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Accounting & Finance for Founders

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, […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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, […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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. […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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 […]

Accounting & Finance for Founders

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 […]

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.