GTX Funded Setup

Price: $7,500
Ideal For: Venture-backed startups ready to level up their financial operations post-raise.

Why work with GTX Finance on this? 

You’ve closed a decent sized round ($10M+) and now it’s time to tighten things up. That said, hiring a CFO is probably overkill at this stage. We can help you upgrade your finance systems to provide insights, ensure sustainability, and reduce drag without taking on a six figure finance headcount. 

Custom Financial Model

• Build or overhaul your financial model to reflect current team, burn, and milestones

• Department-level budgeting to align hiring and spend with investor expectations

• Forecasting tools to plan runway, hiring, and future raises

Finance Stack Optimization

• Evaluate your current tools (QBO, Ramp, payroll, cap table)

• Recommend upgrades where needed. We’ve spent hours researching, demo-ing and utilizing the best finance tools on the market. We may be able to make your operations run lighter, faster, and with more insight.

• Configure and implement integrations for efficient workflows

Monthly Close & Reporting Framework

• Set up a clean, repeatable monthly close process

• Define a reporting cadence for internal/external stakeholders

• Build templates for investor updates, board decks, and KPI tracking

Compliance & Audit Readiness

• Ensure your systems are clean and audit-ready

• Get your cap table and approvals aligned for 409A valuation

• Prep for downstream diligence
  

Timeline

• Delivered in 3-4 weeks

• Includes kickoff, async collaboration, milestone reviews, and final handoff
  

What You Get

• A modern, scalable finance tech stack

• A model investors and execs can actually use

• Systems that save your team time and reduce risk