Practical financial guidance for growing companies. Strategies, insights, and lessons learned from working with startups and established businesses.
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 …
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 …
Most startup founders react to cash crises instead of preventing them. We reveal why visibility gaps create dangerous blind spots—and the monitoring systems that change …
Seasonality destroys financial plans silently. CEOs track metrics month-to-month but miss the annual cycles that determine profitability, cash needs, and growth windows. Here's how to …
Series A preparation isn't just about having good numbers—it's about presenting them in the right sequence at the right time. We show founders the milestone …
Investor preferences for SAFE notes over convertible notes have quietly reshaped startup funding. We break down why this shift matters and what founders need to …
Most founders wait too long to bring in CFO-level expertise—or hire too early. We break down the exact financial complexity triggers that determine when you …
Most startup founders build a single financial model and call it done. But investors, board members, and your own decision-making need multiple scenarios. Here's how …
Series A funding forces an operational shift most founders underestimate. We'll show you which finance ops components matter most, where founders stumble, and how to …
Most founders optimize for customer acquisition cost but ignore payback period—the metric that actually determines if your growth is sustainable. We reveal the hidden math …
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