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The Startup’s Guide to Finance Fundamentals

From small and lean to a strategic finance machine. Learn how to establish a rock-solid finance foundation built for scale.

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The Post-Funding Round Dilemma: What to Do After the Big Raise

What should you be focusing on after each of your funding rounds? Find out what investors want to see following each successful fundraise as you take your business to the next level.

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The Post-Funding Round Dilemma: What to Do After the Big Raise
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CFO Spotlight
Financial Insights
Metrics that Matter
Strategic Planning
Company News
Financial Insights

The Post-Funding Round Dilemma: What to Do After the Big Raise

You just raised a round of funding. That's cause for celebration—but now what?
Joseph Garafalo
Chief Operating Officer
Strategic Planning

Rolling Forecast: A More Agile Option for Planning and Budgeting

Rolling forecasts are critical tools for agile financial planning. And they're even more valuable when used in tandem with an annual plan. Find out why.
Joseph Garafalo
Chief Operating Officer
Strategic Planning

3 Ways Finance and HR Can Collaborate to Drive Company Strategy

How can finance and HR team up to drive company strategy? Learn the 3 main ways that will help maximize returns on people investments.
Maria Barrera
Head of Growth and Partnerships, ChartHop
Strategic Planning

7 Tips for a Better Business Budgeting Process

Learn 7 best practices that can make any business budgeting process smoother and set your business up for success.
Bijan Moallemi
Chief Executive Officer
Financial Insights

4 Pitfalls of Doing Your Cohort Analysis in Excel

These four common pitfalls are why doing your cohort analysis in Excel is causing you headaches. Learn how to simplify the process.
Brian Campbell
Chief Product Officer
CFO Spotlight

Squarespace Finally Went Public. But Why the Delay?

Squarespace was primed to go public for years, but continuously chose not to. Now that it has, find out why they delayed so long.
Joseph Garafalo
Chief Operating Officer
Strategic Planning

Simplifying Budget Variance Analysis: A Better Way to Review Budget vs. Actuals

Learn how to unlock the real value of budget variance analysis—understanding the "why" behind the numbers.
Steven Groccia
Head of Customer Success
CFO Spotlight

Former Palantir CFO’s Secret to Supporting Rapid Scale? Finance as a Customer Service Org

Learn how (and why) Palantir's former CFO thinks about finance as a customer service org.
Bijan Moallemi
Chief Executive Officer
Metrics that Matter

Sales Rep Ramp: A Core Driver for Effective Top-Line Planning

How long does it take your sales reps to ramp up to full productivity? Learn how to get the most accurate answer.
Steven Groccia
Head of Customer Success

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