Author: Robin Herod Jr, CPA
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The AI Revolution in MedTech: What to Expect from Startup Product Roadmaps in 2026
The intersection of artificial intelligence and medical technology has moved beyond proof-of-concept into practical deployment. As we progress…
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Navigating the Complex Landscape of 401(k) Fiduciary Responsibilities
As a plan sponsor or administrator of a 401(k) plan, you carry significant responsibilities that extend far beyond…
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SEC Reporting & Technical Accounting for Cybersecurity and MedTech SaaS Public Companies
Public SaaS companies operating in cybersecurity and MedTech face a level of financial reporting scrutiny that few other…
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Audit Readiness & Financial Priorities for SaaS in 2026
A January Playbook for Cybersecurity and MedTech Founders January is more than just the start of a new…
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Managing Change: How SaaS Companies Can Build Trust Between Engineering and Finance Through Usage Data Controls
In most SaaS companies, there’s a critical dependency that often goes unexamined: Finance relies heavily on usage data…
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What the Funding Environment Means for Early-Stage Medtech SaaS Startups Going into 2026
The venture capital landscape has shifted dramatically over the past few years. What was once a relatively predictable…
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Tracking Unit Economics for MedTech SaaS Companies
For MedTech SaaS startups, understanding unit economics isn’t just about tracking revenue—it’s about building a sustainable business model…
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How to Measure and Improve Gross Margins in Regulated SaaS Businesses
In a regulated SaaS environment, maintaining strong gross margins requires more than cost control — it requires financial…
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Defining Annual Recurring Revenue in Usage-Based Revenue Business Models
For SaaS companies, Annual Recurring Revenue (ARR) is one of the most important metrics for measuring predictable revenue…
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Formed in DE? Don’t forget about franchise taxes.
Delaware has long been the go-to state for SaaS founders and technology startups to incorporate. Its business-friendly laws,…
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SAFEs: Equity or Debt? Include or Exclude from Cap Table?
Early-stage SaaS founders often turn to SAFEs (Simple Agreements for Future Equity) to raise seed funding quickly and…
