STARTUP FINANCE TOOLKIT
On Demand CFO Services
Starting a new business venture can be a daunting and complex task.
email@example.com (415) 944-8215 665 3rd St. San Francisco CA 94107
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 firstname.lastname@example.org
Early Stage Pitch Deck Tutorial
Sample Pitch Deck
Wave Accounting – Free Small Biz-focused cloud accounting
Legal - Free docs for start ups
Insightly – Intuitive CRM with task and project managment
Loan Amortization Schedule Template
BackOps - Back office in the cloud
Convertible Note Docs from Y Combinator
Xero Onine Accounting - Powerful yet easy to use software