STARTUP FINANCE TOOLKIT
On Demand CFO Services
Starting a new business venture can be a daunting and complex task.
DEBT & EQUITY
Burkland Associates has compiled a list of proven finance tools to help you pave the way for a successful growth business.
With hundreds of decisions required to lay a foundation for future growth, it's tough to know where to begin.
Board Meeting Agenda
Expensify - Online expense reports
Generic Cap Table
Expense Report Template - Excel
Simple Close List Template
Qualified Investor Questionaire
Series Seed Term Sheet
If you would like more information, please email us at email@example.com
Early Stage Pitch Deck Tutorial
Sample Pitch Deck
Legal - Free docs for start ups
Loan Amortization Schedule Template
Convertible Equity Docs from YC
eShares - Cap table and equity management
Xero Online Accounting - Powerful yet easy to use software
firstname.lastname@example.org (415) 944-8215 645 Harrison St. #200 San Francisco, CA 94107
Bill.com - Cloud based AR/AP with Xero and QB integration
Quickbooks Online - Terrific new interface