You just raised
New investors expect monthly numbers on a set day.
FOR VC-BACKED COMPANIES
Board-ready numbers without building a finance team yet
After the raise, the board wants a monthly pack and your first audit is on the calendar. Assisted Close gets you there with a signed close by business day 6.
WHEN TEAMS CALL US
The moments that change what you need
First audit
Reconciliations need support an auditor will accept.
Board pack
Revenue, burn and runway that tie to the books.
Finance team of one
Your one finance person shouldn't spend the month reconciling.
THE FIRST 90 DAYS
What happens after you raise
Nothing about a raise is complicated until the month after it, when the board wants numbers on a day and your one finance person is still doing the close by hand. This is what the first quarter actually looks like.
- Weeks 1–2
Find out where the books really stand
We connect your ledger and banks, walk the close checklist against what you actually do today, and tell you plainly which reconciliations are stale. You get that answer whether or not you sign anything.
- Weeks 3–4
Draft rules from your own history
Three months of activity is usually enough to draft matching rules, accrual logic and the variance thresholds you have been applying by judgement. Your engagement manager walks you through every one before anything runs.
- Month 2
First delivered close
A signed close pack by business day 6, in the format your board already reads, with commentary on the variances that moved.
- Month 3
The audit trail exists
Three months of traced reconciliations. When the auditor asks how a balance was reached, the answer is a query and a dated run rather than a recollection.
WHAT YOU GET
The close a Series A to C company needs
Most VC-backed companies start on the Core plan: one entity, up to eight accounts, a close pack by business day 6.
- Deferred revenue, prepaids and accruals done properly every month
- Variance commentary your board can read
- A clean trail for your first audit's PBC list
AS YOU GROW
Which plan fits, and when it changes
- Series A
- One entity, four to eight accountsCore. Deferred revenue and prepaids done properly every month, close pack by business day 6.
- Series B
- Two or three entities, usually after an acquisitionGrowth. Intercompany rules approved before the first combined close, board or lender pack by business day 6.
- Series C
- Four or five entities, first audit on the calendarPortfolio. Consolidated sponsor pack by business day 7 and an evidence trail ready for fieldwork.
WHEN THE AUDITOR ARRIVES
The first audit is the thing you cannot practise
Most Series A to C companies meet their first auditor once, for a short window, with no history to fall back on. That is the failure this service is aimed at. By the time the fieldwork starts there is a close pack from every prior month, each figure linked to the query that produced it and the reviewer who signed it. Your auditor decides what to test. The work of rebuilding it is already done.
See your own close in daylight.
Send us one past month. In five business days we close it in Yoraito beside your books and show you it ties out. Free, with no commitment.