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THE INNOVATORS & INVESTORS PODCAST
The Innovators & Investors Podcast: Connecting the Startup Ecosystem
The Innovators & Investors Podcast is on a mission to bridge the gap between founders, investors, and industry leaders across the early-stage ecosystem. By bringing together visionaries from cutting-edge startups, venture capitalists, family offices, angel investors, accelerators, and studios, we offer a platform for sharing invaluable insights, market trends, and first-hand experiences. Whether you’re an entrepreneur navigating the challenges of building a business or an investor seeking opportunities in emerging technologies, our podcast provides a front-row seat to the dynamic world of innovation and investment. Tune in to gain a comprehensive understanding of the startup landscape, stay ahead of the curve, and benefit from the collective wisdom of those shaping the future.
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Tune in to The Innovators & Investors Podcast to uncover the stories behind innovations in the startup ecosystem, including the AI and SaaS sectors, and the visionaries driving them. Whether you’re a founder seeking guidance on navigating venture capital intricacies or an investor looking to learn from leading tech pioneers, our podcast provides valuable insights and connections to help propel your business and investment strategies forward.
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Past Episodes
Empowering Innovation: The Intersection of Corporate Venture Capital and AI-Driven Startups
Summary This episode of The Innovators and Investors Podcast features Kristian Marquez, the host, welcoming two guests: Kevin Weber, Managing Director at Amex Ventures, and Ayal Karmi, Co-founder and CEO of Nakuda. The conversation covers Kevin’s career journey, investment strategies at Amex Ventures, and insights into the fintech sector, particularly around AI and generative AI […]
Inside the Venture Studio Model: JT Benton on Building Startups from the Ground Up
Summary In this podcast episode hosted by Kristian Marquez, the guest is JT Benton, a founding partner of 9point8 Collective and a general partner at B’More Venture Studio. Benton explains the concept of a venture studio, a unique entity that creates companies by taking ideas, assembling founding teams, and guiding ventures to market while substantially […]
Mastering Startup Fundraising: Insights from FounderSuite CEO Nathan Beckford
Summary In the inaugural episode of The Innovators and Investors Podcast for the new year, host Kristian Marquez welcomes Nathan Beckord, the CEO of FounderSuite.com and FundingStack.com. Beckord shares insights into his journey as an entrepreneur, outlining his background in investment banking and the transition into software development aimed at solving fundraising challenges for startups […]
Smart Seed Investing With Illuminate Ventures Founder and Managing Partner Cindy Padnos
Summary In a recent episode of The Innovators and Investors Podcast, host Kristian Marquez engages in an insightful conversation with Cindy Padnos, founder and managing partner of Illuminate Ventures. The podcast delves into Illuminate Ventures’ investment philosophy, focusing on seed stage investments in enterprise and B2B software. Cindy shares her extensive background in the field, […]
Revolutionizing Talent Acquisition with AI: With Bahia AI Founder Danika Chilibeck
Summary In this episode of The Innovators and Investors Podcast, hosted by Kristian Marquez, the guest Danika Chilibeck, founder and CEO of Bahia AI, shares her journey of building an AI talent sourcing platform and discusses various aspects of entrepreneurship, product development, fundraising, and investor relations. The podcast begins with a casual conversation about their […]
Bridging Care: The Future of Family Caregiving and Health Plans with Avanlee Christine
Summary In this episode of the Innovators and Investors Podcast, the host, Kristian Marquez, interviews Avanlee Christine, the founder and CEO of Avanlee Care. Avanlee Care aims to bridge the gap between health plans and the estimated 54 million unpaid family caregivers in the U.S., addressing the growing need for senior care as the population […]
Harnessing High-Performance Computing: Todd Smith’s Vision for OpnBook’s TAHO Infrastructure
Summary In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Todd Smith, co-founder and CEO of OpnBook. Todd shares insights about OpnBook’s software solution, TAHO, which addresses the need for efficient hardware use in high-performance computing environments. TAHO, standing for Trusted Autonomous Hybrid Operations System, and functions on existing hardware infrastructure […]
