How to Build a Financial Model Investors Actually Trust
We’ve reviewed hundreds of financial models that founders bring to investor meetings. The ones that get funded share three qualities: they’re simple enough to follow, detailed enough to be credible, and honest about what they don’t know.
Startup Financial Planning: The First 5 Systems Every Founder Needs
You just closed your seed round. The money hits your account and suddenly everyone has opinions about how to spend it. Your CTO wants to double the engineering team. Your head of sales wants a bigger commission structure.
AI in Finance: How Smart CFOs Are Using Automation to 10x Their Output
A controller at one of our client companies was spending 40 hours per month manually reconciling intercompany transactions across three entities. We automated it with an AI-powered workflow. It now takes 45 minutes, including the human review step.
Why Your Bookkeeper Can’t Be Your CFO (And What to Do About It)
Your bookkeeper is excellent. They close the books on time, reconcile every account, and make sure payroll runs smoothly.
Unit Economics 101: The Metrics VCs Actually Care About
You’re in a partner meeting at a top-tier VC fund. The pitch is going well.
How to Build a Board Deck That Actually Gets Read
A CEO client once told us they spent 60 hours preparing a 45-slide board deck. The board spent 8 minutes flipping through it before launching into a discussion about something on slide 3. The other 44 slides? Never discussed.
Fractional CFO vs Full-Time CFO: Which Is Right for Your Stage?
Your bookkeeper just told you they’re “not really comfortable” building the financial model your board requested. Your controller handles compliance fine but freezes when the CEO asks “what should we do?”
5 Cash Flow Mistakes That Kill Growing Companies
You closed your biggest quarter ever. Revenue is up 35%. Your team is celebrating. And somehow you’re scrambling to make payroll next Friday.
When to Hire a Fractional CFO: 5 Signs You’ve Outgrown Your Bookkeeper
Your bookkeeper is great at what they do, categorizing transactions, reconciling accounts, making sure the IRS doesn’t come knocking. But somewhere between $5M and $15M in revenue, you start asking questions they can’t answer.