Decisions a C-Suite would make for B2B SaaS & Cloud Software
Vendor comparisons that are honest about where each tool falls short, plus a plan for doing the work yourself. Where we quote a benchmark, we show its source.
15 guides for B2B SaaS & Cloud Software of 1,000
SBA 7(a) or Revenue-Based Financing for a B2B SaaS Company
A worksheet for B2B SaaS founders comparing an SBA 7(a) loan against revenue-based financing, built around ARR, gross margin, and renewal contracts.
Ironclad vs LinkSquares: Picking for a SaaS Renewal Pipeline
How Ironclad and LinkSquares handle DPAs, security exhibits and renewal terms for B2B SaaS teams, and which setup cuts renewal-season scrambles.
Diligent vs BoardPro for a VC-Backed SaaS Board
How a B2B SaaS company with investor directors should weigh Diligent against BoardPro for board packets, consents, and quarterly reporting to the board.
Clerky vs. Doola: Setting Up Your Startup's C-Corp the Right Way
How Clerky and Doola differ for a venture-track Delaware C-corp: founder vesting paperwork, SAFE issuance, and EIN setup for founders outside the US.
Vouch vs Embroker for Startup D&O, Cyber and Tech E&O
How Vouch and Embroker differ on D&O, cyber and tech E&O for venture-backed startups, and which one fits your stage and enterprise deals.
Mercury vs Relay for Startups: Matching Banking to Your Cash Source
A decision framework for venture-backed and bootstrapped tech startups choosing between Mercury's treasury automation and Relay's envelope budgeting.
Carta or Pulley: Picking a Cap Table Tool by Startup Stage
A stage-by-stage guide to choosing Carta or Pulley for a startup cap table, option pool sizing, and 409A valuations as you grow.
Deel or Remote: Building a Distributed SaaS Engineering Team
How B2B SaaS founders should weigh Deel against Remote for hiring engineers and go-to-market staff overseas, and what to check before the next distributed hire.
PEO Options for a B2B SaaS Company: What Changes
A SaaS founder's guide to choosing between Justworks and TriNet, built around equity-heavy comp, remote engineering teams, and burn discipline.
What a Fractional CFO Fixes in SaaS Cash and Burn
How a fractional CFO for a growing B2B SaaS company rebuilds cash runway from cohort data, burn multiple and CAC payback, not the raw income statement.
Venture Debt or Equity: A Founder's Decision Guide for B2B SaaS
A founder's framework for choosing venture debt or an equity round for a B2B SaaS company: what lenders check, what dilution actually costs, and when each fits.
Carta or Forge for a Cloud Software Company's Cap Table
A criteria-based decision guide for cloud software and platform publishers choosing between Carta and Forge to run an employee liquidity program.
Picking a CFO Search Platform for a B2B SaaS Company
How a cloud software company should weigh a referral-network search firm against an on-demand executive marketplace for its next finance hire.
Selling a Cloud Software Business: Acquire.com or Flippa?
How Acquire.com and Flippa compare for B2B SaaS and cloud software publishers weighing an exit, from buyer verification to CAC payback and deal fees.
Optery vs DeleteMe: Privacy for B2B SaaS Leadership
A step-by-step rollout plan for B2B SaaS leadership teams choosing between Optery's automated removal and DeleteMe's human-run privacy service.