InSights – Raftel Strategy

Nov 213 min read

3 Accounting Tips for Budgeting Season

Budgeting season is here! Maximize efficiency and accuracy with these 3 expert accounting tips for smarter year-end planning.

Nov 143 min read

Case Study: Delivering Results for a Company Using AI to Improve IVF

Discover how Raftel Strategy helped Embryonics with AI-powered IVF projections to fuel growth and fundraising.

Nov 75 min read

Mastering the Art of Budgeting: Your Budgeting Season Checklist

The budgeting process is crucial for the financial health and planning of any business.

Oct 93 min read

Think of Your FP&A Team As the Nucleus of Your Company

Founders and CEOs can move mountains – when they are armed with good, clean, and actionable data

Sep 123 min read

Do Some Founders and CEOs Understand Finance Better Than Others?

Empower your CEO role with strategic finance. Learn custom modeling, avoid costly errors, and see how data analysis boosts profitability.

Aug 283 min read

Capture the Right Data from the Start

You will never know what the future will bring or whether your needs will change.

Aug 144 min read

Planning Towards an Exit

Learn when and how to start planning for a business exit with expert advice from Raftel Strategy.

Jun 56 min read

Why Strategic Finance Matters

Often, when I meet founders, they say things like, "I’m not sure what our gross margin is" or "I have no idea how much we’re spending"

Feb 63 min read

The 5-Year Budget That Didn’t Make Sense

Recently, one of our clients shared his 5-year budget with us. “It’s pretty much all set,” he said. “My accountant prepared the skeleton...

Feb 24 min read

What is Strategic Finance?

I am grateful to have learned more from my clients than they have learned from me. Here’s a conversation I had a few years ago with a...

Feb 14 min read

Data Piping

One time we had a massive garbage collection client in Chicago. They flew us and 87 consultants to Chicago to tackle one problem: product...