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Offers (3)

New customers
SVB | 10% off CFO Services
Discount 10%

The Budget & Forecast Model for every plan includes:

  • Fully customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow
  • Budget vs actuals
  • Headcount & compensation plan
  • Scenario planning (base case, bear case, bull case)
  • Industry-specific KPI dashboard

  • Offer Eligible at Any Funding Stage
$6,000
Up To
New customers
Booster Programs
Discount $6,500

🚀 Startup Booster

Bookkeeping + Tax for $750/year

For early-stage tech startups (<12 months old and <$15K/month in expenses). Get clean books, proactive tax support, and the financial foundation you’ll need for your next round.

💼 Small Business Booster

Bookkeeping for $10/month

For small businesses (<12 months old and <$5K/month in expenses). Simple, affordable bookkeeping to help you stay organized and confident as you grow.

$7,500
Up To
New customers
SVB | 20% off Pilot Essentials or Core for six months and
Discount 20%

Plus: If you're pre-revenue, take an additional $200/mo off Core or Custom.

Best for: Startups and growing businesses that depend on accurate books to make operational decisions. Get the detailed insights and reporting your partners, lenders, and investors expect.

$7,500
Offer Value

Basic Info

Pilot handles accounting, tax, fractional CFO & COO to support startups and small businesses across a wide range of industries from tech and eCommerce to professional services and consumer brands.

Why work with us

  • Modern bookkeeping and tax for growing companies. We specialize in supporting founders and operators from Pre-Seed - Series B startups to small businesses, delivering accuracy, clarity, and insight at every stage.
  • Expert finance, powered by software. Our dedicated finance team uses automation to eliminate common errors and integrates seamlessly with tools like QuickBooks, Brex, Gusto, and Stripe.
  • Scale with strategic finance guidance. When you’re ready, our CFO team can help with budgets, fundraising strategy, and ongoing consulting.
  • Extend your runway. We’ll help you claim your R&D tax credit (up to $250K or more) and handle the full process—from calculation to IRS documentation.
  • US-based support that knows your business. You’ll work with a dedicated expert who understands your books and your goals.

Clients (5)

Brilliant.org

Internet Software & Services

Lattice

Internet Software & Services

Circle Medical

Health Care Providers & Services

Woebot

Internet Software & Services

Brochure

Video

Company focus

Services

Accounting & Finance

Industries

Biotechnology
Computer Software
Computer Hardware
Consumer Goods
Consumer Services
E-learning
Information Technology and Services
Computer Games
Computer & Network Security
Food & Beverages
Fund-Raising
Legal Services
Marketing and Advertising
Medical Devices
Nanotechnology
Packaging and Containers
Semiconductors
Venture Capital & Private Equity

Social Media

Silicon Valley Bank Offers
©2023 First-Citizens Bank & Trust Company. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Member FDIC.

All companies listed above are independent third parties and are not affiliated with Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, unless otherwise specified. All trademarks, logos, and brand names are the property of their respective owners. All company, product, and service names used above are for identification purposes only. Use of these names, trademarks, and brands does not imply endorsement.

Terms and conditions apply. Offers subject to change without notice. The provider companies offering and providing the respective tools, products or services are solely responsible for providing and fulfilling against the stated offer or discount. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company ("SVB") provides no warranty or representation that these companies will be able to provide services to you, or that you will qualify for the discount. SVB has not undertaken any diligence on these third parties and provides not warranty or representation on their appropriateness, fitness, merchantability or suitability. The third party providing these services is solely responsible for offering the discount and providing the services to you in accordance with the service’s terms and conditions and all applicable laws and regulations. SVB shall have no liability in connection with the provision of these services or the discount offering, and it provides no recommendation. Please refer to the respective provider company’s website by clicking the ‘Redeem Offer’ button as available to obtain more details and information about the offer or discount you may be interested in.

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