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Product Type Audience Price Rating Users
Standard Financial Model for Ecommerce
for DTC, Third Party, and more
Template Startups $149
4.7
4,102
Cap Table and Exit Waterfall Tool
Template Startups Investors Free
4.8
26,342
Runway Budgeting Tool
for seed stage companies
Template Startups Free
4.8
8,391
SaaS Forecasting Tool
revenue model only
Template Startups Free
4.9
4,488
Starter Financial Model
for early-stage companies
Template Startups $74
4.7
602
Standard Financial Model for SaaS
for B2C and B2B
Template Startups $149
4.7
4,102
Standard Financial Model for Services
for Consulting and Services
Template Startups $149
4.7
4,102
Standard Financial Model
for all revenue types
Template Startups $149
4.7
4,102
Unit Economics Tool
for per-customer analysis
Template Startups Free
4.8
3,734
Venture Capital Model
basic portfolio detail
Template Investors Free
4.8
1,579
Ecommerce Forecasting Tool
revenue model only
Template Startups Free
5.0
1,427
Angel and Venture Fund Portfolio Tracking
Template Investors Free
5.0
1,244
Venture Capital Model
manual investment input
Template Investors Free
4.9
1,178
Venture Capital Model
simple fund model
Template Investors Free
4.8
1,046
Enterprise SaaS Forecasting Template
pipeline revenue forecast
Template Startups Free
5.0
1,010
Venture Investor Model
with actuals tracking
Template Investors $479
4.7
968
Venture Investor Model
comprehensive fund model
Template Investors $349
4.7
968
Rolling Funds Template
with AngelList
Template Investors Free
5.0
753
Fund of Venture Funds Model
for investing in funds
Template Investors Free
5.0
551
Custom Models
Project or Retainer
Service Investors Startups Contact
n/a
500 +
Venture Capital Model
intermediate portfolio detail
Template Investors $74
4.9
392
Venture Valuation Tool
per investment analysis
Template Investors Free
5.0
309
Cap Table and Exit Waterfall Masterclass
Course Startups Investors $949
9.1
213
Get Started Services
1 Hour Onboarding
Service Startups Investors $395
n/a
163 +
How to Model Venture Funds
learn fund models
Course Investors $579
9.3
76
Cap Table and Waterfall Analysis
Service Startups Investors $495
n/a
50 +
Beginning Cap Tables
modeling equity
Course Startups Investors $99
n/a
New
Intermediate Exit Waterfalls
modeling exits
Course Startups Investors $479
n/a
New
Finance for Founders
with FP&A Prep
Course Startups $379
n/a
Coming Soon
How to Model Ecommerce
learn ecommerce
Course Startups $379
n/a
Coming Soon
Intermediate Cap Tables
modeling convertibles
Course Startups Investors $479
n/a
New

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 and education

Live masterclasses and workshops 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.

A quick note on ratings; courses have a max rating of 10, templates have a max rating of 5, limitations of the platforms used to power each set of products. Ratings are normalized in categories and overall, but kept in their native rating system otherwise.