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Product TypeAudiencePriceRatingUsers
Cap Table and Exit Waterfall Tool
open cap table and waterfall
TemplatestartupsinvestorsFree
4.9
31,443
Runway Budgeting Tool
for seed stage companies
TemplatestartupsFree
4.8
10,573
SaaS Forecasting Tool
revenue model only
TemplatestartupsFree
4.9
6,263
Unit Economics Tool
for per-customer analysis
TemplatestartupsFree
4.9
5,659
Venture Capital Model
simple annual forecast
TemplateinvestorsFree
5.0
4,763
Standard Financial Model
for all revenue types
Templatestartups$149
4.7
4,496
Venture Capital Model
overall forecast
TemplateinvestorsFree
4.8
3,152
Venture Capital Model
manual investment input
TemplateinvestorsFree
5.0
2,781
Ecommerce Forecasting Tool
revenue model only
TemplatestartupsFree
5.0
2,692
Enterprise SaaS Forecasting Template
pipeline revenue forecast
TemplatestartupsFree
4.7
2,366
Fund of Funds Model
for investing in funds
TemplateinvestorsFree
5.0
1,998
Venture Valuation Tool
per investment analysis
TemplateinvestorsFree
5.0
1,527
Venture Capital Model, Rolling Funds
rolling funds specific
TemplateinvestorsFree
5.0
1,440
Venture Capital Model
comprehensive fund model
Templateinvestors$349
4.8
1,125
Venture Capital Model
average cap table
Templateinvestors$74
5.0
941
Starter Financial Model
for early-stage companies
Templatestartups$74
4.7
649
Token Allocation and Distribution Model
simple token analysis
TemplateinvestorsstartupsFree
4.9
507
Custom Models
for fundraising and budgeting
ServiceinvestorsstartupsFree
n/a
500+
Venture Studio Model
studio plus fund
TemplateinvestorsFree
5.0
365
Beginning Cap Tables
intro to cap table and equity structures
Coursestartupsinvestors$19
5.0
347
Venture Capital Model
quarterly forecast
TemplateinvestorsFree
5.0
345
How to Model Venture Funds
self-paced course
Courseinvestors$149
4.9
233
Get Started Services
1 Hour Onboarding
Servicestartupsinvestors$395
n/a
194+
Cap Table and Exit Waterfall Course
self-paced course
Coursestartupsinvestors$199
n/a
92
Proforma Cap Tables and Waterfalls
custom services
Servicestartupsinvestors$395
n/a
75+

Financial model templates

Templates share common structures but vary by the level of detail, acknowledging the needs of enterpreneurs and investors at different stages. Start with the Microsoft Excel and Google Sheets financial model template that has the least detail needed for your immediate needs, and then either build in what you need (all cells and formulas are unlocked) or upgrade to a more advanced model with more features prebuilt. More details at Templates.

Downloaded a free model and want to donate for my support or their continued development? Tips are unnecessary but appreciated, and support a solo entrepreneur. Tips.

Courses

Live masterclasses bringing together cohorts of entrepreneurs, investors, and executives to learn and develop their skills in finance and financial modeling. More at Courses.

Services

I've reviewed thousands of financial models created by startups through Series B companies over the past decade - and typically do 50-100 custom model projects a year - and can quickly help you identify and answer the key questions and insights about your business. More at Services.

Get help

Details on how to purchase, download, access, and use all the products are at Help.