Corporate Finance & Treasury

Fundraising, investor relations, cash management, and capital governance

Cash Position

$8.4M

As of today

Runway

18 months

At current burn rate

Total Funding

$12M

Seed + Series A

Active Investors

8

VCs + angels

Quick Actions

Common operations

Fundraising Pipeline

Round tracking, investor conversations, term sheets, and dilution analysis

Modules & Tools

Complete suite of capabilities for this section

Investor Relations

Investor directory, data room management, and communication history

Cash Flow Forecasting

13-week rolling forecast, runway scenarios, and burn rate analysis

Debt Management

Loan tracking, covenant monitoring, and debt service schedules

409A Valuations

Valuation history, compliance tracking, and equity grant impact

Investor Reporting

Monthly updates, metrics dashboards, and distribution management

Board Management

Board members, meetings, resolutions, and voting records

Capital Structure

Ownership analysis, share classes, and dilution modeling

Treasury Reports

Financial reports, cash summaries, and treasury analytics

Compliance & Governance

SOX controls, board governance, and audit oversight