Halo
Resources

Guides for founders building and scaling SaaS companies.

Actionable frameworks, playbooks, and mental models from operators who have built, scaled, and sold software companies from zero.

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Guide

The Product Advisory Board Guide: How to Build a Team That Creates Unfair Advantages

How to build a Product Advisory Board that sharpens your strategy, opens doors, and creates advantages your competitors can’t easily replicate. Includes the five key advisor seats, recruiting tactics, meeting structure, and a 90-day launch plan.

Guide

The Founder's Fundraising Playbook

A practical playbook for preparing, targeting, and running a fundraise in today’s market. Covers what investors actually look for, funding-stage benchmarks, pitch decks and data rooms, investor outreach, term sheets, and the process for closing a round.

Guide

The Founder's Emergency Funding Guide: Every Source of Capital When the Well Runs Dry

Covers 20+ funding options, from existing investors and customer prepayments to grants, bridge financing, strategic investors, revenue generation, and cost restructuring, plus an emergency action checklist for the first days and weeks.

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