What actually makes a company defensible when engineering is no longer a barrier? Jim Ferry, Partner at Volition Capital, shares his perspective in the clip below. 🎧 Catch the full conversation to hear more. Links in comments.👇 #StartupSuccess #Startups #VentureCapital #AI #Founders
Burkland
Financial Services
San Francisco, California 6,545 followers
Start Smart, Scale Fast
About us
Burkland gives startups a solid foundation to grow with confidence. Our fractional CFOs, accountants, HR advisors, and tax experts offer strategic guidance to ease a company’s growing pains and provide the financial insight and operational processes to scale. We provide the expertise that makes economic sense ranging from Pre-Seed to Series C. Burkland serves over 800 venture-backed startups in the SaaS, AI, Consumer, Fintech, Clean Energy, Biotech, and Healthcare sectors across the United States. Our Core Values: * Fresh Perspectives - Our approach drives innovative solutions and breakthroughs. * Empathy - Our team's deep startup experience allows us to understand our client’s point of view. * Exponential Value - We continually expand the boundaries of success for our clients. * Trusted Partner - We are accessible, reliable, and respectful.
- Website
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http://www.burklandassociates.com
External link for Burkland
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- San Francisco, California
- Type
- Privately Held
- Founded
- 2004
- Specialties
- Strategic Business Planning, Startup Accounting, Financial & Business Modeling, Startup Fundraising, Budgeting & Forecasting, Cash Management, Investor & Board of Director Briefings, Startup Tax Services, R&D Tax Credit Assistance, Financial Due Diligence, Compensation Planning, People Operations, Fundraising Assistance, Fractional CFO Services, Strategic Finance for Startups, Multi-State HR Compliance, R&D Tax Credit, Startup Finance, CFO, Mergers & Acquisitions, Financial Report Preparation & Presentation, Payroll, Startup Bookkeeping, Financial Planning & Analysis, Metrics & KPI Tracking, and Pay Transparency Compliance
Locations
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Primary
Get directions
548 Market St
PMB 94668
San Francisco, California 94104, US
Employees at Burkland
Updates
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What does it actually take to be investment-ready in today's market? In this episode, Kate sits down with Jim Ferry, Partner at Volition Capital, a growth equity firm known for backing high-growth, founder-owned, capital-efficient businesses. Jim reveals what he looks for in a founding team, the most common mistakes he sees in pitch decks, and how the bar for raising capital has changed in the age of AI. He also explains how his firm is building AI fluency internally — and why the "defensible moat" question is now front and center in their investment decisions. We also cover: ⬇️ 1️⃣ What Volition learned about successful founders after analyzing 100+ founder attributes across its portfolio 2️⃣ How to build a durable company when engineering is no longer a barrier to entry 3️⃣ The right way to present your TAM to build credibility with investors 4️⃣ How investors are using AI to source and evaluate deals No matter where you are in your fundraising journey, Jim's perspective offers a valuable window into how top investors are thinking right now. 🎧 Tune in wherever you get your podcasts. Links in the comments. 👇 #GrowthEquity #StartupFunding #Fundraising #InvestmentReady
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Sometimes a founder’s smartest move is knowing when to step aside... Tony Jamous, co-founder and Executive Chairman of Oyster®, and Hadi Moussa, Oyster’s CEO, share a candid look at how founders can recognize when the business needs a different kind of leadership, and how to make that transition with clarity, trust, and strength. https://lnkd.in/gWkD5dWs #Founders #Startups #Leadership #ScalingStartups
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Your data room can speed up your startup's fundraise or quietly stall it. Here’s how to build one that earns investor confidence and reduces friction. https://lnkd.in/gszTUaSe
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Founders: what got you to 10 won’t get you to 100. It’s not just the headcount that changes. It’s the complexity. The leadership style that made you successful early on doesn’t always scale. Going from 10 to 100 requires more structure, more delegation, and a very different skill set. In our latest episode, Hadi Moussa, CEO of Oyster®, joins us to dig into how founders can recognize that inflection point — and what to do when it arrives. There’s no single right answer. But ignoring the shift? That’s where things start to break. Links to the full episode in the comments. 👇 #Founders #Startups #Leadership #ScalingStartups
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One of the hardest decisions a founder can make: realizing they may no longer be the best person to lead the company into its next stage. In this clip from #StartupSuccess, Tony Jamous, Co-Founder and Executive Chairman of Oyster®, talks about stepping aside as CEO, letting go of ego, and unleashing the full potential of the business. Tune in wherever you get your podcasts. Links in the comments. 👇 #Founders #Leadership #ScalingStartups #StartupCEO
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Many early-stage founders think they need to be fully GAAP-compliant from day one. They don't. In fact, implementing full GAAP too early can add unnecessary cost and complexity. So what should early-stage founders be doing instead? Burkland's Director of Technical Accounting, Brian McAllister, CPA, breaks down: → When full GAAP compliance does start to matter → What to prioritize in the meantime → What "GAAP-aligned" means and why it may be the best approach Big thanks to Brian for the clarity on a topic that trips up many founders. 👏
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Today on #StartupSuccess, Kate sits down with Tony Jamous, Co-Founder and Executive Chairman of Oyster®, and Hadi Moussa, the company’s newly appointed CEO, for a refreshingly honest conversation on scaling a global company — and when it's time for a founder to step aside and appoint a new CEO. Tony shares the personal journey behind one of the hardest decisions any founder can make: stepping out of the CEO seat. And Hadi explains how he’s approached the transition to ensure a successful handoff. We discuss: ⬇️ 1️⃣ The moment Tony knew it was time to hand over the CEO role 2️⃣ How to manage leadership transitions with intention and transparency 3️⃣ Communicating the change in a way that builds trust and signals strength 4️⃣ Why global hiring is a competitive advantage in the age of AI Whether you're navigating growth, thinking about leadership evolution, or rethinking how to build a distributed team, this episode offers a thoughtful look at what it really takes to scale—with the right people, in the right roles, at the right time. 🎧 Tune in wherever you get your podcasts. Links in the comments.👇 #LeadershipTransition #TransparentLeadership #CEOTransition
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AI isn’t just changing how startups scale. It’s reshaping who leads them. Traditional roles aren’t disappearing—they’re evolving into something bigger. With full visibility to data across the business, the CFO role is becoming the Chief Performance Officer. As AI handles execution, strategic thinking becomes the differentiator. Casey Woo, CEO & Founder of Operators Guild and GP & Founder of FOG Ventures, joins us on #StartupSuccess to explore what this shift means and why founders who don’t adapt risk getting left behind. Listen here 👉 https://lnkd.in/g-FEbAPn #AI #CFO #FinanceLeadership #StartupFinance #StartupLeadership