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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

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

For Investors, Insights, Venture Capital, Webinar

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...

$80 Million Lessons

For Investors, Insights, Podcast

$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...

Breakaway Wealth

For Investors, Insights, Podcast

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....

Leveraging portfolio analysis to improve your fund’s IRR, a CFO’s perspective

For Investors, Insights, Venture Capital, Webinar

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....

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Recent Podcasts

Building Strong Cofounder Partnerships with Tanis Jorge

May 22, 2025

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...

Matt Smith from Kick on Early-Stage Investing in the Mountain States

May 21, 2025

Summary This episode of The Innovators & Investors Podcast features Kristian Marquez hosting Matt Smith, principal of Kickstart, a venture capital firm based in Colorado. Smith discusses his firm's investment thesis, which focuses on the "Wild West" of venture...

Innovating Construction Tech: Albert Bou Fadel on SmartBarrel’s Labor Management Solution

May 20, 2025

Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Albert Bou Fadel, the founder and CEO of SmartBarrel, a company innovating in the construction technology space. SmartBarrel integrates hardware and software to enhance...

Funding SaaS Growth with Flexible Financing—Novel Capital’s Entrepreneur-Friendly Approach

May 19, 2025

Summary In this episode of The Innovators and Investors Podcast, Kristian Marquez interviews Keith Harrington, co-founder and COO of Novel Capital. They discuss Novel Capital's mission as a capital provider for early-stage SaaS (Software as a Service) and tech-enabled...