Instacart CFO Board Trigger: Pipeline Playbook

🚀 Battle Card: Instacart

• Emily Reuter, Chief Financial Officer · 🔗 LinkedIn

• This Instacart sales trigger underscores the CFO’s expanding influence on AI-driven shopping finances → Source

• Lack of unified financial reporting across global AI initiatives

• Scaling finance ops to support half-billion+ users

• Primary: Advanced FP&A platform → Real-time visibility into cost and revenue drivers

• Expansion: AI-driven forecasting tool → Accurate projections for global market expansion

• HQ: San Francisco, CA

• Employees: ≈ 10,000

• Rev: ≈ $2 B

• Website: https://pinterest.com/

🤼 Competitive Intel

• Workday — FP&A / HCM
• Unique edge: Seamless integration with HR and payroll
• Evaluated by CFO for end-to-end planning

• Adaptive Insights — FP&A
• Unique edge: Cloud-native fast deployment
• Evaluated by finance teams for ease of use

• Anaplan — Connected Planning
• Unique edge: Highly scalable modeling for global ops
• Evaluated by FP&A for scenario planning

• NetSuite — ERP / Financial Management
• Unique edge: Unified ERP and financial modules
• Evaluated by accounting for consolidation

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Advanced FP&A platform❑
PROOF_METRIC  = ❑30% faster financial close❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Emily
COMPANY     = Instacart
DEPT        = Finance
SIZE        = ≈ 200
BOTTLENECK  = lack of unified financial reporting across global AI initiatives
EVENT       = Pinterest Appoints Instacart CFO Emily Reuter to Board of Directors
DETAIL      = your appointment to Pinterest’s board
PAIN        = lack of unified financial reporting across global AI initiatives
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250919826687&div=41152219
SIM_CO      = Uber
WIN_METRIC  = 30% faster financial close
NEXT_SIZE   = ≈ 300
EMP_EST     = ≈ 10,000
REV_EST     = ≈ $2 B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈200-person Finance

Emily—noticed your Finance team is ≈ 200.

That’s when lack of unified financial reporting across global AI initiatives slows growth.

We helped Uber fix this with Advanced FP&A platform.

Result: 30% faster financial close.  
Quick call?

PS—next bottleneck hits ≈ 300.

DM ≤45 words, TONE:
Saw your post about your appointment to Pinterest’s board — lack of unified financial reporting across global AI initiatives.  
Advanced FP&A platform. 30% faster financial close.  
Quick chat?