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Leadership calendar    Oct 14, 2026

Electrifying Growth Episode 83: The 2027 Budgeting Mistakes Leaders Need to Avoid

Managing Partner Chris Sugden shares how CEOs and CFOs can improve 2027 planning, avoid budgeting mistakes, measure AI efficiency, and align with investors.

 

 

Every year, growth-stage companies enter planning season with ambitious revenue targets, expanding departmental budgets, and assumptions about what the next 12 months will bring. Then Q2 arrives, and the cracks begin to show. Sales productivity falls short, pipeline doesn't convert as expected, product releases slip, and leadership teams find themselves revisiting a plan that was only finalized months earlier. What if the problem isn't the forecast itself, but how companies approach planning in the first place?

In this episode of Electrifying Growth, Managing Partner Chris Sugden shares his perspective on building a more disciplined operating plan for 2027. Drawing on his experience as both an operator and investor, Chris challenges CEOs and CFOs to revisit the assumptions behind previous budgets, rethink incremental spending through zero-based budgeting, and establish measurable expectations for AI-driven efficiency. Rather than asking department heads what they need, he argues that leadership should define what the business needs to accomplish and challenge teams to deliver it more productively.

Chris also explores how a company's growth trajectory influences its access to capital, why slower-growing businesses face a different standard of proof from investors, and the importance of aligning with the board before committing to next year's plan.

The message is simple: Don't just plan for 2027. Plan how you're going to plan.

 

 

Interested in guest-starring on Electrifying Growth? Apply Here to be a guest!

Chris is Managing Partner and Chairman of the firm's investment committee. A leading fintech executive and investor for over 25 years (before fintech was fintech), Chris' investment expertise and exits span payments, capital markets and wealth management segments, and track record includes leading dozens of new investments and over 60 rounds of financing.