Docs

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I recommend using Microsoft Excel or Google Sheets for financial modeling, both in general and for Foresight templates specifically.

Key metrics for performance reporting for venture capital funds.

What it means to create a financial model for a venture capital fund, the various ways you can create a portfolio construction and operating cash flow model, and templates and examples that you can use for modeling your fund.

Translating tokenomics into a forecast of changing allocations over time.

Details on what prorata rights are and how to calculate them in equity financing rounds.

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

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

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

An overview of how to use the Standard Financial Model to model hardware businesses, including hardware businesses with software business lines.

An overview of how to use the Standard Financial Model to model services and consulting businesses.

How the Foresight models calculates accruals and payables

How the Foresight financial models calculate the purchase and sale of assets and amortization

How to model anti-dilution for equity shareholders in the Cap Table and Exit Waterfall Tool

The Breakdown sheet goes beyond financial analysis to provide additional management analysis on the performance of the business, by automatically creating a profit and loss statement with each user-defined business segment in its own column.

How to use the prebuilt Budget sheet to do variance comparisons between the forecast and actual results.

How the Foresight financial models calculate capital expenditures and depreciation

How to budget for invested capital and fees in the venture fund models

How to budget for deploying capital into investments, including investment time period, follow-ons, recycling, timing of capital calls, over time

A quick note on the Changelog sheet in each model.

How to use cohorts in building financial models

Here's how I use formatting to identify and denote the difference between assumptions and calculations in the models.

How to model convertible notes, premoney SAFEs, and postmoney SAFEs in the Cap Table and Exit Waterfall Tool

How the Foresight financial models handle debt, principal repayment, and interest expense