DI BFC What's top of mind as you're evaluating lending opportunity this year

DI BFC How can maturity influence a Debt or Equity decision

DI BFC How does a company's maturity influence its capacity to raise debt

DI BFC Why would a company that was expecting to raise Equity end up raising Debt

DI BFC What are the differences in the budget a Debt provider requires v an Equity provider

DI BFC How to design your budget to easily keep it up to date

DI BFC How do you ask prospective portfolio company management teams to defend their budget

DI BFC How do you compare repayment differences between Debt and Equity

DI BFC What's the difference between personal and validity guarantees, and when are they required

DI BFC Do you need to choose either Debt or Equity not both

How to design a model that can be efficiently updated?

Can you extend a P&L budget to satisfy the three-statement budget requirement?

How can a budget drive enterprise value?

What's at risk if you don't prioritize budgeting?

What does an investor look for in a budget?

Does a firm need to be profitable to get funded?

Can my budget calculate cash runway?

What budgeting reason resonates the most with investors?

How common is a second chance after a failed investor budget test?

Where can a budget come up short?

What do you look for from a budget?

What information do you need to get investment dialogue underway?

What tools do you recommend for producing SaaS KPIs?

What is the best accounting software? #accounting #bookkeeping #controller #cfo #fractionalcfo

What is the most important SaaS F&A measurement?

What is the difference between a controller and a CFO?

What are the pros & cons of accounting software?

Should I use cash or accrual financials?

Should you work with the same firm for tax/audit as bookkeeping/CFO?

Should you seek bookkeeping and CFO services from the same firm?

Design, Maintain, Scale, and Exit

Demystifying Accounting Jargon

How do I know if I'm liable for sales tax?

Do I need an industry-focused CFO or will a generalist suffice?

When to engage a CFO?

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The number one financial management tool.

Changing the chart of accounts.

Common pitfalls of KPIs.

Moving from cash to accrual.

How do I know when my firm has a repeatable, scalable, profitable sales engine?

What should be included in a reporting package?

What is an ARR Waterfall? How is it used?

Should I raise Debt or Equity for my business?

What is the purpose of the Balance Sheet and what does it reveal about my business?

What types of controls do you put in place to ensure accuracy?

How do I know if my accounting team doing a good job?

What challenges have you seen migrating to GAAP accounting for a SAAS business?

Successful SaaS Exit - Marci Cornell-Feist, CEO at BoardOnTrack: Driven Insights SaaS Case Study

Successful $120M Recapitalization - David DeRam, CEO at Greenlight Guru: Driven Insights Case Study

When Are Fractional CFO Services Right For SaaS Businesses - Driven Insights

How To Prepare For Capitalization - Driven Insights | David DeRam, CEO at Greenlight Guru

Marci Cornell-Feist, CEO at BoardOnTrack - Successful SaaS Exit: Driven Insights SaaS Case Study

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