What finance team is right for my startup?
An excellent overview of the types of finance support your startup should have based on your fundraising stage.
Best Practices
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AWS Spend Management Best Practices
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.
Best Practices
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How to read an income statement
OnlyCFO’s Substack post on how as a startup founder to read an income statement and use it to drive your business.
Documents
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What should founders pay themselves?
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.
Best Practices
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An overview of key financial statements
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.
Documents
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Founder Guide Financial Model
Mercury Banking
Banking built for startups. FDIC-backed, integrated credit cards, reporting, and more.
Self-Service Tools
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Example financial statements
A reference set of financial statements based on a fictional early-stage tech company.
Documents
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Startup cost calculator
A framework for calculating startup costs, provided by the SBA. Mainly targeted at retail businesses but the framework included is adaptable.
Documents
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Pilot
SaaS Bookkeeping, Tax, and fractional CFO services. Fees based on monthly expenses.
Self-Service Tools
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10 SaaS key financial metrics
Nimbl
Gusto
TriNet
captable.io
YourCFO.us
Cardconnect's startup cost calculator
A self-service questionnaire to help you figure out how much your startup will cost to build.
Self-Service Tools
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Finmark
A scenario-based financial modeling tool. Cost per month increases based on annual revenue - prices start at $25/month
Self-Service Tools
$300.00
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Pry
Scenario-based financial modeling tool. Annual price has two tiers: $500 for under $100k revenue, $1k for over.
Self-Service Tools
$500.00
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Financial Model template
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.
Documents
$99.00
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Quickbooks
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.
Self-Service Tools
$300.00
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Wave Accounting
SaaS accounting and invoicing software similar to Quickbooks but with a free-forever tier.
Self-Service Tools
$0.00
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Justworks
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.
Self-Service Tools
$588.00
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List of 450+ SaaS company valuations
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
Documents
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12 different SaaS financial models compared
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.
Documents
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Casual App for startup financial modeling
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.
Self-Service Tools
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Forecastr free financial model templates
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.
Self-Service Tools
$0.00
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Pipe
A service that allows companies to sell their recurring revenue for cash.
Self-Service Tools
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How to run a startup Board meeting
OnlyCFO’s guide to preparing for and running a successful Board meeting.
Best Practices
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How to read a balance sheet
OnlyCFO’s Substack post on how as a startup founder to read your balance sheet and use it to drive your business.
Documents
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