Financial Insights

Financial Operations

The Series A Finance Ops Scaling Gap: Building Systems Before You Break Them

After Series A closes, most startups face a hidden crisis: their financial operations weren't designed to scale. This playbook shows founders which systems to prioritize, …

Jan 22, 2026 Read more →

Fundraising

SAFE vs Convertible Notes: The Founder Governance Risk Nobody Discusses

Most founders compare SAFE and convertible notes on valuation caps and discounts. But the real risk isn't financial—it's governance. We break down the control implications …

Jan 22, 2026 Read more →

CFO Insights

The Fractional CFO Accountability Gap: Why Metrics Aren't Being Tracked

Most fractional CFO engagements lack clear metric ownership and accountability structures. We reveal the hidden gaps that prevent your part-time CFO from delivering real financial …

Jan 22, 2026 Read more →

Growth Finance

CAC Recovery: How to Recapture Lost Margins When Customer Acquisition Costs Spike

Customer acquisition costs don't spike randomly—they spike when assumptions break. We walk founders through the exact framework to diagnose why CAC climbed, reverse the damage, …

Jan 22, 2026 Read more →

Financial Operations

SaaS Unit Economics: The Retention Cost Blind Spot

Most founders calculate SaaS unit economics by looking at acquisition cost and lifetime value. But they ignore the operational costs of keeping customers. Here's how …

Jan 22, 2026 Read more →

Financial Operations

Series A Preparation: The Financial Operations Audit Founders Skip

Most founders focus on pitch decks and metrics for Series A preparation, but miss the operational foundation investors actually audit. Learn what financial operations checklist …

Jan 22, 2026 Read more →

Tax Strategy

R&D Tax Credit Timing Strategy: The Refundable vs. Carry-Forward Decision

Most startups claim R&D tax credits reactively—at tax time. But the real money is in the timing decision between refundable credits and carry-forward strategies. Here's …

Jan 22, 2026 Read more →

Financial Operations

The Cash Flow Allocation Problem: Why Most Startups Spend Money Wrong

Most startups manage cash flow reactively—paying bills as they come. We'll show you how to allocate every dollar strategically, using a spending hierarchy that extends …

Jan 21, 2026 Read more →

Fundraising

Venture Debt Capital Structure: The Hidden Dilution Trap Founders Ignore

Venture debt isn't just about borrowing money—it's a capital structure decision that reshapes your equity incentives, future fundraising, and founder ownership. Most founders focus on …

Jan 21, 2026 Read more →

CFO Insights

CEO Financial Metrics: The Hierarchy Problem Destroying Decision-Making

Most CEOs track too many metrics and act on the wrong ones. We show you how to build a decision hierarchy that separates leading indicators …

Jan 21, 2026 Read more →