Capitolix financial services

Mission Packages

Three services.
One clear purpose.

Each service addresses a distinct financial challenge that early-stage companies encounter — with defined scope, fixed pricing, and a handoff structure that leaves you in a stronger position than when you started.

How Services Work

Fixed scope. Fixed price. Clear delivery.

Every Capitolix service has the same structure: a defined list of deliverables, a timeline agreed in advance, and a fixed price that doesn't shift based on hours logged. You know exactly what you're getting before anything starts.

Each engagement includes a discovery phase, iterative production with your input, a draft review, final delivery, and a structured walkthrough. The walkthrough is built into every service — not a separate consultation.

01

Discovery call

Understanding your stage and what's needed

02

Scoped proposal

Deliverables, timeline, and fixed price in writing

03

Build & review

Production with draft review before finalizing

04

Delivery & walkthrough

Final handoff with explanation of everything built

Startup Bookkeeping and Financial Setup
MISSION 01

Startup Bookkeeping & Financial Setup

$1,500 USD · Fixed price

Foundational financial infrastructure for early-stage companies. We establish your chart of accounts, configure your accounting software, record initial transactions, and create templates for ongoing bookkeeping. Suitable for pre-revenue and seed-stage startups building their financial framework from the ground up.

WHAT'S INCLUDED

  • Chart of accounts built for your business model and industry

  • Accounting software configuration (QuickBooks, Xero, or equivalent)

  • Initial transaction recording and account reconciliation

  • Bookkeeping templates for ongoing monthly operations

  • Financial orientation session for founders — understanding your own reports

  • Documented handoff so your team can maintain the setup going forward

BEST FOR

Pre-revenue startups with no existing accounting setup, and seed-stage companies whose bookkeeping has grown beyond a spreadsheet but hasn't been properly formalized. Also appropriate for companies approaching their first outside audit or investor financial review.

MISSION 02

Fundraising Financial Preparation

$4,000 USD · Fixed price

Preparation of financial materials and models for investor presentations and due diligence. We produce historical financial summaries, forward-looking projections, and unit economics analyses that meet investor expectations. Designed for startups approaching angel rounds, seed rounds, or Series A funding conversations.

WHAT'S INCLUDED

  • Historical financial summary — P&L, balance sheet, and cash flow organized for investor review

  • 3-year forward-looking financial model with documented assumptions

  • Unit economics analysis — CAC, LTV, payback period, and margins

  • Cap table review for accuracy and investor-readiness

  • Key financial assumptions review and stress-testing

  • Full walkthrough of materials — so you can present and defend them confidently in investor meetings

BEST FOR

Companies approaching investor conversations for the first time, or startups heading into a new fundraising round whose existing financial materials haven't been reviewed for investor-readiness. Also relevant for founders who want to understand their own financial model more deeply before entering diligence.

Fundraising Financial Preparation
Burn Rate and Runway Analysis
MISSION 03

Burn Rate & Runway Analysis

$1,800 USD · Fixed price

A regular or one-time analysis of your company's cash consumption rate and remaining operational runway. We model various scenarios based on current spending patterns, planned hiring, and revenue projections. Deliverables include a dashboard-style report with visual representations of runway under different conditions.

WHAT'S INCLUDED

  • Current burn rate calculation — gross and net, with category breakdown

  • Multi-scenario runway modeling — conservative, base case, and growth scenarios

  • Hiring and spending scenario modeling — what different decisions do to runway

  • Dashboard-style visual report — runway under different conditions shown clearly

  • Decision framework — what the numbers suggest for timing and pacing going forward

  • Walkthrough session — explaining findings and how to apply them to real decisions

BEST FOR

Founders and CFOs making decisions about hiring pacing, spending levels, or fundraising timing who want those decisions grounded in data rather than rough estimates. Also useful before a board meeting, investor update, or any moment where the company's cash position needs to be clearly communicated.

Investment Overview

Clear pricing, no ongoing commitments

All three services are fixed-price engagements. There are no retainers, no hourly billing overages, and no automatic renewal. You pay for what was scoped and nothing beyond that.

MISSION 01

Bookkeeping & Setup

Financial infrastructure from scratch — accounting software, chart of accounts, templates, and founder orientation.

$1,500 USD

View details →
MISSION 02

Fundraising Prep

Historical summaries, 3-year projections, unit economics, and cap table review built for investor conversations.

$4,000 USD

View details →
MISSION 03

Burn Rate Analysis

Multi-scenario runway modeling with a visual dashboard report for operational and timing decisions.

$1,800 USD

View details →

Which Service Fits

Not sure which service makes sense right now?

The right starting point usually depends on what decision is in front of you — or what's most visibly missing from your financial setup. Here's a rough guide.

IF YOU'RE…

Starting with no financial setup

CONSIDER

Mission 01 — Bookkeeping & Setup

WHY

Getting accounting infrastructure in place before any other financial work is almost always the right first step — it makes everything else more reliable.

IF YOU'RE…

Heading into investor conversations in the next 2–4 months

CONSIDER

Mission 02 — Fundraising Prep

WHY

Investor-ready materials take time to produce correctly — starting 2–3 months before conversations begin gives room for iterations and review.

IF YOU'RE…

Making a significant hiring or spending decision

CONSIDER

Mission 03 — Burn Rate Analysis

WHY

Understanding what different spending scenarios do to your runway before committing is far more useful than understanding it after — when the decision can still be shaped by the data.

IF YOU'RE…

Unsure where to start

CONSIDER

A discovery call first

WHY

A 30-minute conversation about where your company is financially is usually enough to identify the right place to start. Reach out and we'll figure it out together.

Get Started

Ready to talk through what fits your stage?

Send a message with where you are and what financial questions are on your mind. We'll respond within one business day with a clear sense of what makes sense and how we'd approach it.

Send a Message