Financial Insights

Financial Operations

The Revenue Model Reality Check: Building Financial Models That Match Your Actual Business

Most startup financial models disconnect from how customers actually buy. We'll show you how to build a revenue model that reflects reality, passes investor scrutiny, …

Jan 25, 2026 Read more →

Fundraising

Series A Preparation: The Board & Governance Foundation Investors Demand

Most founders focus on metrics and materials for Series A, but investors scrutinize your governance structure first. We'll show you the board setup, investor rights …

Jan 25, 2026 Read more →

CFO Insights

Burn Rate vs. Growth Rate: The Decision Framework Founders Misalign

Most founders treat burn rate and growth rate as separate metrics. We'll show you the framework that aligns them into a single decision engine—and why …

Jan 25, 2026 Read more →

Financial Operations

The Cash Flow Contingency Problem: Why Startups Plan for One Scenario

Most startups build one cash flow forecast and hope it's right. We'll show you why single-scenario planning kills businesses—and how to build contingency models that …

Jan 25, 2026 Read more →

Financial Operations

The Series A Finance Ops Cash Visibility Crisis

You closed Series A. Your bank account grew. But can you actually see where your money is going in real-time? Most Series A founders can't—and …

Jan 25, 2026 Read more →

Fundraising

SAFE vs Convertible Notes: The Cash Position Impact Founders Ignore

SAFE and convertible notes feel financially equivalent—but they create dramatically different cash timing problems. We'll show you the hidden cash flow consequences most founders miss …

Jan 25, 2026 Read more →

CFO Insights

Fractional CFO vs. Startup Accountant: Why They're Not the Same (And Which You Actually Need)

Most founders confuse a fractional CFO with a bookkeeper or accountant. They're fundamentally different roles. Learn what each does, when you need each one, and …

Jan 25, 2026 Read more →

Growth Finance

CAC vs. LTV: The Real Math Founders Get Wrong

Your CAC-to-LTV ratio looks healthy on a spreadsheet. But are you measuring the right LTV denominator? We reveal the calculation error that makes profitable companies …

Jan 24, 2026 Read more →

Growth Finance

SaaS Unit Economics: The Scaling Inflection Point Founders Miss

SaaS unit economics look great at $100K MRR. Then everything breaks. We show you the inflection points where your metrics collapse, and exactly how to …

Jan 24, 2026 Read more →

Tax Strategy

R&D Tax Credits for Startups: The Multi-Entity Structure Problem

Most startups with subsidiary companies or acquisition structures leave thousands in R&D tax credits unclaimed. We explain the multi-entity structure problem and how to recapture …

Jan 24, 2026 Read more →