Startup Finance 101
Solid finance systems are critical to startup success. Learn best practices for setting up financial systems from seed to scale.
Tools for Startups / Startup Toolkits
Startup Finance Toolkit
Scale your startup on a solid financial platform. A curated collection of free tools from Burkland and partners.
Burkland's Finance Tools for Startups
Financial Controls Matrix
The most important financial controls for startups from 1-100+ people by stage.
Startup Finance FAQ
Fast answers for founders to a variety of important finance and HR topics.
Simple Close List Template
Extensive close list spreadsheet with multiple categories.
Tax deadlines for Startups in 2024
Tax deadlines for startups in 2024, including federal filing dates and key dates for San Francisco, New York, and Seattle.
Sample Board Meeting Agenda Debt & Equity
Example startup board meeting agenda. Includes meeting preparation tips.
Generic Cap Table
Sample startup cap table spreadsheet.
Loan Amortization Schedule Template
Sample startup loan amortization schedule.
Sample Treasury Management Policy
Sample startup Treasury & Investment Policy that can be customized for adoption by a Board of Directors and implementation by a corporate management team.
Series Seed Term Sheet
Sample seed round term sheet.
Qualified Investor Questionnaire
Comprehensive questionnaire and checklist for qualified investors.
Finance Tools for Startups from Our Partners
Early Stage Pitch Deck Tutorial
Everything you need to create your first pitch deck.
Startup Playbook
Written for people new to the startup world, this is a roundup of everything you need to build a startup.
Startup Library
Watch videos, listen to podcasts, and read essays for startup founders.
Payroll & HR Calculators
All the tools and info you need to get your team onboarded, paid, and supported.
Startup Legal Information
All the legal docs and info you need.
First Round Capital
Positioning your startup.
Open Source Startup Documents from Almanac
Thousands of templates to copy and customize around HR, sales, marketing, engineering and more.