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accounting timeline after private equity/venture capital funding

There’s still plenty of work for your accounting team to do after the funding bubbly goes flat.

PE or VC funding is crucial – but it’s not the finish line. The next year includes numerous boxes to check off, conversations to have, and lessons to learn, ideally all at particular stages.


take an organized, thorough approach

Address every critical need at every critical juncture in your now-funded future


download e-book

our timeline will help you address the many new responsibilities & tasks on your plate:

handshake (1)
Maintaining / strengthening relationships with investors
Group 429
New compliance & reporting obligations
Group 430
How & when to reevaluate your team, tech, & procedures

don’t leave anything to chance.

Follow our timeline, stay on track, and use your funding as the beginning of profound relationships with your investors & stakeholders.