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Seed to Series B

Runway clarity without a finance hire.

You have a bookkeeper, a spreadsheet, and a founder who does collections at 11pm. Stratum gives you a finance function that runs itself and a runway number you can trust every morning — before the first finance hire.

Recommended stack3 agents · rollout order
  1. 1Collections AgentLiveReceivables chased, escalated, and collected.
  2. 2Cash AgentIn developmentCash position and runway, forecast daily.
  3. 3Close AgentEarly accessReconciliations and month-end, closed on schedule.
Start with the first agent. Add the rest as they go live; you are never charged for an agent that is not running.
The problem

Where the month goes wrong.

What we hear most often from seed to series b, before an agent is on the ledger.

01

Founders do collections

The person who should be selling is chasing last quarter's invoices, because nobody else knows which customers need a call.

02

Runway is a guess

The board asks for months of runway. The answer comes from a spreadsheet last opened before the bridge round.

03

The books close late

Investor updates go out with 'numbers to follow' because the bookkeeper is still matching Stripe payouts.

A month with Stratum

What the first thirty days look like.

Connect on day one. By day thirty, the agents are doing the daily work and you are approving what matters. This is the shape of it.

IllustrativeBased on the rollout we run with design partners. Your ledger sets the pace.
  1. Day 1

    Connect and set thresholds

    QuickBooks connected, bank feeds read-only, an approval threshold set at $5,000. The Collections Agent reads your open invoices and proposes a sequence per customer. You approve the tone.

  2. Week 1

    The reminders go out

    Every open invoice is on a cadence. Two customers reply that they need more time; the agent drafts payment plans and holds them for you. One tap each.

  3. Week 2

    The Cash Agent starts talking

    The morning note now includes runway. It has noticed that your biggest customer pays on day 12, not day 30, and adjusted the forecast accordingly.

  4. Week 3

    The close is already half done

    The Close Agent has matched every bank transaction as it landed and drafted the deferred revenue entries. Your bookkeeper reviews instead of reconstructs.

  5. Day 30

    The investor update writes itself

    The period locks on the 4th. DSO is down, cash is reconciled, and the numbers in the update are the numbers in the ledger.

Illustrative targets

What we would agree to measure.

Every engagement starts with an outcome written down. These are the numbers we typically put on the table for this segment. They are targets, not promises.

< 1 hr/week

Founder hours on finance

Approvals and the morning brief.

Daily

Runway visibility

13-week forecast from the actual ledger.

≤ 5 days

Close time target

So investor updates carry real numbers.

Questions

Common questions from startups.

If yours is not here, ask on the call. We answer plainly.

Startups

Talk to us about startups.

Thirty minutes with the founder. Bring your receivables, payables or close as they are today; we will tell you where an agent earns its keep first.