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Accounting + Finance for Founders

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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 […]

Win or Learn

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,...

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Navigating FinTech and Founding Success with Kristian Marquez

Dec 15, 2023

How to Create Lasting Customer Relationships In B2B SaaS Brad: I’m Brad Hammond and this is the LifeLong Customer Podcast. Welcome to the LifeLong customer podcast. I'm your host, Brad Hammond. And today I have Kristian from FinStrat Management. Kristian, it's really...

The Role Forward

Dec 15, 2023

The Role Forward | Mapping the Path to Profitability with Kristian Marquez Joe: Hello and welcome to another episode of the Roll Forward podcast. My name is Joe Michalowski and this episode is brought to you by Mosaic, a strategic finance platform that transforms the...

New SaaS Startup: 12 Ways To Build Credibility

Oct 5, 2023

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

Oct 4, 2023

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...

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