I run a D2C SaaS startup with a few dozen subscribers, and am trying to clean up our finances as we start growing & collecting real revenue. Looking for a guide to set up our balance sheet and figure out shareholder equity / model out what would happen if we accept funding. Anyone have shareable templates? Thanks a lot

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Try this: https://www.s3vc.com/s3-resources
Look into the Operating Model and Cap Table templates.

helpful

super helpful - thank you

Use captadle.io it’s free and you can do scenario modeling. You also may want to get a simple accounting system in place before raising.

Agreed. Quickbooks Online works fine, that’s what i’d recommend. You can run your business off of quickbooks until it becomes painful and then switch to something else.

I’ve seen $20M+ ARR businesses on QB with no problems.

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