BlueLight

MAY 1, 2020

Medium size company: CFO has a Controller as a direct report to handle the day-to-day financial operations and reporting. Early-stage startup: Focused on finding product market fit, limited financial information to work with. FP&A is responsible for strategic planning, decision support, and financial modeling.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

BlueLight

AUGUST 21, 2020

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. Their expertise ranged from seed stage start-ups, where the CEO also served as the in-house finance leader, to growth stage companies where an in-house CFO monitored the entity’s current and future financial health.

Planning 52

Planning Marketing Startups CFO 52

VCFO

JUNE 12, 2023

Brandon has lectured on best practices in financial modeling at the University of Houston’s CT Bauer School of Business, and has also contributed articles to Forbes Asia on manufacturing processes and the introduction of venture capital to emerging markets.

CFO 40

CFO Healthcare Leadership Financial Modeling 40

Fpanda Club

JULY 24, 2022

Analysts usually build their financial models for the first 5 years of the investment and then add terminal value for all the years coming thereafter which may contribute up to 50% of NPV. Discovery-driven planning are commonly used by startups, but, unfortunately, are not adopted by established companies. Sources: Warren E.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

The Finance Weekly

AUGUST 30, 2022

For all of these reasons, more and more companies- including small businesses and even startups- are looking for FP&A solutions to help them stay ahead of the competition. Datarails won 1st place in the financial newspaper , Globes’ Most Promising Startup of 2021 award, selected by 63 venture capital funds.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Budgeting Analyzing Data Startups 95

BlueLight

JUNE 5, 2020

Some startups are thriving in this situation and some startups are fighting for survival. Either way, the business environment is changing rapidly and this typically means startup founders and their boards are communicating much more frequently than in a “business as usual” situation.

Startups 52

Startups Technology Investments Finance 52

CFO Share

NOVEMBER 8, 2022

If you are a venture-backed startup in a burn/raise cycle, do your best to delay equity rounds by deferring investments in R&D or new hires. These critical financial models allow for rapid evaluation of alternatives and resource planning. Cash is king during the downturn. Use an operating forecast frequently.

Forecasting 40

Forecasting Economics Investments Financial Modeling 40

CFO Talks

MARCH 14, 2024

Building Flexible Financial Models: The ability to quickly adapt to changes is a competitive advantage. CFOs can lead the development of flexible financial models that account for various scenarios, including shifts in the global economy and potential technological disruptions.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

JULY 14, 2017

The meal-kit startup Blue Apron is a perfect example. You get that right, and it’s a wonderful compounding financial model.”. Even when people aren’t gaming the system like the free meals guy, there are costs associated with attracting new customers … and with keeping the ones you’ve got. Balancing Consistency and Change.

Financial Modeling 49

Financial Modeling Budgeting Sales Startups 49

Spreadym

AUGUST 10, 2023

QuickBooks: A widely used accounting software that offers robust financial reporting capabilities, suitable for small and medium-sized businesses. Xero: Another popular cloud-based accounting software with strong financial reporting features, particularly favored by small businesses and startups.

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) CFO Accounting Standards 52

The Finance Weekly

APRIL 13, 2024

2) Anaplan Anaplan is a cloud-based platform for financial modeling and planning, designed to assist businesses in modeling transactions, calculating commissions, and mapping the relationships among diverse data sets. Pricing Datarails offers customized pricing based on the needs of the user. Streamline manual data.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Invoicing Budgeting 52

Barry Ritholtz

JANUARY 30, 2024

And the rest of the pack includes Vanguard as well as a bunch of other much smaller clean sheet startups in, in the space. One is that small startup and the other is the company that has its own ongoing revenue source. And I think, you know, I intend for Betterment to be the clear leader in the digital wealth management space.

Investments 56

Investments Technology Leadership Marketing 56

The Charity CFO

APRIL 15, 2022

And there’s the other 20% of us that really like financial modeling and yeah. And when you’re a startup business, whether you’re for-profit or non-profit, you have to be lean, you have to be resourceful. Geeking out on Excel spreadsheets. Uh, I’m definitely that one. Triná Owens: I love a spreadsheet.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

The Finance Weekly

JULY 31, 2023

Skip to the end to watch the webinar recording) The first panelist is Sloane Kolt who also leads Datarails Labs, the department that is part of the FP&A software startup that developed FP&A Genius , a Chat GPT-like chatbot for finance. Glenn Hopper also shared his expertise.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Anaplan is an innovative and powerful tool that businesses may find can genuinely transform financial modeling within their enterprise. Customers success. 6 factors when choosing an FP&A tool.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52