Download Tools

Due Diligence Checklist for Venture Capital

Due Diligence Checklist for Venture Capital

Prepare for due diligence by working through a checklist and populating a data room with your documents...
Download >
Deal Activities Grid

Deal Activities Grid

1-page summary of actors and roles in a fundraising round...
Download >
Cash: Raising, Spending and Tracking for Fast Growing Companies

Cash: Raising, Spending and Tracking for Fast Growing Companies

Slide deck showing how startup, early growth and high growth companies deal with cash...
Download >
Two people handling a check_Fintelligent_Paycheck Protection

There Will Be Enough Paycheck Protection Program Funding For All of Us

April 6, 2020

Last Friday I frantically prepared documentation for as many clients as possible to apply for the new Paycheck Protection Program(PPP)loans that just...
Read More >
Man working on a computer_Fintelligent_Cash Flow in an Uncertain Economy

Creating Cash Flow in an Uncertain Economy

November 12, 2020

Are you a business owner worried about cash flow in this uncertain economy? Would you like to learn more about steps you can take right now to...
Download >
eventfeatured

Check back soon for more upcoming events

Schedule a Call

The Fintelligent journey starts with a no-commitment conversation about your goals and your business. 

During this call, we’ll get right to work discussing your goals and the financial department you need to reach them. You'll leave with a document customized for you with our scope of services, pricing and onboarding plan.