Financial Insights

Tax Strategy

R&D Tax Credits for Startups: The Contractor Classification Risk

Contractor classification directly impacts your R&D tax credit eligibility and audit risk. We reveal the hidden compliance trap most startups miss—and how to fix it …

Feb 01, 2026 Read more →

CFO Insights

CEO Financial Metrics: The Alignment Problem Breaking Strategy

Most CEOs track financial metrics in isolation from their strategic priorities. We'll show you how metric misalignment breaks execution, which metrics actually drive decisions, and …

Feb 01, 2026 Read more →

Financial Operations

The Startup Financial Model Interconnectivity Gap: Why Your Metrics Aren't Talking

Most startup financial models are siloed spreadsheets where revenue assumptions don't drive headcount, and unit economics don't feed cash flow forecasts. We show you how …

Feb 01, 2026 Read more →

Financial Operations

Burn Rate Transparency: The Stakeholder Communication Framework Founders Skip

Most founders calculate burn rate but fail to communicate it effectively to stakeholders. Learn the framework for translating burn rate and runway into clear financial …

Jan 31, 2026 Read more →

Fundraising

SAFE vs Convertible Notes: The Conversion Timing Risk Founders Underestimate

SAFE notes and convertible notes both defer valuation decisions, but their conversion mechanics create hidden timing risks that most founders don't anticipate until it's too …

Jan 31, 2026 Read more →

Financial Operations

The Cash Flow Timing Problem: Why Startups Collect Late, Pay Early

Most startups focus on revenue and expenses in isolation. They miss the critical timing gap between when money leaves and when it arrives. We'll show …

Jan 31, 2026 Read more →

Fundraising

Series A Preparation: The Data Room Strategy Investors Actually Scrutinize

Your Series A data room isn't just file storage—it's your financial credibility compressed into folders. We'll show you exactly what investors dig for, how they …

Jan 31, 2026 Read more →

Growth Finance

SaaS Unit Economics: The Cohort Analysis Gap Killing Your Growth

Most SaaS founders optimize unit economics using blended CAC and LTV numbers. But without cohort analysis, you're flying blind. Learn how to segment customers by …

Jan 31, 2026 Read more →

CFO Insights

Fractional CFO as Growth Accelerator: Beyond Cost Savings

Most founders hire a fractional CFO to save money. We've found the real value lies in growth acceleration, financial visibility, and investor readiness. Here's what …

Jan 31, 2026 Read more →

Financial Operations

The Series A Financial Ops Accountability Gap

Most Series A startups have finance ops tools but no clear ownership model. We show you how to build accountability, decision rights, and approval workflows …

Jan 30, 2026 Read more →