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Founders: Here Is What You Need to Do Post-funding

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


And more.


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!

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