AI, Entrepreneurship, and Bold Decisions: Gaurav Bhattacharya’s Journey with Jeeva.ai
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez speaks with Gaurav Bhattacharya, the founder and CEO of Jeeva.ai. The discussion revolves around the challenges that Jeeva.ai seeks to address within the marketplace, particularly in automating repetitive and labor-intensive tasks. Gaurav shares the company’s vision of creating AI agents that can […]
Connecting Gen Z: Adam Metcalf on ZeeMee’s Evolution and Startup Insights
Summary This conversation on The Innovators and Investors Podcast with host Kristian Marquez features Adam Metcalf, co-founder of ZeeMee, who discusses the journey of his startup aimed at connecting Gen Z students before they arrive on college campuses. The idea behind ZeeMee, originally focused on showcasing students through videos and photos, evolved into a platform […]
Funding the Future: Bigfoot Capital’s Brian Parks on Flexible Lending for B2B Growth
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Brian Parks, founder and CEO of Bigfoot Capital, a lending firm focused on providing tailored financing solutions for B2B software companies. Parks discusses the evolution of Bigfoot Capital since its inception eight years ago, emphasizing its unique investment thesis aimed at […]
Empowering Investors: Navigating Value Investing with Tykr’s Sean Tepper
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Sean Tepper, founder and CEO of Tykr, a company specializing in assisting retail investors in making informed stock market decisions. Tykr, founded four years ago, has successfully attracted over 10,000 customers from around the world by providing a platform that helps […]
Deep Tech and National Security: Insights from J2 Ventures’ Yeri Lopez
Summary In a recent episode of The Innovators and Investors Podcast, host Kristian Marquez interviewed Yeri Lopez, Director of Partnerships at J2 Ventures, a deep tech investment firm focusing on early-stage companies with applications in the national security sector. J2 Ventures aims to partner with companies that not only serve defense needs but also have […]
Investing in Healthcare Innovation: Insights from HealthX Ventures’ Brian Lindstrom
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Brian Lindstrom, a partner at HealthX Ventures, a health tech venture capital fund. HealthX Ventures focuses on investing in early-stage health and digital health companies, originating primarily from backgrounds rooted in Epic, a leading electronic medical records system. Brian discusses the […]
Cultivating Innovation: BoodleBox’s France Hoang on AI, Culture, and Customer-Centric Strategies
Summary In the latest episode of The Innovators and Investors Podcast, host Kristian Marquez engages with France Hoang, the co-founder and CEO of Boodlebox, an innovative collaborative AI platform designed for educational environments. France discusses his personal journey as an entrepreneur, emphasizing the importance of a service-oriented mindset in business. He highlights how Boodlebox aims […]
From Startup to IPO Success with Founder and Family Office Head Rick Lasch
Summary In this episode of The Innovators and Investors Podcast, Kristian Marquez and Rick Lasch discuss insights into the healthcare industry, entrepreneurship, and investment strategies. Lasch emphasizes the significance of strategic partnerships, acknowledging that mergers can often be more beneficial than outright acquisition, thus leading to increased company valuation. The interview highlights the importance of […]
Navigating Non-Dilutive Capital: Insights with Decathlon Capital’s Kevin Grossman
Summary In this episode of The Innovators and Investors Podcast, hosted by Kristian Marquez, Kevin Grossman, Vice President at Decathlon Capital Partners, discusses the intricacies of alternative financing, particularly term loans tailored for high-growth companies. Decathlon, founded 15 years ago, focuses on providing non-dilutive capital to businesses, especially in the tech, healthcare, and food and […]
Scaling Food Innovation: How RisingFoodStars Supports Startups in the Food Industry
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez speaks with Lena Marijke Wenzel, an Innovation Program Manager at EIT Food, a European initiative focused on fostering innovation in the food system. Lena discusses her role within the RisingFoodStars scale up program, which has been operational since 2018 and primarily targets […]
