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.
Insights

Navigating FinTech and Founding Success with Kristian Marquez
How to Create Lasting Customer Relationships In B2B SaaS Brad: I’m Brad Hammond and this is the LifeLong Customer Podcast. Welcome to the LifeLong customer podcast. I'm your host, Brad Hammond. And today I have Kristian from FinStrat Management....

The Role Forward
The Role Forward | Mapping the Path to Profitability with Kristian Marquez Joe: Hello and welcome to another episode of the Roll Forward podcast. My name is Joe Michalowski and this episode is brought to you by Mosaic, a strategic finance platform...

New SaaS Startup: 12 Ways To Build Credibility
New SaaS Startup: 12 Ways To Build Credibility Starting a new SaaS business in today's competitive landscape is no small feat. While the digital ecosystem offers limitless opportunities for innovative startups, one pressing challenge remains:...

How to Prepare an M&A Management Presentation
How to Prepare an M&A Management Presentation Merger and acquisition (M&A) management presentations provide critical pieces of information to prospective investors who are considering either investing or buying your SaaS business and or...

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 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....

Equity Financing for Businesses: Term Sheets + Convertible and SAFE Notes – Part 3
Equity Financing for Businesses: Term Sheets and Convertible and SAFE Notes Learn about term sheets and equity financing when businesses are either pre-revenue or don't have enough recurring revenue to inform evaluation. What Are Term Sheets? A...

Equity Financing for B2B SaaS and Investor-backed Companies- Part 1
Equity Financing for B2B SaaS and Investor-backed Companies Equity financing can provide SaaS and investor-backed founders access to capital without burdening them with excessive debt. While discussing equity financing, we will also highlight...

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

Why Are Funds Outsourcing Fund Administration More Often?
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...

Top 12 SaaS Podcasts for Founders in 2024
You've read all the books, attended lectures, and completed numerous online courses to learn everything you can about SaaS. But what about the world of podcasts? If you have yet to dip your toes into the vast pool of SaaS podcasts, you're missing...