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...
Whether you’re a startup working with a fractional CFO or a well-established tech company with a fully built finance function, this is a particularly important time of year. As we get into 2025, some steps you take now can set you up for financial success. That said,...
As technology gets increasingly useful, most company founders are encouraged to think about their tech stacks even early on. Basically, your stack is the grouping of software solutions you use at your company. It’s called a stack because, in an ideal world, those...
When you’re in the beginning stages of getting your company off the ground, it’s tempting to promise investors the moon and stars in exchange for the capital you need. Without their money, after all, you’re going to have a much harder time turning your dream into a...
Overhead is one of the fastest ways to increase your burn rate and shrink your runway. As a result, hiring the help you need usually feels like a major undertaking. You want to be sure you’re getting someone with the expertise you need so you can see ROI on their...