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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 […]
Careers, Startup, and Retirement
Mar 21, 2024
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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The Strategic Edge of Financial CFOs in B2B SaaS
Mar 21, 2024
What is a Fractional CFO? A fractional CFO is a financial expert who provides CFO-level services to a company on a part-time or interim basis. Unlike a full-time, in-house CFO, a fractional CFO is an outsourced professional who works with multiple companies...
Win or Learn
Mar 21, 2024
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,...
$80 Million Lessons
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...
The Path to Profitability
Feb 2, 2024
The Path to Profitability 00:06 Hey, everyone. Welcome back to another episode of Boosting Your Financial IQ. Today, I'm going to be talking with Kristian Marquez. He is the founder and CEO of FinStrat Management. And we're going to be talking about how to grow...
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The Path to Profitability
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The Path to Profitability 00:06 Hey, everyone. Welcome back to another episode of Boosting...
Value + Worth = Success
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Value + Worth = Success: Importance of Fractional CFO's 00:03 Welcome to the AXIS Effect...
The CFA Advantage: Insights From A CFO
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Biz/Dev Podcast with Kristian Marquez
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Biz/Dev Podcast with Kristian Marquez David: 0:00 How has the world changed in seven years for...
Breakaway Wealth
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Navigating FinTech and Founding Success with Kristian Marquez
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How to Create Lasting Customer Relationships In B2B SaaS Brad: I’m Brad Hammond and this is the...
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