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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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Financial Insights

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
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
Financial Insights

Building a Finance Team: How to Hire for High-Growth Startups

Learn the 3 keys to strategically building a finance team for your high-growth startup.
Brian Campbell
Chief Product Officer
Financial Insights

The CEO-CFO Relationship: How to Build a Powerful Partnership

Find out how to go above and beyond the traditional report and move on role.
Bijan Moallemi
Chief Executive Officer
Financial Insights

NetSuite Implementation and Integration: What You Need to Know for a Smooth ERP Adoption

ERP migrations can be a nightmare. Learn how to make adoption as smooth as possible.
Brian Campbell
Chief Product Officer
Financial Insights

DoorDash - Is the WeWork comparison fair?

DoorDash went public at a $32 billion valuation. Learn whether or not a comparison to WeWork is justified based on the financials.
Joseph Garafalo
Chief Operating Officer
Financial Insights

You Need Financial Business Intelligence That’s Actually Built for Finance

Are costly, complex, time-intensive BI tools really a necessity, or does finance deserve something better?
Brian Campbell
Chief Product Officer
Financial Insights

How Financial Analytics Can Answer 4 Key Strategic Business Questions

The most strategic finance functions don’t just report on the numbers—they dig deep into the “why” behind those numbers.
Joseph Garafalo
Chief Operating Officer
Financial Insights

15-Minute Board Deck Prep: A Faster Way to a Better Board Meeting

What if you could significantly reduce the time it takes to prepare a board deck for your next meeting?
Joseph Garafalo
Chief Operating Officer