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Part 3: How do I develop a winning business model?

What financials should I prepare for pitch meetings?

What role should the CFO play in the fundraising process?

Part 1: How do I develop a winning business model?

What should I put in direct costs vs. overhead?

What tips do you have for founders with little financial experience?

What questions should I ask when hiring a CFO?

What role should the CFO play in the company overall?

When should I hire a CFO?

What is a VCs expected time frame for $100M in net revenue vs. run rate?

How many years of financials should I prepare for the pitch meeting?

When should the COO / CFO role be linked?

How do I build a financial model?

Part 2: How do I develop a winning business model?

Templates
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Digits
Digits
A counting company.
Namely
Namely
Namely offers an HR, payroll, benefits, and talent management platform.
Pilot
Pilot
Pilot offers bookkeeping, tax, and CFO services for growing businesses. Your favorite tools integrate with Pilot so that everything is kept effortlessly up to date, including Stripe, Quickbooks, Square, Shopify, Gusto, Expensify, Bill.com, and others.
Gusto
Gusto
Gusto is a great payroll tool that makes it easy to onboard and pay your employees.
Expensify
Expensify
Expensify is a software company that develops an expense management system for personal and business use. It. is super easy to use, and makes expenses less work.
Bill.com
Bill.com
Bill.com is a provider of cloud-based software that helps automate back-office financial operations.
Carta
Carta
Carta was founded in 2012 to help private companies manage their cap table by eliminating spreadsheets and paper certificates. They've since expanded to valuations, compliance, investors services, and tools and services for public companies. See here for one pager.
Stripe
Stripe
Online payment processing for internet businesses. Stripe is a suite of payment APIs that powers commerce for online businesses of all sizes.
Quick Books
Quick Books
Accounting software. Connect your bank account to automatically import and categorize transactions. Sync with popular apps and easily snap photos of your receipts to store them with QuickBooks .Vendors
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Wolf & Company
Contact: Mike Kanarellis
Wolf & Company
Contact: Mike Kanarellis
Wolf & Company is the largest regional accounting firm in Massachusetts. They work with a number of venture backed technology companies, including Pillar portfolio company Zapata.
Supporting Strategies
Supporting Strategies
Supporting Strategies provides full HR, benefits, accounting and payroll support to scaling companies. We work with Eileen Driscoll at the company. Pillar's Sarah Hodges has worked with Supporting Strategies across several startups.
Samet CPA
Contact: David Marcus
Samet CPA
Contact: David Marcus
Samet is a full-service accounting firm in Boston. The firm's experienced accountants stay abreast of the latest data, regulations, and industry trends, providing advice that helps advance their clients' business goals. Pillar's Sarah Hodges has worked with the firm across several companies. We work with David Marcus at the firm.
Mary Hirtle, CPA
Mary Hirtle, CPA
Mary Hirtle focuses on supporting startups with various financial services, with an emphasis on tax preparation, tax savings advice, and consultation on business entity set up. Mary has worked with several startups in our network who have shared positive reviews.
Botkeeper
Contact: Louie Balasny
Botkeeper
Contact: Louie Balasny
Botkeeper helps companies streamline their accounting tasks through the convenience and efficiency of automated bookkeeping software paired with artificial intelligence. Pillar and several of our portfolio companies have experience working with the company.
JP Morgan
Contact: Pamela Aldsworth
JP Morgan
Contact: Pamela Aldsworth
JP Morgan is the only bank you'll ever need. The firm serves the Technology, Disruptive Commerce and Life Sciences ecosystems from inception onward with an offering that includes online banking, treasury, debt, investments and advisory services. Pamela Aldsworth leads the firm's venture practice; she has been a close friend of our firm and avid supporter of the Boston ecosystem for years, and is a wonderful partner to startups and VCs.
Stephanie Walzak Consulting
Stephanie Walzak Consulting
Stephanie Walzak runs a compensation consultancy business working directly with CEOs, Senior Execs, and Boards of several promising pre- and post-IPO companies. Pillar Partner, Sarah Hodges, worked with Stephanie at her last company and had an extremely positive collaboration.
First Republic Bank
Contact: Robert Hughes III
First Republic Bank
Contact: Robert Hughes III
First Republic provides a comprehensive set of banking services to support the growth of your business at every stage. They are committed to fast response and ease of use through a dedicated team that can also provide introductions within the industry and insights into working with investors, thought leaders and service providers. Their Innovators’ Toolkit gives you an additional suite of mission-critical services with discounts up to $220,000 to address many of your immediate operational needs.
Silicon Valley Bank
Contact: Dan Allred
Silicon Valley Bank
Contact: Dan Allred
Silicon Valley Bank has successfully supported founders, entrepreneurs, and investors for over 35 years. The company provide banking and financial services to help you, as you strive to grow your business at every stage. Pillar has worked with Dan Allred and Jesse Bardo at their firm.Added to your playlist
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