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

The CFA Advantage: Insights From A CFO
The Charter Financial Analyst Advantage: Insights From A CFO 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...

Biz/Dev Podcast with Kristian Marquez
Biz/Dev Podcast with Kristian Marquez David: 0:00 How has the world changed in seven years for finance and accounting? Everyone, welcome to the biz dev Podcast, the podcast about developing your business on David Baxter, your host, and I'm joined...

Breakaway Wealth
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...

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...