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Episode 65: FP&A For Startups - with Jake Luerkens and Connor Frischmeyer, Auxo Partners

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Show Notes

Jake Luerkens and Connor Frischmeyer are co-founders and partners at Auxo Partners, a finance advisory firm that helps startups make better decisions and grow strategically.

They have been in "the sidecar" as companies scaled from $2m to $50m, providing internal finance, FP&A, capital markets advisory and SPAC (special purpose acquisition company) support.

In this episode:

  • When should startups think about bringing in fractional FP&A services

  • The rise and fall of SPACs (including a rap about SPACs)

  • Why investors are focused on a clear path to solid business models

  • How FP&A can help companies *not* blow their fundraising

  • The most typical problems companies face in raising money

  • Why Excel is the most flexible tool for finance

  • Biggest Excel nightmares

  • How to get started in FP&A

YouTube video of the episode


Transcript of the episode

Auxo Partners

Spac Dream By Cassius Cuvée featuring Mags Lionne

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FP&A Today is brought to you by Datarails.

Earn CPE credit through Earmark for listening to this episode.

For AFP FP&A Continuing Education credit, please complete the course via the Earmark Ap, must pass the quiz with 80% accuracy, and send the completed certificate to pbarnhust@thefpandaguy.com for issuance of 1 hour of credit toward your AFP FP&A Certification.

Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.

Get in touch at www.datarails.com

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