Wiki

Startup

Weltee Startup

In short. Weltee Startup is one workspace per company. Nav: Today, Actuals, Plan; Company, Raise; Data room, Reports; Settings. Investors open a pack link with no login. Operators are invited from Settings Logins. Not a fund desk. Not a personal ledger.

Weltee Startup is for a founder or a small finance seat. One workspace per company. Open the company. First-run is Set up the company.

On the sidebar

  • Today. Cash, burn, runway, open decisions.
  • Actuals. Period P&L and cash. Lock when the month is the books you will stand behind.
  • Plan. Thirteen weeks of cash.
  • Company: Company, Raise.
  • Files: Data room, Reports.
  • Admin: Settings.

Invite operators from Settings → Logins. Investors do not need an account to open a pack link.

Agents

Agents turn on and off in Settings. Briefs write on Today, Actuals, Plan, Raise, and Reports. You keep the decision.

What to connect

Settings: Mercury, Stripe, Wise, QuickBooks, Xero, Google Sheets, Excel, HubSpot, Monday. Mercury is the operating bank. Not a full accounting suite. It does not file tax.

What this seat is not

Not a fund GP desk. Not a principal's personal ledger.

Related

  • Lock actuals
  • Friday's pack
  • Raise, data room, and operators
  • Connect apps in Settings

All pages

Weltee

Personal is the ledger. Capital is the fund. Startup is the close.

Personal Capital Startup
About Wiki Journal See the demo
Privacy Terms

Weltee is a private record-keeping and education tool. Not financial, legal, tax, or investment advice.