FinStrat Management @finstratmgmt
FSM provides accounting, finance and reporting services for SaaS, investor backed cos., HNW individuals, family offices, and VCs. finstratmgmt.com Joined May 2018-
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.@401GOtoday secures $12m in Series A funding to revolutionize retirement plans #SaaS @nextfrontiercap @rallyvc @ImpressionVC @StoutStreetVC @Fintech_Global buff.ly/4aVLMbW
Twill Payments secures pre-seed funding to advance AI-driven data analytics #SaaS @Fintech_Global buff.ly/3QeXSo0
A Shift in LLM Marketing : The Rise of the B2B Model #AI @SnowflakeDB @databricks @Mosaic_VC @ttunguz buff.ly/4b7OUAR
.@WeAreAnvilogic raises $45m to expand generative #AI capabilities across SOC lifecycle #SaaS @EvolutionEquity @FoundationCap @myriad_ventures @p72vc @stepstonegroup @Fintech_Global buff.ly/49GUr0k
#SaaS CoGS vs. Opex > Understanding Gross Profit Margins @BR_Murray @dirksahlmer buff.ly/4b77WHL
.@ClaimScore_ startup using #AI to target fraud in class action claims, raises $3.15M in oversubscribed round #SaaS @atacboss @ROC_Ventures @bobambrogi buff.ly/3xMgvcA
Ilant Health secures $5.5M for value-based obesity management & cardiometabolic health #SaaS @jbloomgarden @pillar_vc @chrissie_gorman @LifeXvc @CelticHouseAsia @CornucopianCptl @hitconsultant buff.ly/4d9Q2pq
Healthcare spatial data company @kontakt_io raises $47.5M from @GoldmanSachs #SaaS @zuGilsa @SecShulkin @chris_resch @MobiHealthNews buff.ly/3JmDGN6
AgentSmyth raises $2.5M in seed funding #SaaS @trendspottin @cblNewYork buff.ly/3Us2XMg
Xfactor.io closes $16M series A led by accel to empower revenue leaders with AI to revolutionize AI-Driven go-to-market automation #SaaS @Accel @skg_accel @lightspeedvp @YahooFinance buff.ly/4d1EsNn
.@LunaJoyHealth secures $4.2M to launch LunaCare & address disparities in maternal mental health #SaaS @womenwellnessDR @shamarathimd @ycombinator @foundersfund @GoodwaterCap @hitconsultant buff.ly/3Jvpp0S
Insight into the discreet world of family office investing @ForbesFinanceCl buff.ly/3xC1ZnC
E Tech Group secures new investment from Graham Partners, sets stage for continued growth and innovation #SaaS @FalfurriasCap @ISA_Automation @automation_com buff.ly/3xAbyn3
The Market Size Mistake @tobi @ttunguz buff.ly/3UmUZEf
.@HuddleUpCare Raises Series C Funding #SaaS @KARInvest @NewCapPartners @LRVHealth @HealthXVentures @OSFInnovation @finSMEs buff.ly/43X3hpi
Dynamics of generational wealth transfer @PitchBook @LeahFHodgson #WealthSuccess #FamilyOfficeVC #FinanceInsights shha.re/XmZDY
HumanX Raises $6M to launch the premier community for #AI, setting agenda for inaugural gathering in March 2025 #SaaS @stefanweitz @PrimaryVentures @FoundationCap @FPVventures @a16z @reidhoffman @BusinessWire buff.ly/3xvfUvF
.@Anrok raises $4.3M to solve sales tax for SaaS companies #SaaS @_vltn @sequoia @IndexVentures @TechCrunch @alex buff.ly/4cVJRW4
Conventional wisdom or daring disruption? 🤔 @BessemerVP @kentbennett @steve_fredette @MelanieCanva @adamdell @ankurnagpal @Rachel_R_Romer #Entrepreneurship #Innovation #DisruptiveThinking bvp.com/atlas/advice-o…
Writ bags $3.8M seed to make data dashboards collaborative and trackable with #AI #SaaS @AdamJWeinstein @_jason_today @GradientVC @darian314 @defyvc @highalpha @TobaCapital @VentureBeat @carlfranzen buff.ly/3Q44HJ4
