For startups
From formation to first close, on one operating rhythm.
Formation, first close, runway framing, and diligence readiness — connected inside one operating record so early operations never rely on rebuilding context.
Operating flow
- 1Formation
- 2EIN
- 3First close
- 4Runway framing
- 5Diligence readiness
30, 60, and 90-day operating plan
Day 0 – 30
Formation, EIN, Registered Agent, banking readiness, and chart of accounts baseline.
Day 30 – 60
First monthly close, source-record cadence, and reporting-pack shape agreed.
Day 60 – 90
Runway framing, compliance calendar, and tax-year readiness established.
Diligence readiness
Consistent close, reviewed statements, and an organized entity record materially reduce diligence effort when it matters. Institution keeps those artifacts current instead of assembling them under pressure.
FAQ
Frequently asked
- Yes. A clean close and organized entity record from month one make later fundraising and audits materially easier.