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Learn practical methods to minimize back and forth emails, improve communication, and boost productivity in this guide.

Explore our guide to venture debt for startups, detailing its features, benefits, risks, and comparison to equity financing.

What is a virtual data room? What are the top use cases for VDRs? Read on to get the definitive answers to these questions.

Client portals come in different flavors, and not all are created equal. Here is the definitive answer to the question, ‘what is a client portal?’

Master board reporting with this guide, covering its significance, components, and best practices for governance and decision-making.

Learn how to create an engaging executive summary for investors, focusing on key components, storytelling techniques, and common errors.

Learn how to find angel investors for your startup with 10 practical ways and actionable tips to fuel your growth.

Explore the top 10 crowdfunding platforms for startups in 2024, covering reward-based to equity fundraising.

Unlock success with the best virtual data room for startups. Discover top providers and expert tips to sharing private information and files.

Master client onboarding, enhance customer experience, and significantly boost retention with our six-step checklist.

Our most-picked accountant jokes: What do accountants like most about the weekends? They can wear casual clothes to work! Find more here.

Explore the top 8 eSignature software of 2024. Enhance your business with our reviews and comparisons of the best free solutions.

Learn how to craft a winning project execution plan, from defining objectives to tracking progress. Unlock your project success today.

Learn how to set and manage goals, align your team, and drive growth and productivity using the OKR framework for professional services.

Mirroring techniques have long been used in hostage negotiations, but it seems that the concept has now been adopted for sales.

The short answer is – it’s not. But do read this guide for tips on securing your emails, as well as advice on more secure alternatives out there.

Yes, it’s not a myth – first impressions matter. Read this guide for practical tips on how to onboard clients like a pro.

A quick guide on how tech-forward accounting firms can experiment with productising accounting services as a viable business model.