Financial Insights

Tax Strategy

R&D Tax Credit Refunds vs. Carry-Forward: Which Strategy Wins for Startups

Most startups claim R&D tax credits the same way, but the refund vs. carryforward decision can mean tens of thousands in difference. We break down …

Jan 06, 2026 Read more →

Financial Operations

CEO Financial Metrics: The Measurement Timing Problem

Most CEOs track the right metrics but measure them at the wrong cadence. Learn how measurement timing—daily, weekly, and monthly—transforms your financial dashboard from noise …

Jan 06, 2026 Read more →

CFO Insights

Burn Rate Without Runway: The Growth Trap Nobody Talks About

Most founders obsess over runway calculations but miss a critical insight: your burn rate can look sustainable while your actual cash position deteriorates. Learn the …

Jan 06, 2026 Read more →

Growth Finance

SaaS Unit Economics: The Attribution Problem Killing Your Growth

Most SaaS founders measure unit economics, but few measure them correctly. Attribution errors in CAC, LTV, and payback period calculations hide the real profitability picture …

Jan 06, 2026 Read more →

Financial Operations

The Financial Model Mechanic's Trap: Why Your Numbers Work Until They Don't

Most startup financial models break when your business changes. We show you how to build flexible financial projections that evolve with your company, not against …

Jan 06, 2026 Read more →

Fundraising

SAFE vs Convertible Notes: The Founder Vesting Trap Nobody Mentions

Most founders focus on valuation caps and conversion discounts when comparing SAFE notes and convertible notes. But the real risk lies in vesting provisions that …

Jan 06, 2026 Read more →

Growth Finance

The CAC Timing Trap: When Your Customer Acquisition Cost Is Actually Much Higher

Most founders calculate customer acquisition cost wrong because they ignore the timing gap between spending and revenue recognition. We'll show you how to fix it …

Jan 05, 2026 Read more →

Financial Operations

The Cash Flow Reconciliation Gap: Why Your Bank Balance Doesn't Match Your Model

Your cash flow model says you have $500K. Your bank account shows $320K. This gap—what we call the reconciliation problem—is destroying startup runway. Learn how …

Jan 05, 2026 Read more →

CFO Insights

The Fractional CFO Trap: When Part-Time Finance Fails

Most startups hire a fractional CFO expecting immediate impact. We reveal the specific situations where fractional models fail and what founders should do instead.

Jan 05, 2026 Read more →

Financial Operations

The Series A Finance Handoff Problem: Why Your First Hire Gets It Wrong

Your first finance hire after Series A will likely implement systems that worked at their last company—not yours. We show you how to avoid the …

Jan 05, 2026 Read more →