Financial Insights

CFO Insights

SaaS Unit Economics: The Retention Efficiency Gap

Most SaaS founders optimize CAC and LTV independently. But the real problem is retention efficiency—how quickly you stabilize customer value and what that actually costs. …

Feb 12, 2026 Read more →

Financial Operations

The Cash Flow Timing Problem: Why Startups Run Out of Money Too Early

Most startups fail not because they're unprofitable, but because cash inflows and outflows are misaligned. We'll show you how to fix the timing problem that …

Feb 12, 2026 Read more →

Fundraising

Series A Data Room Strategy: The Document Organization Investors Actually Need

Most founders treat their Series A data room as a filing cabinet. Investors treat it as a diagnostic tool. Learn the strategic approach to data …

Feb 12, 2026 Read more →

CFO Insights

The Fractional CFO Onboarding Blueprint: What Actually Happens in Week One

Most founders underestimate what a fractional CFO actually does in the first month. We break down the real onboarding timeline, critical diagnostic work, and how …

Feb 12, 2026 Read more →

Financial Operations

Startup Financial Models That Actually Drive Decisions

Most startup financial models are built to impress investors, not to guide actual business decisions. We'll show you how to build a financial model that …

Feb 11, 2026 Read more →

Financial Operations

The Series A Finance Ops Compliance Gap: What You're Missing

Post-Series A, founders focus on growth—but compliance gaps in finance ops become expensive liabilities. Learn the compliance framework that protects your cap table, audit readiness, …

Feb 11, 2026 Read more →

Growth Finance

CAC Economics: Why Your Acquisition Cost Math Breaks at Scale

Most startups calculate customer acquisition cost correctly but interpret it wrong. Discover the economic dynamics that make your CAC math fail as you scale, and …

Feb 11, 2026 Read more →

Financial Operations

Burn Rate Velocity: Why Your Spending Speed Matters More Than Total Spend

Most founders track burn rate as a static number, missing the critical insight: velocity matters more than total. Learn how acceleration, deceleration, and spending volatility …

Feb 11, 2026 Read more →

Tax Strategy

R&D Tax Credits for Startups: The Funding Gap Nobody Sees

R&D tax credits are one of the most underutilized sources of cash recovery for startups. We explain Section 41 credits, eligibility requirements, and how to …

Feb 11, 2026 Read more →

Growth Finance

SaaS Unit Economics: The Expansion Revenue Paradox

Most SaaS founders misunderstand how expansion revenue affects their unit economics. We break down why blending new customer acquisition with expansion revenue creates blind spots …

Feb 11, 2026 Read more →