SaaS · seed stage

Fieldnote Labs

30

days to board-ready

The challenge

A term sheet arrived with a diligence list the founders could not answer: no accrual books, no revenue schedule, deferred revenue everywhere.

The approach

We converted the ledger to accrual, built a revenue recognition schedule tied to contracts, and produced a board pack format investors recognised on sight.

The result

Diligence closed in thirty days without a single reopened question, and the monthly board pack now ships four days after close.

Our lead investor asked who did our books. That has never happened to anyone I know.

Co-founder & CEO

Ready for books that balance?

A thirty-minute call: you talk, we listen, and you leave with a straight answer about scope and fee — whether or not it's us.

Balanced books, kept here

Accounting & fractional CFO for owner-led businesses.

hello@summa.co
+1 (415) 555-0132
228 Ledger Row, Suite 4 · San Francisco, CA
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