Startup Financial Automation
Resources, best practices, and expert insights on Startup Financial Automation.
Gusto vs Rippling (2023): A Startup CPA's Advice
For founders, picking a payroll system, and knowing how to compare the options, presents an important decision that will matter a lot over time.
Kruze Consulting
How to choose the best cap table software
Choose the right cap table software to track ownership easily, reduce errors, and simplify equity management for future rounds.
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Get the Most Out of Cap Table Management Software
Learn how to get the most from your cap table software, avoid common setup mistakes, and keep ownership, dilution, and option grants accurate for investors.
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How to Reconcile Your Startup's Cap Table
This is an important task for startups, because they're raising a lot of money, sometimes millions or even tens of millions of dollars.
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5 Reasons Your Startup Needs Cap Table Software
Upgrade from spreadsheets to cap table software to simplify fundraising, clarify voting power, streamline planning, and reduce legal friction.
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Why CPAs & Lawyers Recommend Cap Table Software for Startups
Learn why CPAs and lawyers prefer cap table software over spreadsheets, and how tools like Carta make audits, tax filings, and equity changes faster and more accurate.
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Do Startups Need Cap Table Software?
Learn when startups can stick with spreadsheets, when cap table software becomes essential, and how tools like Carta or Pulley simplify equity and fundraising.
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How Startup Founders Should Structure Cap Table Ownership
Learn how to split founder equity on your cap table, set vesting, and structure ownership in a way that aligns incentives and appeals to future investors.
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Why Startups Must Reconcile the Cap Table
Protect your ownership by reconciling your cap table after fundraising, so funds match, equity is accurate, and VCs stay confident.
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Brex Corporate Card Review for Startups & Founders
Decide if Brex is right for you—read this Brex card review covering rewards, controls, fees, and accounting integrations for startups.
Casey Walters, MBA