Spot the risks. Strengthen the core.
Startup HealthCheck is a focused, founder-friendly diagnostic that gives you a clear-eyed view of your company’s financial health, operational risks, and strategic gaps.
It’s designed to surface what’s working, what’s weak, and what needs attention—before investors, auditors, or cash flow problems do.
What it helps you do
The Startup HealthCheck™ helps you identify and manage financial, operating, and strategic risks within your startup, and establish a plan to manage these comprehensively and cost-effectively:
Identify early signs of financial or compliance risk: We review key metrics, reporting processes, and systems to surface issues before they become costly.
Strengthen board and investor confidence: Show stakeholders you’re taking a proactive approach to risk, governance, and decision-making.
Benchmark against startup-stage best practices: Understand how your controls, reporting, and planning stack up against similar companies.
Create a foundation for scalable growth: Clear, actionable recommendations help you fix weak spots and prepare for the next raise or stage of maturity.
What’s Covered
A checklist-style overview of the review areas:
Financial processes and reporting
Cash flow health and runway management
Internal controls and documentation
Board and investor readiness
Governance and compliance risks
Operational gaps and back-office stress points
Each HealthCheck includes a written report with priority recommendations, grouped by urgency and complexity.
Why it matters
Startups don’t always get second chances. Startup HealthCheck helps you find and fix problems before they impact credibility, fundraising, or runway because small gaps can become big issues fast.
Who It’s For
Startup HealthCheck is ideal for founders, operators, and CFOs who want a fast, focused second opinion—or who suspect there might be issues under the hood.
Best fit:
Pre-raise companies wanting to clean up before investor diligence
Post-raise companies building scalable operations
Founders without a finance team, or with recent turnover
Boards looking for objective insight into business health
Ready to manage with confidence?
Book a 30-minute strategy session and we’ll show you how Startup HealthCheck gives you the edge.