Navigating NextGen Recruitment: Brad DiPaolo’s Journey with CandidateHub
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Brad DiPaolo, the founder and CEO of CandidateHub, a platform designed to resolve the recruitment challenges faced by many organizations today. DiPaolo identifies a critical problem in the recruitment market: the imbalance between a lack of qualified candidates and an overwhelming […]
Secure File Transfer 2.0: Botdoc’s Karl Falk on Innovation, Client Focus, and Team Culture
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez engages in an insightful conversation with Karl Falk, the founder and CEO of BotDoc, a cybersecurity company that innovates the way secure communications and transactions are handled in various industries. Falk explains his company’s unique approach to cybersecurity, which emphasizes both security […]
Revolutionizing Contracts with Agree.com Co-Founder Marty Ringlein
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Marty Ringlein, co-founder and CEO of Agree.com. The discussion centers around Agree.com’s mission to streamline contract management from signatures to payments, providing a more efficient alternative to existing e-signature platforms like DocuSign. Marty articulates the inherent inefficiencies in traditional processes, highlighting […]
Automating Airborne Intelligence with Overwatch Imaging’s Greg Davis
Summary In this episode of the Innovators and Investors podcast, host Christian Marquez engages with Greg Davis, the founder and CEO of Overwatch Imaging, a company specializing in automation and actionable insights from airborne imagery intelligence. Founded in 2016, Overwatch Imaging targets both commercial and defense sectors, offering solutions that streamline understanding of complex environments […]
Redefining Financial Analytics with dataroomHQ Founder Jeff Schwartz
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez invites Jeff Schwartz, founder and CEO of Data Room HQ, to discuss the cutting-edge services offered by his company. Data Room HQ specializes in automating metrics reporting for B2B SaaS companies with over 50 customers and streamlining the due diligence process for […]
Investing in the Mountain West with Next Frontier Capital General Partner Les Craig
Summary In the latest episode of The Innovators and Investors Podcast, Kristian Marquez interviews Les Craig, general partner at Next Frontier Capital. The discussion centers on Next Frontier Capital’s investment thesis, which focuses on early-stage companies in the Rocky Mountain region, excluding California. Les explains the rationale behind these investment choices, emphasizing the “paradise” of […]
Driving Impact: Balancing Metrics, Culture, and AI in Business with Tree and Leaf Partners Founder Andy Galpin
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez speaks with Andy Galpin, founder of Tree & Leaf Partners, about redemptive acquisition entrepreneurship. Galpin’s approach involves stepping into existing businesses to help them grow and create positive societal impacts, particularly in the education and healthcare sectors. Their conversation explores various aspects […]
Investing in Web3 and Decentralized Blockchain Networks with Arcanum Capital Founding Partner James McDowall
Summary In this episode of the Innovators and Investors Podcast, Christian Marquez interviews James McDowell, the founding partner of Arcanum Capital, a firm focused on investing in early-stage projects within the blockchain, crypto, and Web3 space. James discusses his journey from personal investments in Bitcoin and Ethereum starting in 2017 to co-founding Arcanum in 2020. […]
Investing in the Skies: Aero X Ventures’ Kyle Mounts on Aerospace, Drones, and Capital Efficiency
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez speaks with Kyle Mounts, the general partner of AeroX Ventures and managing partner of Singularity Capital Advisors. The discussion centers around AeroX Ventures, a deep tech, early-stage venture capital firm focusing on aerospace and defense, particularly during the seed to Series A […]
Inside a Hands-On Venture Studio with Paragraph Partner Michelle Cole
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez talks with Michelle Cole, a partner at Paragraph, a $10 million fund focused on investing in business-to-business (B2B) SaaS (Software as a Service) companies in the future of workspace. Michelle shares her extensive operational background from her previous role as CEO of […]
Hands-On Investing with Blu Venture Investors Partner and ColoWatch Co-Founder Bikram Bakshi
