Startup Financial Management
Resources, best practices, and expert insights on Startup Financial Management.

What is a Certificate of Incumbency? | Kruze Consulting
Handle bank and legal requests—learn what a certificate of incumbency is, why startups need it, and how to create one correctly.

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.

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.

Startup Financial Models
Learn how to build effective startup financial models with our free templates & expert guidance. Manage your finances, raise capital, and plan for growth.

Post-Funding Startup Accounting Checklist
Just closed a round? Here's the startup accounting setup to do first: recording the raise, cap table, budget, close, and investor reporting.

Revenue Recognition for Startups: ASC 606 Guide
A plain-English guide to revenue recognition and ASC 606 for startups: SaaS deferred revenue, bookings vs. revenue, and the errors investors flag.

When Should Startups Use Departments in QBO?
Learn when and how startups should set up departments in QuickBooks Online for clear, scalable financial reporting and better team accountability.

What Is an Anti-Dilution Clause in Startup Funding?
Learn what an anti-dilution clause is, how it protects investors in down rounds, the main types (full ratchet vs. weighted average), and why founders should model its impact on their cap table.

Top Pre-Seed VC Funds for Startups
Explore active pre-seed VC funds, check sizes, investment focus, and tips for choosing the right investor for your startup’s first round.

SAFE Note Terms & Negotiation Tips for Founders
Post-money vs. pre-money SAFEs, current discount-rate benchmarks, and 10 negotiation tips every pre-seed founder needs before signing their first SAFE.

Outsourced Startup Accounting vs. In-House Controller
See why venture-backed startups often save time and preserve runway by outsourcing startup accounting before hiring a controller.

Using Milestones to Control Burn Rate
How venture-backed founders use milestones to gate burn rate, extend runway, and strengthen startup accounting and cash planning.
