The metrics that guided your company last year may not be the ones that matter most this year. Resetting KPIs ensures your reporting reflects current priorities and keeps stakeholders aligned.

Presenting your budget is about more than numbers. Learn how to lead with the narrative, highlight key drivers, and build investor confidence through transparency.

Headcount is the largest cost driver in most startups. Learn how to align hiring with strategy, model true costs, and avoid budget pitfalls.

Budget season does not have to feel like a fire drill. Learn how to set objectives, define ownership, connect strategy to numbers, and build a budget that actually sticks.

Gross margin is more than a percentage. It reflects scalability, efficiency, and investor confidence. Learn why margin quality matters and how to improve it.

Landing big customers is a win, but too much reliance on a few accounts creates concentration risk. Here’s why investors care and how to manage it.

Cohort analysis breaks customer performance into groups to reveal patterns that averages miss. Startups can use it to understand retention, product impact, and growth tradeoffs.

Before the new year begins, take time to ensure your financial data is accurate, consistent, and complete. Clean data builds trust with investors, speeds up decision-making, and prevents future headaches.

As your SaaS startup grows, your financial reporting should grow with it. This article outlines exactly what to focus on at the $1M, $5M, and $10M ARR stages—helping you share the right numbers and tell a better story.

Understanding the difference between COGS and OpEx isn't just a finance formality. It shapes how your business is evaluated, how you plan pricing and hiring, and how you present your performance to investors and your board.

Even the best forecasts drift from reality. Here’s how to spot it early, realign your model, and communicate with clarity when your plan changes.

Even without a finance team, early-stage startups can create a clean, repeatable monthly close process. Here’s how to stay consistent and improve speed.

Burn and runway are two of the most talked-about metrics in early-stage startups, but they’re often misunderstood. This guide breaks down how to calculate, track, and report these metrics with confidence.

After raising your seed round, building a strong finance function is essential. This guide offers a 90-day roadmap for early-stage startups to build clarity, discipline, and structure into their financial processes.

As your startup grows, your reporting needs evolve. This guide explains how to build internal and external reporting packages that drive clarity, build trust, and support strong leadership.

Your first board meeting can feel like a high-stakes performance, but it’s really an opportunity to build trust and alignment. This guide breaks down exactly what to include in your board pack, and how to use it as a tool for strategic communication.

As a founder, it is easy to view finance as one broad category. But bookkeeping, accounting, and FP&A each serve distinct roles. This guide breaks down what each function does, when to bring them in, and how they work together to support growth.

A startup’s finance function doesn’t need to be built all at once—but it does need to evolve intentionally. This guide outlines how founders can scale their financial capabilities stage by stage, from bookkeeping and budgets to board prep and strategic CFOs.

Your data room can make or break your fundraise. Learn the essential steps for first-time founders to impress investors with organized, insightful data.

Fundraising involves more than just a pitch. Investors will dig into your SaaS financials. Learn the key investor diligence triggers, from forecast accuracy to retention rigor, and how to prepare.