Podcasts
categories
Accounting
+ Finance for
Founders
Private Asset Tracking
& Reporting for Angel Investors
Portfolio Company Monitoring & Reporting for VCs
Fund Accounting
& Administration
for VCs
Featured
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 […]
FinStrat Managagment
FinStrat Management Can Speak at Your Event
We can share all that we know — within the frame of your event — to educate and empower your guests.
For speaking inquiries, contact [email protected].
Our Speaker:
Kristian Marquez, CEO, CFO
Our Specialty:
Comprehensive accounting, finance, and CFO services, with a systematic process to ensure data consistency and timeliness.
