Financial Insights

Financial Operations

The Series A Finance Ops Tooling Gap: Why Manual Processes Kill Your Growth

After closing Series A, most founders realize their spreadsheets and basic accounting software can't scale. We break down the financial operations tooling decisions that determine …

Jan 28, 2026 Read more →

Fundraising

Series A Due Diligence: The Financial Health Audit Investors Actually Run

Series A investors don't just look at your metrics—they conduct a forensic financial audit. Discover the specific areas they investigate, what red flags trigger deeper …

Jan 28, 2026 Read more →

Growth Finance

CAC Payback Period vs. Blended CAC: Which Metric Should Drive Your Growth Budget

Most founders optimize for the wrong CAC metric, leading to misallocated marketing budgets and slower growth. We break down when to use CAC payback period …

Jan 28, 2026 Read more →

Financial Operations

The Cash Flow Statement Blind Spot: Why Founders Miss Liquidity Crises

Your profit and loss statement shows revenue growth, but your cash position tells a different story. We reveal the critical gap between accounting profits and …

Jan 27, 2026 Read more →

Fundraising

Venture Debt Covenants: The Financial Restrictions Killing Your Flexibility

Venture debt comes with financial covenants that can restrict your operations more than you realize. We break down the covenants that matter, which ones to …

Jan 27, 2026 Read more →

Tax Strategy

R&D Tax Credits for Startups: The Calculation Error That Costs You Thousands

Most startups leave money on the table by miscalculating their R&D tax credit claims. We walk through the exact calculation errors we see most often …

Jan 27, 2026 Read more →

Growth Finance

SaaS Unit Economics: The LTV-CAC Timing Mismatch Killing Your Profitability

Most SaaS founders optimize CAC and LTV independently, missing the critical timing mismatch that determines real profitability. We break down why your metrics can look …

Jan 27, 2026 Read more →

CFO Insights

The Fractional CFO Timing Problem: When to Hire Before It's Too Late

Most founders hire a fractional CFO too late, after months of financial decisions made blind. We've identified the specific inflection points where CFO-level support stops …

Jan 27, 2026 Read more →

CFO Insights

CEO Financial Metrics: The Isolation Problem Breaking Decision Speed

CEOs typically monitor 15-20 financial metrics, but track them independently. This isolation creates blind spots that slow decision-making by weeks. We'll show you how metric …

Jan 27, 2026 Read more →

Financial Operations

The Financial Model Scalability Problem: Why Your Startup Model Breaks at Growth

Most startup financial models work until they don't. Discover why your spreadsheet breaks at Series A scale and how to architect a financial model that …

Jan 27, 2026 Read more →