FinanceOS

FinanceOS: All Features✅Funding Module

• Add funding round information based on source

• Templates for Grants, Equity Round, Convertible Notes and Debt Round

• Automatically calculate debt and convertible note conversions using built in formulas as soon as you enter details of the round

• Automated cap table calculations

✅Accounting and Cashflow Statements

• Tag incoming funding to source

• Tag Expenses to Source of Funding to automatically calculate balance

• Tag revenue using monthly tags, and a sub-property feature for easy sorting

• Asset and liability calculator

• Appreciation and depreciation based value computation for your assets for bookkeeping

✅Salary Tracker✅Subscription Tracker

• Subscription Templates and Salary Templates to help you estimate burn rate

✅Burn Rate and Runway Estimator✅Cap Table Module

• Automatically generate a cap table using funding round information

• Uses the automated cap table calculation to generate a clean pie table chart using Mermaid!

✅VC Contacts and Firms Integration and Board-View Tracking

(👑Full StartOS/ Requires ConnectOS)

• ⚙️Tag VCs to round

• ⚙️Conversation tracking with CRM integration. Tag meeting notes to the meeting easily

• ⚙️Integrated tracking of your VC contacts and firms and stage of contact using a board

✅Financial Projections

• Pre-engineered AI prompts to help with financial projection!

• Project as well as you can in Excel- just 20x faster!

✅Startup Valuations

• Discounted Cashflow based valuation template

✅Cap Table Module

• Automatic Cap Table calculation based on the execution of instruments such as SAFEs/ C-Notes, and Equity fundraising