The Financial Journey of your Hero Startup

Join us on the magical journey of your next unicorn startup and see it under the Arbo Lens! Now, how do you start a company that's venture-scalable?


Hop On! Let's build your hero startup together.

In a world driven by technology and constant innovation, the journey of a tech startup is a captivating tale of passion, perseverance, and the pursuit of groundbreaking ideas. The story unfolds amidst uncertainties, fierce competition, and limitless possibilities. From humble beginnings in a garage or a bustling co-working space to the global stage of entrepreneurship, the path to success is riddled with challenges but also offers remarkable opportunities for growth and impact.

The journey of a startup revolves around a group of visionary individuals who dared to dream big and set out to disrupt the status quo. They relentlessly sought to transform their innovative ideas into tangible realities shaping the future. Armed with cutting-edge technologies, boundless ambition, and an unwavering belief in their vision, they took their first steps on the exhilarating journey of building a tech startup.

To create your unicorn startup, you have to begin the process of actually starting your business. This may seem intimidating, but it can actually be relatively quick and straightforward. The method includes a mixture of personal creativity for creating your business plan. Still, it will also have some bureaucracy for registration. 

Some main steps are deciding on components like location/legal entity, making a business plan, and registering your business,making your business plan typically be the longest step, as there are so many different components that you must analyze and decide on. The registration process will depend on which sort of legal entity you decide on and where you are located. 

Choosing a business model

Selecting a legal entity for your startup is a crucial step. It should be completed at some point while creating your business plan. The legal entity you operate under will have different implications for taxes, liabilities, and legality. For example, certain entities can help protect the company's founder from being personally liable in any related lawsuits.  Many startups will initially select a sole proprietorship or partnership entity before later selecting a different legal entity, such as a C-corp or LLC. During the early stages of a startup, it can be easier to use entities like a sole proprietorship; however, for tax/legal purposes, many startups will end up switching to a more favorable entity type of being a Delaware C-Corp since most of them will be fundraising. Below are how the company structures differ and have the best use case. 


Ready to rock your startup?

It's time to choose your business model and unleash your entrepreneurial mojo! Don't sweat it,we've got the lowdown on the options: S Corp, C Corp, LLC, and Sole Proprietorship. Let's dive into business structures and find the perfect fit for your startup groove!

S Corp, C Corp, LLC, or Sole Proprietorship - it's like picking the right instrument for your one-of-a-kind band. Want the harmonious blend of personal liability protection and tax advantages? Cue the LLC! It's your backstage pass to limited liability without the hassle.

Suppose you're aiming to hit the big stage with investor funding and global domination on your mind. In that case, the Delaware C-Corp is your rockstar choice. It's got that star power, offering unlimited growth potential and the chance to rock the stock market. For many investors, this is a precursor to writing a check.

Are you looking for a solo gig where you call all the shots? Say hello to Sole Proprietorship! You're the lead singer, the guitarist, and the drummer all in one. It's a no-fuss, no-frills option for those who want total control of their destiny.

But wait, here comes the S Corp, the "best of both worlds" option! It blends a corporation's benefits with a partnership's tax advantages. It's like having a rock-solid rhythm section to keep your business grooving smoothly.

So, whether you're a powerhouse trio or a full-fledged orchestra, choosing the suitable business model sets the stage for success. Strap on your entrepreneurial boots and let the music of your startup journey begin!

Consult with a legal and tax professional to ensure you're hitting all the right notes. Now go out there, rock your business model, and make your startup dreams come true!

Startup incubators 

Many startups in big cities will base their startup out of an incubator for the first few years. Giant US tech hubs like Atlanta, New York, Los Angeles, Boston, and San Francisco have various start incubators. They can come with many benefits, like office space, workshops, and networking opportunities. Startup incubators provide support, resources, and guidance to early-stage startups. They offer a nurturing environment to help entrepreneurs develop their business ideas and accelerate their growth. 

Some of the biggest incubators in the US are: 

  1. Y Combinator 
  2. Techstars 
  3. 500 Startups

Pitch deck 

Let's dive into the electrifying world of Pitch Decks and unveil the secrets to crafting a winning presentation. Get your audience on the edge of their seats with the exact solution to their problem, sizzling KPIs, mind-blowing financial metrics, captivating market research, and the knockout punch against your competition. ๐Ÿ’ฅ

Exact Solution/Problem: Be the hero your customers need! Clearly define their pain points and swoop in with your superhero solution. Show them how your startup saves the day, making their lives easier, better, and more exciting.