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Bikram Bakshi, a partner and investment committee member at Blu Ventures and co-founder of ColoWatch. Blu Ventures is an early-stage investment firm based in the DC metro area, specializing in B2B SaaS ventures, particularly in cybersecurity and health tech. Marquez and […]
From Nonprofit AI to BoodleBox with Founder Shawn Olds
Summary In this episode of the Innovators & Investors Podcast, host Kristian Marquez features Shawn Olds, co-founder and Chief Operating Officer of Boodle.ai, the discussion revolves around the evolution of Boodle from a nonprofit focus to a broader platform catering to various sectors, including higher education. Olds shares his frustrations with the inefficiencies in nonprofit […]
Unlocking Active Investment Success with Latimer Venture Founding General Partner Luke Cooper
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Luke Cooper, the founding general partner of Latimer Ventures. Luke discusses his investment thesis, which hinges on leveraging his extensive experience as a founder and M&A lawyer to enhance venture capital strategies, particularly focusing on enterprise technology investments. He underscores the […]
From HealthTech IPO to Family Office Success with Dan Rizzo
Summary In this episode of The Innovators and Investors Podcast, Kristian Marquez interviews Dan Rizzo, who has an impressive background as both an entrepreneur and an investor. Dan shares his unique journey in the business world, detailing how his experience in management consulting in the early 2000s led him to pivot towards the healthcare IT […]
From Exit to Empowerment: A LegalTech Operator Journey with Ishan Girdhar
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Ishan Girhar, who has transitioned from founding a legal tech company, Preva, to spearheading a legal tech studio. Ishan shares insights from his entrepreneurial journey, emphasizing the critical lessons learned in the startup ecosystem, particularly dealing with product-market fit, finding a […]
Bridging Healthcare Innovation and Investment with Joel Martin
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Joel Martin, Chief of Staff at Veda Data Solutions and Operating Partner at HealthX Ventures. Joel shares his background, highlighting his rapid rise in the healthcare technology sector, from his early experiences in EPIC Systems and Nordic Consulting to the establishment […]
Redefining Venture Support with Paragraph Founding Partner Brad Wisler
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez talks with Brad Wisler, founding partner of Paragraph, a venture studio that specializes in building scalable software companies. Paragraph operates at a distinctive pre-idea stage, focusing on identifying and developing talented co-founders to bring innovative business ideas to life. Brad shares insights […]
Inside Angel Investing: Strategies and Insights from Early-Stage Investor Bernard Chong
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez welcomes Bernard Chong, an experienced angel investor with a deep background in various industries, including coffee, retail, technology platforms, and esports. Bernard shares insights into his journey from growing up in a family shoe business to becoming a successful investor, emphasizing his […]
Streamlining On-Site Project Management with OnStation Founding CEO Patrick Russo
Summary In the latest episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Patrick Russo, the founding CEO of OnStation. OnStation is a software company that focuses on roadway construction projects, providing tools that help project workers locate themselves accurately on large job sites and document their activities efficiently. The idea originated from […]
Investing in Disruption with Recursive Ventures Founder and General Partner Itamar Novick
Summary In this episode of The Innovators Investors Podcast, host Kristian Marquez interviews Itamar Novik, the founder and general partner of Recursive Ventures. Itamar shares insights from his extensive career in startups, highlighting his experience as both a founder and an investor. With nearly 25 years in the industry, Itamar’s portfolio comprises investments in 158 […]
Revolutionizing Legal Depositions with Skribe Founder Karl Seelbach
Summary In a dynamic episode of The Innovators and Investors Podcast hosted by Kristian Marquez, Karl Seelbach, founder of Doyle and Seelbach Law Firm and Scribe.ai, shares his journey into the legal industry and how technology is reshaping the legal landscape. Seelbach, influenced by his father’s work as a safety expert witness and a childhood […]
Bridging Science and Consumer Satisfaction with Tastry Founder and CEO Katerina Axelsson
