Project-based Services

Startups often face critical projects that require specialized expertise but are only needed occasionally, or even just once. Our project-based services are designed to tackle these unique challenges, providing focused, high-impact solutions that drive results. Whether you’re preparing for your exit, transitioning to new financial systems, or navigating an acquisition, we bring the expertise and precision to ensure your project’s success.

With Startup Partners, you gain access to experienced professionals who understand the intricacies of startups and deliver results efficiently. These one-off projects are executed seamlessly, leaving your team free to focus on growing the business while we handle the complexities.

Finance Health Check

Ensure your financial foundation is strong

Our finance health check is essential for identifying potential weaknesses in your startup’s financial operations and ensuring everything is running smoothly. We conduct a thorough assessment of your accounting processes, cash flow management, reporting practices, and compliance with financial regulations. This diagnostic review provides insights into areas of improvement and opportunities to optimize your financial performance, enabling your startup to operate more efficiently and confidently.

Our service goes beyond just identifying issues—we provide actionable recommendations to enhance your financial infrastructure. Whether you need better cash flow controls, improved reporting, or more robust processes for expense tracking, we help you implement changes that set your business up for sustainable growth. A finance health check ensures you’re not just ready for today but prepared for tomorrow’s challenges.

Cap Table & Equity Setup

Lay the groundwork for smooth equity management

Managing equity in a startup can quickly become complex, especially as you bring on new investors and employees. We help you set up a cap table that accurately tracks ownership stakes, simplifies fundraising processes, and aligns with your business goals. Our expertise ensures your equity structure is clean, transparent, and scalable as your company grows.

We also assist in setting up stock option plans and other equity-based incentives to attract and retain top talent. By building a solid foundation for equity management, we help you avoid common pitfalls and ensure all stakeholders have clarity and confidence in your equity structure.

Employee Compensation Benchmarking

Attract and retain top talent with competitive compensation packages

Startups operate in a highly competitive labor market, making it crucial to offer compensation packages that align with industry standards while fitting your budget. We analyze salary and benefits data from your industry and geographic market to provide a clear picture of what it takes to attract and retain talent. Our insights help you design compensation packages that balance financial sustainability with employee satisfaction.

This service includes recommendations for base salaries, bonuses, equity offerings, and additional perks, such as health benefits or wellness programs. By benchmarking your compensation against competitors, you can ensure your startup remains an attractive choice for top talent while maintaining fiscal responsibility.

Exit Planning

Positioning for the end game

Whether your goal is an acquisition, merger, or IPO, exit planning is a critical process that ensures a smooth transition while maximizing value. We help you create a strategic roadmap tailored to your goals, covering every aspect from financial performance optimization to stakeholder communication. Our approach ensures you’re ready to seize opportunities while addressing potential hurdles well in advance.

Our services include preparing due diligence materials, organizing financial and operational data, and coordinating with legal and advisory teams. With our expertise, your startup will be well-positioned to navigate the complexities of an exit and achieve a successful outcome that reflects the value you’ve built.

Valuations and 409A Reports

Accurate valuations that reflect your true worth

Understanding your startup’s valuation is essential for making informed decisions about fundraising, equity management, and exit planning. We provide expert valuation services that incorporate market trends, industry benchmarks, and your company’s financial performance. Whether you’re preparing for a funding round or looking to incentivize employees with stock options, our valuations ensure credibility and compliance.

For startups issuing equity, 409A reports are a regulatory requirement that must be handled with precision. Our team delivers timely, defensible 409A valuations that meet IRS standards, reducing risk and providing transparency for investors and employees alike. With our help, you’ll have the confidence that your valuations are accurate, compliant, and aligned with your business goals.

Finance Systems Setup & Migration

Build a financial infrastructure that grows with your business

As your startup scales, having the right financial systems in place is critical to maintaining efficiency and accuracy. We help you implement or migrate to robust financial platforms, such as accounting software, ERP systems, or expense management tools, tailored to your business needs. Our services include system selection, data migration, and process integration, ensuring a smooth transition with minimal disruption to your operations.

Our approach focuses on scalability, automation, and ease of use, enabling your startup to handle increased complexity as it grows. By optimizing your financial systems, we help you save time, reduce errors, and gain better visibility into your financial data, so you can make informed decisions with confidence.