Accounting and Finance Services Resources
Breakaway Wealth
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
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
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...
Leveraging portfolio analysis to improve your fund’s IRR, a CFO’s perspective
Leveraging portfolio analysis to improve your fund's IRR, a CFO's perspective BELLE: Thank you so much to everyone who gave some time today to join our conversation. We're gonna be talking about leveraging portfolio analysis to improve your funds. To kick things off....
Equity Financing for Businesses: Term Sheets + Convertible and SAFE Notes – Part 3
Equity Financing for Businesses: Term Sheets and Convertible and SAFE Notes Learn about term sheets and equity financing when businesses are either pre-revenue or don't have enough recurring revenue to inform evaluation. What Are Term Sheets? A term sheet is a...
Equity Financing for B2B SaaS and Investor-backed Companies- Part 1
Equity Financing for B2B SaaS and Investor-backed Companies Equity financing can provide SaaS and investor-backed founders access to capital without burdening them with excessive debt. While discussing equity financing, we will also highlight alternative sources of...
Equity Financing for Businesses-Investor Types Priced Round Ins and Out Part 2
Equity Financing for Businesses Investor Types Priced Round Ins and Out We’re answering your questions about equity financing for businesses. Plus, gain insight into investor behavior and what they typically look for when investing. How do you find investors? There...
Why Are Funds Outsourcing Fund Administration More Often?
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...
Top 12 SaaS Podcasts for Founders in 2024
You've read all the books, attended lectures, and completed numerous online courses to learn everything you can about SaaS. But what about the world of podcasts? If you have yet to dip your toes into the vast pool of SaaS podcasts, you're missing out on a valuable...
Top 9 AI Productivity Tools for SaaS Founders
Artificial intelligence (AI) has become a game-changer for SaaS founders and entrepreneurs, helping them streamline processes, boost productivity, and drive growth. From automating repetitive tasks to enhancing content creation, AI productivity tools transform...