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Katerina Axelsson, founder and CEO of Tastery. Katerina shares her unexpected journey into entrepreneurship, motivated by her academic background in scientific research and a keen interest in consumer preferences within the sensory industry. She discusses the foundational inspiration behind Tastery, emphasizing […]
Backing Extraordinary Founders with Founder and Managing Director of Forefront Venture Partners Phil Nadel
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Phil Nadel, founder and managing director of Forefront Venture Partners. Phil shares his journey into venture capital, beginning with his own entrepreneurial experiences where he started and exited several companies. He transitioned into venture capital when family and friends sought his […]
Investing in Early-Stage Cybersecurity and Enterprise Software Startups with Rain Capital Partner David Cross
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews David Cross, a venture partner at Rain Capital, who shares his journey into venture capital and insights into the cybersecurity sector. David’s background includes significant experience at major tech firms such as Microsoft, Google, and Oracle. He began investing as an […]
Empowering Founders to Win with Early Light Ventures Managing Partner Scott Garber
Summary In this episode of the Innovators and Investors podcast hosted by Christian Marquez, Scott Garber, managing partner of Early Light Ventures, shares his unique journey in the world of venture capital, emphasizing his unconventional investment approach. Scott recounts his background, including entrepreneurship in college, his experience with a governmental intelligence agency, and subsequent learning […]
Transforming Post-Acute Care with Citus Health Founder Melissa Kozak
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Melissa Kozak, the founder of Citus Health, who shares her remarkable journey as a female entrepreneur in the healthcare tech industry. Starting with her background as a registered nurse in New York City, Melissa illuminates the inefficient chaos she witnessed in […]
The Value Creators Podcast episode #52 > CFO-as-a-service is a window on the future of business organization with Kristian Marquez.
In this episode of the Value Creators Podcast, host Hunter Hastings engages with Kristian Marquez, founder and CEO of Finstrat Management, to explore the multifaceted nature of entrepreneurship. Kristian shares his journey, from the founding team of a successful medical data company that went public to navigating startup challenges with a venture-funded business to pioneering […]
Amplifying Citizen Voices with Polco Co-Founder Nick Mastronardi
Summary In the latest episode of The Innovators and Investors Podcast, hosted by Kristian Marquez, Nick Mastronardi, the co-founder and CEO of Polco, shares insights into his entrepreneurial journey and the vision behind Polco. Nick, who has a strong background in data science and economics from his time in the Air Force and Amazon, was […]
Championing South Africa’s Female Founders with Enygma Ventures Managing Partner Sarah Dusek
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez engages in a heartfelt discussion with Sarah Dusek, a prominent investor and co-founder of Enygma Ventures and CEO of Few and Far. Sarah shares her unique journey from entrepreneurship to investing, highlighting the challenges women face in the male-dominated startup ecosystem. She […]
Harnessing Collective Intelligence with IdeaScale’s Nick Jain
Summary In a recent episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Nick Jain, the CEO of IdeaScale, the largest innovation software company globally. The discussion provides an in-depth look at Jain’s unique background and approach to leading the company, including insights gained from his previous experience on Wall Street. IdeaScale originated […]
Investing in Legal Innovation with The LegalTech Fund’s Co-Founder and Managing Director Zach Posner
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez interviews Zach Posner, co-founder and managing director of The Legal Tech Fund. Posner discusses the fund’s investment strategy focusing on companies revolutionizing the legal industry. With a background in financial due diligence and venture funding, Posner shares insights on how the legal […]
AI-Driven Marketing for Law Firms with FirmPilot Founder Jake Soffer
