Accounting and Finance Services Podcast
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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 […]
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.