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valuation cap template
By Dan Gertrudes July 1, 2024
Also known as a conversion cap, a valuation cap is designed to set the threshold for the convertible note so that an investor can own a larger stake of your company. It can help convince investors to pursue your company at its early stages and steer it toward success.
finance as a service
June 11, 2024
Finance-as-a-Service is more than just outsourcing your non-core functions or your back office. To start, let’s examine the needs of a mid-size business.
13-week cash flow
February 8, 2022
Whenever GrowthLab builds a 13-week cash flow, we are guided by our 10 step approach to a 13-week Cash Flow.
Small Business CFO
November 19, 2021
As a Small Business CFO, GrowthLab uses our deep financial expertise to analyze data and develop solid strategies that can help you meet (or even exceed) your goals. You can think of a Small Business CFO as your own personal financial consultant.

All Blogs

A diagram of the eos model is shown
December 11, 2024
Our journey began with a deep dive into our core values. These aren’t just words on a wall; they’re the principles that guide how we work, who we hire, and how we serve our clients. Here are the core values that define GrowthLab:
A person is writing on a piece of paper with a pen.
By Dan Gertrudes November 26, 2024
A Fractional CFO improves financial leadership through smart planning and careful analysis. If you want to improve your financial management and earn more, think about adding a Fractional CFO to your team.
A table showing the differences between safe notes and convertible notes
October 24, 2024
SAFE notes and convertible notes are designed to help early-stage businesses raise capital. These tools promise investors that they’ll receive additional shares down the road (unless you use a no cap, no discount SAFE). Eventually, both SAFE notes and conversion notes can be converted to equity and offer a discount and/or valuation cap.
Fractional CFO
October 7, 2024
Explore the role and impact of a fractional CFO on your business operations. Get insights on how a fractional chief financial officer can drive financial success.
a pile of money with the words how to calculate cash burn rate on the bottom
October 2, 2024
As a small business owner, it’s essential to understand your cash burn rate. Here’s the calculation to calculate it: Monthly Burn Rate=Beginning Cash Balance-Ending Cash Balance/Number of Months
A flow chart showing how to create a customer and create an invoice from HubSpot to Quickbooks
By Korey Cournoyer September 9, 2024
By leveraging the QBO API for custom automations, accounting firms can provide their clients with extended use of QuickBooks, avoiding the high costs, complexity, and talent risk of switching to NetSuite.
Calculator for total revenue
July 20, 2024
Fortunately, learning how to calculate total revenue is fairly straightforward. The total revenue formula is Quantity Sold x Price = Total Revenue.
Financial Leadership
By Dan Gertrudes July 11, 2024
Discover Financial Leadership strategies to enhance your business success. Get insights on Financial Leadership in our latest blog.
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