+ Finance for

Private Asset Tracking
& Reporting for Angel Investors

Portfolio Company Monitoring & Reporting for VCs

Fund Accounting
& Administration
for VCs


Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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, […]

Accounting & Finance for Founders

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. […]

Accounting & Finance for Founders

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 is to create value.

Accounting & Finance for Founders

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 financial planning and analysis to risk management for business owners, […]

Accounting & Finance for Founders

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 it Top 4 performance indicators, what they mean, and how to […]

Accounting & Finance for Founders

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 that SaaS businesses can explore. Plus, if you’re […]

Accounting & Finance for Founders

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 capital, understanding the investor’s perspective is crucial. Join us as we explore […]

Accounting & Finance for Founders

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 an evaluation.

FinStrat Managagment

FinStrat Managagment Can Speak At Your Next Event

We welcome sharing best practices around:

  • Data collection to ensure information is received on a regular cadence.
  • Data aggregation and organization that normalizes performance across investments and time.
  • Leveraging technology to gain holistic portfolio insights.