Dr. Kevin Nguyen

Dr. Kevin Nguyen

Head of Finance & Research

Dr. Kevin Nguyen spent a decade on Wall Street — first as an analyst at Goldman Sachs, then leading venture diligence at Sequoia Capital — before pivoting to help early-stage founders get their finances right. With a Ph.D. in Economics from MIT and CFA/CFP certifications, he translates complex financial concepts into actionable startup advice. He has personally advised 500+ startups on fundraising, unit economics, and financial modeling.

7
Articles Published
12+ years
Experience
4
Certifications

Credentials & Education

Ph.D. in Economics, MIT
Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Former Investment Analyst at Goldman Sachs

Areas of Expertise

Financial PlanningInvestment StrategiesStartup FinanceRisk Management

Articles by Dr. Kevin Nguyen

Finance14 min

Investor Updates: What to Share Monthly and Why

How to write monthly investor updates that build trust, surface help, and keep your cap table working for you — with the template, the metrics, and the discipline.

Finance12 min

SaaS Cohort Analysis: Reading Retention Curves Right

How to run SaaS cohort analysis that drives decisions — building the cohort matrix, reading retention curves, and the diagnostic patterns that matter.

Finance12 min

Founder Salary: When and How Much to Pay Yourself

How to set founder salary across bootstrap, seed, and Series A — benchmarks by stage, the conversation with investors, and the tax-smart structure.

Finance12 min

R&D Tax Credits for Startups: Up to $500K in Refundable Credits

How early-stage startups can claim up to $500K/year in refundable R&D tax credits — eligibility, qualifying expenses, the payroll tax election, and filing process.

Finance12 min

SAFE Notes vs Convertible Notes: A Founder's Guide to Choosing

Side-by-side comparison of SAFE notes and convertible notes — dilution math, interest, maturity, and when each instrument is the right pre-seed tool.

Finance10 min

Understanding Your Burn Rate and Runway: A Founder's Guide

Calculate gross and net burn, extend runway with 12 proven tactics, and time your fundraising so you negotiate from strength, not desperation.

Finance9 min

When to Raise Prices: A Data-Driven Framework

Use price elasticity, competitive signals, and customer behavior to time your next price increase — with lessons from Netflix and Spotify.

Finance11 min

Financial Modeling for Startups: Building Your First Projection

Build your first startup financial model with bottom-up revenue forecasting, expense planning, and the 3-statement framework investors expect.

Finance12 min

Pricing Strategy: How to Set Prices That Maximize Revenue

Learn cost-plus, value-based, and competitive pricing with psychological tactics, SaaS tier design, and tested methods for finding your optimal price point.

Finance12 min

Bootstrapping vs. Venture Capital: How to Choose Your Funding Path

Compare bootstrapping and VC funding with real dilution math, decision frameworks, and lessons from Mailchimp's $12B exit and Uber's capital-intensive rise.

Finance11 min

Cash Flow Management: How to Avoid the #1 Startup Killer

Learn to build a 13-week cash flow forecast, manage AR/AP, and avoid the death spiral that kills 82% of failed startups.

Finance12 min

Unit Economics Explained: CAC, LTV, and the Metrics That Matter

Master the core unit economics every founder needs — CAC, LTV, payback period — with formulas, benchmarks, and real SaaS examples.