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Learnings from Southern SaaS Conference

Attending the recent SaaS conference was an amazing experience. It was the first one of its kind which I attended, and I was thoroughly impressed by its impeccable organisation, evident in every aspect of the event. From seamless registration to engaging sessions, everything ran smoothly. The lineup of speakers was exceptional, featuring both local talents and renowned international figures, each delivering insights that left a lasting impact. What truly stood out was the range of topics covered...

Bank Financing

In these challenging times for raising capital, more and more companies are turning to revenue-based financing to give their growth a boost. One popular option that's been making waves in the startup scene is Bank of New Zealand's (BNZ) debt capital services.Over the past couple of months, we've been assisting some of our SaaS clients with their applications for revenue-based financing through BNZ. The BNZ financing offers:Access to up to 33% of ARR with a minimum requirement of $0.5 millio...

Budgeting best practice for startups

Tips and tricks: Why a budget doesn't work for start-ups? As someone who has transitioned from CFO in medium-sized companies to startups VCFO, I would like to share something I learnt after working with over 100 different startups… budgets does not work for startups. Let me explain why....

SaaS Metrics to focus on in 2023

Dave Kellogg covered the topics around the market trend in the USA, SaaS metrics and what to focus on in the current challenging economic climate in the 2023 Southern SaaS event.  ...

Resilience

Dr. Lucy Hone shared three key secrets of resilient people and applied them to her own personal experience of losing her daughter and her friend in a car accident in Southern SaaS 2023. ...

Non Dilutive Funding

We often get asked what are different type of grants that are available for startups. We have compiled the following list to help you navigate different grants currently avialable. (March 2023) ...

3 Mistakes: Confessions of a Business Owner

As a business owner, I always strive to provide quality customer service. I am always grateful for the positive feedback from customers telling our team that they enjoy working with us because they can see the value we offer them as their trusted advisor. We know our stuff, communicate regularly and deliver on what we promise – on time.  But I haven’t always got it right, having made mistakes and a few ‘stuff-ups’ along the way.Julian So reflects on three key customer service mistak...

Ten Tips For Raising Capital in a Challenging Climate

Start-up investments have been super buoyant in the last two years. According to a recent publication by PWC, approximately $257 million have been invested by Early Stage Investors in start-ups in 2021, a 63% increase compared to 2020. Read the article as featured in Idealog...

Building a Good Financial Model

Building a good financial model comes down to balance and materiality. Ideally, you want to create a model that:(a) provide great visibility on assumptions on key drivers(b) Users can have the ability to make changes on the assumptions easily and quickly(c) The impact on the changes in the assumptions on Profit and Loss and cashflow can be presented quickly by the users.On the other hand, you don’t want a financial model that is too detailed, hard to maintain and update. It is easier said than...

Raising Capital in the Changing Environment

After 2 years of record-breaking investment levels in NZ and globally, the market condition is beginning to change. This brings both challenges and opportunities, and almost certainly imposes the need for founders and business leaders to do things differently. To assist start-ups with their capital raise in this changing environment, we are running a webinar where our investor speakers will share their insights about what this "new normal" environment means for start-up founders, how to best pre...

Building a Successful Co-Founder Relationship

Starting a business is hard, very hard. So, you want someone to balance your skillset and cover your blind spots, share the pain and victory along the way. We found this great article on 7 reasons why you need a Co-Founder. ...

RD Tax Regime

There are two different R&D tax regimes available in NZ: R&D Loss Tax Credit and RD Tax Incentives. The presentation provides how both regimes work. ...

Pitch Deck

Pitch Deck is the key document required for capital raising and we often get asked by founders that are raising for their first time what to be included in the pitch deck....

Setting up for Finance Success

SaaS Founders and Directors - this webinar is for you if you haven't got a vCFO (Virtual CFO) that specialise in SaaS in your team.Over the past 4 years, CFO 4 U has worked with many SaaS startups as their vCFO, consultant, or board advisor. 90% of the time when onboarding a new startup, the same issues arise again and again. Often their finance structure wasn't set up right which caused lots of time wasted down the line to either clean up the data or worse, they had lost opportunities to r...