By stage
From first check to first audit to first acquisition.
Every round brings a new set of firsts: your first board, your first hire in a new state, your first audit. We’ve done each of them before, so you don’t do them alone.
Set up books your Series A investors will trust.
You’re here when
- You’ve just closed your first priced round
- Your books started in a spreadsheet or a basic accounting app
- You owe investors a monthly update
- You’re making your first hires, and paying contractors
Every month, you get
Finance
- Monthly financial package
- ARR, burn and runway dashboard, updated
- An investor update, drafted and ready to send
Operations
- Payroll run and reconciled to the books
- Contractors paid, with W-9s on file for year-end 1099s
- Company cards reviewed against your spend policy
What Cabot runs
Operations
The same team at every stage. It just gets bigger.
Agents
Automates routine work across finance and operations, as it happens
Your accountant
Reviews and signs off every number before it reaches you
Your Forward deployed operator
Runs payroll, compliance and the back office
Your fractional CFO · from Series A
Builds the plan and sits with your board
Your first real board deserves a real board pack.
You’re here when
- Your board now includes investor directors
- Investors ask about GAAP revenue, not just ARR
- You’ve hired in a second or third state
- You’re spending on R&D you could get credited for
Every month, you get
Finance
- Board pack: financials, burn, runway and KPIs
- Budget versus actual, by department
- ARR and revenue, reported the way investors expect
- Draft investor update, ready to send
Operations
- Payroll run in every state you employ in
- New hires onboarded, enrolled in benefits and registered in their state
- Benefits Administration, enrollments and changes processed
What Cabot runs
Operations
The same team at every stage. It just gets bigger.
Agents
Automates routine work across finance and operations, as it happens
Your accountant
Reviews and signs off every number before it reaches you
Your Forward deployed operator
Runs payroll, compliance and the back office
Your fractional CFO · from Series A
Builds the plan and sits with your board
Scale finance without hiring a finance team yet.
You’re here when
- Your first audit is on the calendar
- A second entity, or your first team abroad
- You’re paying hundreds of bills a month, and approvals need a workflow
- Department heads need budgets they own
- You’re debating your first controller
Every month, you get
Finance
- Board pack: financials, burn, runway and KPIs
- Forecast and hiring plan updated from actuals
- Balance sheet schedules kept current, so audit fieldwork isn’t a scramble
- Draft investor update, ready to send
Operations
- Bills routed for approval and paid on schedule
- Software seats and renewals reviewed before they bill
- Annual reports, licenses and registrations filed on time
What Cabot runs
Finance
Operations
The same team at every stage. It just gets bigger.
Agents
Automates routine work across finance and operations, as it happens
Your accountant
Reviews and signs off every number before it reaches you
Your Forward deployed operator
Runs payroll, compliance and the back office
Your fractional CFO · from Series A
Builds the plan and sits with your board
Tender offers, acquisitions and annual audits, handled.
You’re here when
- Annual audits are routine
- Late-stage investors or acquirers are running diligence
- Employees are asking about selling shares
- You’re starting to build an in-house finance team
Every month, you get
Finance
- Consolidated financials across every entity
- Board pack with department P&Ls and unit economics
- A close binder with support for every balance
- Stock comp expense and cap table reconciled, ready for a tender
Operations
- Payroll and registrations across every entity, state and province
- Filings and registrations tracked for every entity and state
- Insurance and vendor renewals decided before they hit
What Cabot runs
Operations
The same team at every stage. It just gets bigger.
Agents
Automates routine work across finance and operations, as it happens
Your accountant
Reviews and signs off every number before it reaches you
Your Forward deployed operator
Runs payroll, compliance and the back office
Your fractional CFO · from Series A
Builds the plan and sits with your board
Raising soon? Get your books clean before your seed closes with Historical Cleanup.
Haven’t raised yet? Start with the pre-raise checklist.
What’s your next first?
Book a 15-minute call. Tell us where the company is and what’s coming, whether a board, a hire in a new state or an audit, and we’ll tell you what to put in place first.