Attivo
Earning Trust Everyday
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ACCOUNTING AND FINAnCIAL SERVICES

With you every step of the way.

Areas of Practice by Funding Stage


Series seed

Employee On-Boarding
Payroll
Accounting
Financial Statements
Vendor Payments
Cap Table Management



SERIES A

Business Modeling and Forecasting
Management Reporting
Board Reporting
Employee Benefits
Billings and Collections
 



SERIES B

Bank relationships
Fundraising
Technical Reporting
Growth Capital Funding

 



SERIES C

Audit Support
Acquisition Due Diligence
Asset Based Lending


 


Areas of Practice by Department


STRATEGIC SERVICES

Board and Management Reporting
Fundraising and Investor Meetings
Business Modeling and Forecasting
Growth Capital
A/R and MRR Lines of Credit
Mergers and Acquisitions
M&A Due Diligence



FINANCE AND ACCOUNTING

Financial Statements
Accounting
Billing and Collections, Vendor Payments
Revenue Recognition and Accounting Policies
Tax Compliance
Bank and Audit Relationships



HUMAN RESOURCES

Payroll
Onboarding
Performance Reviews
Salary and Equity Studies
Employee Benefits Analysis
Employee Benefits Implementation
 



LEGAL

Cap Table Management
Stock Option Management
409a Compliance
Contract Review
Business Insurance
Product Insurance