How to create your 2023 budget. · Details →

Forecast Anything

Standards-based, tastefully opinionated, rock-solid financial model templates for forecasting and fundraising for any type of business. Downloaded by over 44,000 people, developed over 20 years of experience by a full-time, professional financial modeler. 👋

Rebuilding our financial model starting with a Foresight template — and layering in Taylor’s consulting — saved me a considerable amount of time and resulted in a far more sophisticated model. Working with Taylor allowed me more time to focus on my business and my fundraising. I would recommend a Foresight template to any business owner.

Eliza Blank

CEO, The Sill

Start with a template

44,400+ founders, executives, investors, entrepreneurs, and accountants have used my templates, since 2008, with a ⭐ 4.8 rating.

Standard Financial Model

for all revenue types

Five year financial model template for Excel or Google Sheets with prebuilt three statements - consolidated income statement, balance sheet, and statement of cash flows - and key charts, summaries, metrics, and funding forecasts.

Venture Investor Model

Comprehensive Fund Model

Comprehensive financial model template to forecast investments, proceeds, cash flows, and performance metrics for a venture investment strategy quarterly for up to a twenty year period. Prebuilt fund financial statements, LP and GP economics, IRRs, multiples, and other key metrics. Used by venture capitalists, accelerators, and angel investors.

Cap Table & Exit Waterfall Tool

Financial model template to create a capitalization table through multiple rounds of investments, and forecast how investment rounds impact ownership, dilution, valuations, and distribution of proceeds to entrepreneurs and investors through a detailed exit waterfall.

Venture Capital Model

Detailed Investment Strategy

Model for forecasting a venture fund, to help understand overall fund assumptions and how portfolio construction impacts returns, using a detailed portfolio construction method. Creates an annual forecast of primary fund cash flows and metrics, as well as overall portfolio details.

Starter Financial Model

Expenses and Financials Reporting

Five year financial model template with prebuilt consolidated three statements - income statement, balance sheet, and statement of cash flows - and key charts, summaries, and metrics. No prebuilt revenue model, easy to build in your own custom revenue forecasts.

Runway and Cash Budget Tool

Expenses and Consolidated Financials

Five year financial model template to plan your expenses, create a cash budget and forecast runway. Prebuilt consolidated three statement model - income statement, balance sheet, and statement of cash flows - and key charts and summaries.

SaaS Forecasting Tool

Financial model template for a SaaS or subscription business for consumer, SMB, midmarket, or Enterprise SaaS. Operational assumptions - growth rates, churn rates, average subscription, and more - and creates a revenue forecast plus SaaS reports such as MRR and ARR.

Unit Economics Tool

Customer Analysis

Analyze fundamental unit economics by calculating margins, breakeven, and LTV (lifetime value, or customer lifetime value) based on inputs of recurring and transaction (one-time) revenues and cost of sales, churn rates, customer lifetime, and more.

Ecommerce Forecasting Tool

Financial model template for ecommerce businesses. Operational assumptions - growth rate, repeat transaction rates, average revenues per order, customer acquisition costs - to create a revenue forecast plus key reports, including CAC, LTV, CAC payback period and more.

Venture Capital Model

Annual Forecast

Simplified model for forecasting a venture fund, to help understand overall fund assumptions and how portfolio construction impacts returns. Creates an annual forecast of primary fund cash flows and metrics, as well as overall portfolio details.

Venture Capital Model

Portfolio Model

Simplified model for forecasting a venture fund, to help understand overall fund assumptions and how portfolio construction impacts returns. Portfolio construction is created by manual input of each investment, follow-on, and proceeds expectations. Creates an annual forecast of primary fund cash flows and metrics, as well as overall portfolio details.

All 20 templates >

Start with a class

Hundreds of people have taken a class from me about financial modeling, cap tables, and more.

Cap Table and Exit Waterfall Masterclass

Live masterclass for founders, investors, and laywers to learn the structures and math for building cap tables and exit waterfalls.

