Startup Finance

Investment-grade startups are held to a higher standard. Investors have critical expectations that need to be met - the next funding round depends on it.

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Startup Finance Department

We've developed a solution just for starups. Here's what's included right off the bat.
Can't afford it? Think again - price begins at $1,500/mo

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Advisor

Someone to advise, give you access to private market data or just bounce ideas off of.

Dedicated Team

You'll be assigned a team to help you manage financial operations - embedded in your business every day.

Forecasting

Investors expect that you know your runway - we build operational forecasts as a standard deliverable.

Reporting

Investors expect annual and quarterly financial reports - you need them to run the business. We deliver them.

Financial Operations

Our team will help you manage financial operations of the business so you can focus on the building it, not running it.

Scalable Systems and Processes

You need scalable systems and efficient processes to operate the business and prepare it for scale.

Startup Solutions that Fit

Startups go through a variety of stages - we generally break them down into two stages.

Seed-Stage

Accounting and Finance requirements are basic at this stage, but it's useful to have a bookkeeper and access to some guidance and resources.

UI delivers that through the Finance Accelerator Program - free of charge.

Finance Accelerator Program

Operational

The distinguishing feature of this stage is that the company has raised additional funding to go beyond experimentation.

Accounting and Finance needs at this stage begin to be more sophisticated since both the investors and employees expect a professional approach.

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Investor Expectations

Investors expect startups to achieve strategic milestones and establish product market fit - the next investment round depends on it.

Core Team

Startups are expected to further develop the core team. Normally, this is a combination of:

Co-founders & first employees
Contractors and advisors
Core service providers: Legal, HR, Finance

UI is your long-term finance team.

Srategic Plan

Investor backed companies don't survive to the next funding round without established Strategic Objectives and Milestones because that's how investors evaluate performance in the startup stage.

UI helps build that plan and track against it.

Foundational Infrastructure

Investors expect startups to put the foundational infrastructure in place:

Basic systems and Processes that can scale
Simple policies to manage capital

UI deploys affordable systems, flexible processes, and minimum viable policies to fit the needs of a fast-paced startup.

Lean and Focused Operations

Investors expect a lean and focused operation because capital will always be scarce - this tests the company's:

Resourcefulness
Ability to meet objectives with few resources
Ability to focus and execute.

UI helps keep things lean by managing financial operations and identifying wasteful spending.