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5 Mistakes That Cost Founder Equity

5 Mistakes That Cost Founder Equity

January 23, 2023 - Financial Reporting

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There Will Be Enough Paycheck Protection Program Funding For All of Us

There Will Be Enough Paycheck Protection Program Funding For All of Us

April 6, 2020 - Financial Reporting

Last Friday I frantically prepared documentation for as many clients as possible to apply for the new Paycheck Protection Program(PPP)loans that just started accepting applications. I also created an application for my own firm. I felt my anxiety levels rise as the government tweeted how many loans were made while my bank still didn’t have an application up. Could I really miss out?...
How To Get Your Company’s First Bank Financing

How To Get Your Company’s First Bank Financing

July 17, 2018 - Virtual CFO

Applying for a business loan from a bank is a daunting process. There is no shortage of offers from banks to lend your company money, however, many hopeful entrepreneurs soon learn how difficult it is to borrow from a commercial bank....
What To Budget For Series A Closing Costs

What To Budget For Series A Closing Costs

May 8, 2018 - Virtual CFO

I received a fair number of cost inquiries on my recent post about due diligence for raising venture capital. This post has a few thoughts on what those costs are by deal size....
Due Diligence Checklist for Raising Venture Capital

Due Diligence Checklist for Raising Venture Capital

April 10, 2018 - Virtual CFO

Due diligence for raising venture capital is a rigorous process.  It is initiated by an investor to determine if he or she will make an investment in a company and the terms of that investment. The process can be unnerving for even the most seasoned entrepreneur....
This Is How a Venture Capital Deal Dies

This Is How a Venture Capital Deal Dies

April 4, 2018 - Virtual CFO

You’ve raised several seed rounds from founders, friends and angels. You’ve bootstrapped your way to nearly $5M of annual revenue – the magic number for institutional investors to put real capital into your company. Term sheets are about to arrive and you’re hoping for a smooth close in 90 days, just as your cash is running out. Finally, you’ll be able to work like a real CEO with the resources to grow like never before....
Managing Cash Flow: Raising, Spending and Tracking for your Company

Managing Cash Flow: Raising, Spending and Tracking for your Company

March 13, 2018 - Resource Type

Managing cash is crucial for an early-stage business owner. Cash gives us the time we need to prove out a business model and build a sustainable business. Fast growing companies know how to manage their cash to successfully scale up. Below are some general observations we’ve seen in companies that have grown substantially....
Lockboxes: How Banks Can Confiscate Your Cash

Lockboxes: How Banks Can Confiscate Your Cash

February 11, 2018 - Resource Type

If your company has receivables or inventory, chances are you’ve come across somebody who wants to lend you money against them. This loan type, called Asset Based Lending (ABL) is popular. It comes with a catch – especially if your company is not yet profitable. That catch is called a lockbox, and it can cause you real problems with your company’s cash flow if not carefully managed....
Your personal CFO tips: Why and how to negotiate with VCs

Your personal CFO tips: Why and how to negotiate with VCs

February 1, 2018 - Resource Type

f you are an entrepreneur with hopes of raising venture capital, know this: VCs are in the fundraising business, too. In fact, they need capital more badly than you do. No capital = no fund = no business. Entrepreneurs can bootstrap a business much more easily than a VC....

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