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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
In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Brad DiPaolo, founder of CandidateHub. Brad discusses the challenges in recruitment, the innovative solutions CandidateHub provides to engage qualified candidates, and his journey to achieving product-solution fit. He emphasizes the importance of building relationships, the balance between bootstrapping and seeking investment, and […]
Secure File Transfer 2.0: Botdoc’s Karl Falk on Innovation, Client Focus, and Team Culture
In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Karl Falk, CEO of BotDoc, a cybersecurity company that enhances security while ensuring operational convenience. Karl shares the inspiration behind BotDoc’s technology, the importance of listening to clients, and the challenges of market adoption. He emphasizes the necessity of persistence, transparency with […]
Revolutionizing Contracts with Agree.com Co-Founder Marty Ringlein
In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Marty Ringlein, co-founder and CEO of Agree.com. Marty discusses how Agree.com improves the process of contracts by bridging the gap between signature and payment, making it free and user-friendly for sales teams. He emphasizes the importance of customer experience, brand building, and […]
Automating Airborne Intelligence with Overwatch Imaging’s Greg Davis
In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Greg Davis, founder and CEO of Overwatch Imaging. Greg discusses Overwatch’s focus on automating airborne imagery intelligence for various sectors, including defense and civil applications. Greg shares insights on the company’s dual hardware-software model, and the importance of agility in a startup […]
Redefining Financial Analytics with dataroomHQ Founder Jeff Schwartz
In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Jeff Schwartz, CEO of Data Room HQ. Jeff discusses Data Room HQ’s automation services for B2B SaaS companies and investors, Jeff’s journey from a successful startup to founding his company, the importance of metrics in business management, and the evolving dynamics of […]
Driving Impact: Balancing Metrics, Culture, and AI in Business with Tree and Leaf Partners Founder Andy Galpin
In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Andy Galpin, founder of Tree & Leaf Partners, a redemptive acquisition fund focused on acquiring and scaling companies in the education and healthcare sectors. Andy discusses the importance of creating impact through business, evaluating companies based on financial metrics and culture, and […]
Investing in the Mountain West with Next Frontier Capital General Partner Les Craig
In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Les Craig, General Partner with Next Frontier Capital. Les discusses the investment firm’s focus on early-stage companies in the Mountain West region, and how the unique dynamics of this area provide opportunities for founders. Les also shares insights on the importance of […]
Investing in Web3 and Decentralized Blockchain Networks with Arcanum Capital Founding Partner James McDowall
In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews James McDowell, founding partner at Arcanum Capital. James discusses Arcanum’s investment thesis in the blockchain and crypto space, emphasizing early-stage investments, the unique characteristics of Bitcoin and Ethereum, and the evolving landscape of decentralized finance (DeFi). James highlights the potential for significant […]
Investing in the Skies: Aero X Ventures’ Kyle Mounts on Aerospace, Drones, and Capital Efficiency
In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Kyle Mounts, general partner at AeroX Ventures and Singularity Capital Advisors. Kyle discusses AeroX’s focus on early-stage investments in aerospace and defense, the importance of capital efficiency, and the evolving role of drones in logistics and warfare. Kyle also emphasizes the impact […]
Inside a Hands-On Venture Studio with Paragraph Partner Michelle Cole
In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Michelle Cole, Partner at Paragraph. Michelle shares her extensive experience as a former COO and discusses the importance of product-market fit, customer success, and the challenges of scaling operations in software companies, emphasizing the need for resilience and adaptability in entrepreneurship.
