You have more important things to do than bookkeeping. We believe it is worth the small upfront investment to have organized, up-to-date books, so you don't have to worry about cleaning them up as you grow. Here is a Finance 101 overview, which you can review yourself or Burkland is happy to do in person.
SVB, FRB and Brex are popular and banking solutions and are constantly innovating new ways to service startups. This article provides a high level overview of 4 different corporate credit cards.
More on HR 101 here.
Vouch is a startup friendly insurance broker that offers competitive pricing by bundling business policies, similar to what Progressive does with Auto + Home (thanks Flo! 💁🏻♀️). FYI - If Freestyle is is officially (not an observer) on your board, we will require proof of D&O insurance.
Option Impact and Pave are both free tools that are super helpful. Option Impact has been around a longer so the data is a bit more comprehensive, but folks also really like the newer Pave.
Freestyle will request financials 3x a year in March, June and October. We work hard to keep this process as straightforward and simple as possible. Do not fret - you will never be asked to prepare metrics that are not standard practice. The request for information will come via email (sample here) to your financial contact, 3 weeks ahead of the due date.
FaaS? Can that be a thing? But seriously...Molly wants to be the first person you tap when you're looking for a connection, searching for a resource, need help with product DD or want an event to come to fruition. We want to provide comprehensive support to you - our founders - through every step of the journey from Seed to Series. You can reach Molly anytime at [email protected].