Burn Rate & Cash Runway
Model multiple scenarios, factor in hiring plans, and see how burn shifts with unit economics improvements.
- Weekly burn snapshots
- Scenario planning sandbox
- Automatic variance alerts
Finance partner for venture-backed startups
Bookkeeping, tax, and fractional CFO with SaaS-ready reporting
Investor-ready financials, monthly ARR/MRR insights, and CFO oversight—all combined with clean bookkeeping. Trusted by startups in the United States and Australia. Experienced with SaaS tools including Xero, Chargebee, HubSpot, and Stripe.
Real-time dashboards for burn, runway, ARR, MRR, and NRR. Connects to your existing finance stack.
Why founders and finance teams choose StartupBoox
Your finance partner for venture-backed startups. We combine bookkeeping, tax, and fractional CFO support with SaaS-ready reporting. Investor-grade financials delivered monthly. Trusted by startups in the United States and Australia.
- Your finance pod CPA, tax strategist, and metrics analyst working as your finance team. Fractional CFO oversight without the full-time cost.
- Plugs into your stack Experienced with Xero, QuickBooks, Stripe, Chargebee, HubSpot, Ramp, and NetSuite. One investor-ready view of burn, runway, ARR, and MRR.
- Investor-grade reporting Monthly board packs, fundraising data rooms, SOC2 controls, and diligence-ready financials. SaaS metrics tracked automatically.
Get your StartupBoox blueprint
Share your stage, goals, and current finance setup. We'll deliver a 45-day action plan, audit your finance stack, and identify gaps in your investor metrics.
5 day
average monthly close
20 hrs
finance time reclaimed
120+
venture backed clients across SaaS, marketplace and deep tech
Metrics investors expect
SaaS metrics and investor reporting
Track ARR, MRR, NRR, burn, runway, and LTV/CAC. Monthly insights delivered in investor-ready format. Clear, actionable guidance for founders and finance teams.
LTV / CAC Ratio
Combine revenue cohorts and acquisition spend to measure payback periods and unit profitability.
- Marketing channel rollups
- Gross margin adjusted LTV
- Goal-based recommendations
ARR, MRR & NRR
Monitor new, expansion, and churn segments with automated ARR and MRR bridges ready for board decks. Track Net Revenue Retention (NRR) to show expansion revenue impact.
- Deferred revenue recognition
- Sales & product integrations
- ARR bridge templates
Gross Margin & Unit Economics
Track COGS, contribution margin, and cohort profitability to understand true product-market fit.
- COGS classification controls
- Margin trend forecasts
- Board-ready scorecards
Compliance & Tax Positioning
Stay ahead of quarterly tax estimates, R&D credits, and state nexus obligations with proactive reminders.
- Entity and state compliance map
- Quarterly filing calendar
- R&D credit capture playbooks
Data Room Readiness
Instant investor packs with P&L, balance sheet, cash flow, and KPI trending stories.
- Automated board narrative draft
- Due diligence checklist
- Secure investor sharing
Full-stack accounting
Bookkeeping, tax, and fractional CFO services
Clean books, timely tax lodgements, and CFO oversight. From first invoice to Series C diligence, we keep your financials investor-ready and your reporting SaaS-focused.
Accounting Ops
Day-5 monthly close with reconciled books. Revenue recognition, AR/AP automation, and GAAP controls. Investor-ready financials delivered on time.
Starts at $1.5k/moTax Strategy
Quarterly estimates, R&D credits, equity comp, and multi-state filings. Proactive tax planning to maximize credits and minimize risk.
Includes tax filing calendarInvestor Reporting
Monthly board packs with ARR, MRR, burn, and runway. KPI briefs, cash runway modeling, and diligence support when fundraising.
Investor portal accessSystems Integration
Finance stack setup across billing, payroll, and spend management. Experienced with Xero, Stripe, Chargebee, HubSpot, and Ramp.
Custom automation playbooksWhat you get within the first 15 days
- Day-5 monthly close with reconciled books and investor-grade financials
- Investor-ready KPIs: ARR, MRR, burn, and runway tracked monthly
- Scenario models for hiring plans and fundraising outcomes
- Compliance roadmap: 83(b), 409A, state nexus, and tax positioning
Founder sentiment
“StartupBoox transformed our financial storytelling. Our Series B
diligence was a breeze and we reclaimed 20 hours every month.”
COO, Seed to Series B SaaS Platform
Simple onboarding
How we embed with your finance stack
01
Diagnostic & clean-up
We audit your books, untangle legacy issues, and build a readiness roadmap. Identify gaps in investor metrics and reporting.
02
Systems sync
Connect banking, billing, payroll, and product data. Integrate with Xero, Stripe, Chargebee, and your existing stack for unified reporting.
03
Metrics calibration
Define investor KPIs: ARR, MRR, NRR, burn, runway, LTV/CAC. Set alert thresholds and deploy monthly dashboards.
04
Proactive advisory
Monthly strategy sessions, forecast updates, and board prep. CFO oversight combined with hands-on bookkeeping support.
Resources for founders and finance teams
Download playbooks and KPI checklists to accelerate your path to the next round. Templates for investor reporting and SaaS metrics tracking.
- Fundraise data room template
- Burn rate monitoring worksheet
- Tax readiness calendar
Insight: How investors evaluate your finance stack
We compiled learnings from 120+ diligence processes to help founders anticipate investor questions around finance controls, revenue recognition, and unit economics.
Request briefing →
Articles & insights
Insights on startup finance, bookkeeping, and CFO strategies
Practical guidance on building investor-ready finance operations. Written for founders and early finance teams in tech and SaaS businesses.
Why You Should Partner With a Fractional CFO Early On
Avoid expensive tax and structuring mistakes. Arrive to investor meetings with real numbers, not guesses. Scale finance operations before your first full-time CFO hire. Learn when to bring in senior finance leadership without the full-time burn.
Founder testimonials
Finance leaders talk about working with StartupBoox
Trusted by VC-backed startups and early finance teams. Faster monthly close, investor-ready board packs, and more time to focus on product and customers.
Series A SaaS Platform
COO • San Francisco“Within two quarters we went from messy accruals to investor-grade reporting. StartupBoox felt like an extension of the exec team—our board decks finally reflected the business we’re building.”
Monthly close
Day 5
Series B raise
$45M
Digital Health Marketplace
Founder & CEO • New York“They translated CAC, LTV, and burn conversations into a single runway narrative investors understood. We reclaimed 10+ hours a week just by trusting their dashboards.”
Hours reclaimed
10+ / wk
Scenario plans
3 hiring paths
Commerce Infrastructure
VP Finance • Sydney“StartupBoox connected QuickBooks, Ramp, and Stripe into a single set of controls. When investors asked for proof of compliance, we had the answers on the call.”
Compliance
SOC2-ready
Tax strategy
R&D credits