Stephen Wolfe

Fundraising is a critical milestone for any business, marking a pivotal moment in its growth trajectory. While CEOs and founders often take the lead in pitching to investors, the role of the Chief Financial Officer (CFO) in fundraising should not be underestimated. Here's what your CFO should be doing to ensure fundraising success for your company. #ascentcfo #fractionalcfo #cfo #startup #business #colorado

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Today, Debbie Cohen Rosler shares key strategies for how startup founders can prepare effective financial reports that increase trust with their board and help drive meaningful conversations. She outlines how to: 1️⃣ Determine the right data to share 2️⃣ Optimize your presentation of the data 3️⃣ Use a financial plan as the anchor for your financial reporting 4️⃣ Synchronize your board and financial close calendars 5️⃣ Maintain consistency and be efficient with your reporting Stay tuned for part two next week, where Debbie will share examples of board financial reporting templates along with tips to present your data for maximum impact. 🔥 https://lnkd.in/g-xF5xEc #BoardReporting #Startups #BoardMeetings #FinancialReporting

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Do you have SaaS clients looking to start their venture capital journey? Our blog simplifies complex VC concepts and prepares you for conversations with them. Understand what to expect throughout the funding process and increase your knowledge to help them thrive. https://lnkd.in/ePUYVyYJ #VentureCapital #SaaSBiz #SaaSSuccess

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Here’s what a sub-30-day due diligence process looks like for XO Capital, a micro private equity firm that buys and operates SaaS businesses with $10k to $40k in MRR. –Assess the customer pool. If the product has a single purpose or application and at least 100 customers paying a small monthly fee, it’s a potential fit. –Identify your best growth channel. Find the easiest growth lever to pull—whether that’s social media, paid ads, etc.—and make a plan to double down on it. –Dig into technical quality. If the tech stack is familiar to existing development resources, it’s easier to improve and maintain the solution. Dive into more ways to assess potential micro-investments in this episode of the podcast --> https://lnkd.in/e_5K6VZp

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Are you a “CF-No” or a “CF-Go”? Explore Tesorio's CEO, Carlos Vega, latest Forbes article and how connected finance solutions are empowering CFOs to confidently say "yes" to new opportunities and turn financial obstacles into strategic advantages. #connectedfinance #CFO #cashflow

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