How to Prep Your Books for a Seed Round

Raising a seed round? Great — but messy books can kill momentum fast. Investors want to see that you understand where your money is going and how long it will last. Here’s how to make sure your finances don’t raise red flags.

What Investors Expect:

• Clean Financials: Your P&L, balance sheet, and cash flow statements should be up-to-date and accurate.
• Clear Burn Rate: Know exactly how much you’re spending each month.
• Realistic Budget: Show a plan for how you’ll use the capital you’re raising — and how long it will last.
• No Surprises: No unexplained expenses, missing invoices, or co-mingled personal charges.

Quick Founder Checklist: ✅ Reconcile all bank and credit card accounts.
✅ Categorize every transaction correctly.
✅ Prepare a simple monthly P&L and balance sheet for the last 6–12 months.
✅ Calculate your average monthly burn rate.
✅ Build a 12-month budget showing projected spend and runway.
✅ Keep backup docs handy: bank statements, major contracts, and payroll reports.

Pro Tip: If your books are behind, get help now — not when your lead investor asks. Clean books show you’re disciplined and serious about scaling.

Need help getting your books investor-ready? Let’s get you there — so you can close that round with confidence.

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