Financial Strategy and Planning
Strategic financial planning for startups including budgeting, forecasting, cash flow management, and long-term financial strategy development.

What Happens When a Founder or CEO is Fired?
It's really important to state upfront that no venture capitalist or board member ever wants to fire the founder from a startup.

Net Dollar Retention
Grow faster by mastering Net Dollar Retention (NDR), the SaaS metric that shows customer value, expansion, and satisfaction.

How Startups are Using AI for Growth
In the rapidly evolving landscape of technology, startups are increasingly turning to artificial intelligence to gain a competitive edge.

Scenario Analysis for Startups
Forecast with scenario modeling to handle uncertainty, stress-test assumptions, and plan for multiple outcomes before cash gets tight.

Variable Costs and Startup Success
Learn how variable costs impact startups and discover strategies to manage them effectively for financial stability and growth

Startup 409A Valuation: Founder Checklist and Timeline
Get a 409A valuation right the first time with this startup founder checklist, timeline, and tips to avoid delays, surprises, and costly compliance mistakes.

VC-Backed Startups: How to Set Up & Use Credit Facilities
Understand credit facilities—learn how revolving lines and term loans work, what covenants mean, and how startups choose the right structure.

How to Structure an Inter-Company Loan
Vannessa Kruze, CPA, provides a guide to structuring inter-company loans from a Delaware C-Corp to its international subsidiary or parent company.

Raising Seed Funding: What Founders Need to Know
Seed funding is constantly evolving. See how today’s environment differs from previous years, and what founders must do to successfully raise and deploy a seed round.

Cash management principles for startups
Startups need to follow specific rules when managing their cash reserves, including protecting capital, maintaining liquidity, and avoiding risk.

How startups should manage cash when interest rates are rising
With a careful investment strategy, startups can take advantage of a rising interest rate environment to get extra yield

4 Key Reasons to Raise Venture Debt
Explore why venture debt helps startups extend runway, refinance, fund new opportunities, and boost acquisition flexibility.
