Why certainty feels comfortable and how to think about opportunity cost. </li></ul><ul><li>[00:01:52] Comparing two career opportunities with different levels of structure and ambiguity. </li></ul><ul><li>[00:02:56] Evaluating what responsibilities and learning opportunities each role provides. </li></ul><ul><li>[00:03:40] Why taking calculated risks earlier in a career can accelerate growth. </li></ul><ul><li>[00:04:21] Using “purview” as a litmus test for career progression inside growing companies. </li></ul><ul><li>[00:04:42] Founder example: expanding a customer relationship from $1M to $10M. </li></ul><ul><li>[00:05:25] Understanding the hidden tradeoff between locking in certainty and preserving upside. </li></ul><ul><li>[00:06:19] Structuring contracts to balance certainty with future growth potential. </li></ul><ul><li>[00:06:53] Using duration, teams, workflows, and SKUs to maintain flexibility in enterprise agreements. </li></ul><ul><li>[00:07:30] Why strong customer demand can signal untapped future value. </li></ul><ul><li>[00:07:46] Applying the growth versus certainty lens across careers and business decisions. </li></ul> Editing and post-production work for this episode was provided by The Podcast Consultant (<a href="https://thepodcastconsultant.com/" target="_blank" rel="noreferrer noopener">https://thepodcastconsultant.com</a>) Learn more: <a href="https://www.fafc.com/" target="_blank" rel="noreferrer noopener">https://www.fafc.com/</a>

June 5, 2026

Price vs Value: How Founders Should Think About Pricing

In this episode of First Principles Finance, Colin Anderson breaks down one of the most important and misunderstood topics for founders: pricing. Rather than focusing on pricing models first, Colin reframes the discussion around customer value and explains why understanding the economic impact of your product is the true starting point. Using examples from enterprise software, retail expansion, and industrial manufacturing, he outlines how founders can think through value creation, pricing ceilings, customer fairness, and long-term partnerships. Colin also shares practical lessons from operating experience, including why pricing conversations can become unproductive internally and why iteration in the market matters more than perfection in the boardroom. Key Points From This Episode: [00:00:00] Founder questions around pricing for software and industrial businesses. [00:00:42] Why pricing conversations should begin with value instead of pricing itself. [00:01:29] The importance of customer proximity when understanding product value. [00:02:20] Determining a pricing ceiling by understanding customer outcomes. [00:03:03] Why pricing should feel disproportionately favorable to the customer. [00:03:48] Example of software enabling faster nationwide retail rollouts. [00:05:02] How accelerating free cash flow can materially impact enterprise value. [00:06:06] Manufacturing and industrial downtime reduction as a value framework. [00:07:01] Why executive-level buyers often understand value differently than lower organizational levels. [00:07:52] Lessons from unproductive internal pricing debates and decision paralysis. [00:08:36] Iterating pricing in the market versus over-optimizing in conference rooms. [00:09:16] Understanding the relationship between value, price, cost structure, and gross margin. [00:10:08] Why founders should think about long-term customer value and partnerships. [00:11:09] Final thoughts on value-based pricing and ensuring customers win disproportionately. Learn more: <a href="https://www.fafc.com/" target="_blank" rel="noreferrer noopener">https://www.fafc.com/</a>

May 6, 2026

Theory vs. Practice: Designing Your Org for What Actually Works

In this episode of First Principles Finance, Colin Anderson tackles a critical challenge founders face as they scale: the tension between what sounds right in theory and what actually works in practice. Drawing on real questions from founders in the network, Colin explores how organizational design decisions—like layering leadership or upgrading finance functions—often look clean on paper but break down in reality. He walks through two core scenarios: structuring go-to-market teams across different business lines, and deciding when to transition from outsourced finance to an in-house function. Along the way, he introduces a powerful first-principles framework rooted in understanding the “physics” and rhythm of your business—emphasizing experimentation, risk isolation, and designing for your specific stage, not someone else’s playbook. This episode is a practical guide to cutting through conventional wisdom, trusting your own judgment, and building organizations that actually work in the real world. Key Points From This Episode: · 00:00 Intro: First Principles Finance & Episode Setup · 00:47 The Core Theme: Theory vs. Practice in Organizational Design · 01:27 The Trap of Clean Org Charts vs. Operational Reality · 02:01 First Principle: Design Around the Rhythm of Your Business · 03:06 Why Premature Layering Kills Insight and Increases Risk · 04:55 When to Transition from Outsourced to In-House Finance · 06:05 The Three Core Finance Skill Sets: Past, Present, Future · 07:20 Final Framework: Build for Your Business, Not the Average Learn more: <a href="https://www.fafc.com/" target="_blank" rel="noreferrer noopener">https://www.fafc.com/</a>

8 total episodes available

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What is Friends and Family Capital: First Principles Finance?: Friends & Family Capital’s First Principles Finance is the show where founders receive candid answers to the finance questions that matter most when building a world-class technology company.

Hosted by Colin Anderson — founding partner of Friends & Family Capital and former CFO of Palantir Technologies — the show pulls directly from the conversations Colin has each week with founders at the coal face.

Every episode tackles the critical finance decisions that shape a company’s path: when to bring on a first finance lead, how to keep a cash war chest safe, and how to use debt and equity.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: No, this podcast does not typically feature guests.

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