Finance for Founders

Make better decisions by mastering budgeting, forecasting, analysis, storytelling, in partnership with FP&A Prep. Live session masterclass to help founders build a finance capability in their company.

All 5 courses >

Get custom help

I've worked with hundreds of founders and investor on custom financial models since 2002.

Get Started Services

1 Hour Onboarding

Leverage your Foresight model and be prepared for business planning and investor conversations. I’ve reviewed thousands of financial models created by startups through Series B companies over the past decade and can quickly help you identify and answer the key questions and insights about your business. 1 hour screenshare or call, to review and edit your model.

Project or Retainer

50-100 per year

Custom services on a per-hour or per-project basis for complex financial modeling needs. I've built custom models for hundreds of clients since 2005 across a wide range of businesses, from ecommerce, SaaS, advertising, digital media, content, media, retail, gaming, in-app businesses, investment funds, and more, varying from pre-Seed, Seed and Series A funded startups to mature multi-million dollar businesses.

All 4 services >

Taylor Davidson, Founder, Foresight

I created the financial models behind Foresight so early-stage entrepreneurs can spend less time on finance and more time on their products. I care about financial modeling because I believe that financial models can help us make critical business decisions even if the models themselves are not “always right”. Financial models can help even the earliest entrepreneurs if we build “minimum viable models” to focus on the decisions that matter most.

More about me

Started building models for startups in 2000
Started Foresight in 2008, full-time since 2014
Have worked with thousands of entrepreneurs and venture funds on financial models
Former NYC-based venture capital investor
Experience in ecommerce growth and analytics
Former private equity analyst, strategy consulting associate
MBA in Finance and Accounting

Design Principles

I build tastefully opinionated models that abide by general modeling standards.

Meaning, if you've used a well constructed model before, you'll probably understand the format and layout pretty quickly - here are my formatting conventions. Structurally, I generally true to the Fast Standard for financial modeling, with my own opinions, honed by building models for startups and investors for 20 years, sprinkled throughout.

Recent Blog Posts

Year-End Planning and Forecasting

How to close out 2022 and create a 2023 budget.

How to Model Marketplaces using the Standard Financial Model

An overview of how to use the Standard Financial Model to model marketplace businesses.

How to Model Ecommerce using the Standard Financial Model

An overview of how to use the Standard Financial Model to model ecommerce businesses.

How to Model SaaS using the Standard Financial Model

An overview of how to use the Standard Financial Model to model consumer, SMB, and enterprise SaaS.

New Courses on Financial Modeling

Courses on modeling cap tables, venture funds, and more.

Sign up for new posts and products

You'll be redirected to my email provider to confirm. Unsubscribe anytime. Here's how I use your data.

More Tools for FP&A and Financial Modeling

Looking for more tools for financial planning & analysis (FP&A), forecasting, financial modeling, metrics and reporting, and more? Here's a few general tools, including some alternatives to Foresight, to help you select the best tools for your needs.

How to build financial models for FP&A in Causal

tools,FP&A,modeling

How to get started using Finmark to build financial projections

tools,FP&A,modeling

How to use Forecastr to build financial projections

tools,FP&A,modeling

How to use Genius Sheets to pull Quickbooks data into Excel and Google Sheets through reports and custom functions.

tools,modeling,FP&A,accounting

How to use Layer to collaborate on budgeting, planning, and reporting using spreadsheets.

tools,finops

How to get started using OnPlan to build financial projections

tools,FP&A,modeling

Corporate card and spend management platform to automate accounting and find cost savings, and get $250 for signing up through Foresight.

tools,finops

Use Shiny to hire a fractional CFO

tools,CFO

How to use Summit to build financial projection models

tools,modeling

How to use Tactyc to build, manage and strategize venture portfolio models.

tools,venture capital,modeling,fund management

Adaptive Planning

Adaptive Insights, now Workday Adaptive Planning, is an enterprise-level FP&A and business budgeting software that is targeted to large companies and midsize organizations that want to go beyond Excel.

tools,FP&A

Visit website >

All 104 tools >