Financial Insights

Financial Operations

Series A Financial Operations: The Integration Roadmap Nobody Plans

After Series A, your financial operations need to evolve. We break down the integration roadmap every founder misses: how to connect your systems, build accountability, …

Jan 16, 2026 Read more →

Financial Operations

Cash Flow Debt: The Hidden Liability Killing Your Runway

Most startups don't realize they're accumulating hidden cash obligations that don't appear on financial statements. We call this "cash flow debt"—and it's silently shortening your …

Jan 16, 2026 Read more →

Growth Finance

SaaS Unit Economics: The Blended vs. Cohort Reporting Problem

Most SaaS founders report blended unit economics that mask deteriorating customer quality and channel performance. We show you why this blinds your growth strategy and …

Jan 16, 2026 Read more →

Fundraising

SAFE vs Convertible Notes: The Founder Dilution Timeline Nobody Forecasts

Most founders focus on the immediate terms of SAFE vs convertible notes but miss the dilution math that plays out across multiple funding rounds. We …

Jan 16, 2026 Read more →

CFO Insights

The Fractional CFO Hiring Mistake: When Part-Time Isn't Part-Time

Most founders hire a fractional CFO thinking they're getting a part-time executive. In reality, they're getting a consultant working part-time hours on a full-time scope. …

Jan 16, 2026 Read more →

Financial Operations

The CAC Allocation Problem: How Startups Miscount Marketing Spend

Most startups calculate customer acquisition cost by dividing marketing spend by customers acquired. But they're missing allocated overhead costs, indirect marketing expenses, and time allocation …

Jan 16, 2026 Read more →

Fundraising

Series A Prep: The Investor Skepticism Framework Founders Miss

Most founders prepare Series A materials to impress investors. The best ones prepare to disarm investor skepticism. Here's the framework that changes how you think …

Jan 16, 2026 Read more →

Tax Strategy

R&D Tax Credit Nexus: Why Your Startup's Project Classification Kills Credits

Most startups lose R&D tax credits because they misclassify their development work. We break down nexus requirements and show you exactly which projects qualify—and which …

Jan 16, 2026 Read more →

Financial Operations

CEO Financial Metrics: The Leading vs Lagging Indicator Problem

Most CEOs track the wrong mix of financial metrics. We show you how to balance leading indicators (that predict future performance) with lagging indicators (that …

Jan 15, 2026 Read more →

CFO Insights

Burn Rate and Runway: The Stakeholder Communication Gap Founders Miss

Most founders calculate burn rate correctly but fail to communicate it effectively to stakeholders. We break down how to calculate gross and net burn, extend …

Jan 15, 2026 Read more →