Financial Insights

Practical financial guidance for growing companies. Strategies, insights, and lessons learned from working with startups and established businesses.

Fundraising

The Series A Preparation Timeline Most Founders Get Wrong

Most founders start Series A preparation 3 months before pitching. Investors expect 6-12 months of preparation. Learn the timeline that actually works and the early-stage …

Dec 29, 2025 Read more →

Tax Strategy

R&D Tax Credit Timing: Why Startups Claim Credits Too Late

Most startups leave money on the table by claiming R&D tax credits reactively instead of strategically. Discover the timing framework that transforms this tax benefit …

Dec 28, 2025 Read more →

CFO Insights

Burn Rate and Runway: The Stakeholder Communication Blueprint

Most founders calculate burn rate and runway correctly but fail at communicating it to stakeholders. We show you the framework that turns financial metrics into …

Dec 28, 2025 Read more →

Fundraising

The Investor-Ready Financial Model: What VCs Actually Scrutinize

Most startup financial models fail investor scrutiny not because the math is wrong, but because founders don't understand what VCs are actually looking for. We …

Dec 28, 2025 Read more →

Fundraising

SAFE vs Convertible Notes: The Timing Trap That Kills Your Series A

Most founders choose between SAFE notes and convertible notes based on simplicity. But timing risk—when notes convert and at what valuation—determines your actual dilution. We …

Dec 28, 2025 Read more →

Financial Operations

SaaS Unit Economics: The Operational Execution Gap

Your SaaS unit economics metrics look healthy on a spreadsheet, but your company isn't scaling profitably. The problem isn't your math—it's the operational gap between …

Dec 28, 2025 Read more →

Financial Operations

The Cash Flow Visibility Problem: Real-Time Monitoring for Startup Survival

Most startup founders check their cash position monthly—when they should be monitoring it daily. We show you how to build real-time cash flow visibility systems …

Dec 28, 2025 Read more →

CFO Insights

Beyond the Job Title: How Fractional CFOs Drive Growth (Not Just Reports)

Most founders think a fractional CFO just handles numbers. Our analysis of 200+ startup engagements reveals the real value: strategic financial leadership that unlocks growth …

Dec 28, 2025 Read more →

Fundraising

The Complete Guide to Venture Debt for Startups

Venture debt is a powerful but often misunderstood financing tool. This guide breaks down when to use it, how it compares to equity, and the …

Dec 28, 2025 Read more →

Financial Operations

Financial Operations Playbook for Series A Startups

Series A changes everything—including your financial operations. We've built this playbook to help founders establish the financial infrastructure, systems, and processes that actually scale. From …

Dec 27, 2025 Read more →

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