2 checklists
Finance checklists
Bookkeeping and fundraising readiness checklists for online business owners.
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Fundraising readiness checklist
A pre-raise checklist covering financial model, cap table, data room, pitch materials, and legal counsel for founders preparing to fundraise. Check items off, add notes, then export your progress to PDF or CSV.
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Monthly bookkeeping checklist
A month-end checklist covering account reconciliation, receivables and payables, payroll, tax filing, and cash flow reporting for an online business. Check items off, add notes, then export your progress to PDF or CSV.