“How To”

Having a voice is important for company culture—specifically, creating an environment where everyone feels welcome and comfortable. It’s difficult to start a new job when you feel like people are breathing down your neck and micromanaging, or when you feel...

  For many small businesses, knowing what to do with newly secured capital can present quite the challenge. You might think, “Wow, all this money is here! Now what do I do with it?” Forecast Something I encourage our entrepreneurs to do is start with forecasting....

Managing operations is different for every business, but there are some key things that can make you more efficient, prepared, and competitive. Here’s what our COO recommends: Prioritize For a lot of business owners, it can feel like your day-to-day schedule is just...

  "Expect the unexpected." As a financial company, we need to put our money where our mouth is; if we expect something from our clients, we need to be doing that as well—especially when it comes to managing finances. Here are a few ways we recommend planning for...

  In the early days, Fundwise was known as “Business Funding Mastery.” It’s a bit of a mouthful, and from the beginning, it didn’t feel right. We knew we needed to find something that fit more of what we were trying to accomplish. We felt Fundwise was going to be...