Insights · Guides
Guides
10 articles in this category.
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Guides
Documenting Your Financial Assumptions (And Why It Matters)
Well-documented assumptions make your forecast credible and your investor conversations smoother.
September 18, 2026 · Craig McLaughlin
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Guides
Budget vs. Forecast: What's the Difference and Do You Need Both?
Understanding when to use budgets, forecasts, or both to manage your startup's finances.
September 4, 2026 · Craig McLaughlin
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Guides
How to Forecast When You Have Limited Historical Data
Early-stage startups don't have years of data. Here's how to build credible forecasts anyway.
August 7, 2026 · Ray Fitzpatrick
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Guides
Building a Hiring Plan Into Your Financial Forecast
How to model headcount growth, salaries, and the true cost of hiring in your forecast.
June 12, 2026 · Craig McLaughlin
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Guides
Financial Forecasting for Seasonal Businesses
How to build seasonality into your forecast: the seasonal index method, separating real growth from seasonal swings, and planning cash for the slow months.
May 15, 2026 · Ray Fitzpatrick
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Guides
Connecting Your Accounting Software to Your Forecast
How to pull your real numbers from accounting software into a rolling forecast that updates automatically, plus the data-mapping gotchas that quietly break it.
May 1, 2026 · Tim Harrison
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Guides
Scenario Planning for Startups: Best, Worst, and Realistic Cases
Why you need multiple scenarios in your forecast and how to build them without tripling your workload.
March 6, 2026 · Ray Fitzpatrick
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Guides
7 Forecasting Mistakes Founders Make (And How to Fix Them)
The 7 forecasting mistakes we see most, from hockey-stick growth with no driver to ignored churn and broken cash timing, and how to fix each before it burns you.
February 20, 2026 · Ray Fitzpatrick
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Guides
Revenue Forecasting Models Explained: Which One Fits Your Business?
From subscription to transaction-based models, learn how to forecast revenue for your specific business type.
February 6, 2026 · Ray Fitzpatrick
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Guides
Financial Forecasting When You Don't Have a Finance Background
You don't need an MBA to forecast your business. Here's how to think about financial planning as a founder or operator.
October 28, 2024 · Ray Fitzpatrick