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Insights for Founders & Investors

Navigating the complex financial landscape is critical for both founders and the investors who back them. Founders often grapple with managing cash flow, bridging financial expertise gaps, preparing investor-ready financials for fundraising, and scaling their finance operations effectively as they grow. Simultaneously, investors (VCs, angels, family offices) require rigorous due diligence, consistent monitoring through key performance indicators (KPIs) like burn rate, runway, CAC, and LTV, and transparent, GAAP-compliant reporting to assess risk and drive value creation.

Insights

Careers, Startup, and Retirement

Careers, Startup, and Retirement

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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Win or Learn

Win or Learn

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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Recent Podcasts

Building Strong Cofounder Partnerships with Tanis Jorge

Building Strong Cofounder Partnerships with Tanis Jorge

Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez is joined by Tanis Jorge, the author of The Co-Founders Handbook and founder of the Co-Founders Hub. The discussion revolves around the insights from Tanis’s extensive experience in...

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