Summary In this episode of The Innovators and Investors Podcast, host Kristian Marquez welcomes Jake Soffer, the founder of FirmPilot. Jake, whose expertise lies in artificial intelligence and natural language processing, shares the motivation behind starting FirmPilot, a company focused on helping law firms improve their marketing. The inspiration came when Jake’s brother, an attorney, […]
Revolutionizing the Hourly / Shift Workplace with GAGE Founder Justin Henshaw
Summary The Innovators and Investors Podcast hosted by Kristian Marquez features an insightful conversation with Justin Henshaw, the founder and CEO of Gage. Henshaw, a former U.S. Marine Corps infantry member, transitioned into entrepreneurship and identified a significant issue facing the shift and hourly workforce—an underserved segment of approximately 80 million American workers that contribute […]
Building Revenue Architecture for Startup Success
This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Jim Delaney, CEO of Traction AI, and Kristian Marquez, President, CEO, and CFO of FinStrat Management. Randy, Jim, and Kristian discuss the significance of pairing robust revenue operations with meticulous financial strategies to foster startup growth. Jim shares his experience at […]
A Founder’s Perspective on Fundraising and The Art of the Ask
A Founder’s Perspective on Fundraising and The Art of the Ask Kristian Marquez is the founder and CEO of FinStrat Management. In our chat, Kristian shares lessons learned on his journey from starting a telemedicine startup, experiencing startup failure and an IPO, to founding FinStrat. He discusses the importance of validating your idea with customers […]
Building a Solid Financial Foundation for Your Business
Building a Solid Financial Foundation for Your Business In entrepreneurship’s dynamic landscape, experienced individuals’ guidance can be an invaluable resource. In a recent podcast conversation with Kristian Marquez, a seasoned entrepreneur and financial expert, listeners were treated to a wealth of business, leadership, and personal growth insights. At the heart of Kristian’s message is that […]
How an Outsourced CFO Can Help You Grow
How an Outsourced CFO Can Help You Grow SaaS CFO | Assisting clients stay ahead of the curve.
Fractional CFO tips for SaaS and Venture Capital
Fractional CFO tips for SaaS and Venture Capital Kristian Marquez – Fractional CFO tips for SaaS and Venture Capital. My next guest shares his story of how he got into finance, helped grow a company from $0 to $80M ARR, and then started a company that ultimately went out of business within 2 years. The […]
The Strategic Edge of Fractional CFOs in B2B SaaS
The Strategic Edge of Fractional CFOs in B2B SaaS With his extensive experience at Finstrat Management, Kristian Marquez shed light on this innovative solution. A fractional CFO is a part-time financial expert who provides strategic financial guidance to companies without the commitment or cost of a full-time executive. Kristian outlined that if a business is […]
Careers, Startups, and Retirement
Careers, Startups, and Retirement Kristian Marquez, Founder and CEO of FinStrat Management joins us for a discussion on his career in Finance, on Startups, and on how he is planning for his own retirement. FinStrat Management (FSM) is an outsourced financial operations services firm serving B2B SaaS companies, investors, RIAs, and VCs.
Win or Learn
Win or Learn When one door closes, another one will always open. Kristian can attest to this when first embarking on his journey as a solo entrepreneur. Although things did not go as expected for him and the business, he only used that as motivation to continue exploring in search of his true passion. FinStart […]
The CFA Advantage: Insights From a CFO
The CFA Advantage: Insights From a CFO On this episode, Kristian Marquez, CFO of FinStrat Management, dives into his career journey and the impactful role that the CFA designation has played, explaining how it can open doors, propel career growth, and provide a comprehensive understanding of portfolio management, accounting, and financial analysis. He also shares […]
Entrepreneurial Lessons | Success from Embracing Failures
Entrepreneurial Lessons | Success from Embracing Failures In this episode 224 of “Failing to Success”, Kristian Puggaard, CEO of Tembi, recounts his journey through business failures and triumphs. He reflects on the failure of a consulting company he led that went bankrupt due to rapid growth and mismanagement. He shares lessons learned, including staying ahead […]
Financial Flux in the Land of Dollars & Cents
Financial Flux in the Land of Dollars & Cents In this podcast episode, David and Gary speak with the President and CEO of FinStrat Management Inc., Kristian Marquez
