Frequently Asked Questions

Starter ($99/mo) gets your house in order—financial planning, KPI tracking, team tools, accounting integrations, and Eli AI with 50 queries/month. Founder ($249/mo annual, $299/mo monthly) gives you everything to raise and grow—unlimited Eli and Milo AI, GTM pipeline & CRM, cap table management, investor portal, business models, strategic bets, compliance calendar, and priority support.

Both Starter and Founder include unlimited team members, Financial Planning & Forecasting, KPI Tracking & Dashboards, Team & HR Tools (Directory, Org Chart), Accounting Integrations (QuickBooks, Xero), Lean Canvas & Business Canvas, Metrics & Northstars, and a 30-day free trial.

No. Both plans include unlimited team members at a flat rate. Add your whole team without worrying about per-seat costs.

Yes. The Founder plan is $249/mo when paid annually (vs $299/mo monthly). Starter is $99/mo with monthly billing only.

Yes. Upgrade anytime from your Account Settings. You’ll get immediate access to all Founder features and we’ll prorate your billing.

No. You can cancel and restart later, but you may lose any promotional pricing and have to pay current rates.

Free tiers are lead gen, not products. We’d rather give you a real 30-day trial than a crippled version forever.

There isn’t one. We’re just selling software at a fair price without the usual SaaS theater.

Anyone who can log in. Both Starter and Founder plans include unlimited team members. Investors don’t count—they use the investor portal (Founder plan only).

Go to Account Settings and find the pending invitation. You can resend the email or copy the invitation link to share through another channel. Pending invites show with a yellow badge.

We’ll email you before it ends. If you don’t pick a plan, your account becomes read-only. No surprise charges. You can upgrade to Starter or Founder at any time during or after the trial.

USD, EUR, and GBP. Pick one during onboarding and that’s how all your financial data displays. You can change it later in your company profile.

No. You can enter actuals manually. But if you use Xero or QuickBooks Online, connect them and your data syncs automatically. Manual entry still works even with a connected integration.

No. We only read from Xero/QuickBooks—never write. Your accounting system stays clean. We just pull data to show you your financials.

Green means 18+ months—you’re healthy. Yellow means 6-18 months—start thinking about your next raise or path to profitability. Red means less than 6 months—requires immediate attention.

Yes. Click “Import from Actuals” on the forecasts page. Select which accounts to import, and the system creates forecast estimates based on your historical patterns. Useful when setting up forecasts for the first time.

Data already synced stays in FoundersBoxx. Disconnecting just stops future syncs. If you reconnect later, syncing resumes. We don’t delete your historical data when you disconnect.

Outstanding shows shares actually issued today. Fully diluted includes everything: issued shares plus your unallocated option pool. Investors think in fully diluted terms—you should too when negotiating.

Investors negotiate option pool expansion on a pre-money basis. This means founders absorb the dilution before the new investor’s percentage is calculated. It’s a standard negotiating tactic—run simulations before agreeing to terms.

SAFEs are simpler—just an agreement to convert into equity later. Notes are structured as debt with interest rates and maturity dates. Both convert when you raise a priced round. Most early-stage companies use SAFEs now.

Create a “Founding” or “Incorporation” round. It’s not technically a funding round, but recording it keeps all shareholdings organized within the rounds structure and gives you a clean historical record.

Only what you share. The investor portal is opt-in per shareholder. You control exactly what each investor can access: updates, data room documents, or board meeting notes. They can’t see anything you don’t explicitly share.

No. Compensation and equity data is admin-only. Managers see basic info about their direct reports. Regular team members see the employee directory but not sensitive financial details.

Yes. Employees can view evaluations where they are the subject. Managers see their direct reports’ evaluations. Admins see everything. The system is designed for transparency, not secrecy.

Elimo only accesses data within your FoundersBoxx account—financials, metrics, and cap table. It doesn’t see other companies’ data or external sources. Your conversations are private to your account.

No. Elimo provides insights to inform your thinking, not professional advice. For legal, tax, or compliance matters, consult actual professionals. The AI is a tool to help you think, not a replacement for expertise.

It’s the one metric that best represents whether your business is healthy and growing. Mark your most critical KPI as Northstar to highlight it. Most companies have 1-3 Northstar metrics—not everything can be critical.