From Capital Planning to Capital Execution
About the Event
After reaching product market fit and generating revenue, the challenge shifts from building to scaling. The question is no longer how to grow, but how to finance that growth in a way that strengthens the business long term.
Join Novel and FinStrat Management for a conversation on how the right financial infrastructure unlocks better access to capital and enables companies to grow in a more sustainable way.
We will explore how post revenue companies can unlock new growth opportunities, extend runway, and operate with greater discipline while avoiding unnecessary dilution.
What we’ll cover
How to use non-dilutive capital to support and accelerate growth
When to introduce debt into your capital strategy
How to extend the runway while continuing to invest in growth
What capital providers look for in a company
How strong financial infrastructure enables better financing options
Aligning capital strategy with long-term company building
Who should join
Founders who have raised Seed or later rounds
Bootstrapped founders with consistent revenue
Startups looking to scale while maintaining ownership
Teams preparing for their next phase of growth and financing
About the hosts
Carlos Antequera – Co-Founder & CEO, Novel Capital
Carlos Antequera is the co-founder and CEO of Novel Capital, a fintech platform providing non-dilutive capital and growth insights to post-revenue B2B tech founders. Novel has partnered with 150+ companies across the US, deploying over $170M in capital to fuel their growth.
Before Novel, Carlos co-founded Netchemia, a K-12 talent management platform he built over 14 years and successfully sold to Vista Private Equity in 2015. He's a member of Kauffman Fellows, Stanford LBAN, and Pipeline Entrepreneurial Fellowship, and is active as an angel investor and mentor in the entrepreneurial community.
Kristian Marquez – Founder & CEO, FinStrat Management
Kristian Marquez is the Founder and CEO of FinStrat Management, a professional services firm providing fractional CFO-led accounting + finance, CRO-led go-to-market, HR, legal, and recruiting services to investor-backed technology companies. Since founding the firm, FinStrat has helped 50+ clients collectively raise nearly $500M in capital. FinStrat’s model is built on operational integration, the firm embeds directly into its clients as a full-service finance and operations partner, not a traditional advisory practice. That proximity to founders and investors informed the creation of FSM Ventures, a 2026-vintage AI-focused early stage fund . Kristian is a CFA charterholder, graduate of the United States Naval Academy, and served as an officer in the United States Marine Corps. He is based in Bozeman, Montana.
More about Novel and FinStrat Management:
Novel is a capital partner for high growth startups, providing non-dilutive financing that helps founders scale while maintaining ownership. Having deployed more than 180M in capital, Novel combines flexible financing with data-driven underwriting and operator expertise to help companies extend runway, smooth cash flow, and invest in growth without relying solely on equity. Beyond capital, Novel connects founders to a curated network of VCs and offers payment solutions through Novel Pay, including secured account services, enabling companies to operate more efficiently and scale with greater confidence.
FinStrat Management is a strategic finance partner for founders and investor-backed companies, providing end-to-end support across financial modeling, accrual-based monthly closes, CFO advisory, and back-office operations like payroll, A/R, A/P, and expense management. Early-stage and high-growth ventures work with FinStrat to build institutional-grade financial infrastructure without the cost of a full in-house team, so they can stay lean, move fast, and scale with confidence. Beyond the day-to-day, FinStrat connects founders to a robust ecosystem of VCs, advisors, and fellow founders, with opportunities to amplify their story through the Innovators & Investors Podcast.
Registration Privacy Notice
By registering for this webinar, you agree that Novel Capital and FinStrat Management may collect and use the personal information you provide for the purpose of managing this event and sending you related follow-up communications to the event and the organizers' products and services. Your information will not be sold, shared, or disclosed to any third party.