FinanceOS

FinanceOS in Notion is a comprehensive startup finance system designed to help entrepreneurs manage their financial data effectively.

Financial discipline is hard to maintain for small teams

But it's crucial to long term success

Fundraising can be a long and hard process

It's even harder without a plan of attack and runway estimate

Startup cannot afford accounting software

Burn management is crucial in the early days.

That's why we built StartOS' FinanceOS.

Key features of FinanceOS include:

1. 💰 Track Income and Expenses: You can use FinanceOS to keep tabs on various financial aspects of your startup, including salaries, subscriptions, revenue, and fundraising activities.

2. 🚀 Plan and Execute Fundraising: The system allows you to plan and execute fundraising rounds. You can also manage your investor cap table, which keeps track of ownership stakes in your company.

3. 📈 Estimate Runway and Value: With an integrated burn calculator, FinanceOS helps you estimate your startup's runway, which is how long it can operate with its current cash reserves. It also assists in estimating the overall value of your startup.

4. 🤖 AI-based Financial Projections: The system employs AI-based prompts to help you generate financial projections. This can significantly speed up the projection process compared to using traditional tools like Excel.

5. 💲 Startup Valuation: FinanceOS includes a built-in Discounted Cashflow Model for valuing your startup, which can be useful for both internal and external purposes.

6. 📊 Central Quick View Dashboard: A quick view dashboard allows you to visualize the overall health of your company's finances at a glance.

7. 🎯 Funding Module: You can add funding round information from various sources, such as grants, equity rounds, convertible notes, and debt rounds. The system also automatically calculates debt and convertible note conversions.

8. 📊 Accounting and Cashflow Statements: FinanceOS helps you tag incoming funding to the source, expenses to the source of funding, and revenue with monthly tags. It also provides features for asset and liability calculation, as well as appreciation and depreciation-based value computation for assets.

9. 💼 Salary and Subscription Trackers: The system offers templates to estimate your startup's burn rate by tracking salaries and subscriptions.

10. 🔥 Burn Rate and Runway Estimator: It provides tools to estimate your burn rate and runway, helping you understand how long your startup's cash reserves will last.

11. 📊 Cap Table Module: FinanceOS automatically generates a cap table using funding round information. It also provides visual representation using pie charts.

12. 🤝 VC Contacts and Firms Integration: For users of StartOS and ConnectOS, FinanceOS offers features to tag venture capitalists (VCs) to funding rounds, track conversations with CRM integration, and manage VC contacts and firms' information on a board.

13. 📈 Financial Projections: The system includes pre-engineered AI prompts to assist in financial projections, making the process 20 times faster than using Excel.

14. 💲 Startup Valuations: A Discounted Cashflow-based valuation template is available to determine the value of your startup.

FinanceOS provides a comprehensive suite of financial tools and features for startup founders and entrepreneurs to manage their financial data and make informed decisions. 💼📊🚀