KPIs: Light up the scoreboard! Showcase your Key Performance Indicators like dazzling fireworks. Demonstrate your startup's growth, revenue, user engagement, and any other jaw-dropping metrics proving you're making market waves.

Financial Metrics: Money talks, and so should you! Reveal your financial prowess with impressive metrics that dazzle investors. From revenue projections to profitability, make it rain numbers and show the potential for massive returns.

Market Research: Know your battleground! Delve into the depths of market research and emerge as the expert in your field. Unveil insights about your target audience, market size, trends, and the opportunities waiting to be seized.

Competition: Be the champion, not the underdog! Highlight your competitive edge and demonstrate why your startup outshines the rest. Unleash your secret weapons, unique features, and the X-factor that leaves your competition eating your dust.

Now, armed with the essentials of a killer pitch deck, go forth and conquer the hearts and minds of your audience. Captivate them with the exact solution, ignite their excitement with mind-blowing KPIs and financial metrics, and prove that you're the superhero they've been waiting for. So, suit up, polish that pitch deck, and let's soar to entrepreneurial greatness together!"


Let's dive into the thrilling world of raising capital and unlock the secrets of wooing investors. Whether you're seeking angel investors, venture capitalists, microfinance loans, or bank loans, we've got you covered with this epic advice!

Angel Investors: Unleash the charm! Woo these heavenly beings with your passion, vision, and irresistible pitch. Show them how your startup is the next big thing, and watch their wings spread as they invest their faith (and funds) in your dream.

Venture Capitalists: It's time to impress the big shots! Pitch your heart out, showcasing your startup's potential for sky-high growth. Blow their minds with your disruptive innovation and watch these investment giants open the gates to a world of possibilities.

Microfinance Loans: Small but mighty! Tap into the power of microfinance loans, proving that even a little can go a long way. Show your determination, financial savvy, and social impact, and watch these loans become stepping stones to your startup's success.

Bank Loans: Time to show them the money! Present a rock-solid business plan, financial projections that shine brighter than gold, and a creditworthy track record. Watch the banks become your business partners, fueling your growth and taking you to new heights.

Financial Modeling: Financial modeling is crucial for startups to assess financial health and make informed decisions. To create a comprehensive economic model, it is essential to project future revenues, expenses, and cash flows. This can be achieved by identifying key business variables, such as customer acquisition costs, pricing, and market growth rates. Building different scenarios to understand potential outcomes and risks while validating assumptions with market research and historical data is essential. 

Remember, fundraising is like performing on the biggest stage. Be confident, passionate, and unforgettable. Paint a vivid picture of your startup's potential, leaving investors in awe and eager to join your journey. So, grab that mic, strike a chord, and rock the fundraising world together!"

Startup Lifecycle Stages

๐ŸŽต Get ready to dance through the exhilarating stages of startup success. Each step holds its own magical melody from the initial idea to the grand finale. Let's hit the high notes together!

  1. Idea Spark: A lightbulb moment! Let your imagination run wild and unleash your creative genius. Embrace the thrill of brainstorming and compose a symphony of groundbreaking ideas.
  2. Seed Sprout: Plant the seeds of possibility. Nurture your idea with passion and determination. Gather a stellar team and prepare for growth. Watch as your startup begins to bloom.
  3. Series Shuffle: It's time to shake things up! Attract investors, sway their hearts, and secure the funding you need. Let your pitch deck be your dance partner as you waltz to success.
  4. Growth Groove: Feel the rhythm of expansion. It's time to hit the dance floor of the market and make some moves. Scale your operations, gain traction, and build a loyal customer base. This is where the real magic happens.
  5. Exit Extravaganza: Cue the grand finale! You've reached the crescendo of your startup journey. Celebrate your achievements and consider the optionsโ€”acquisition, IPO, or even launching another venture. It's your time to bow and leave the audience in awe.

Remember, the startup stages are like a symphonyโ€”each movement builds upon the last, creating a masterpiece. So, grab your instruments of innovation, follow the rhythm of your dreams, and compose a startup symphony that will resonate through the ages. Bravo!"

Running your business

Unlock the Startup Superpowers! ๐ŸŒŸ Running a startup is like being a superhero with a toolkit of essentials. 

First up, grab your cape of creativity and innovation. Next, don your armor of resilience to conquer any challenge. Supercharged with passion, you'll leap over obstacles with the agility of a gazelle to be a unicorn.

Fuel up on a potion of teamwork and collaboration because no hero succeeds alone! Remember your laser-focused vision goggles to see opportunities others miss. 

