Standards-based, rock-solid financial model templates for forecasting and fundraising for any type of business.
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The base financial model templates are built to help an entrepreneur create financial projections for any type of business. The models provide an increasing amount of prebuilt detail and structure, from the least - the free Runway and Cash Budget tool - to the most - the Standard Model. Optionally, you can extend the detail and functionality of the Standard model by adding on a module, or by building in your own growth and revenue model. The Modules provide prebuilt, easy-to-use upgrade paths if you want to add more detail: start with the Standard, and if you determine at a later stage that you want or need more detail, upgrade to a module with a simple upgrade process that does not require you to rebuild your model.
The base model for entrepreneurs of all stages to create five year forecasts, with consolidated financial statements, funding forecasts, cap tables, and returns to investors. Prebuilt to handle many types of businesses, including ecommerce, SaaS, marketplaces, advertising businesses, subscription services, retail, hardware, hardware and subscription services, consulting businesses, apps, and mixtures of different business models.
The Standard Model preset for Ecommerce, SaaS, Services - individual SKUs and inventories for Ecommerce, multiple SaaS plans by varying contract lengths and terms, individual contracts for Services and Consulting companies.
Models built for venture investors to forecast or track their portfolio, or value a single investment.
Free forecasting tools to help you model digital marketing, cash and runway, ecommerce sales and inventories, SaaS revenues, wholesale sales, and more.
New
In this new lesson at The Fitzroy Academy, you’ll learn how to think through the financial building blocks of your product and create a month-by-month growth forecast.
Your business is unique. It needs a forecast that can adapt to it.
Use your existing model and leverage the Standard Model for financial statements and standardized reporting.
The models use a standards-based, flexible, and robust structure built to help entrepreneurs create operational forecasts and financial projections without needing senior level financial staff - not yet, at least.
I’m available to assist, from email support to full model building. I specialize in making the complicated easy; I’ve done over 175 projects over the past 3 years with companies across the world.
I work on a project basis: no need for recurring contracts or bills.
I don’t replace part-time CFOs, full-time CFOs or senior financial professionals - I help you get to the stage when you can bring them on.
For experienced financial professionals, happy to chat if you need help with complex financial modeling or spreadsheet data analysis on a project basis. Details here ›