The Series A Readiness Pack
Your next raise starts with your books. The data room audit, the two-hour monthly ritual, and the 40 questions investors ask. One pack.
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Three tools. One goal: walk in already ready.
1
Data Room Audit
The full checklist investors expect: financials, revenue metrics, legal, tax, operations. Score every item before your first meeting.
2
The 2-Hour Month
The founder review ritual: close, P&L, cash and runway, board prep. Four weeks, about two hours total.
3
Series A Question Bank
The 40 questions investors ask, and why they ask each one.
See it against your own books.
The pack is the playbook. A 15-minute call shows you what readiness looks like with your actual numbers, your data room, your next raise.
We'll walk your data room against the audit, category by category.
You'll see where your books are raise-ready, and where they aren't yet.
No deck, no pitch. Just a working session.
Free. No sales pitch.
7,000+ accounting firms and startups trust Puzzle.
What Puzzle does for startups
Accurate books at AI speed. The close actions that change your books run through human review before they post.
AI-assisted workflows
Puzzle categorizes transactions, reconciles accounts, and builds revenue schedules. No rules to babysit.
Native startup integrations
Stripe, Mercury, Ramp, Brex, Deel, Gusto. Your modern stack, working with Puzzle.
See what your books look like inside Puzzle.
Accurate books, year-round. Book a Puzzle demo and see your real numbers inside Puzzle, with no document request chain.
