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Insights from FinStrat Management

Your Resource Hub

This Insights page serves as your content hub, offering actionable guidance and expert perspectives on these crucial topics. FinStrat Management provides clarity on everything from mastering cash flow and decoding essential metrics to meeting investor expectations and strategically scaling your finance function. We aim to bridge the knowledge gap, empowering founders and investors with the financial acumen needed for success, while highlighting how partnering with experienced professionals can translate these insights into effective implementation, strategic advantage, and operational excellence within the demanding startup ecosystem.

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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

Win or Learn

Win or Learn

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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...

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$80 Million Lessons

$80 Million Lessons

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  $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...

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The Path to Profitability

The Path to Profitability

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  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...

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Value + Worth = Success

Value + Worth = Success

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  Value + Worth = Success: Importance of Fractional CFO's 00:03 Welcome to the AXIS Effect podcast where you'll hear the most compelling, provocative and real conversations with industry leaders and innovators in tech, sports and entertainment...

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Breakaway Wealth

Breakaway Wealth

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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...

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