Welcome to the first article of a three-part series focused on helping growing startups budget and plan for success in the new year.
VCs and growth-oriented startups are focusing on CAC payback period as one of the best measures of growth efficiency and potential profitability.
A straightforward approach to organizing your startup’s Chart of Accounts with industry-specific example templates.
New industry research, planning templates, eBooks, podcasts, and articles to help SaaS startups plan and scale their financial operations.
New investment brings new financial reporting requirements to keep your investors and board of directors updated and informed.
Fintech is a diverse sector with KPIs that vary between companies, but these five metrics should matter to wide swaths of the industry.
Startups should invest their excess capital with the objective of earning market-based returns on near risk-free instruments.
An active approach to treasury management can help startups reduce financial risk while putting excess cash to work.
Tracking your monthly burn rate helps ensure you don’t run out of cash runway while investing in your startup’s growth.
Ensure your teams are educated on AI and have guidelines for acceptable use of tools like ChatGPT within your organization.