RBFN Podcast

#25 - A Founder’s Perspective on Fundraising and The Art of the Ask with Kristian Marquez of FinStrat

Keith Harrington Season 1 Episode 25

Kristian Marquez is the founder and CEO of FinStrat Management. In our chat, Kristian shares lessons learned on his journey from starting a telemedicine startup, experiencing startup failure and an IPO, to founding FinStrat. He discusses the importance of validating your idea with customers through market feedback before building a product. He dives more into FinStrat’s unique approach, and also offers practical guidance into fundraising challenges, highlighting the need for accurate financials and metrics and financial transparency for a truly healthy investor and founder relationship. 


Key Takeaways

[2:48] Kristian’s background. 

[4:22] Co-founding a telemedicine startup and raising $2.5 million. 

[5:58] Starting FinStrat. 

[9:55] The importance of understanding investors' perspectives. 

[10:14] The importance of transparency between founders and investors.

[13:02] Technology improves accounting processes but expertise is still fundamentally required.

[14:10] Healthy founder-investor relationships are built on trust and transparency. 

[18:50] Raising capital for FinStrat.

[20:10] Pros and cons of debt financing.

[22:30] Fundraising from a position of strength.

[26:55] Remembering “the ask” in a meeting. 

[32:16] What investors and founders shouldn’t do. 

[36:47] Lessons learned from his telemedicine startup. 

[38:08] The market must demonstrate demand. 

[41:15] What has surprised Kristian along his journey. 

[43:24] Kristian’s positive experience with Novel


Resources:
RBF Network
Keith’s Twitter

Keith’s Linkedin

Novel Capital

 

Kristian: FinStrat | LinkedIn