Your dream finance team
You build the product, we run the back office.
Startups fail because founders drown in administrative debt. Nimble & Cross provides the complete financial infrastructure you need, from your initial US C-Corp or Canadian Federal Corporation formation to your data room documents. We deploy your high-yield treasury, reconcile your daily bookkeeping, and actively maintain your cap table. You secure your valuation, eliminate operational drag, and focus entirely on your product.
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From incorporation to exit.
Scaling a startup requires a financial foundation that won't break when you double your headcount or open a new funding round. Nimble & Cross integrates your legal entity, capital management, and strategic tax planning into one autonomous system.
Structuring for venture scale.
A bad incorporation setup will derail a funding round before it starts. Nimble & Cross analyzes your operating footprint and automatically provisions the exact legal architecture investors expect, securing your IP and structuring your equity correctly from day one.
Venture-ready entities: Automatic formation of Delaware C-Corps or Canadian Federal Corporations.
Cap table genesis: Instant authorization of founder shares and early option pools.
IP clearance: Concurrent trademark checks and premium domain acquisition.
Safely deploying investor capital.
When the wire hits, your treasury must be ready. Nimble & Cross provides secure, high-yield corporate accounts designed specifically to hold venture capital, maximizing your runway through automated yield sweeps while providing total visibility into your burn rate.
High-yield treasury: Sweep excess cash into safe, yield-bearing accounts automatically.
Multi-entity banking: One consolidated set of books across your parent company and any international subsidiaries.
Global routing: Pay international contractors and domestic vendors from a single platform.
Extending your runway.
Startups burn cash unnecessarily by missing tax incentives. Nimble & Cross closes your books daily and actively manages your tax strategy, automatically identifying eligible R&D tax credits and optimizing your deductions to extend your operating runway.
R&D credit harvesting: Automatically track qualifying engineering payroll and software spend.
Daily reconciliation: Your books are locked and reconciled every 24 hours, giving you real-time runway metrics.
Tax compliance: Corporate returns and nexus filings are handled automatically across jurisdictions.
Defending your valuation.
When it is time to raise your next round, your financial narrative must be flawless. Nimble & Cross automates your early-stage financing instruments and maintains a continuously synced data room, ensuring your cap table and board consents are always audit-ready.
Instrument generation: Deploy standard YC-style SAFEs or priced equity agreements instantly.
Scenario modeling: Model dilution and conversion math before you sign a term sheet.
Continuous data room: Formation docs, financials, and operational metrics are staged and organized by default.
Protecting the founder’s upside.
Founders spend years building value; a liquidity event shouldn’t result in a massive, unmanaged tax bill. Nimble & Cross establishes the trust structures and holding companies required to protect your personal capital during secondary sales or acquisitions.
QSBS tracking: Actively monitor your Section 1202 eligibility to protect millions in tax-free gains.
Pre-exit structuring: Establish family trusts and holding entities before a liquidity event triggers capital gains.
Philanthropic deployment: Route post-exit wealth into donor-advised funds to optimize your tax position and legacy.
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Apply for access and let Nimble & Cross run the entity, banking, and compliance stack while you build.