Better, faster, easier financial projections.
The Standard Financial Model and Venture Fund Model are framework spreadsheet financial models to help entrepreneurs and investors create forward-looking financial projections for their businesses. Downloaded by 15,100+ entrepreneurs from 68+ countries, these templates help build financial projections in minutes instead of days.
- “Taylor has done a great job building a template that walks you through the process of building your financial model and is not intimidating to non-spreadsheet jockeys. … Love this model for early stage founders.”
Launch Pad & Kung Fu
- “Taylor’s financial models saved me an incredible amount of time for a task that is not only critical, but also dauntingly time consuming. His model is not only powerful, but flexible enough to customize for your specific needs. Seriously, don’t waste your time setting up a half-baked spreadsheet yourself. Get this now.”
CEO and Co-Founder
Standard Financial Model
- Estimate all revenue and cost line-items monthly over a flexible five year period.
- Create estimates of user and customer acquisition based on paid, organic, and viral acquisition strategies.
- Easily switch between B2B and B2C SaaS, ecommerce and commerce, marketplace, advertising-supported, and app download and in-app transaction revenue models.
- Input assumptions and evaluate each potential revenue model with price points, launch timing, and metrics specific to each revenue model.
- Detailed expense forecasts broken down by cost of goods sold (COGS) and selling, general and administrative (SG&A) costs.
- Cash flow and income statements, funding estimates and capitalization table.
Venture Fund Model
- Enables future angel investors and venture capitalists to forecast the investment returns from their future portfolio strategy: any fund size, early- and/or late-stage.
- Select the stage(s) you want to invest in, the check size you are targeting, the fund size, your follow-on strategy, and the model recalibrates and calculates the deals automatically.
- Creates performance metrics including multiples and IRRs using user-input investment dates and market assumptions of time periods between funding, follow-on, and exits.
- Market benchmark data is built into the model, but you can (and should) customize the model to fit your own market expectations.
- Input and track past deals, and integrate with future portfolio projections.
- New for 2015; version changes in the changelog.
I’ve been featured or quoted about technology and venture capital in Fast Company, Wired, Fortune, MIT Technology Review, AdAge, Nieman Lab, The Next Web, Canvas8, Crain’s, Digiday, MediaPost, Forbes, and more. In my work with startups and investors, I’ve delivered models and strategies for a wide range of usecases and businesses, from pre-Seed, Seed and Series A-funded startups to mature $250 MM businesses across e-commerce, SaaS, advertising, digital media and content, retail, gaming, in-app businesses, investment funds, and more.
- “I meet with numerous early stage entrepreneurs weekly and I always advise them to check out Taylor’s model. It helps them think through and gain a deeper understanding of their business, while helping them present financials in the way investors want to see them.”
New Media Ventures
United Talent Artists
- “Taylor’s financial models are not only rock-solid, they’re easy to use and well-commented, just like good code. You can spend 20 hours building your own spreadsheet that still won’t be nearly as good…or you can buy these, hit the ground running with a proven model and start plugging in your own numbers and customizing it for yourself immediately.”
Learn Financial Modeling
Over the past 15 years as a venture capitalist, advisor, mentor, consultant, and teacher, I’ve helped 3,000+ early-stage entrepreneurs from 68+ countries learn financial modeling. In 5 free lessons over 10 days I share what I’ve learned about how to build financial models through commentary, case studies, best practices and links to more resources.
I'm Taylor Davidson. I first created and released the financial models behind Foresight in 2008 as a resource for entrepreneurs and early-stage startups to download easy to use financial model templates.
Over the past 7 years, I have continued to modify and revise the models based on feedback from the people who downloaded the models and used that in their startups. I've directly worked with thousands of entrepreneurs as a venture capitalist, advisor, or mentor, and between my financial models and personal advice I have helped startups secure over $100 million in funding.
I care about financial modeling because I believe that financial models are one key for us to make “strategy” actionable. Financial models can help even the earliest entrepreneurs with business decisions. We can build “minimum viable models” the same way we build “minimum viable products”. Financial model literacy can and should be a part of startup culture but first we have to rethink how financial models are built. Financial models can help entrepreneurs make critical business decisions.
That’s why I built these templates.