Featured posts
SaaS Metrics for Startup Founders — Part 5: ARR renewal rates
A guide to understanding software renewal rates, including Excel examples.
SaaS Metrics for Startup Founders — Part 4: ARR retention rates
A guide to understanding ARR retention rates with Excel examples.
SaaS Metrics for Startup Founders — Part 3: Understanding ARR
A guide to understanding ARR and how to classify its changes over time, including Excel example.
SaaS Metrics for Startup Founders — Part 2: Bookings vs. Billings vs. Revenue
Understand the differences between bookings, billings, and revenue with Excel examples.
SaaS Metrics for Startup Founders — Part 1: An introduction
An introduction to the SaaS Metrics series, which will cover bookings, ARR, retention, and other topics with Excel examples.
Software bookings databases — tracking the right information
Make sure your software company tracks the right info before its too late.
Convertible debt for startup seed rounds
Know these things before you take on convertible debt for your startup’s seed round.
Big 4 Public Accounting: Earning a Job Offer
Use these tips to help you earn an internship or full-time offer from a Big 4 public accounting firm.
My Problem with the SEC’s Definition of an “Accredited Investor”
I have a big issue with the SEC definition’s of an accredited investor.
Thoughts on the Level 1 CFA Exam
Thinking about starting the CFA program? Here are a few things to know before you take the plunge.
Capitalization Tables for Startup Founders Part 1: Pre-Investment
Learn how to interpret a cap table before you take any external investors.
Capitalization Tables for Startup Founders Part 2: Convertible Notes
Learn how to interpret a cap table after raising your first round from angel investors via a convertible note.
Capitalization Tables for Startup Founders Part 3: Series A Funding
Learn how raising your second round of funding impacts your cap table, including your previous angel investors.
How to build a ‘Personal CRM’ with Airtable
You know too many people and not enough about them. Find out how to build a ‘Personal CRM’ to track these people using Airtable, a product I love.