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Modern Office
Seed Stage

Creating the core building blocks and strategy to enable companies to scale for growth and be optimally positioned for larger funding rounds and higher valuations.

Your Goals

  • MVP Completion / Product Roadmap

  • Positioned for Next Fundraising Round

  • Making Informed Decisions based on Accurate Data

  • Big Picture Oversight into Finances

  • Compliance - GAAP, Payroll, Tax, Annual Reports

  • Accessibility to affordable Banking, Legal, Insurance

  • Cash Burn Visibility & Runway

  • Breakeven & Profitability

  • Standardized Investor & Board Level Reporting

  • Delegate Bookkeeping, Reporting, Tax

  • Onboarding New Team Members

  • SBIR / Grant Compliance

  • SBIR Phase II / III Prep

  • Augment SBIR Funding

Deliverables & Services

  • Strategic & Tactical C-Suite Level Advisory

  • Fundraising Preparation

  • Access to Investor Contact Information

  • Cap Table Projections & Management

  • Cash Flow Management & Reporting

  • Annual Budgets & Rolling Forecasts

  • Financial Projections & Ratios

  • KPI Development & Reporting

  • Contract Management

  • Risk & Insurance Assessments

  • Back Office Systems & Integrations

  • Part-time CFO

  • Bookkeeping

  • Basic Payroll

  • Basic Tax

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