Alex LeeLessons From Going Big at Our First ConferenceHaving a booth at a major conference can be a game-changer for your startup. Here are some tips from our experience at AICPA Engage 24…3d ago3d ago
Alex LeeTruewind @ AICPA Engage 24Last week, Truewind launched its AI-powered accounting platform for accounting firms at the AICPA Engage 24 Conference. Up until then, we…Jun 11Jun 11
Alex LeeSaaS Quick Ratio — Measuring growth efficiencyThe SaaS Quick Ratio compares your company’s new MRR with its lost MRR, allowing for easy analysis of your company’s efficiency while…Feb 24, 2022Feb 24, 2022
Alex Lee1% in net retention could mean millions in MRR; shown thru colorful chartsI’m going to apply that math to a growing startup. You’ll see how a 1% delta in net retention could mean tens of millions in MRR for youSep 10, 2021Sep 10, 2021
Alex LeeIn a time of great market uncertainty, professional financial planning is more important than ever.I caught up with Ryan Keating, Managing Director of Keating Consulting Group, to get his perspective after 20 years of accelerating growth…Aug 21, 2020Aug 21, 2020
Alex LeeBest Practices from the CFO SuiteIn the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficultJul 30, 2020Jul 30, 2020
Alex LeeAdvice for Startups from your Financial PartnerI recently spoke with finance leaders from a couple dozen startups. These businesses ranged from seed stage companies where the CEO was…Jul 16, 2020Jul 16, 2020
Alex Lee3 Perspectives on Good Board MeetingsIn the last article we wrote about structuring investor updates and how important these are in an unprecedented situation like COVID-19…Jun 5, 2020Jun 5, 2020
Alex LeeBudget vs Actual Variance AnalysisLast month, I wrote an article about the FP&A function of the CFO suite (link). For this piece, I’ll dive into a tactical analysis that is…Jun 2, 2020Jun 2, 2020
Alex LeeGetting the most out of your Investor Update email — tips from your target audienceThe investor update email is a powerful tool to leverage this effectively across a big group of investors.May 6, 2020May 6, 2020
