5 B’s of Budgeting

Josh Garber is an attorney focused on representing public and private companies (often in the technology sector), in their commercial contract needs. His clients have included GitHub, Asana, Notion, Medallia, and Stripe. In this guide, Josh walks through the most relevant contract documents for technology companies and key terms to consider when navigating sales and procurement.

Every CEO and Founder faces innumerable high-leverage decisions, and without a framework for making them, they can make missteps weighed down by emotion. Benoy Tamang is the Founder and CEO of BlueRiver Direct, a high-performance CEO coaching firm. Previously, Benoy served as the CEO of eFileCabinet, ShoppingNanny, and Sapha. In this guide, Benoy walks through how to approach difficult decisions as a CEO from a position of clarity rather than unconscious incompetence (fear).

David Lasky is the Managing Director at ScaleNorth, a NetSuite Solution Provider & Outsourced NetSuite Accounting firm. In this guide, he discusses how growth-stage companies can leverage technology and outsourcing partners to transition from a full-time to a fractional finance team.

Miguel Chavez is the founder of Einstein Equity, an equity compensation advisory business that helps companies manage equity plans on Shareworks. Previously, Miguel led efforts helping companies manage their equity at Pave, Option Impact and Shareworks. Miguel has helped 3,000+ VC-backed companies manage their compensation and equity programs. In this guide, Miguel walks through setting up and administering an employee equity compensation plan, including how much equity to give and to whom, reporting on equity, and managing changes.

Sean Lane is the former Head of Revenue Operations at Drift and a founder of BeaconGTM, providing scalable revenue strategies for start-up and scale-up companies. In this guide, Sean walks through the steps to build a strategic and tactical plan for the new year including building an operating plan, quota and headcount planning, territory planning, and compensation planning.

Greg Warnock, Ph.D., is a co-founder and Managing Director of Mercato Partners, where he has served as a Director on the boards of Skullcandy, Stance, Fusion-io, Goal Zero, Mediconnect, Domo, Cradlepoint, and others. In this guide, Greg walks through setting entrepreneurial strategy, informing your strategy with customer insights, and making strategic adjustments.