Thinking about buying a startup or selling your own? In the world of mergers and acquisitions (M&A), especially for tech companies, the deal lives or dies in diligence. We’ve seen fantastic products stumble at the finish line because the numbers didn’t back up the...
If you’re a seed‑stage founder or the first finance hire, you eventually hit an inflection point. The books still (mostly) close, cash is in the bank (usually), and investors want “a simple forecast” (yesterday). Rapid growth creates complexity, more customers,...
Managing the company’s finances is one of the biggest — and, often, most daunting — to-dos for any founder. Fortunately, financial technology (fintech, for short) makes this a lot easier. It can automate time-consuming tasks, streamline reporting to generate insights...
July 4, 2025 wasn’t just the last Independence Day before the United States’s upcoming Semiquincentennial. It was also a historic day because it cemented one of the biggest pieces of legislation in recent history. The formerly named One Big Beautiful Bill Act (OBBBA)...
The allure of “digital transformation” can be hard to resist—especially when it comes from a seasoned VP of Finance or CFO who wants to show they can make a big impact. Often, the first move is a flashy system overhaul: switching general ledger (G/L) platforms,...
Keeping investors satisfied is a big, important undertaking for any company that’s funded by outside sources. If your organization is backed by venture capital (VC) equity, that probably means having regular board meetings with key VC stakeholders. That can be a...
When we start planning for a new year, things often look rosy. We might set sweeping goals and make ambitious projections. Then, the reality of life settles in. As the year gets underway, the busyness that comes with running a business has probably already presented...
Tech companies in 2025 face a financial landscape shaped by fintech innovation and recent bank failures. The Silicon Valley Bank collapse in 2023 underscored why founders must diversify and protect large cash deposits. Meanwhile, rising interest rates mean idle cash...
Growing a startup comes with a potentially heady mix of near-endless opportunities surrounded by countless pitfalls. While the freedom that comes with scaling up the business is exciting, sometimes it’s nice to know you’re on the right track as verified by outside...