Financial modeling tools, cost calculators, startup-friendly banks, fractional bookkeepers and CFOs, cap table management, outsourced payroll/benefits.
An excellent overview of the types of finance support your startup should have based on your fundraising stage.
A very thorough document from Aimably that covers best practices for managing your spend on Amazon Web Services as you scale. Many of the techniques in the document also apply to other cloud providers as well.
OnlyCFO’s Substack post on how as a startup founder to read an income statement and use it to drive your business.
An analysis of founder salaries for companies at pre-seed through Series A, from OpenVC (and drawing data from Carta and other sources. tl;dr : In the U.S. $50k at pre-seed, $100k at seed, $150-$200k at Series A.
A thread from Clint Murphy, veteran startup CFO, that covers the three key financial statements founders need to know, what they cover, and how to use them to guide your business.
Early-stage SaaS financial model for reference.
Banking built for startups. FDIC-backed, integrated credit cards, reporting, and more.
A reference set of financial statements based on a fictional early-stage tech company.
A framework for calculating startup costs, provided by the SBA. Mainly targeted at retail businesses but the framework included is adaptable.
SaaS Bookkeeping, Tax, and fractional CFO services. Fees based on monthly expenses.
from Tom Tunguz
Fractional CFO
Automated Payroll Management
Automated HR/benefits service
self-service cap table scenario modeling tool
Fractional CFO
A self-service questionnaire to help you figure out how much your startup will cost to build.
A scenario-based financial modeling tool. Cost per month increases based on annual revenue - prices start at $25/month
Scenario-based financial modeling tool. Annual price has two tiers: $500 for under $100k revenue, $1k for over.
An Excel-based starter financial model. Offers three versions - a SaaS B2B model, a B2C Ecommerce model, and a blank model that covers other types of startups.
The most popular small business accounting tool. Scales well to growth-stage. You can generally find accountants and fractional CFOs with experience specifically in Quickbooks.
SaaS accounting and invoicing software similar to Quickbooks but with a free-forever tier.
HR, payroll, benefits, compliance as a service. for startups (under 25 people) the basic plan is $49/mo per person. $99/mo includes access to benefits plans.
A public database of over 450 SaaS company valuations, including company name, revenue, type of valuation (funding round, M&A, etc), and revenue at time of valuation. Curated by the team at https://founderpath.com/products/valuations
OpenVC did a very thorough comparison of twelve different SaaS financial models (some paid, some free) across a number of categories. Links are provided to each model.
A robust tool to help you build out financial models and compare plan vs actual over time. Stick with the free tier until your business is generating enough to cover the paid tier at $250/mo, which includes import from accounting software and other features.
Google Sheets-based templates for several different types of businesses; SaaS, marketplace, E-commerce, transactional, services, and enterprise sales. Free, but asks for an email address to download them.
A service that allows companies to sell their recurring revenue for cash.
OnlyCFO’s guide to preparing for and running a successful Board meeting.
OnlyCFO’s Substack post on how as a startup founder to read your balance sheet and use it to drive your business.