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Finance & Accounting

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.

Bookkeeping • Budgeting & Planning

Namely

namely.com

Namely offers an HR, payroll, benefits, and talent management platform.

Benefits • Finance & Accounting

Digits

digits.com

Drag & drop reports builder. Generate and send beautiful interactive reports in one click.

Accountants • Budgeting & Planning

DocuSign

docusign.com

DocuSign offers a suite of applications and integrations for automating and connecting the entire agreement process, for contracts, legal documents, etc. Send secure documents for electronic signature.

Tech • Bookkeeping

Expensify

expensify.com

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.

Budgeting & Planning • Finance & Accounting

Bill.com

bill.com

Bill.com is a provider of cloud-based software that helps automate back-office financial operations.

Budgeting & Planning • Finance & Accounting

Carta

carta.com

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.

Budgeting & Planning • Finance & Accounting

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Play

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

Yvonne Hao Fmr. COO / CFO at PillPack

Tech • Budgeting & Planning

Pipe

Pipe transforms recurring revenue into up-front capital for growth without dilution or restrictive debt.

Budgeting & Planning • Finance & Accounting

Danforth Advisors

Danforth is the financial and operational backbone to hundreds of life science companies, providing integrated and scalable consulting teams ranging from staff accountant through CFO. The company’s services span the full breadth of a finance organization’s needs, whether short or long term, including accounting and operational finance support, capital raising, financial planning and analysis, IPO preparation, post-public SEC compliance, clinical business operations management and strategic and operational human resources.

Biotech • Accountants

Intelispark

InteliSpark, LLC is a hands-on business development consulting firm specializing in securing non-dilutive funding for start-ups through the Small Business Innovative Research (SBIR), Small Business Technology Transfer (STTR), and other government research funding programs. We work with start-ups, universities, venture capital firms and economic development programs to match small innovative companies and technologies with funding opportunities. Using our proven track record of creating winning SBIR/STTR proposals, we turn those opportunities into realities.

Biotech • Finance & Accounting

David Ephron

David Ephron helps companies win R&D contracts from federal and state agencies to develop advanced technologies. His proposals have secured over $350M in non-dilutive funding for clients that span a diverse range of industries and technology areas — including solar energy, biofuels, semiconductors, electronics / optoelectronics, biotechnology, software, telecommunications, novel materials, medical diagnostics and therapeutics, and many others. Clients range in size from new startups to Fortune 500 companies. Most engagements evolve into long-term relationships based on trust and success.

Biotech • Finance & Accounting

Jameson and Company

Jameson is an accounting firm that specializes in working with government agencies, such as the NIH-National Institutes of Health, DOD-Department of Defense, DOE-Department of Energy and NSF-National Science Foundation. They can help with making sure you are compliant with Federal Acquisition Regulations for awards like the SBIR/STTR Phase II, BARDA, BAA, R01, U01, IDIQ, and ARPA-E.

Biotech • Finance & Accounting

Signature Bank – Signet

Signature Bank is a New York State-chartered commercial bank, Member FDIC. With over $70 billion in assets, Signature Bank is a full-service bank built upon strong financials and exceptional client service, provided by experienced financial professionals. Signet is Signature Bank's very own blockchain based 24x7x365 instant fiat settlement platform.

Banks • Budgeting & Planning

Wolf & Company

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.

Accountants • Finance & Accounting

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Financial Planning

16 founder questions

Finance & Accounting

Templates

Financial Model Template

Cap Table Template

Series A Budget

Software

Pilot

Namely

Digits

DocuSign

Expensify

Bill.com

Carta

+ 2 more

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Answers to Founder Questions

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

Vendors

Pipe

Danforth Advisors

Intelispark

David Ephron

Jameson and Company

Signature Bank – Signet

Wolf & Company

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Playlists

Financial Planning