Practical financial guidance for growing companies. Strategies, insights, and lessons learned from working with startups and established businesses.
Most founders treat cash reserves as a safety net they'll never need—until they do. We'll show you how to build and manage strategic cash reserves …
SaaS unit economics go far deeper than CAC and LTV ratios. This guide reveals the hidden metrics, calculation errors, and optimization strategies that separate high-growth …
Most founders evaluate fractional CFOs like hiring an accountant—comparing hourly rates and looking for the cheapest option. But the real ROI isn't in the cost …
Most startups focus on calculating their R&D tax credit size, not on defending it. We'll show you the documentation framework that survives IRS scrutiny and …
Most CEOs track financial metrics across disconnected systems—spreadsheets, accounting software, analytics tools. We show you why this integration gap is costing you weeks of clarity …
Most founders calculate burn rate and runway accurately—but their forecasts still fail. The problem isn't the math; it's the assumptions driving it. We'll show you …
Most startup financial models collapse under investor scrutiny not because the math is wrong, but because the assumptions are invisible, untested, and indefensible. Here's how …
Series A founders face a critical decision: build financial operations in-house or outsource to fractional partners. This playbook reveals the timing triggers, cost tradeoffs, and …
Most founders calculate runway the wrong way—and discover it too late. We break down why your months-to-runway metric is misleading and show you the real …
Your cap table is the first thing Series A investors verify. We show you how to audit equity records, fix hidden problems, and avoid the …
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