Jan 24, 2025
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...
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...
Dec 15, 2023
Breakaway Wealth | Episode 267 | Exploring the Power of Thoughts, Legacy, and Entrepreneurship with Kristian Marquez Jim: Welcome back, Breakaway Wealth. I'm your host, Jim Oliver, and with me today, Kristian Marquez. I knew I was gonna do that wrong, Kristian....
Oct 4, 2023
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....
Oct 2, 2023
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...
Oct 1, 2023
Why Are Funds Outsourcing Fund Administration More Often? The old ways of doing business rapidly give way to more efficient, specialized paradigms. One of these significant shifts is the growing move of outsourcing fund administration to eliminate admin burden. This...
Sep 14, 2023
SaaS Preliminary Due Diligence In the world of Software as a Service (SaaS) investments and acquisitions, preliminary due diligence can mean the difference between an eventual successful transaction or costly mistakes. While there is both a buyer and a seller in every...
Jun 22, 2023
How Web-Based Dashboards for Private Asset Portfolio Management Can Improve Performance You would be surprised how many Family Offices, investors, and Registered Investment Advisors (RIAs) don’t spend any time or effort collecting and reporting on the performance of...
Jun 13, 2022
The Inevitable Evolution of “Value-Add VCs” Carl Fritjofsson, the founder of Creandum, recently published an insightful article on whether VCs add value for founders. Repeating their survey of a group of VC and founders from four years ago to see whether VCs really...
May 27, 2022
The Ultimate Guide to Venture Capital Returns If you’re reading this blog post, you’re likely a high-level leader of a venture capital firm that is trying to efficiently navigate this dynamic and competitive landscape. Managing venture capital funds is a complex...
Mar 23, 2022
4 THINGS TO CONSIDER WHEN SELECTING A FUND ADMINISTRATOR Choosing the best fund administrator for your business is no easy task. Given their crucial role in fund accounting, tax administration, reporting to investors, and more, there are several pieces of criteria...
