Financial Insights

Growth Finance

CAC Benchmarking: Why Your Cost Per Customer Doesn't Mean Anything

Most founders obsess over their customer acquisition cost versus industry benchmarks—and make terrible decisions as a result. Here's why raw CAC numbers are misleading and …

Jan 01, 2026 Read more →

Growth Finance

SaaS Unit Economics: The Scaling Paradox Founders Don't See

Most founders optimize SaaS unit economics the wrong way. We explain the scaling paradox: why your metrics look great while your business breaks, and how …

Jan 01, 2026 Read more →

Financial Operations

The Finance Ops Visibility Gap: What Series A Founders Can't See

Most Series A startups have financial systems—but they can't actually see what's happening. We've discovered the critical visibility gaps that emerge post-fundraising and show you …

Jan 01, 2026 Read more →

Financial Operations

The CEO Metrics Hierarchy: Which Numbers Actually Drive Decisions

Not all financial metrics are created equal. We break down the CEO metrics hierarchy—which numbers actually drive critical business decisions and which ones distract you …

Jan 01, 2026 Read more →

Financial Operations

The Cash Flow Contingency Problem: Building Resilience Into Your Runway

Most startups plan for one future. We'll show you how to build cash flow scenarios that protect your runway when reality doesn't match your forecast.

Jan 01, 2026 Read more →

Tax Strategy

R&D Tax Credit Carryback Strategy: Why Startups Are Leaving Money on the Table

Most startups focus on claiming R&D credits going forward, but they're missing a critical strategy: carryback provisions that can recover taxes paid in previous years. …

Dec 31, 2025 Read more →

CFO Insights

The Fractional CFO Timeline: Why Most Founders Hire Too Late

Most founders wait until financial chaos hits before hiring a fractional CFO. We've identified the exact revenue thresholds, growth rates, and complexity triggers that signal …

Dec 31, 2025 Read more →

CFO Insights

The Burn Rate Trap: When Your Runway Calculation Becomes a Liability

Most founders calculate burn rate and runway once, then ignore it. We show you why this kills companies—and the framework that catches problems before they're …

Dec 31, 2025 Read more →

Financial Operations

The Seasonal Startup Financial Model: The Timing Problem Founders Ignore

Most startup financial models assume constant monthly growth—a dangerous assumption that destroys forecast accuracy. We'll show you how to build seasonal adjustments into your financial …

Dec 31, 2025 Read more →

Fundraising

SAFE vs Convertible Notes: What Happens When You Choose Wrong

Most founders choose between SAFE notes and convertible notes based on simplicity. We show you the actual cost difference, how investors optimize terms in their …

Dec 31, 2025 Read more →