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    10 Apr 2025

    Series A Financial Planning & Readiness Checklist

    Finance & Accounting Maturity

    • ☐ Maintain accrual-based accounting with monthly close processes
    • ☐ Establish a standardized Chart of Accounts for scalability
    • ☐ Upgrade to GAAP-compliant financial statements (auditable-ready)
    • ☐ Perform monthly budget vs. actuals analysis with commentary
    • ☐ Prepare for annual financial audits or reviews

    Advanced Financial Model & Forecasting

    • ☐ Expand your 18–24 month model to include cohort-level revenue and department costs
    • ☐ Include conservative, base, and aggressive scenarios
    • ☐ Link your model to cash flow and revenue operations strategy

    Cash & Runway Management

    • ☐ Maintain 12–18 months of runway post-Series A close
    • ☐ Track burn multiple (Net Burn / Net New ARR) monthly
    • ☐ Establish spending guardrails by department
    • ☐ Develop a capital allocation framework
    • ☐ Set a reserve threshold and forecast breach dates monthly

    Revenue Operations & GTM Scaling

    • ☐ Define and document your ICP and segmentation strategy
    • ☐ Build a repeatable sales process with playbooks and stages
    • ☐ Track CAC, LTV, win rate, sales cycle, conversion rates
    • ☐ Implement a CRM and lead attribution system
    • ☐ Formalize marketing funnel KPIs and experiment ROI reviews

    Headcount & Org Design

    • ☐ Create a 12–24 month headcount plan by function and seniority
    • ☐ Build scalable onboarding and training processes
    • ☐ Benchmark compensation with equity bands for Series A+ startups
    • ☐ Forecast fully-loaded costs per role
    • ☐ Implement performance reviews and early career pathing

    Board Reporting & KPI Dashboard

    • ☐ Create a monthly/quarterly board reporting template
    • ☐ Maintain a real-time dashboard (MRR/ARR, Burn, CAC, LTV, Churn)
    • ☐ Report on Gross Margin, Net Revenue Retention, Burn Multiple
    • ☐ Include commentary on plan vs actual performance
    • ☐ Review key KPIs with senior leadership bi-weekly or monthly

    Investor & Data Room Readiness

    • ☐ Build a professional data room with financials, cap table, and legal/IP docs
    • ☐ Draft a compelling Series A narrative
    • ☐ Maintain investor update rhythm (monthly or quarterly)

    Legal & Compliance

    • ☐ Conduct a pre-fundraising legal cleanup (IP, contracts, cap table)
    • ☐ Ensure employment agreements, NDAs, and IP assignments are in place
    • ☐ Comply with Delaware franchise tax, Form D (if applicable)
    • ☐ Review and renew D&O insurance, SOC2 prep, privacy compliance

    Cap Table & Equity Planning

    • ☐ Keep an accurate, updated cap table (Carta or Pulley)
    • ☐ Plan for option pool refresh pre-Series A (15–20% post-money)
    • ☐ Model dilution scenarios for Series A and future rounds
    • ☐ Set a clear equity strategy for hiring and retention

    Operating System for Growth

    • ☐ Build or upgrade your OKR / goal-setting framework
    • ☐ Introduce quarterly planning cadences across teams
    • ☐ Establish financial controls and departmental budgets
    • ☐ Begin formal forecasting & scenario planning cycles

     

    We are here to help! Book free consultations: https://shorturl.at/n7vlP

     

    Thank you,

     

    Navneet Sandhar

    CEO & Founder

    Navneet@premiumgrowthadvisor.com

    www.premiumgrowthadvisor.com

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