RESOURCES
Equity Financing for B2B SaaS Companies
If your company has a Software as a Service (SaaS) product or idea, you’re part of an industry that is growing at break-neck speeds. The global SaaS market is valued at approximately $3 trillion dollars, with some business pundits projecting it could reach $10...
3 reasons you might be ready for private asset management
As your net worth grows, it becomes increasingly challenging to dedicate the time and resources it takes to pursue your investment goals. But net worth isn’t the only indicator that you may be ready to partner with a private asset manager. Private asset managers take...
SaaS Accounting 101
The early days of SaaS accounting are simple enough—without revenue pouring in, a founder who has created a dedicated business account, gotten a credit card and set up a business management suite like QuickBooks is in a solid position. But things get complicated...
Five Reasons You Need a Fractional CFO
Businesses—especially rapidly expanding SaaS firms—rarely stay in the same place for long. The financial services you managed to take care of yourself eventually become the work of an outsourced accountant, a small finance team, or even a controller. But what’s the...
Debunking 4 Myths About Outsourced Accounting
If you’re a business owner hesitating to outsource your accounting, don’t worry—you’re not alone. There are a lot of myths out there about what it’s like to outsource your accounting. That’s why in this blog post, we’re dispelling four of the most common outsourced...
Financial Advisor Tools that Give You More Time with Your Clients
Over the past few years, organizations regardless of industry have been prioritizing the client experience. From offering enhanced digital capabilities to truly personalizing the customer experience, there are countless pressures driving businesses to better serve...
The Inevitable Evolution of “Value-Add VCs”
Carl Fritjofsson, the founder of Creandum, recently published an insightful article on whether VCs add value for founders. Repeating their survey of a group of VC and founders from four years ago to see whether VCs really add value, Fritjofsson and his colleagues set...
The Ultimate Guide to Venture Capital Returns
If you’re reading this blog post, you’re likely a high-level leader of a venture capital firm that is trying to efficiently navigate this dynamic and competitive landscape. Managing venture capital funds is a complex challenge, but fortunately, as much as the markets...
4 Things to Consider When Selecting a Fund Administrator
Choosing the best fund administrator for your business is no easy task. Given their crucial role in fund accounting, tax administration, reporting to investors, and more, there are several pieces of criteria that business leaders should consider when selecting a fund...