Checklist54 items
Key Finance Processes & SOPs
A broad operating checklist covering close, reporting, controls, payroll, treasury, inventory, and fixed assets.
Finance resources for scaling companies
Finance checklists and tools for founders and teams in scaling companies — covering finance processes, internal controls, and funding-round readiness from Seed through Series B. Use them online, track your progress, or download a PDF copy.
Checklist22 items
Internal Controls Setup — Where to Start
A first-time setup checklist for assigning ownership, documenting controls, and building a basic control environment.
Checklist15 items
Seed Finance Readiness Checklist
A focused Seed-stage checklist covering basic records, model drivers, cash runway, and the finance setup after the raise.
Checklist37 items
Series A Finance Readiness Checklist
A fuller Series A checklist covering accounting records, revenue recognition, runway, balance sheet, unit economics, forecasts, systems, and controls.
Checklist49 items
Series B Finance Readiness Checklist
A fuller Series B checklist for structured finance operations, revenue quality, margin and earnings quality, cash, audit readiness, consolidation, controls, and systems.
ToolPersonal report
Funding Readiness Self-Assessment
Answer a focused set of questions and receive a funding-specific view of the gaps to address before your next round.