SERVICES / CPA-READY DATAROOMS

CPA-Ready Datarooms for Tech Founders

Accuracy you can trust. Clarity you can act on. Your data room is the only source of truth for new investors, and your cap table is not a spreadsheet, it is a legal and financial system that follows your company for its entire life. If it is wrong, fundraising slows, investor trust breaks, exits get delayed, and founders take personal risk they never expected. We help tech founders keep ownership, records, and investor data clean, defensible, and ready for scrutiny.
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or call (833) 820-2255 ext 700
WHY IT MATTERS

Why Founders Need a CPA for Cap Table Management

This work is not about tax filing. It’s about protection. When things go wrong, clean records are the difference between inconvenience and liability. For founders, a clean cap table makes audits faster, simplifies tax prep, and accelerates fundraising due diligence.
Accurate Ownership → Ownership percentages are accurate and dilution is calculated correctly.
Documented Contributions → Capital contributions are documented and investor basis can be substantiated.
Diligence-Proof Records → Records hold up in diligence, disputes, or audits.
Avoid the Late Fix → Most startups start with spreadsheets, email agreements, and SAFEs layered on notes. Everything seems fine until an investor asks for clarity, a round introduces dilution, a buyer starts diligence, or the IRS asks questions. At that point, bad records become expensive problems.

Why White Olive CPA Is Different

We don’t just organize files, we engineer your financial ecosystem. Our datarooms are designed specifically for tech founders and startup teams who need efficiency, transparency, and compliance. Clear ownership. Clean records. No surprises.
01 Build and maintain a clean cap table
02 Track SAFEs, notes, equity, and dilution correctly
03 Organize a defensible data room
04 Document capital contributions and losses
05 Prepare for fundraising, acquisition, or shutdown

Engagement Scope and Estimated Hours

We bill hourly and scope work before starting so founders understand expectations.

Cap Table Review and Cleanup

ESTIMATED 6, 10 HOURS
Review of existing cap table, SAFE and note reconciliation, ownership and dilution verification, capital contribution summary, written findings and next steps. Best for founders preparing for investor conversations or internal cleanup.

Investor-Ready Cap Table and Data Room

ESTIMATED 18, 25 HOURS
Cap table rebuild and verification; SAFE, note, and equity modeling; dilution scenario analysis; data room organization; investor-ready documentation. Best for startups raising capital or preparing for diligence.

Ongoing Cap Table and Data Room Support

ESTIMATED 3, 5 HOURS / MONTH
Cap table maintenance, SAFE and note updates, investor ownership tracking, data room updates, CPA support for investor questions. Best for active startups with multiple investors.

Shutdown and Loss Documentation

ESTIMATED 10, 15 HOURS
Final cap table reconciliation, capital account documentation, investor basis summaries, loss documentation support, closure guidance. Best for founders winding down responsibly and protecting themselves.
OUR PROCESS

Founder who wants to scale? Here’s what to expect

STEP 1

Collect & Upload

Bring us your bank statements, financials, contracts, payroll, and corporate documents.
STEP 2

Organize & Highlight

We structure your startup dataroom, flag key info, and create summaries so CPAs or investors can act immediately.
STEP 3

Maintain & Update

Your CPA-ready dataroom stays live, accurate, and audit-ready, no more scrambling before tax deadlines or funding rounds.

What Our Clients Are Saying

40+ five-star reviews on Google →
“
Professional, fast, nice. I’ve tried working with several other individuals and firms, only to have response times too slow. White Olive always got back to me quickly and worked fast to help with whatever issues I was facing.
D.T. Lumpkin ★★★★★
“
Rapid response to my initial enquiry. Thorough questioning to determine our needs. Timely proposal. Realistic valuation of services.
Tom Henry ★★★★★
“
A very professionally run business, I highly recommend it to anyone in the community of Franklin or in close proximity.
Brady Ingram ★★★★★
COMMON CONCERNS

The questions founders ask

“We already have a cap table spreadsheet. Why isn’t that enough?”

REALITY
Spreadsheets track intent, not truth. Once SAFEs, notes, or multiple rounds are involved, spreadsheets drift from reality.
OUR SOLUTION
We rebuild and verify the cap table so it reflects the actual legal and financial position.

“Can’t I just fix this later?”

REALITY
That is when it becomes expensive. Fixing cap tables during diligence slows deals and erodes trust.
OUR SOLUTION
Early cleanup takes hours. Late cleanup takes weeks. We scope the work before starting.

“What if our records are a mess?”

REALITY
That is normal. Most founders come to us because things are messy.
OUR SOLUTION
Our job is to bring clarity without judgment.

“What if the company shuts down?”

REALITY
This work becomes even more important.
OUR SOLUTION
Clean records allow investors to document losses and protect founders from disputes or tax exposure.
FAQ

Frequently Asked Questions

Have a question we didn't cover? Reach out, we respond within a few hours.

What should a startup financial dataroom include for fundraising due diligence?

Corporate docs (articles, bylaws, board consents, stock plan, option grants); cap table + equity docs (409A, SAFEs/notes, term sheets); financials (P&L, balance sheet, cash flow, trial balance, monthly closes, budgets/forecasts); bank/credit cards, payroll, AR/AP aging, major vendors/customers; tax (prior returns, nexus, R&D credits, sales/use, payroll filings); key contracts (customer MSAs, vendor/SaaS, IP assignments, NDAs, leases); compliance (SOC 2/ISO status, policies, security overview).

How is a CPA-ready dataroom different from a regular Google Drive/Dropbox folder?

Structure & naming: standardized folders, versioning, and clear file names founders, CPAs, and investors expect. Permissions & audit trail: role-based access, view-only links, activity logs. Financial readiness: monthly close artifacts, reconciliations, and tie-outs pre-staged for audit/tax. Investor flow: purpose-built checklists and “read me” summaries so diligence moves fast.

How often should we update the dataroom, and who owns it?

At least monthly (after your close), plus any material events (rounds, hires, major contracts, new debt). Your CPA manages the financial folders while the founder/ops lead updates legal, HR, security, and commercial docs. Before a round: a quick “pre-DD sweep” to verify completeness and remove stale drafts.

How do you keep investor access secure (and compliant)?

Least-privilege access: investor-specific groups, view-only, watermarking, link expiry. Sensitive splits: PII housed in a restricted folder with extra controls. Activity/audit logs and document history retained. Aligned with common expectations: SOC 2-minded controls, strong MFA, encryption at rest and in transit.

Do I really need a CPA or can my lawyer handle this?

Lawyers draft documents. CPAs validate numbers. Cap tables, dilution, and capital accounts are financial systems. If the math is wrong, the documents do not matter.

What if we are early stage or pre-revenue?

That is the best time to do this. Early cleanup takes hours. Late cleanup takes weeks.

How do we know how many hours this will take?

We scope the work before starting. You get a clear estimate based on your structure and records.

Get It Right Before Someone Else Reviews It

White Olive CPA turns messy startup financials into clarity, control, and confidence. Focus on building your business, your dataroom, reporting, and compliance are in expert hands. Schedule a founder consultation!
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Simple, clarity-driven accounting and financial solutions. Serving businesses regionally from Tennessee, Louisiana, and Florida.
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CONTACT
(833) 820-2255 New customers: dial ext 700 Existing customers: dial ext 704 (Director of Accounting) [email protected]
BUSINESS HOURS
Mon, Fri   9:00, 5:00 Sat, Sun   Appointment only
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