The Path to Profitability
The Path to Profitability with Kristian Marquez Welcome to another compelling episode of the Boosting Your Financial IQ podcast. Today, our esteemed host, Steve Coughran, engages in a thought-provoking conversation with Kristian Marquez, Founder of FinStrat Management, as they explore “The Path to Profitability.” In this informative discussion, we delve into strategies that companies can […]
Value + Worth = Success
Value + Worth = Success This installment of The Axis Effect features Kristian Marquez, President and CEO of FinStrat Management. With over six years in business and 30+ current clients, FinStrat Management dedicates its team to helping clients by providing accounting, financing, and reporting services. Knowing the overwhelming number of varieties that investors for startups […]
The Life-Long Customer
Navigating FinTech and Founding Success with Kristian Marquez, President & CEO at FinStrat Management, Inc. In this episode of the LifeLong Customer podcast, our host Brad Hammond engages in a thought-provoking conversation with Kristian Marquez, the President & CEO at FinStrat Management, Inc. Kristian shares his remarkable journey from a career in the military to […]
Exploring the Power of Thoughts, Legacy
Breakaway Wealth Podcast In this episode of Breakaway Wealth, Jim Oliver sits down with Kristian Marquez, the founder and CEO of FinStrat Management. Kristian shares his journey and insights into wealth generation and success. They discuss the importance of starting a business, even at a young age, and the value of aligning your thoughts, actions, […]
Mapping the Path to Profitability
The Role Forward: A Strategic Finance Podcast In the latest episode of The Role Forward podcast, host Joe Michalowski sits down with Kristian Marquez, founder of FinStrat Management. Kristian shares his diverse journey in the finance sector, highlighting his experiences from being part of a billion-dollar IPO to the challenges faced in a telemedicine startup. […]
Equity Financing for Businesses: Term Sheets + Convertible and SAFE Notes
Equity Financing for Businesses: Term Sheets + Convertible and SAFE Notes This video is the third of three videos about equity financing for businesses. In this video, Kristian Marquez, founder and CEO of Finstrat Management, discusses term sheets and equity financing for businesses when they are pre-revenue or do not have enough revenue to form […]
Equity Financing for Businesses: Investor Types + Priced Round Ins and Out
Equity Financing for Businesses: Investor Types + Priced Round Ins and Out In this video, Kristen Marquez, CEO of Finstrat Management, delves into the world of equity financing for businesses, providing insights into attracting investors and securing the funds you need to grow your company. Whether you’re a startup founder or a seasoned entrepreneur seeking […]
Equity Financing for B2B SaaS and Investor-backed Companies
Equity Financing for B2B SaaS and Investor-backed Companies Join Kristian Marquez, CEO of FinStrat Management, as he shares his expertise on the benefits of equity financing. Equity financing can provide SaaS and investor-backed founders with access to capital without burdening them with excessive debt. While discussing equity financing, Kristian also highlights alternative sources of funding […]
How Industry Benchmarks Create Business Value
How Industry Benchmarks Create Business Value How well do you know your industry financial benchmarks? Have you reviewed or looked them up before? Our guest today is Kristian Marquez, and he shares with us the importance of industry benchmarks and beginning with the end in mind for your business. TODAY’S WIN-WIN: The purpose of business […]
Financial Growth Blueprint: Wisdom from a Seasoned CFA Charter Holder
Financial Growth Blueprint: Wisdom from a Seasoned CFA Charter Holder In this episode, we dive deep into the world of financial growth and strategy with Kristian Marquez, founder President & CEO, CFO at FinStrat Management and a seasoned CFA charter holder. Kristian shares valuable insights and wisdom gained from his extensive experience in the financial industry. From […]
Leveraging portfolio analysis to improve your fund’s IRR, a CFO’s perspective
Leveraging portfolio analysis to improve your fund’s IRR, a CFO’s perspective Kristian Marquez, CEO of FinStrat Management, joined Visible to share best practices for analyzing portfolio companies’ data and extracting actionable insights that lead to improved fund performance. Discussion Topics The WHY behind surfacing portfolio insights Where to find benchmark data and how to use […]
