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The best financial planning in 2024

RAFA
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RAFA's AI Agents help you invest like an expert with personalized insights. It’s like having a team of experts, each specializing in one task: Fundamental analysis, Technicals, Momentum, Macro etc, all working together to maximize your portfolio 24/7.

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Puzzle is a core accounting solution that helps startups build better companies. You get real-time financial statements for fundraising and taxes, plus insights, metrics (like burn, runway, ARR), FDIC coverage monitoring, and revenue recognition - all in an intuitive UX.

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Arc
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Arc empowers startups with a better banking experience. With Arc, you can open FDIC-insurance eligible accounts in minutes, manage everyday banking needs without fees, diversify & safeguard cash, maximize yield, and instantly access growth capital—all in one platform and partnering with trusted banks. Based in SF & NYC, Arc has raised $180M+ of equity and debt funding from Left Lane, NFX, BCV, YC, among others. [Arc is a technology company, not a bank: arc.tech/general-disclosures]

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Carta
4.

Carta

Equity. Simplified.
5.0 (55 reviews)
Used by 2:
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  • Overview
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Carta is an ownership and equity management platform trusted by thousands of founders, investors, and employees.

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ChartMogul
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Our subscription analytics platform seamlessly combines and normalizes SaaS revenue data from multiple sources, delivering a clear and accurate view of your B2B SaaS business. You'll be ready to make data-driven decisions that take your business to the next level.

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GameX
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Welcome to GAME X, Your personalized gaming haven where every click brings you closer to the perfect gaming experience. At GameX, we redefine the way you discover and enjoy games by blending mood and skills into a seamless journey

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Mudrex
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Mudrex is a revolutionary cryptocurrency investment platform that empowers individuals and institutions to invest confidently in digital assets. With state-of-the-art technology and expert insights, Mudrex provides a secure environment to manage crypto investments. Their ultimate goal is to help clients achieve financial goals and become the go-to platform for crypto investing

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Spendesk
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Calm the chaos of company spending with Spendesk - the all-in-one spend management platform for modern finance teams.

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  • Overview
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Use the SaaS Funding Calculator on Founderpath.com to see how much money you could get without giving up equity. Free analytics too! We’ve already done 6 deals for $1m+ to help bootstrapped SaaS founders drive growth 🚀

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🎯 Match with unique investment ideas based on your interests and investment goals. 🏦 Invest Stocks, ETFs, and TTFs. 🧐 TTFs are optimized collections of stocks dedicated to a specific idea.