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Budgeting & Planning
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HSBC Innovation Banking

HSBC Innovation Banking is now a team of 50+ in the US (and 650+ worldwide including UK, Israel, and Hong Kong). Since April’23, the group has launched several offerings for early-stage innovation companies, including multiple commercial banking bundles as well as venture debt. The platform offers fast and efficient onboarding + dedicated service for Innovation Banking clients. They support startups at all stages, especially those that may be struggling to find the service and expertise they deserve.

Banks • Budgeting & Planning

Pipe

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

Budgeting & Planning • Finance & Accounting

Saluda Grade

Saluda Grade delivers institutional knowledge and capital resources to the Alternative Lending real estate sector. Our core mission is to identify Regional Private Lenders and create growth through investment and strategic partnerships.

Budgeting & Planning • Fundraising

Trinity Capital

High-growth venture capital-backed companies turn to Trinity Capital (Trinity) as a preferred option for venture debt and equipment financing to fuel their growth and extend their runway. Since 2007, Trinity has worked closely with leading venture capital firms and their respective portfolio companies to offer valuable support, enhanced flexibility and competitive venture debt financing solutions to customers with distinctive needs.

Budgeting & Planning • Fundraising

JP Morgan

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.

Banks • Budgeting & Planning

Other Related Resources

Gusto

gusto.com

Gusto is a great payroll tool that makes it easy to onboard and pay your employees.

Benefits • Budgeting & Planning

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

Digits

digits.com

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

Accountants • Budgeting & Planning

Pilot

pilot.com

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