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Budgeting & Planning

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What is a VCs expected time frame for $100M in net revenue vs. run rate?

Russ Wilcox Partner at Pillar VC

Tech • Budgeting & Planning

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What should I put in direct costs vs. overhead?

Jamie Goldstein Partner at Pillar

Tech • Budgeting & Planning

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Part 3: How do I develop a winning business model?

Mary Imevbore CEO at Waeve

Tech • Budgeting & Planning

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What role should the CFO play in the fundraising process?

Yvonne Hao Fmr. COO / CFO at PillPack

Tech • Budgeting & Planning

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What financials should I prepare for pitch meetings?

Yvonne Hao Fmr. COO / CFO at PillPack

Tech • Budgeting & Planning

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What tips do you have for founders with little financial experience?

Yvonne Hao Fmr. COO / CFO at PillPack

Tech • Budgeting & Planning

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What questions should I ask when hiring a CFO?

Yvonne Hao Fmr. COO / CFO at PillPack

Tech • Benefits

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HSBC Innovation Banking

HSBC Innovation Banking is now a team of 50+ in the US (and 650+ worldwide including UK, Israel, and Hong Kong). Since April’23, the group has launched several offerings for early-stage innovation companies, including multiple commercial banking bundles as well as venture debt. The platform offers fast and efficient onboarding + dedicated service for Innovation Banking clients. They support startups at all stages, especially those that may be struggling to find the service and expertise they deserve.

Banks • Budgeting & Planning

Saluda Grade

Saluda Grade delivers institutional knowledge and capital resources to the Alternative Lending real estate sector. Our core mission is to identify Regional Private Lenders and create growth through investment and strategic partnerships.

Budgeting & Planning • Fundraising

Trinity Capital

High-growth venture capital-backed companies turn to Trinity Capital (Trinity) as a preferred option for venture debt and equipment financing to fuel their growth and extend their runway. Since 2007, Trinity has worked closely with leading venture capital firms and their respective portfolio companies to offer valuable support, enhanced flexibility and competitive venture debt financing solutions to customers with distinctive needs.

Budgeting & Planning • Fundraising

JP Morgan

JP Morgan is the only bank you'll ever need. The firm serves the Technology, Disruptive Commerce and Life Sciences ecosystems from inception onward with an offering that includes online banking, treasury, debt, investments and advisory services. Pamela Aldsworth leads the firm's venture practice; she has been a close friend of our firm and avid supporter of the Boston ecosystem for years, and is a wonderful partner to startups and VCs.

Banks • Budgeting & Planning

Financial Planning

16 founder questions

Budgeting & Planning

Templates

Financial Model Template

Cap Table Template

Founder Restricted Stock Agreement

Articles

A Founder’s Guide to Data-Driven Budgeting in Biotech

How To: Protect Your Profits

How to: Protect Yourself in a Fire Sale

How To: Build a Series A Budget

Answers to Founder Questions

What is a VCs expected time frame for $100M in net revenue vs. run rate?

What should I put in direct costs vs. overhead?

Part 3: How do I develop a winning business model?

What role should the CFO play in the fundraising process?

What financials should I prepare for pitch meetings?

What tips do you have for founders with little financial experience?

What questions should I ask when hiring a CFO?

+ 7 more

View all Budgeting & Planning Answers to Founder Questions »

Vendors

HSBC Innovation Banking

Saluda Grade

Trinity Capital

JP Morgan

Playlists

Financial Planning