CFO-LED ACCOUNTING, FINANCE & REPORTING SERVICES
WEBINAR
WEBINAR
The Number 1 Risk Management Advice For Startups
Financial Growth Blueprint: Wisdom from a Seasoned CFA Charter Holder.
Know
our solutions
FinStrat provides accounting, finance, and reporting services for B2B SaaS companies
Fractional Chief Financial Officer (CFO), Controller, and Bookkeeping services designed to assist you monetize your business.
Private Asset Tracking & Reporting Services for investors and RIAs
Comprehensive solution for managing and reporting information on direct / private investments.
VC Fund
Administration Services
End-to-end back-office accounting and administration service solution, to include Carta support.
testimonials
Hear from our clients and partners
FSM's full-service accounting and finance solution has done a great job supporting our company's growth while allowing me to stay focused on achieving our strategic objectives.
Melissa Kozak
CEO
Citus Health, Inc.
FSM’s web-based SaaS metric dashboards helped me communicate our financial position to investors and close our last equity round in record time.
Grant Elliott
CEO
Ostendio, Inc.
The financial modeling and reporting coming from FinStrat ranks among the most clean and comprehensive we've come across.
Brendan Mathews
Vice President
Motley Fool Ventures
When SaaS companies come to us with financial reporting like what we see with FinStrat's clients, it makes the investment decision making process straightforward.
Mike Denning
Managing Partner
Blu Venture Investors
LEarn more from
Our resources
Browse our content
New SaaS Startup: 12 Ways To Build Credibility
New SaaS Startup: 12 Ways To Build Credibility Starting a new SaaS business in today's competitive landscape is no small feat. While the digital ecosystem offers limitless opportunities for innovative startups, one pressing challenge remains: building credibility....
How to Prepare an M&A Management Presentation
How to Prepare an M&A Management Presentation Merger and acquisition (M&A) management presentations provide critical pieces of information to prospective investors who are considering either investing or buying your SaaS business and or SaaS product. Depending...
Leveraging portfolio analysis to improve your fund’s IRR, a CFO’s perspective
Leveraging portfolio analysis to improve your fund's IRR, a CFO's perspective BELLE: Thank you so much to everyone who gave some time today to join our conversation. We're gonna be talking about leveraging portfolio analysis to improve your funds. To kick things off....