Financial Insights

Financial Operations

Fractional CFO Handoff: Why Most Transitions Fail (And How to Fix It)

The fractional CFO hire feels like a win—until the transition happens. We've seen dozens of startups struggle when moving from founder-led finance to outsourced CFO …

Jan 20, 2026 Read more →

Tax Strategy

R&D Tax Credit Clawback Risk: Why Startups Lose Credits After Funding

Many startups claim R&D tax credits before Series A funding, then lose them entirely when investors appear. This clawback phenomenon catches founders off-guard. Learn why …

Jan 20, 2026 Read more →

CFO Insights

CEO Financial Metrics: The Threshold Problem Killing Growth

Most CEOs track metrics without knowing what numbers should trigger action. We show you how to set performance thresholds for your most critical financial KPIs—and …

Jan 20, 2026 Read more →

Financial Operations

The Burn Rate Timing Problem: Why Your Runway Expires Before You Think

Most founders calculate runway as a simple division: cash divided by monthly burn rate. This overlooks critical timing mechanics that can compress your actual runway …

Jan 19, 2026 Read more →

Fundraising

Series A Preparation: The Investor Risk Assessment You're Missing

Most founders prepare metrics and materials for Series A, but miss the single question investors ask first: What could go wrong? Learn the risk assessment …

Jan 19, 2026 Read more →

Financial Operations

The Financial Model Dependency Problem: Why Your Assumptions Aren't Independent

Most startup financial models treat assumptions as isolated variables. In reality, your revenue assumptions drive hiring, which drives burn rate, which drives runway—and most founders …

Jan 19, 2026 Read more →

Financial Operations

The Series A Finance Ops Measurement Problem: Why Your Metrics Don't Drive Decisions

Most Series A startups measure financial operations but don't actually use those measurements to drive decisions. We'll show you how to build a measurement framework …

Jan 19, 2026 Read more →

Fundraising

SAFE vs Convertible Notes: The Investor Control Clause Founders Ignore

Most founders focus on valuation caps and discount rates when comparing SAFEs and convertible notes. But investor control rights—the clauses that determine who controls your …

Jan 19, 2026 Read more →

CFO Insights

SaaS Unit Economics: The Revenue Recognition Timing Trap

Most SaaS founders calculate unit economics using revenue that hasn't actually been earned yet. We show you how revenue recognition timing creates systematic errors in …

Jan 19, 2026 Read more →

Financial Operations

The CAC Attribution Problem: Why Your Customer Acquisition Cost Is Wrong

Most startups calculate customer acquisition cost incorrectly because they misattribute revenue to the wrong channels and touchpoints. We show you how to fix attribution errors …

Jan 19, 2026 Read more →