Burn Rate & Cash Runway
Model multiple scenarios, factor in hiring plans, and see how burn shifts with unit economics improvements.
- Weekly burn snapshots
- Scenario planning sandbox
- Automatic variance alerts
Accounting for venture-backed founders
Stay investor-ready with StartupBoox
We pair dedicated startup accountants with a metrics-first operating stack so you can close the books in days, stay compliant, and speak the language of investors every time you fundraise.
Backed by real-time dashboards for burn, runway, and product-market
fit signals.
Why leading founders choose StartupBoox
We synthesize GAAP-compliant accounting with investor-grade narratives, so you can raise with confidence and operate with clarity.
- Dedicated startup pod CPA, tax strategist, and metrics analyst on the same team
- Systems we integrate QuickBooks, NetSuite, Ramp, Brex, Stripe, Deel, Gusto
- Audit & diligence ready SOC2 controls, fundraising data rooms, board packages
Metrics investors expect
Metric intelligence built for fundraising conversations
Track the KPIs venture investors scrutinize and translate them into actionable ops guidance—all in one place.
LTV / CAC Ratio
Combine revenue cohorts and acquisition spend to measure payback periods and unit profitability.
- Marketing channel rollups
- Gross margin adjusted LTV
- Goal-based recommendations
Monthly Recurring Revenue
Monitor new, expansion, and churn segments with automated ARR bridges ready for board decks.
- Deferred revenue recognition
- Sales & product integrations
- ARR bridge templates
Gross Margin & Unit Economics
Track COGS, contribution margin, and cohort profitability to understand true product-market fit.
- COGS classification controls
- Margin trend forecasts
- Board-ready scorecards
Compliance & Tax Positioning
Stay ahead of quarterly tax estimates, R&D credits, and state nexus obligations with proactive reminders.
- Entity and state compliance map
- Quarterly filing calendar
- R&D credit capture playbooks
Data Room Readiness
Instant investor packs with P&L, balance sheet, cash flow, and KPI trending stories.
- Automated board narrative draft
- Due diligence checklist
- Secure investor sharing
Full-stack accounting
Everything finance leaders need, packaged for startups
From first invoice to Series C diligence, StartupBoox keeps your books crisp and your story compelling.
Accounting Ops
Monthly close, revenue recognition, AR/AP automation, and GAAP controls.
Starts at $2.5k/moTax Strategy
Quarterly estimates, R&D credits, equity comp, and multi-state filings.
Includes tax filing calendarInvestor Reporting
Board decks, KPI briefs, cash runway modeling, and diligence support.
Investor portal accessSystems Integration
Finance stack implementation across billing, payroll, and spend management.
Custom automation playbooksOutcome dashboard we deliver within the first 45 days
- Close your books by Day 5 with reconciliations and review notes
- Investor-ready KPI pack with forward-looking runway narrative
- Scenario library to model hiring, revenue, and fundraising outcomes
- Compliance trail including 83(b), 409A, and state nexus mapping
Founder sentiment
“StartupBoox transformed our financial storytelling. Our Series B
diligence was a breeze and we reclaimed 20 hours every month.”
COO, Seed to Series B SaaS Platform
Simple onboarding
How StartupBoox embeds with your finance stack
01
Diagnostic & clean-up
We audit your books, untangle legacy issues, and build a readiness roadmap.
02
Systems sync
Connect banking, billing, payroll, and product data for a unified finance source of truth.
03
Metrics calibration
Define investor KPIs, set alert thresholds, and deploy custom dashboards.
04
Proactive advisory
Monthly strategy sessions, forecast updates, and board prep—rolled into one partnership.
Resources for finance-forward founders
Download playbooks and KPI checklists to accelerate your path to the next round.
- Fundraise data room template
- Burn rate monitoring worksheet
- Tax readiness calendar
Insight: How investors evaluate your finance stack
We compiled learnings from 120+ diligence processes to help founders anticipate investor questions around finance controls, revenue recognition, and unit economics.
Request the briefing →
Founder testimonials
Finance leaders talk about working with StartupBoox
Stories from venture-backed teams that use our pod for investor-ready operations and proactive finance strategy.
Series A SaaS Platform
COO • San Francisco“Within two quarters we went from messy accruals to investor-grade reporting. StartupBoox felt like an extension of the exec team—our board decks finally reflected the business we’re building.”
Monthly close
Day 5
Series B raise
$45M
Digital Health Marketplace
Founder & CEO • New York“They translated CAC, LTV, and burn conversations into a single runway narrative investors understood. We reclaimed 10+ hours a week just by trusting their dashboards.”
Hours reclaimed
10+ / wk
Scenario plans
3 hiring paths
Commerce Infrastructure
VP Finance • Sydney“StartupBoox connected QuickBooks, Ramp, and Stripe into a single set of controls. When investors asked for proof of compliance, we had the answers on the call.”
Compliance
SOC2-ready
Tax strategy
R&D credits
Get your StartupBoox blueprint
Tell us about your stage, goals, and finance stack. We’ll come prepared with a 45-day action plan and investor metric gap analysis.
5 day
average monthly close
20 hrs
finance time reclaimed
120+
venture backed clients