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Accounting + Finance for Founders
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 […]
$80 Million Lessons
$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...
Featured Posts
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....
Equity Financing for Businesses: Term Sheets + Convertible and SAFE Notes – Part 3
Equity Financing for Businesses: Term Sheets and Convertible and SAFE Notes Learn about term sheets and equity financing when businesses are either pre-Ârevenue or don't have enough recurring revenue to inform evaluation. What Are Term Sheets? A term sheet is a...
Equity Financing for B2B SaaS and Investor-backed Companies- Part 1
Equity Financing for B2B SaaS and InvestorÂ-backed Companies Equity financing can provide SaaS and investor-backed founders access to capital without burdening them with excessive debt. While discussing equity financing, we will also highlight alternative sources of...
Equity Financing for Businesses-Investor Types Priced Round Ins and Out Part 2
Equity Financing for Businesses Investor Types Priced Round Ins and Out We’re answering your questions about equity financing for businesses. Plus, gain insight into investor behavior and what they typically look for when investing. How do you find investors? There...
Latest Posts
Top 9 US SaaS Conferences & Events for 2024
The global SaaS market is estimated to grow from $333 billion in 2023 to over $800 billion by the...
What Are G&A Expenses and Why It Matters for a SaaS Business
What Are G&A Expenses and Why It Matters for a SaaS Business For SaaS companies to remain...
Essential Liquidity Ratios and Metrics
Essential Liquidity Ratios and Metrics It’s vital for SaaS companies to understand how well they...
What are Financial Leverage Ratios and Why Are They Important?
What are Financial Leverage Ratios and Why Are They Important? The importance of leverage ratios...
Annual Contract Value: What is it and How to Calculate
Annual Contract Value: What is it and How to Calculate In today’s competitive SaaS landscape,...
Understanding SaaS Remaining Performance Obligations
Understanding SaaS Remaining Performance Obligations SaaS companies need to understand what their...
Older Entries
What is an Outsourced CFO
What is an Outsourced CFO? For SaaS businesses wanting to stay competitive in the rapidly changing...
Understanding the SaaS Net Promoter Score (NPS)
Understanding the SaaS Net Promoter Score (NPS) To be successful in the fast-paced SaaS industry,...
Guide to Increasing Your SaaS Average Revenue Per Account (ARPA)
Guide to Increasing Your SaaS Average Revenue Per Account (ARPA) In today’s competitive SaaS...
The Customer Lifetime Value (CLTV)/Customer Acquisition Cost (CAC) Ratio
The Customer Lifetime Value (CLTV)/Customer Acquisition Cost (CAC) Ratio SaaS firms rely heavily...
How to Calculate the SaaS Quick Ratio
What is the SaaS Quick Ratio? The SaaS Quick Ratio is a financial efficiency metric that...
How to Calculate the CAC:ARR Ratio
How to Calculate the CAC:ARR Ratio It's critically important for a SaaS company to understand,...
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