Learning Objectives

• Identify core steps that strengthen financial readiness for growth capital.
• Apply forecasting methods that support fast and unpredictable startup environments.
• Evaluate investor expectations using clear metrics and aligned internal planning.
• Recognize financial blind spots that limit scaling or delay funding.
• Build finance processes that integrate reporting, technology, and strategic planning.

What does it take for a high-growth startup to build financial systems that attract investors and support true scale? This CPE Episode opens by exploring the real pressures founders face as they move from early traction to serious capital needs. The conversation examines why financial clarity becomes a competitive edge, how unpredictable growth demands stronger planning, and why investors are increasingly focused on readiness rather than ambition. Listeners get an inside look at the common pitfalls around cash flow, forecasting, and market positioning that can derail even promising companies.

The discussion centers on insights from Janelle Gorman, CFO at York IE, whose background in public accounting, corporate finance, M&A, and high-growth advisory shapes a practical view of what scalable finance requires. She explains the mistakes startups make when preparing for funding, the financial metrics leaders must monitor, and the internal structures needed before approaching investors. Her experience highlights how disciplined reporting, aligned operations, and a thoughtful tech stack can strengthen credibility and reduce the chaos that often comes with rapid expansion.