Cashflow Visibility Health Check

Primary Outcome

You gain a clear, action-ready view of real cashflow visibility and a path to faster, more confident decisions.

Who This Is For

• - Founders of equity-backed tech startups aiming to accelerate monthly closes and improve investor storytelling
• - CFOs or finance leads at scaling startups responsible for runways, burn, and board-ready reporting
• - Finance operations teams needing a quick diagnostic to uncover gaps in cashflow visibility and reduce ad-hoc questions

What You'll Learn

• 10-point cashflow visibility diagnostic
• unified view of expenses, approvals, and runway
• board-ready variance explanations and metrics
• faster monthly close with clear, actionable insights

Prerequisites

• Interest in finance for operators
• No prior experience required
• 1–2 hours per week

About the Creator

Serkan Tatar ACA — Helping equity-backed tech startups extend their runway and secure specialist tax reliefs | SEIS/EIS • Fundraise compliance • R&D • Share options • Fractional VFO | Ex-Deloitte

LinkedIn Profile

FAQ

What is "Cashflow Visibility Health Check"?

Assess your cashflow visibility with a concise 10-point diagnostic designed for equity-backed tech startups. Identify gaps in reporting, streamline the monthly close, and deliver board-ready metrics that clearly explain variances, runway, and commitments. Gain actionable insights that speed up decisions, reduce firefighting, and align finance with rapid growth.

Who created this playbook?

Created by Serkan Tatar ACA, Helping equity-backed tech startups extend their runway and secure specialist tax reliefs | SEIS/EIS • Fundraise compliance • R&D • Share options • Fractional VFO | Ex-Deloitte.

Who is this playbook for?

- Founders of equity-backed tech startups aiming to accelerate monthly closes and improve investor storytelling, - CFOs or finance leads at scaling startups responsible for runways, burn, and board-ready reporting, - Finance operations teams needing a quick diagnostic to uncover gaps in cashflow visibility and reduce ad-hoc questions

What are the prerequisites?

Interest in finance for operators. No prior experience required. 1–2 hours per week.

What's included?

10-point cashflow visibility diagnostic. unified view of expenses, approvals, and runway. board-ready variance explanations and metrics. faster monthly close with clear, actionable insights

How much does it cost?

$0.35.

Tags

• Cash Flow
• Financial Models
• Profitability
• Budgets

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