Circle Pharma CFO Playbook: Close Q4 FP&A & IR Deals
Circle Pharma’s new CFO Rob Lauzen is your trigger to fuel deal flow. Pitch real-time FP&A & IR platforms, lock Q4 demos, and hit your quota.
Published on
Do not index
Do not index
🚀 Battle Card: Circle Pharma, Inc.
Quick trigger:
👤 Decision Maker in the News
- Rob Lauzen, Chief Financial Officer · 🔗 LinkedIn
💡 Why It Matters
- Capitalize on this Circle Pharma sales trigger: new finance leadership kicks in as they push CID-078 into Phase 1 and prep for the next financing wave. → Source
🎯 Core Pain Point
- Fragmented financial reporting slows down fundraising cycles
- Lack of real-time visibility into R&D spend
💰 What to Pitch
- Primary: FP&A platform → Real-time forecasting & budgeting accuracy
- Expansion: Investor Relations portal → Transparent stakeholder communications & compliance
🗺️ Quick Context
- HQ: South San Francisco, CA
- Employees: ≈ 50
- Rev: ≈ $5 M
- Website: circlepharma.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win **Circle Pharma, Inc.*’s business.
- Workday — Financial Management
- Unique edge: Unified HR & finance data
- Evaluated by CFO & VP Finance for scalability
- Oracle — ERP / Financial Management
- Unique edge: Integrated capital planning
- Evaluated by Finance team for end-to-end visibility
- SAP — ERP / Financials
- Unique edge: Global regulatory compliance
- Evaluated by Controller for audit readiness
- Sage Intacct — Cloud Accounting
- Unique edge: Modular cloud-native design
- Evaluated by FP&A for ease of integration
✅ Do-Now Checklist
Connect with Rob Lauzen on LinkedIn (link above)
Reference the Circle Pharma sales trigger in your first touch to stand out
Slot FP&A & IR platform demos into Rob’s Q4 calendar
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑FP&A platform for real-time forecasting & budgeting accuracy❑
PROOF_METRIC = ❑25% reduction in budget variance❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Rob Lauzen
COMPANY = Circle Pharma, Inc.
DEPT = Finance
SIZE = ≈50
BOTTLENECK = fragmented financial reporting
EVENT = Appoints Rob Lauzen as Chief Financial Officer
DETAIL = pushing CID-078 into Phase 1 clinical development
PAIN = Lack of real-time visibility into R&D spend
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251031045482&div=41152219
SIM_CO = Prilenia Therapeutics
WIN_METRIC = 30% faster budgeting cycles
NEXT_SIZE = 100
EMP_EST = ≈ 50
REV_EST = ≈ $5 M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈50-person Finance
Rob Lauzen—noticed your Finance team is ≈50.
That’s when fragmented financial reporting slows growth.
We helped Prilenia Therapeutics fix this with FP&A platform for real-time forecasting & budgeting accuracy.
Result: 30% faster budgeting cycles.
Quick call?
PS—next bottleneck hits ≈100.
DM ≤45 words, TONE:
Saw your post about pushing CID-078 into Phase 1 clinical development — Lack of real-time visibility into R&D spend.
FP&A platform for real-time forecasting & budgeting accuracy. 25% reduction in budget variance. Quick chat?