And, of course, your utility belt is packed with adaptability and agility, ready to pivot at a moment's notice. These essentials prepare you to take on the world, turning ideas into reality and building a legacy. 

So, fellow entrepreneurs, embrace the adventure, harness your startup superpowers, and save the world, one innovation at a time! 

Accounting & Taxes 

Ready to dive into the groovy world of accounting? Let's bust some moves with the essentials to keep your startup rocking! ๐ŸŽธ๐Ÿ’ƒ

Bookkeeping Basics: Get your groove on with proper bookkeeping. It's like your backstage pass to financial clarity. Track those expenses (no co-mingling of personal dance steps๐Ÿ’ƒ), record those sales, and keep those receipts for big purchases! Trust us, organized books will keep the rhythm of your business in perfect harmony. You donโ€™t have to be an accountant, but knowing the accounting cycle will help shimmy down and loosen the stress.

Financial Statements: Turn up the volume with financial statements. They're like the ultimate hit singles of your business. Income statements, balance sheets, and cash flow statements tell the tale of your financial success. Take a bow and proudly present those statements to potential investors and partnersโ€”they'll dance to your beat!

Taxes for Startups: Don't be a wallflower regarding taxes. It's time to join the party and stay in tune with your tax compliance. Know your deductions, credits, and deadlines to keep the taxman away from your party. Bring the groove to your tax strategy, and you'll sing "I Will Survive" to profitability.

R&D Credits: Want to add a remix to your finances? Look no further than R&D credits. These sweet incentives can make your cash flow sing! Tap into these credits if you're boogieing with innovation and pushing boundaries. They'll give you the rhythm and resources to keep your startup jamming. Beware of the tax law changes, which include the most recent Section 174 R&E Expenditure changes that may impact claiming these credits.

Section 83 (b) for founders: For startup founders and early-stage employees of a startup, IRS allows you to minimize taxes with an 83(b) election upon receipt of unvested shares. This election can allow a startup company founder/employees who receive restricted stock to save a substantial amount of taxes because tax is based on the property's fair market value when granted rather than its fair market value on the date it vests.

However, an 83(b) election must be filed with the IRS within 30 days of the exercise. The election has to be made upon receipt of the actual shares of the stock and not the option. The taxpayer must exercise first and claim the 83(b) election. Remember that elections do not apply to vested shares, only to stock that is not yet vested. Check out the blog here for more information on 83(b).

Sales taxes and payroll taxes

So, fellow music-makers of entrepreneurship embrace the beat of accounting. With solid bookkeeping, rocking financial statements, tax know-how, and a sprinkle of R&D credits, you'll hit all the high notes of financial success. Get out there, show them what you've got, and let the music of accounting propel your startup to center stage! ๐ŸŽถ๐Ÿš€


Intellectual Property

Get ready to protect your genius and own the stage of intellectual property! ๐ŸŒŸ Let's hit those high notes with essential advice to make your startup a chart-topper! 

First up, we've got patents! ๐Ÿ“œ They're like VIP passes to exclusivity. Secure your groundbreaking inventions, killer algorithms, and out-of-this-world innovations. You'll be the town's talk and your competitors' envy!

Next, let's groove to the beat of trademarks! ๐Ÿ•บ It's all about brand recognition and standing out from the crowd. Lock down your catchy name, logo, and slogans. Own the spotlight and make your startup a household name.

And remember the rhythm of copyrights! ๐ŸŽต Protect your artistic masterpieces, from that addictive software code to that mesmerizing design. With copyrights, you'll be the maestro of your creations and the conductor of your success!

So, our startup superstars dance to the tune of intellectual property. Patent your brilliance, trademark your charisma, and copyright your magic. ๐ŸŒŸ Protect your innovations, own your brand, and make your startup shine in the spotlight!

Remember, you're not just creating a business, you're creating a legacy. So, grab that microphone, hit the stage, and let the world sing along to your startup's extraordinary journey! ๐ŸŽค๐Ÿ’ก

Company Culture

"Welcome to the Culture Club! ๐ŸŽ‰ In the startup world, building a great company culture is the secret sauce to success. Get ready to groove to the beat of collaboration and camaraderie. Mix in generous portions of fun, trust, and respect, and add a dash of quirkiness for good measure. 

Our dance floor thrives on passion and innovation, where ideas flow freely like confetti. Embrace a 'Be Yourself' dress code that celebrates individuality and diversity. Break the rules, push boundaries, and always remember to high-five your way to victory. 

