Several clients wonder what they should prepare when closing a round.
The post-funding period has its own agenda of challenges.
I ran into this practical checklist by DocSend and Pilot that should come in handy.
You can find out all the fundamentals you need to tackle:
☐ Investor updates and board management software
☐ 409a valuation and cap table management
☐ Health and company insurance
☐ Bookkeeping and tax services
☐ Office space
The checklist goes over everything you need.
The specifics on how to go about it.
And recommendations for the best service providers for startups.
💡 Pro-tip: It’s important to keep proper financial records and legal documents for your startup, but it’s complicated and inherently time-consuming. Find a partner or agency to save yourself a lot of time and headaches.
Interested in taking a look? Then join us on Sales & Investor Accelerator where I will share these valuable resources. Join us here!