Is Your Business Financially Ready to Raise Funding?

Fill out the form to download your Series A Checklist.

Gearing up for a funding round?

Make sure you exceed investor expectations

The series A fundraising round is an exciting but nerve-racking time for entrepreneurs on the verge of great things. You want to show financiers that your company is worth investing in, and your accounting is the last hurdle you want to have when the stakes are so high.

This comprehensive checklist gathers the financial documents investors will expect your company to have for a Series A round.

This guide covers the documents you'll need, including:

  • Proof of incorporation
  • Proper accounting procedures in place
  • Accurate financial reporting

R&D Offer Quiz

Step 1 of 3

Answer to find out if you're eligible for R&D tax credits.

Do the activities performed relate to a new or improved business component’s function, performance, reliability, quality, or composition?(Required)
For Example: A mid-sized packaging company develops a slightly modified cardboard box design to improve its stacking strength (reliability) for warehouse storage, involving minor adjustments to the corrugation pattern to reduce collapse under standard weight loads.
Is your company trying to discover information to eliminate uncertainty concerning the capability or method for developing or improving a business component?(Required)
For Example: A furniture manufacturer investigates whether a cheaper wood adhesive can hold joints as effectively as the current one during assembly, testing bond strength to resolve doubts about its capability in standard production lines.
Do the activities performed constitute a process of experimentation?(Required)
For Example: An auto parts supplier runs a series of bench tests on different lubricant formulations to find one that reduces friction in engine bearings more effectively, systematically comparing wear rates over simulated operating cycles.