When raising $22M for AppSignal, we technically had every document we needed. Somewhere.
Revenue spreadsheets? Let me export a P&L from Moneybird and massage it in Excel. Contracts? Some were in PandaDoc, others buried in my inbox. Cap table and dividend distributions? Let me track down those PDFs. CIT returns? Logging into the accountant’s portal.
Truthfully, a lot of what I needed was where it should be, properly stored in Google Drive by our operations manager or me. But not everything. And when you’re under the microscope, being unable to produce a document quickly doesn’t look great.