M&A Resources for Startups
M&A resources to help your startup secure the best deal, negotiate favorable terms, and mitigate potential risks.
Hatching a SaaS Startup? Consider Leading with Services
A professional services model can provide the revenue you need to scale your product while delivering valuable market insights.
Should I Move My SaaS Startup’s Fiscal Year-End from December?
For mid- to late-stage SaaS startups with IPO plans, there can be material benefits to closing outside of December.
Critical Metrics for SaaS Startups Pursuing a Loan
Important SaaS KPIs like ARR and LTV:CAC often won’t get you far with debt-based lenders.
Choosing the Best Banking Partners for Your Startup
Select the best banking partners for your needs and make a smooth transition with these two checklists.
New WSJ Article Underscores the Value of Fractional CFOs for Startups
Early-stage companies often rely on their banks or venture backers for financial guidance, but many now see the benefit of independent advice in managing their capital.
What Founders Need to Know About Dilution
Understanding how new capital will dilute existing shareholders before a round happens is a core responsibility of any startup CEO.
Selling Your Startup: External Preparations
In this second installment, we will explore steps management can take outside of the firm to cultivate interest and preparedness.
Selling Your Startup: Internal Preparations
In this first installment of our M&A Considerations series, we discuss major themes for sellers to consider in preparation for any interested third parties.
A Sample Investment / Treasury Policy Template for Startups
This sample can be customized for adoption by a Board of Directors and implementation by a startup’s management team.