Top finance and data visualization speakers for high-impact events, podcasts, and webinars

Go deep into SaaS-specific KPI reporting and analytics for pre-seed and seed-stage venture-backed SaaS startups.

Gain specific insights into true customer LTV, optimizing capital efficiency; benchmarking performance against best-in-class peers; and preparing for the most rigorous diligence questions that investors will be asking in the next fundraise.

Download the slide deck from 2023 RRC event here.

Raising money? To understand the value of what they are getting, investors want to maximize their return and minimize their risk.

Your job is to appeal to their greed and minimize their fear—but their biggest fear is YOU! You need to demonstrate that you understand business and your business model, that you know how to make money, and that you can be trusted.

Learn how to build and understand your financial model so you can demonstrate credibility by presenting it to investors and win their confidence in you.

This is essentially a “KPI 101” introductory primer for startups and SMBs.

A Key Performance Indicator (KPI) is a measurable value that demonstrates how effectively an organization is achieving key business objectives. Learn how to identify and track the most important KPIs for your business, and why it is important.

• Pre-money/post-money valuation
• Fully diluted equity
• Option pool
• Percentage ownership
• Per share price
• Preferred vs common stock
• Restricted stock
• Down-rounds
• Anti-dilution provisions
• and more…

This presentation is for non-US startups to learn the basics about forming and operating a subsidiary or parent company in the US. Topics covered include formation & initial business entity setup, licenses & taxes, employees & contractors, banking & insurance, financial reporting, and raising capital from US investors.

Do you have an audience that’s thirsty for educational content related to finance & accounting?  Drop us a line and we’ll be happy to consider developing a presentation just for you!