For Investors

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

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....

Equity Financing for Businesses-Investor Types Priced Round Ins and Out Part 2

For Investors, Insights, Webinar

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...

Why Are Funds Outsourcing Fund Administration More Often?

For Investors, Insights

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...

SaaS Preliminary Due Diligence

For Investors, Insights

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...

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Recent Podcasts

Transforming Legacy Industries through Thematic Investment and AI with Jon McLaughlin

Jun 9, 2025

Summary In this detailed episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Jon McLaughlin, managing partner at Emberline Ventures and CEO of TBX. Jon shares his diverse career journey from Wall Street derivatives trader to private...

Turning Wood Waste into Renewable Energy: How Woodchuck is Revolutionizing Sustainability with Todd Thomas

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Summary This Innovators & Investors Podcast episode features an in-depth conversation between Kristian Marquez and Todd Thomas, founder and CEO of Woodchuck and bestselling author of Unleashing Abundant Energy. Todd shares the journey of founding Woodchuck, a...

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Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Adam Mangana, the president and CEO of Optima, a company revolutionizing K-12 education through virtual reality (VR) and AI-powered learning environments. Optima...

Leading Authentically: Levi King’s Journey from Entrepreneur to Fintech Innovator

Jun 4, 2025

Summary In this insightful episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Levi King, CEO and Chairman of Nav, a company focused on improving financial health and credit management for small businesses. Levi shares his entrepreneurial...