Whether it's an impromptu brainstorming session or a friendly foosball match in the break room, keep the energy high and the smiles wide. So, lace up your entrepreneurial shoes, bring your A-game, and join the movement of creating a company culture that's not just a party but a way of life. Let's boogie our way to greatness! 

Marketing Strategies 

Ready to take your startup's success to the next level? Buckle up because we've got the essential advice to make your marketing efforts soar! ๐ŸŒŸ

First, let's conquer the SEO stage! ๐ŸŽฏ Rule the search engines and climb to the top with killer keywords, engaging content, and a website that wows. Get your startup noticed and make the digital world your playground!

Next, unleash the power of digital marketing! ๐Ÿ“ฑ๐Ÿ’ฅ From social media blitzes to email campaigns that pack a punch, grab your audience's attention and leave them craving more. Engage, entertain, and watch your startup's fanbase grow.

Now, let's turn up the volume with ads! ๐Ÿ“บ๐Ÿ”ฅ Whether it's catchy commercials, eye-catching banners, or captivating sponsored content, make a splash in the advertising pool. Leave your competitors in awe and your target audience craving your product or service.

Last but not most minor, groove to the rhythm of consumer traction! ๐Ÿ“ˆ Build a loyal tribe of fans who can't stop raving about your startup. Delight them with top-notch customer service, personalize their experiences, and create a buzz that's impossible to ignore.

So, my marketing maestros, it's time to unleash your creativity, seize the digital stage, and make your startup an unstoppable force in the market! ๐ŸŒŸ๐Ÿ’ช Remember, you're not just marketing a product, you're telling a story that captivates hearts and minds. So, let your marketing genius shine, and let's make your startup the talk of the town!"

Credit Cards

Let's dive into the world of credit cards and unlock the secrets to financial success for your startup! 

First things first, let's talk about rewards and incentives! ๐ŸŽ‰ Treat your credit card like a magic wand that grants exclusive perks and rewards to your business, from cashback bonuses to travel points that'll make your dreams take flight, sprinkle that extra sparkle on your spending.

Next, navigate the treacherous Annual Percentage Rate (APR) waters!  Keep an eye on your APR, ensuring it's as friendly as a teddy bear. Lower rates mean more cash in your pocket, so choose wisely and avoid any sneaky surprises.

Now, let's dream significant about your credit score! ๐ŸŒŸ Imagine a future where your credit score sparkles brighter than a diamond. Pay your bills on time, keep your credit utilization in check, and watch your score soar like a superhero taking flight. The higher it climbs, the more doors will open for your startup's growth and success.

So, my financial wizards, let's embrace the power of credit cards! 

๐Ÿš€ Reward yourself and your business, keep those APRs in check, and aim for the stars with a stellar credit score. Remember, the right financial moves can make your startup a success story. Let's make your financial dreams come true, one swipe at a time! ๐Ÿ’ชโœจ"

Startup Leadership

As you embark on this epic entrepreneurial journey, let's groove to the rhythm of effective leadership. It's time to assemble your star-studded cast and lead your startup to greatness. Here's your backstage pass to startup leadership success:

  1. C-Suite Superstars: You're the maestro, the captain of the ship! Surround yourself with a rockstar team of C-suite executives who bring diverse expertise. Each member is crucial in orchestrating your startup's triumph, from the visionary CEO to the numbers-savvy CFO.
  2. Directors of Destiny: Your board of directors is your guiding compass. Choose wise, experienced directors who provide strategic insights and keep your startup on track. Together, you'll navigate the twists and turns of the business world, always aiming for the spotlight.
  3. Advisor Avengers: Unleash the power of advisory superheroes! Seek out seasoned advisors who've been there, done that. They'll share their wisdom, offer valuable guidance, and help you overcome obstacles. With their superpowers, you'll conquer challenges with ease.
  4. Collaboration Choreography: Lead by example and foster a culture of collaboration. Encourage open communication, empower your team, and embrace diverse perspectives. Together, you'll create a harmonious symphony of innovation and creativity.
  5. Visionary Vibes: Paint a vibrant picture of the future and inspire your team to dream big. Share your startup's vision with passion and purpose. Your contagious enthusiasm will ignite the fire within, propelling your team towards extraordinary achievements.

Remember, startup leadership is like a well-choreographed dance. Embrace the spotlight, trust your team, and let your leadership prowess shine. So, grab your top hat, strike a pose, and lead your startup to center stage. The world is waiting for your encore performance. Bravo, leader!"


Congratulations! Youโ€™re on the path to launch your dream startup. Let Bobo help you manage all those boring financials. Come check us out.

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