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Ep. 150: Win or Learn @finstratmgmt initially got its start with Kristian under the impression that he would be helping entrepreneurs raise capital. How have they been able to shift their focus and still be a resource to others for the last six years? youtu.be/MIKgD0lc4ys?si…
@finstratmgmt @CaseyCammilleri @SiliconANGLE @duncanriley Thanks for sharing! 😎
@finstratmgmt's Kristian Marquez talks about business management trends, artificial intelligence's impact on businesses, and other things in the B2B SaaS industry. 🎧 upmyinfluence.com/podcasts/1799-… #TheThoughtfulEntrepreneur #Podcast #B2B #ArtificialIntelligence #JournoRequest
Learn about the power of the CFA designation, tips for risk management, the evolving landscape of AI in data analysis, and more with Kristian Marquez of @finstratmgmt on the Being Planful podcast: being.planful.com/public/102/Bei…
@finstratmgmt Thanks @finstratmgmt for sharing this!
@finstratmgmt @FondationBotnar @TechNodeGlobal This is fantastic news for MiyaHealth!
Thank you @finstratmgmt .CapitalSetu's journey is just getting started!
#SaaS platform @connect2mithi, fintech startup @CapitalSetu raise funding @recur_club @LuckyInvest_AK @vikaskhemani @vccircle buff.ly/3W9RDUp
Just wrapped up our first episode with @KBowen1070! Discussed various Colts topics as we enter OTA szn. Stay tuned for the YouTube link to the interview!! #BleedBlue #ForTheShoe @Colts
Follow my new podcast Twitter channel @BBPodwQuez ! Link to the YouTube channel in its description. First episode coming this week 👀🤘🏻#BleedBlue #ForTheShoe @Colts
Day 9: To all our partners, we couldn’t do what we do without you. We are thankful for the opportunity to work with you and look forward to another great year of impact! @finstratmgmt, Earnest, AK Ops, @RightLeftAgency #startup #entrepreneur #growth #partnership #vc #funding
Lucky to be partnering with team @SpryApp @BrijrajV & co investing along @shubg & team @scaletogether
#SaaS start-up @SpryHealth, led by ex-CTO of Ola, raises $3 mn in seed round @scaletogether @kcap_in @AngelList @wb_capital @bsindia @deepsekharc buff.ly/3q0bjub
Thank you, @finstratmgmt !
.@ForecastEra announces new $4.5 Million expansion into rapidly growing revenue operations and revenue intelligence #SaaS market @RingboltC @FOX29WFLX buff.ly/3nbKLVd
@finstratmgmt @deryasousa @Kernel_Capital @n_olden @siliconrepublic @VishGain @finstratmgmt thanks for sharing the news!
Live from @saastr 🥳 putting an end to 18 months without conferences. What did we miss the most? Hearing THIS from customers stopping by! 🙇♀️
@finstratmgmt thanks for the mention!
White-label #SaaS shipping startup @outvio closes $3M round led by @changeventures @raitens @TMT_PLC @frescocap @teller @TechCrunch @mikebutcher buff.ly/3jdcAL8
Want to know how to manage your startup's #finances? The good news? You don't have to be perfect! On @The_HCBiz Kristian Marquez, CFA for @finstratmgmt tells us to expect to get a lot wrong & clean it up along the way. healthpodcastnetwork.com/episodes/the-h… @HRSAgov bhw.hrsa.gov/funding/apply-…
Thanks for the share @finstratmgmt !
.@plantiga raises $1.2 Million to launch individual movement health monitoring #SaaS @QuinSandler @globalive @RianGauvreau @techgroupTO @yungsmoove21 @AiThority buff.ly/3qxw5Bj
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