CPA-Ready Datarooms for Tech Founders

Accuracy you can trust.   Clarity you can act on.

Stay Compliant, Raise Capital Faster, and Focus on Growth

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.

For founders, a cap table is the single source of truth that:

  • Makes audits faster
  • Simplifies tax prep
  • Accelerates fundraising due diligence


We help tech founders keep ownership, records, and investor data clean, defensible, and ready for scrutiny.

👉 Get Started Today

or Talk to a CPA (833) 820-2255 ext 700

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Why Founders Need a CPA for Cap Table Management

This work is not about tax filing. It's about protection.

A CPA from White Olive will ensure that:

→ Ownership percentages are accurate

→ Dilution is calculated correctly

→ Capital contributions are documented

→ Investor basis can be substantiated

→ Records hold up in diligence, disputes, or audits

When things go wrong, clean records are the difference between inconvenience and liability.

The Problem Founders Learn Too Late

Most startups start with good intentions and informal tracking.

  1. Spreadsheets
  2. Email agreements
  3. SAFEs layered on notes
  4. Multiple investors with no single source of truth


Everything seems fine until:

  • An investor asks for clarity
  • A new round introduces dilution
  • A buyer starts diligence
  • The company stalls or shuts down
  • The IRS or investors ask questions


At that point, bad records become expensive problems.

👉 Get Started Today

or Talk to a CPA (833) 820-2255 ext 700

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Engagement Scope and Estimated Hours

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

Cap Table Review and Cleanup

Estimated 6 to 10 hours


Includes:

  • 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 to 25 hours


Includes:

  • 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 to 5 hours per month


Includes:

  • 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 to 15 hours


Includes:

  • Final cap table reconciliation
  • Capital account documentation
  • Investor basis summaries
  • Loss documentation support
  • Closure guidance


Best for founders winding down responsibly and protecting themselves.

What Our Clients Are Saying   -   40 +  5 star reviews on Google

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"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

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"Rapid response to my initial enquiry. Thorough questioning to determine our needs. Timely proposal.

Realistic valuation of services."

★★★★★

Tom Henry

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"A very professionally run business, I highly recommend it to anyone in the community of Franklin or in close proximity."

★★★★★

Brady Ingram

Read More Reviews

Why White Olive CPA Is Different

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At White Olive CPA, 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.

We help guide tech founders:

  • Build and maintain a clean cap table
  • Track SAFEs, notes, equity, and dilution correctly
  • Organize a defensible data room
  • Document capital contributions and losses
  • Prepare for fundraising, acquisition, or shutdown


Clear ownership.
Clean records.
No surprises.

👉 Get Started Today

Talk to a CPA (833) 820-2255 ext 700

Why this matters: We’re not just a service—we’re your strategic CPA partner for startups. Your dataroom, financials, and reporting become a growth asset, giving your investors and CPA total confidence in your company’s readiness.

Founder Who Wants To Scale?

Here’s What to Expect When You Partner with White Olive CPA

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Step 1: Collect & Upload

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

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Step 2: Organize & Highlight

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

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Step 3: Maintain & Update

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

Frequently Asked Questions

  • 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, credits (R&D), sales/use, payroll filings
    • Key contracts: customer MSAs, vendor/SaaS, IP assignments, NDAs, leases
    • Compliance: SOC 2/ISO status (if applicable), 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/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?

    • Cadence: at least monthly (after your close), plus any material events (rounds, hires, major contracts, new debt)
    • Owners: your CPA manages the financial folders (closes, reconciliations, tax), while the founder/ops lead updates legal, HR, security, and commercial docs
    • Before a round: do 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: house PII (payroll, IDs) in a restricted folder with extra controls
    • Logging: activity/audit logs and document history retained
    • Standards: align with common expectations (e.g., SOC 2-minded controls, strong MFA, encryption at rest/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.

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

    Spreadsheets track intent, not truth. Once SAFEs, notes, or multiple rounds are involved, spreadsheets drift from reality.

  • Can’t I just fix this later?

    That is when it becomes expensive. Fixing cap tables during diligence slows deals and erodes trust.

  • 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.

  • What if the company shuts down?

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

  • 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.

  • What if our records are a mess?

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

Providing Datarooms for Middle Tennessee Businesses

White Olive CPA is based in Franklin Tennessee and proudly serves clients in:

  • Franklin
  • Columbia
  • Brentwood
  • Nashville
  • Spring Hill
  • Murfreesboro
  • Surrounding areas

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!

👉 Get Started Today

or Talk to a CPA (833) 820-2255 ext 700