Finance Guides
7 guides in this category
Browse by Topic
How to Forecast Financials for Your Startup
A step-by-step practical guide for startup founders to accurately forecast revenue, runway, burn rate, customer acquisition cost, and lifetime value using real-world tools and examples.
Bootstrapping vs Fundraising
A founder’s guide to understanding when to bootstrap and when to raise money, including decision criteria, tools, and examples from real startups.
Separate Business Bank Account
A clear, actionable guide for founders on how and why to open a dedicated business bank account to keep finances organized, protect liability status, and build business credit.
How to Talk to Investors and Build Meaningful Relationships
A practical step-by-step guide for startup founders on how to approach investors, build genuine relationships, and increase the chances of successful fundraising through warm introductions and strategic communication.
How to Manage Cap Tables Effectively as a Startup Founder
A detailed and actionable guide for startup founders on how to organize, track, and manage their cap table using tools like Carta and Captable.io to ensure clarity in ownership and equity distribution.
How to Prepare a Pitch Deck That Wins Investors
A step-by-step practical guide for startup founders on creating a compelling pitch deck that clearly explains the problem, solution, traction, business model, team, and fundraising ask.
How to Manage Cash Flow and Budgets
A hands-on guide for startup founders to effectively manage cash flow, track runway, and create practical budgets using real-world tools and examples.