Your Email ATTRIBUTE STATUS NOTES FINANCIAL MODEL Business Model In Place With Description 123 Financial Model, including Revenue Model, In Place 123 Actual vs Plan Comparison Performed 123 Timing for Updating the Model 123 FINANCIAL STATEMENTS Financial Statement Roll-up 123 Chart of Accounts 123 Financial Reporting Frequency 123 KPIs/Metrics Dashboard In Place 123 ACCOUNTING Accounting Platform 123 Existing Accounting Policies 123 GAAP vs. non-GAAP 123 Account Reconciliations 123 REVENUE Revenue Model 123 Revenue Recognition Platform 123 Revenue Recognition Policy 123 Revenue & ARR Waterfalls 123 CUSTOMERS CRM Platform 123 Standard Customer Contract 123 Customer Contract Schedule 123 Customers List 123 Invoicing / Collections Invoicing & Collection Platform 123 Invoice Timing 123 A/R Aging 123 Write-Offs 123 Payroll/HR Payroll & Benefits Platform 123 Org Structure For All Employees 123 Employee & Contractor Agreements Including PIIA 123 Benefits Schedule 123 Expenses & Credit Cards Expenses & Credit Card Platform 123 Expense Schedule By Type 123 Vendor Expense Schedule 123 Major Vendor Commitment Schedule 123 treasury Bank Schedule 123 Treasury Schedule 123 Effective Interest Rate 123 Internal Controls Related to Cash 123 equity Equity Platform 123 Cap Table 123 Fundraising Transactions 123 Option Schedule By Employee 123 Legal & Governance Articles of Incorporation, Bylaws and Amendments 123 Board Consents & Minutes 123 Entity Structure 123 Intercompany Agreements 123 Significant Transactions Mergers & Acquisition 123 Debt Financing 123 Pending Litigation 123 Related Party 123 compliance Requirements Domestic 123 Current Compliance Status 123 sales tax Requirements 123 Filed and Paid Sales Tax Returns 123 Internal Controls Segregation of Duties 123 Audit and Account Reconciliations 123 RECOMMENDATIONS
