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 scaleups
Bookkeeping, tax, and fractional CFO for venture backed startups
Clean books, investor confidence, and runway visibility. We deliver investor grade reporting and SaaS metrics so you can focus on product and customers.
Real-time dashboards for burn, runway, and core SaaS KPIs. Connects to Xero, Stripe, and your existing finance stack.
Why leading founders choose StartupBoox
Your finance pod for venture backed startups. We deliver investor grade reporting and SaaS metrics so you can raise with confidence and operate with clarity.
- Your finance pod CPA, tax strategist, and metrics analyst—your finance co-founder without the full-time cost
- Plugs into your stack Xero, QuickBooks, Stripe, Ramp, NetSuite, and more. One investor-ready view of burn, runway, and core SaaS KPIs
- Investor grade reporting Board packs, fundraising data rooms, SOC2 controls, and diligence-ready financials
- Beyond tax returns Most bookkeeping firms give you tax returns. We give you investor-ready SaaS reporting — ARR, NRR, revenue recognition, forecasts and board-ready insights
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
ARR, MRR & NRR
Monitor new, expansion, and churn segments with automated ARR and MRR bridges ready for board decks. Track Net Revenue Retention (NRR) to show expansion revenue impact.
- 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
Bookkeeping and tax for venture backed startups
From first invoice to Series C diligence, StartupBoox keeps your books crisp and your investor story compelling.
Accounting Ops
Monthly close, revenue recognition, AR/AP automation, and GAAP controls.
Starts at $1.5k/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 15 days
- Day-5 close with reconciled books
- Investor-ready KPIs and runway story
- Scenario models for hiring and fundraising
- Compliance kit for 83(b), 409A, and nexus
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 →
Articles & insights
Read our latest insights on startup finance, bookkeeping, and CFO strategies.
Fresh perspective on building investor-ready finance operations, authored by the StartupBoox team.
Why You Should Partner With a Fractional CFO Early On
Avoid expensive tax and structuring mistakes. Arrive to investor meetings with real numbers, not guesses. Scale finance operations before your first full-time CFO hire. Learn when to bring in senior finance leadership without the full-time burn.
Founder testimonials
Finance leaders talk about working with StartupBoox
VC backed startups that see us as their finance pod. Faster close, better investor updates and board packs, more time back to focus on product and customers.
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 deliver a 45-day action plan and audit of your finance stack and investor metrics.
5 day
average monthly close
20 hrs
finance time reclaimed
120+
venture backed clients across SaaS, marketplace and deep tech