FinanceOS: StartOS' Startup Finance Hub

Name: FinanceOS: StartOS' Startup Finance Hub
Rating: 5.0 (1 reviews)

The most comprehensive startup finance system, in Notion.

5.0•1 review•

217 followers

The most comprehensive startup finance system, in Notion.

5.0•1 review•

217 followers

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Accounting software

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Budgeting apps

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Startup financial planning

Your startup finance Swiss army knife. Track Income and Expenses, draw budgets, plan for fundraising and track VC connections. FinanceOS also allows you to estimate burn rate and runway by tracking salaries and subscriptions and estimate valuation.

FinanceOS with AI Financial Projections gallery image

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Launch tags:Business•Finance•Notion

Launch Team

StartOS: Plug-and-Play Startup System

Maker

📌

Final one before the big finale! This is module 8, and launch #8 of 9 for StartOS- and its the most popular one- this is FinanceOS!🤑 As always, thanks @rohanrecommends for hunting and guiding me on the launch! --- 🚨Don’t forget to subscribe to the StartOS launch! 🔗https://www.producthunt.com/prod... ---- ❓So, you thought you needed excel for your financial projections and some accounting software for budgeting cashflow? 🙀🙀What if I told you- you can do that, and MORE- in Notion? -------------------------------------------------------------------------- Some cool things it can do that you might not think were possible? -------------------------------------------------------------------------- ⚡Automatically convert your SAFEs/ C-Notes to equity percentages when triggered ➡️Built-in formulae, that convert the convertible instruments the moment a qualifying round is linked. ⚡Auto compute your Cap Table ➡️Rollups pull information to your Cap Table database from the funding rounds! ⚡Financial Projections- WITH AI! Requires Notion AI. 🪄Give the AI your historical Data, a prompt based on your assumptions (growth rate, CAPEX changes etc.), duration and any combination of conditions, and have it generate projections for you! You still want to manually code this up in a spreadsheet?😉 PS: Go to learn more, to get a free demo of this feature via Gumroad. -------------------------------------------------------------------------- Plus all the standard things a Startup Finance Needs to do- below👇 --- FinanceOS Features: --- Financial Management is crucial to startups, and it does not have to be complicated, split across apps or downright confusing. We built FinanceOS to solve this. 💸Funding Module 🔹 Add funding round information based on source 🔹 Templates for Grants, Equity Round, Convertible Notes and Debt Round 🔹 Automatically calculate debt and convertible note conversions using built in formulas as soon as you enter details of the round 🔹 Automated cap table calculations 💳Accounting and Cashflow Statements 🔹 Tag incoming funding to source 🔹Tag Expenses to Source of Funding to automatically calculate balance 🔹 Tag revenue using monthly tags, and a sub-property feature for easy sorting 🔹 Asset and liability calculator 🔹 Appreciation and depreciation based value computation for your assets for bookkeeping 💴Salary Tracker 💷Subscription Tracker 🔹 Subscription Templates and Salary Templates to help you estimate burn rate 🌍✈️Burn Rate and Runway Estimator 🧑‍🦲🧑‍🦱🧑‍🦰🧔Cap Table Module 🔹Automatically generate a cap table using funding round information 🔹 Uses the automated cap table calculation to generate a clean pie table chart using Mermaid! 🤵VC Contacts and Firms Integration and Board-View Tracking (👑Full StartOS/ Requires ConnectOS) 🔹⚙️Tag VCs to round 🔹⚙️Conversation tracking with CRM integration. Tag meeting notes to the meeting easily 🔹⚙️Integrated tracking of your VC contacts and firms and stage of contact using a board 💹Financial Projections 🔹 Pre-engineered AI prompts to help with financial projection! 🔹Project as well as you can in Excel- just 20x faster! 🪙Startup Valuations 🔹 Discounted Cashflow based valuation template --- Previously launched: ConnectOS: https://www.producthunt.com/post... TeamOS: https://www.producthunt.com/prod... ProjectOS: https://www.producthunt.com/prod... CompeteOS: https://www.producthunt.com/prod... ContentOS: https://www.producthunt.com/prod... LaunchOS: https://www.producthunt.com/post... SalesOS: https://www.producthunt.com/prod... ---

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3yr ago

Ploito

Dear Ajinkya Bhat! Congratulations! Looks interesting! Can I use it separately if I don't use Notion?

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3yr ago

StartOS: Plug-and-Play Startup System

Maker

@anna_kasumova Thanks Anna! You might be able to use just the prompt with ChatGPT I think! But I built in context-based generation for a reason, so it would use your data. So as long as you can feed it to whichever AI engine you like, it should be possible to replicate!

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3yr ago

Ploito

@ajinkya_bhat got you!

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3yr ago

Biz OS

Another banger of a template from Ajinkya in his OS series! My favorite parts about this template are Salary Tracker, subscription tracker, and the funding module which by itself is a powerful feature. Keep up the good work, Ajinkya!

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3yr ago

StartOS: Plug-and-Play Startup System

Maker

@heseio Thanks so much Heseio! The last one had to be the best!

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3yr ago

Employee Onboarding OS

Congrats, Ajinkya! You continue surprising us with creativity, thoroughness and addressing the biggest pain points of entrepreneurs. The FinanceOS is the most complete Notion system on the topic, it is user-friendly and powerful!

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3yr ago

StartOS: Plug-and-Play Startup System

Maker

@simondela Thanks so much Mona! I guess it helps when you yourself are the end user and feel the pain first hand :)

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3yr ago

Ph.D. Compass

Another amazing product Ajinkya! Managing finances is essential for any startup. Now this can be done easily inside Notion. Congratulations on your launch!

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3yr ago

StartOS: Plug-and-Play Startup System

Maker

@notion4academic Thanks so much Tona! Appreciate the kind words! :)

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3yr ago