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Financial Strategy and Planning

Startup Budget Template
Discover why a startup budget template is essential for your business success. Learn how to use it for financial planning, sanity checking, investor relation...
Updated on Aug 19, 2024
What is an Administration Fee in Venture Debt?
Administration fees are something you’re likely to encounter in the startup ecosystem for all sorts of loans and investments, so you should understand what t...
Updated on Sep 25, 2024
Managing VC Funds When Interest Rates Drop
Learn how startups should wisely manage venture capital dollars as interest rates decline: prioritize safety, liquidity, and strategic yield.
Updated on Sep 3, 2025
Which Balance Sheet Accounts Need Reconciliation?
The punch line here is that every single account on the balance sheet needs to be reconciled, not just the bank and the credit cards.
Updated on Aug 1, 2024
Off-Balance Sheet Financing Explained for Startups
Off balance sheet items are usually spoken of in hushed tones when public companies crash and burn, usually in the haze of opaque financial disclosures.
Updated on Aug 1, 2024
How to Pitch Your Startup During a Downturn
As a former VC, I focus on helping Kruze clients pitch venture capitalists - and pitching during a downturn (really, a tech/VC recession) requires special fi...
Updated on Sep 5, 2025
Certificates of Deposits
Why CDs Are Not Ideal Investment Vehicles for VC-backed Startups
Updated on Jun 22, 2023
Net Dollar Retention
Net Dollar Retention (NDR) is a vital metric for Software as a Service businesses, showing customer satisfaction and the value they derive from a product. Le...
Updated on Jun 21, 2024
Cash Investment Policy Statement
Templated investment policy statement for startups managing millions of $ of VC funding. Learn best practices for managing your company's cash, and how to pr...
Updated on Jun 7, 2024
Venture Round Option Pool Dilution Calculator
Venture Round Option Pool Dilution Calculator
Updated on Jun 7, 2023
A Checklist for Moving Your Startup's Bank Account
Moving bank accounts has more moving parts that you'd think. Here is a checklist to help.
Updated on Sep 23, 2024
20+ SaaS Metrics
After working with hundreds of SaaS startups that have raised billions from top VCs, we've compiled the top 20+ SaaS metrics for founder to use - and underst...
Updated on Jul 24, 2024
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