Paul Cecil: When can going public unlock real growth?

Paul Cecil is the VP of Strategy at realpha and we spoke about how a young founder-minded strategist thinks through scale, pressure, and the role of AI in real business results. He began as a pre-med student, switched into business after realizing he “liked trading stocks a lot more,” and later worked for years without pay to learn capital formation. Joining realpha as employee number ten, he helped drive seven acquisitions, eight capital raises, and a NASDAQ listing in under three years.

A key turning point for him was understanding what it really means to consider going public. As he put it, you must be “ready to figuratively get naked in front of the public,” with every detail, from lawsuits to losses, made visible. And once public, you “live and die by the quarter,” with pressure coming from every direction—yet that transparency unlocks credibility, national exposure, and new capital options such as ATM offerings that can provide next-day liquidity.

We also discussed strategy in an era where AI acts as both leverage and potential customer. Internally, his team reduced week-long research cycles to “20 to 30 minutes,” allowing faster iteration and clearer decisions. He contrasted this lived experience with reports claiming AI yields no results, calling them “noise” compared to the signal he sees daily. He also argued founders must prepare for a future where AI agents—not humans—will evaluate products, make requests, and perform consumer tasks.

Paul’s approach is shaped by a philosophy he learned from the book There Is No How: people chase prescriptions instead of clarity. By removing the “how” question and drawing insight from unexpected experiences—from guitar to skydiving to a six-day phone-free hike—he found sharper intuition about what to build, with whom, and when.

Listeners will walk away with a grounded view of public markets, AI leverage, and strategic clarity in a world moving faster than ever.

Key takeaways

• Going public demands full transparency and constant quarter-to-quarter pressure.
• ATM offerings give public companies flexible, immediate capital access.
• AI compresses research work from a week to under 30 minutes.
• Founders must design products for both humans and future AI agents.
• Strategy improves when you stop seeking prescriptions and focus on clarity.
• Non-work experiences can sharpen strategic thinking.