Hands-On Investing with Blu Venture Investors Partner and ColoWatch Co-Founder Bikram Bakshi
In this episode of the Innovators and Investors podcast, host Kristian Marquez speaks with Bikram Bakshi, Partner with Blu Ventures and Co-Founder of ColoWatch. Bikram discusses Blue Ventures’ hands-on investment approach focusing on B2B SaaS, cybersecurity, and health tech. Bikram also shares insights about ColoWatch, a non-invasive colon cancer screening technology. He emphasizes the importance […]
From Nonprofit AI to BoodleBox with Founder Shawn Olds
In this episode of the Innovators and Investors podcast, host Kristian Marquez talks with Shawn Olds, co-founder and COO of boodleAI. Shawn discusses his journey from a nonprofit-focused AI platform to BoodleBox, an AI tool designed for marketing, sales, and higher education. He emphasizes the importance of understanding customer needs, pivoting based on market adoption, […]
Unlocking Active Investment Success with Latimer Venture Founding General Partner Luke Cooper
In this episode of the Innovators and Investors Podcast, host Kristian Marquez talks with Luke Cooper, founding general partner of Latimer Ventures. They discuss Latimer’s investment thesis focusing on building M&A capabilities in startups, particularly among diverse founders. Luke shares insights from his entrepreneurial journey, emphasizing the importance of understanding market dynamics, product-market fit, and […]
From HealthTech IPO to Family Office Success with Dan Rizzo
In this episode of the Innovators and Investors podcast, host Kristian Marquez talks with investor Dan Rizzo. Dan shares his journey from management consulting to leading a successful healthcare IT company that went public. Dan also discusses the importance of understanding client needs, the balance between consulting and software services, and his approach to investing […]
From Exit to Empowerment: A LegalTech Operator Journey with Ishan Girdhar
In this episode of the Innovators and Investors podcast, host Kristian Marquez talks with Ishan Girdhar, a legal tech entrepreneur who shares his journey from founding Preva to leading a legal tech studio. They discuss the importance of niche markets, founder-led sales, and the role of human services in tech products. Ishan emphasizes the value […]
Financing Due Diligence Best Practices: Insights from FinStrat and Novel Capital’s Experts
In this webinar, Keith Harrington, Co-Founder and COO of Novel Capital, and Kristian Marquez, CEO of FinStrat Management discuss the nuances of raising capital and the due diligence process. Novel Capital specializes in providing non-dilutive financing to B2B SaaS businesses, while FinStrat offers fractional CFO services primarily to early-stage investor-backed companies. The webinar focuses on […]
Bridging Healthcare Innovation and Investment with Joel Martin
In this episode of the Innovators and Investors podcast, host Kristian Marquez talks with Joel Martin, Chief of Staff at Veda Data Solutions and Operating Partner at HealthX Ventures. Joel discusses his career journey and the challenges in healthcare technology. He emphasizes the importance of accurate provider data, the transition from fee-for-service to value-based care, […]
Redefining Venture Support with Paragraph Founding Partner Brad Wisler
In this episode of the Innovators and Investors podcast, host Kristian Marquez talks with Brad Wisler, founding partner of Paragraph, a venture studio focused on building and investing in scalable software companies. They discuss the unique approach of recruiting co-founders before developing ideas, the importance of understanding distribution, and the need for adaptability in the […]
Streamlining On-Site Project Management with OnStation Founding CEO Patrick Russo
In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Patrick Russo, the founding CEO of OnStation, a software solution aimed at improving location and documentation for roadway construction projects. Patrick discusses the inception of OnStation, its growth strategy, the importance of user feedback, and the company’s vision for the future. He […]
Investing in Disruption with Recursive Ventures Founder and General Partner Itamar Novick
In this episode of the Innovators Investors podcast, host Kristian Marquez interviews Itamar Novik, founder and General Partner of Recursive Ventures. Itamar discusses his extensive experience in startups, investment strategies focusing on data and AI, and the importance of founder quality in venture capital. Itamar emphasizes the need for startups to understand their market, the […]
Inside Angel Investing: Strategies and Insights from Early-Stage Investor Bernard Chong
In this episode of the Innovators & Investors podcast, host Kristian Marquez talks to angel investor and entrepreneur, Bernard Chong. Bernard shares his diverse background in coffee, retail, tech platforms, and eSports, highlighting his journey into angel investing. He emphasizes the importance of a founder’s character and alignment in business partnerships, and discusses trends in […]
Revolutionizing Legal Depositions with Skribe Founder Karl Seelbach
In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Karl Seelbach, founder of Skribe and law firm Doyle & Seelbach. Karl discusses his journey from aspiring attorney to innovator in legal technology. He emphasizes the challenges and opportunities in modernizing deposition processes through AI, which makes them faster and more cost-effective. […]
