Financial Insights

Tax Strategy

R&D Tax Credit Timing: The Startup Phase Mistake Costing You Cash

Most startups claim R&D tax credits reactively—after tax season arrives. We've seen founders leave 40% of available credits unclaimed by not timing claims strategically around …

Feb 06, 2026 Read more →

CFO Insights

CEO Financial Metrics: The Cascading Effect Problem

Most CEOs track metrics in isolation—missing how changes cascade through their business. We'll show you how to map metric dependencies and predict second-order effects before …

Feb 06, 2026 Read more →

Financial Operations

The Financial Model Depth Problem: Why Founders Build Shallow Models

Most startup financial models are built too thin—missing critical business levers and interdependencies. Here's how to build one with real depth that investors actually trust.

Feb 06, 2026 Read more →

Fundraising

SAFE vs Convertible Notes: The Term Sheet Negotiation Framework Founders Skip

Most founders view SAFE notes and convertible notes as interchangeable debt products. They're not. This guide reveals the negotiation framework that separates strategic funding from …

Feb 06, 2026 Read more →

Financial Operations

The Cash Flow Velocity Problem: Why Startups Optimize the Wrong Metrics

Most startup founders optimize cash burn and runway in isolation. We'll show you why cash flow velocity—the speed at which money moves through your business—is …

Feb 05, 2026 Read more →

Growth Finance

SaaS Unit Economics: The Gross Margin Illusion

Most SaaS founders obsess over gross margin and miss the operational reality underneath. We'll show you why traditional unit economics metrics fail, and what actually …

Feb 05, 2026 Read more →

Fundraising

Series A Preparation: The Financial Controls Audit Investors Never Skip

Series A investors don't just evaluate your metrics—they audit your financial controls. We break down the specific control gaps that kill deals and how to …

Feb 05, 2026 Read more →

Financial Operations

The Series A Finance Ops Decision Framework: What To Build vs. Buy

Series A founders face critical decisions about financial operations infrastructure. This framework helps you decide what systems to build internally, what to buy off-the-shelf, and …

Feb 05, 2026 Read more →

CFO Insights

Fractional CFO Hiring: The Financial Control Gap Founders Actually Face

Most founders hire a fractional CFO too late—after losing financial visibility. Learn the specific control gaps that signal you need CFO-level support, how the fractional …

Feb 05, 2026 Read more →

Financial Operations

Burn Rate and Runway: The Timing Mismatch Killing Your Fundraising Timeline

Most founders calculate runway based on historical burn rate—a mistake that creates dangerous blind spots. We explain the timing misalignment between when you run out …

Feb 05, 2026 Read more →