YOUR ACCOUNTING And FINANCE TEAM
FinStrat provides accounting, finance, and reporting services for B2B SaaS companies, investors, RIAs, and VCs.
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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
The financial modeling and reporting coming from FinStrat ranks among the most clean and comprehensive we’ve come across.
Brendan Mathews
Motley Fool Ventures
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
Ostendio, Inc.
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
Blu Venture Investors
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
Citus Health, Inc.
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Equity Financing for B2B SaaS Companies
If your company has a Software as a Service (SaaS) product or idea, you’re part of an industry that is growing at break-neck speeds. The global SaaS market is valued at approximately $3 trillion dollars, with some business pundits projecting it could reach $10...
3 reasons you might be ready for private asset management
As your net worth grows, it becomes increasingly challenging to dedicate the time and resources it takes to pursue your investment goals. But net worth isn’t the only indicator that you may be ready to partner with a private asset manager. Private asset managers take...
SaaS Accounting 101
The early days of SaaS accounting are simple enough—without revenue pouring in, a founder who has created a dedicated business account, gotten a credit card and set up a business management suite like QuickBooks is in a solid position. But things get complicated...