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Private Asset Tracking
& Reporting for Angel Investors

Careers, Startup, and Retirement

  How can Start Up Founders Balance Careers, Startup, and Retirement   00:01 This is the Money Seed Podcast where we discuss all things investing, plain and simple, the way it should be. Please remember, this show is for educational and entertainment purposes only and is not intended to be investment advice. Welcome back to […]

Navigating FinTech and Founding Success with Kristian Marquez

Navigating FinTech and Founding Success with Kristian Marquez

Dec 15, 2023

How to Create Lasting Customer Relationships In B2B SaaS Brad: I’m Brad Hammond and this is the LifeLong Customer Podcast. Welcome to the LifeLong customer podcast. I'm your host, Brad Hammond. And today I have Kristian from FinStrat Management. Kristian, it's really...

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Breakaway Wealth

Dec 15, 2023

Breakaway Wealth | Episode 267 | Exploring the Power of Thoughts, Legacy, and Entrepreneurship with Kristian Marquez Jim: Welcome back, Breakaway Wealth. I'm your host, Jim Oliver, and with me today, Kristian Marquez. I knew I was gonna do that wrong, Kristian....

The Role Forward

Dec 15, 2023

The Role Forward | Mapping the Path to Profitability with Kristian Marquez Joe: Hello and welcome to another episode of the Roll Forward podcast. My name is Joe Michalowski and this episode is brought to you by Mosaic, a strategic finance platform that transforms the...

How to Prepare an M&A Management Presentation

Oct 4, 2023

How to Prepare an M&A Management Presentation Merger and acquisition (M&A) management presentations provide critical pieces of information to prospective investors who are considering either investing or buying your SaaS business and or SaaS product. Depending...

Why Are Funds Outsourcing Fund Administration More Often?

Oct 1, 2023

Why Are Funds Outsourcing Fund Administration More Often? The old ways of doing business rapidly give way to more efficient, specialized paradigms. One of these significant shifts is the growing move of outsourcing fund administration to eliminate admin burden. This...

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