Scaling Finance Operations: From $5M to $100M
What works at $5M breaks at $15M. What works at $15M collapses at $50M. And what works at $50M falls apart on the way to $100M. Scaling finance operations isn’t about doing the same things bigger, it’s about fundamentally upgrading your systems, processes, and team at each stage.
How to Build a 13-Week Cash Flow Forecast (Step by Step)
A 13-week cash flow forecast is the single most important financial tool for any company between $5M and $100M. It answers the only question that actually kills companies: will we run out of cash?
Financial Red Flags Investors Spot in 5 Minutes
Experienced investors don’t need hours to evaluate your financials. They can spot red flags in the first 5 minutes of reviewing your deck or data room.
The 8 SaaS Metrics Every Founder Should Track Monthly
If you’re running a SaaS company and you can’t rattle off your MRR, NRR, and CAC payback period from memory, you’re operating in the dark. These aren’t vanity metrics, they’re the vital signs of your business.
How to Read a Cash Flow Statement (For Non-Finance Founders)
Most founders can read a P&L. Revenue minus expenses equals profit. Simple enough. But hand them a cash flow statement and their eyes glaze over. Operating activities, investing activities, financing activities, it reads like a foreign language.
Due Diligence Preparation: What Buyers and Investors Actually Look At
Due diligence is where deals go to die. Not because the business is bad, but because the financial documentation is bad.
Gross Margin Optimization: Where Most Companies Leave Money on the Table
Gross margin is the most underappreciated metric in growing companies.
What to Look for in a KPI Dashboard (And What Most Companies Get Wrong)
A client once showed us their KPI dashboard. It had 47 metrics. Color-coded. Beautifully formatted. And completely useless, because nobody on the leadership team could tell you which 5 metrics actually mattered.
Fundraising Preparation: The 90-Day Checklist Before Your Next Raise
The worst time to prepare your financials for a fundraise is when you’re already in one. We’ve seen founders lose 3-4 months of momentum, and sometimes the deal itself, because their financial house wasn’t in order when investor conversations started.
Why Your Company Still Needs a CFO When AI Can Build Your Financial Model
A founder recently told us: “I just built a three-statement financial model in proprietary AI for Excel in 20 minutes. Why would I pay for a CFO?” It’s a fair question. Tools like proprietary AI for Excel and Shortcut.ai are genuinely transforming financial modeling.