Startup Finance Resources
Guides, templates, and insights to help you master your startup's finances.
SaaS Financial Model Template
A comprehensive financial model built specifically for SaaS startups, including MRR/ARR projections, cohort analysis, and unit economics.
Startup Chart of Accounts Template
Pre-built chart of accounts optimized for VC-backed startups. Compatible with QuickBooks, Xero, and NetSuite.
Month-End Close Checklist
Step-by-step guide to closing your books efficiently each month. Reduce your close time by 50%.
R&D Tax Credit Calculator
Estimate your potential R&D tax credit savings with our interactive calculator. Most startups leave money on the table.
13-Week Cash Flow Forecast Template
A rolling cash flow forecast template to help you manage runway and plan for different scenarios.
Fundraising Financial Checklist
Everything investors expect to see in your data room. Get your finances fundraise-ready.
Understanding ASC 606 for Startups
A plain-English guide to the revenue recognition standard that affects every SaaS and subscription business.
Startup Tax Planning Guide
Key tax strategies every startup founder should know, from R&D credits to state tax nexus planning.
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