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Accounting + Finance for Founders

Novel Capital and FinStrat Management. webinar cover art

Financing Due Diligence Best Practices: Insights from FinStrat and Novel Capital’s Experts

Summary In this informative webinar, Keith Harrington, co-founder and COO of Novel Capital, and Kristian Marquez, CEO and founder of FinStrat Management, discuss the nuances of raising capital for B2B SaaS businesses. They share their insights on the importance of due diligence from both a lender’s and a founder’s perspective, emphasizing the need for clean […]

Careers, Startup, and Retirement

Careers, Startup, and Retirement

Mar 21, 2024

How can Start Up Founders Balance Careers, Startup, and Retirement Key Insights from the Money Seed Podcast Kristian Marquez, CEO and founder of FinStrat Management, shared valuable insights throughout the interview. To recap some key points: Kristian pursued the CFA...

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The Strategic Edge of Financial CFOs in B2B SaaS

Mar 21, 2024

What is a Fractional CFO? A fractional CFO is a financial expert who provides CFO-level services to a company on a part-time or interim basis. Unlike a full-time, in-house CFO, a fractional CFO is an outsourced professional who works with multiple companies...

Win or Learn

Mar 21, 2024

Win or Learn: Financial Management Lessons and Strategies for Founders 00:00 So what better way to conclude the birthday week going to the birthday weekend than with Episode 150? 150 episodes, man. Thank y'all. I was very grateful to be able to sit down with Kristian,...

$80 Million Lessons

Feb 2, 2024

  $80 Million Lessons How FinStrat Management's CEO scaled his business   00:00 Today on the show, I'm happy to have Kristian Marquez. He's the CEO of FinStrat Management. They provide accounting, finance, and CFO reporting services. Previous to this, you were...

The Path to Profitability

Feb 2, 2024

  The Path to Profitability 00:06 Hey, everyone. Welcome back to another episode of Boosting Your Financial IQ. Today, I'm going to be talking with Kristian Marquez. He is the founder and CEO of FinStrat Management. And we're going to be talking about how to grow...

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The Path to Profitability

Feb 2, 2024

  The Path to Profitability 00:06 Hey, everyone. Welcome back to another episode of Boosting...

Value + Worth = Success

Feb 2, 2024

  Value + Worth = Success: Importance of Fractional CFO's 00:03 Welcome to the AXIS Effect...

Breakaway Wealth

Dec 15, 2023

Breakaway Wealth | Episode 267 | Exploring the Power of Thoughts, Legacy, and Entrepreneurship...

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