Resource Library

Finance Resources for SaaS and AI Founders.

Articles, guides, templates, and tools for founders who need cleaner books, better reporting, runway visibility, and investor-ready finance operations.

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Different Formats for Different Questions.

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Explore Resources by Finance Topic.

Tools & templates

Tools and Templates That Solve Real Finance Problems.

Practical calculators, checklists, templates, and finance workflows you can put to work right away, to model runway, clean up your books, and get investor-ready.

Topic

Controller Services

2 resources

Topic

AI Company Finance

1 resources

Topic

SaaS Accounting

1 resources

Topic

SaaS CFO

2 resources

Topic

Fundraising Readiness

1 resources

Latest

Newest Finance Resources.

Article / Controller Services

Bookkeeper vs Controller vs CFO: Which Does SaaS Need?

Bookkeeper vs controller vs CFO for SaaS founders: what each role owns, what each costs, what breaks when you skip a layer, and which one to hire first.

Pre-seedSeedSeries A
Book a SaaS finance diagnostic
Guide / AI Company Finance

AI Compute Costs: A Finance Guide for Founders

A finance guide for AI founders on modeling GPU, inference, and cloud compute costs so gross margin, pricing, and runway stay under control as usage scales.

Pre-seedSeedSeries A
Book a SaaS finance diagnostic
Article / Controller Services

Controller vs CFO: What Does Your SaaS Company Need?

A practical comparison of controller vs CFO services for SaaS founders, including what each role owns, cost ranges, when to hire which, and a real example.

SeedSeries AScaling
Book a SaaS finance diagnostic
Template / SaaS Accounting

SaaS Chart of Accounts Template

A SaaS chart of accounts template that organizes recurring revenue, COGS, cloud and AI compute costs, payroll, R&D, and G&A for clean SaaS reporting.

Pre-seedSeedSeries A Gated
Download the template
Tool / SaaS CFO

SaaS Runway Calculator: How to Calculate Cash Runway

How to calculate cash runway for a SaaS startup: the formula, gross burn vs net burn, a worked example, how much to hold by stage, and when to raise.

Pre-seedSeedSeries A
Use the runway calculator
Template / Fundraising Readiness

SaaS Finance Readiness Checklist

A checklist to assess whether your books, SaaS metrics, runway model, and board reporting are ready for investors, lenders, and serious operating decisions.

Pre-seedSeedSeries A Gated
Download the checklist