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Jace Lotz
▶︎Financial Consulting for Startups◀︎ - ▶︎CFO Advisory & Accounting That Scales As Your Startup Grows◀︎ - ▶︎Founder @ Ursa Consultants◀︎
Jace Lotz is the Founder and CEO of Ursa Consultants Inc, a firm that specializes in providing accounting and financial consulting services, particularly for startups. He has a significant background in the finance sector, having previously worked at KPMG, where he gained extensive experience in accounting and consulting. Lotz has collaborated with over 100 startups, which has equipped him with insights into the unique financial needs of emerging businesses.13
Under his leadership, Ursa Consultants emphasizes a people-first approach to accounting and finance, aiming to support startups by bridging gaps between financial functions and other business operations. The firm offers a range of services including project-based consulting and interim CFO support, designed to help businesses manage their finances effectively.14
Lotz is also involved in educational initiatives, as evidenced by his podcast titled "Ursa Consultants: Beyond the Balance Sheet," where he discusses strategies for thriving in the current economy and building successful startups.25 He holds a degree from the University of San Francisco, further solidifying his expertise in the field.3
Highlights
A startup without the right banking partner is like a winning scratch ticket without a coin to scratch it.
… the potential is all there, but it will never come out.
My favorite banking partner for startups is Bridge Bank.
And right now, they’re offering Ursa clients a special deal: → If you fund your account with $50,000 within 30 days of opening, and maintain that balance for over 3 months… You get a $500 credit to use towards service fees!
Do you want:
- APYs of up to 5.36% on high yield savings accounts
- a credit card with no personal guarantee
- and more?
Bridge Bank might just be the right partner for you.
For a long time, Silicon Valley Bank was any startup’s best friend. … until they weren’t.
After a bank run in early 2023, the bank collapsed.
Roblox lost 5% of its $3B in cash Roku held about $487M at SVB Many others were affected
It shows that the right banking partner can make all the difference for a startup.
But how do you pick the right partner? What do startups need in a bank? And what are the options available?
I wrote an article going in-depth on all things startup banking