Bridging Science and Consumer Satisfaction with Tastry Founder and CEO Katerina Axelsson
In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Katerina Axelson, founder of Tastry. Katerina shares her journey from aspiring scientist to entrepreneur, highlighting the importance of understanding consumer preferences through chemistry. She discusses the challenges of introducing innovative technology in traditional industries, the significance of iterating products, and the need […]
Backing Extraordinary Founders with Founder and Managing Director of Forefront Venture Partners Phil Nadel
In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Phil Nadel, founder and Managing Director at Forefront Venture Partners. Phil discusses his journey into venture capital, the investment thesis of Forefront Venture Partners, and the importance of founder evaluation and communication. He emphasizes the need for capital efficiency, strategic support for […]
Investing in Early-Stage Cybersecurity and Enterprise Software Startups with Rain Capital Partner David Cross
In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews David Cross, a venture partner at Rain Capital. David discusses his journey into venture capital, the importance of cybersecurity, the influence of AI on the industry, and key factors in evaluating startups. David emphasizes the need for passion in founders, the significance […]
Empowering Founders to Win with Early Light Ventures Managing Partner Scott Garber
Founder Success Stories In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Scott Garber, managing partner of Early Light Ventures. Scott shares his unconventional journey to venture capital, emphasizing his focus on backing hungry first-time founders in second-tier cities. He discusses the importance of founder tenacity, the nuances of fundraising, and […]
Transforming Post-Acute Care with Citus Health Founder Melissa Kozak
In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Melissa Kozak, founder of Citus Health. Melissa shares her journey from being a nurse to launching a successful healthcare startup. She discusses the challenges of raising capital, the importance of aligning with investors, and the value of her nursing background in identifying […]
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
In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Nick Mastronardi, co-founder and CEO of Polco. They discuss Nick’s background in data science and economics, the inspiration behind Polco, and the company’s mission to enhance civic participation through data-driven decision-making for public sector officials. Nick emphasizes the importance of passion in […]
Championing South Africa’s Female Founders with Enygma Ventures Managing Partner Sarah Dusek
In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Sarah Dusek, Managing Partner of Enygma Ventures. Sarah shares her journey from entrepreneur to investor, emphasizing the importance of supporting female founders, particularly in Africa. She discusses the unique strengths of female entrepreneurs, the need for emotional intelligence in leadership, and the […]
Harnessing Collective Intelligence with IdeaScale’s Nick Jain
In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Nick Jain, CEO of IdeaScale. Nick discusses his background in investing and leadership, the founding of IdeaScale, and the importance of innovation management. He shares insights into building a resilient company culture, effective marketing strategies, and the advantages of being a bootstrapped […]
Investing in Legal Innovation with The LegalTech Fund’s Co-Founder and Managing Director Zach Posner
In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Zach Posner, Co-Founder and Managing Director of The LegalTech Fund. They discuss the fund’s investment thesis, focusing on companies transforming the legal industry. Zach also shares insights on their approach to identifying startups, the importance of founder experience, and the evolving landscape […]
AI-Driven Marketing for Law Firms with FirmPilot Founder Jake Soffer
In this episode of the Innovators & Investors Podcast, host Kristian Marquez speaks with the CEO and Founder of FirmPilot, Jake Soffer. Jake shares his journey of creating FirmPilot to help law firms with marketing and SEO challenges, inspired by assisting his attorney brother. Jake covers the value of using AI and data-driven strategies, focusing […]
Revolutionizing the Hourly / Shift Workplace with GAGE Founder Justin Henshaw
In this episode of the Innovators & Investors Podcast, host Kristian Marquez speaks with the Founder and CEO of GAGE, Justin Henshaw. Justin shares his entrepreneurial journey, highlighting his military background and transition into business. He discusses the inspiration behind GAGE, a platform designed to recognize and score the contributions of hourly and shift workers. […]
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. […]
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 […]
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 […]
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 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 […]
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FinStrat Management Can Speak at Your Event
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Kristian Marquez, CEO, CFO
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Comprehensive accounting, finance, and CFO services, with a systematic process to ensure data consistency and timeliness.
