Financial Insights

Financial Operations

The Fractional CFO Cost Model: What You Actually Pay vs. What You Save

Fractional CFO costs range from $3K-$15K+ monthly, but the real question isn't price—it's ROI. We break down engagement models, hidden savings, and when outsourced CFO …

Feb 04, 2026 Read more →

Fundraising

SAFE vs Convertible Notes: The Pro Rata Rights Trap Founders Miss

SAFE notes and convertible notes handle investor pro rata rights fundamentally differently. We break down how this distinction affects your cap table, dilution trajectory, and …

Feb 03, 2026 Read more →

Financial Operations

Burn Rate Components: The Operational vs. Strategic Spend Breakdown Founders Ignore

Most founders treat burn rate as a single number. But breaking it into operational and strategic components reveals which spending actually extends your runway—and which …

Feb 03, 2026 Read more →

Financial Operations

The Series A Finance Team Blueprint: Building for Tomorrow, Not Yesterday

Most Series A startups hire their first finance person reactively—after things break. We'll show you the proactive team structure, role prioritization, and hiring sequencing that …

Feb 03, 2026 Read more →

Growth Finance

The CAC Allocation Framework: Why Your Growth Budget Isn't Matching Reality

Most startups optimize CAC in isolation, never connecting it to actual budget allocation. We'll show you how to build a CAC allocation framework that forces …

Feb 03, 2026 Read more →

Financial Operations

Cash Flow Automation: The Hidden Multiplier Most Startups Ignore

Most founders treat cash flow management as a monthly accounting exercise. The startups that survive rapid growth automate their cash visibility and decision frameworks. Here's …

Feb 03, 2026 Read more →

Fundraising

Series A Preparation: The Founder Readiness Framework Beyond Numbers

Series A preparation goes far beyond financial metrics. We break down the operational, strategic, and leadership readiness investors actually assess—and the seven critical gaps most …

Feb 03, 2026 Read more →

Growth Finance

SaaS Unit Economics: The Unit Contribution Margin Blind Spot

Most founders obsess over CAC and LTV ratios but ignore the metric that actually predicts profitability: unit contribution margin. We'll show you why this blind …

Feb 03, 2026 Read more →

Tax Strategy

R&D Tax Credits for Startups: The Qualified Research Definition Gap

Most startups claim R&D tax credits for activities that don't actually qualify under IRS Section 41. We'll show you how to identify what counts—and what …

Feb 02, 2026 Read more →

CFO Insights

Fractional CFO Misconceptions: What Founders Get Wrong About Part-Time Finance Leadership

Most founders misunderstand what a fractional CFO can deliver. We expose the myths, clarify the reality, and show you exactly what part-time financial leadership looks …

Feb 02, 2026 Read more →