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Product TypeAudiencePriceRatingUsers
Beginning Cap Tables
intro to cap table and equity structures
CourseStartups Investors$19
5.0
194
Cap Table and Exit Waterfall Course
self-paced course
CourseStartups Investors$199
n/a
Coming Soon
Cap Table and Exit Waterfall Masterclass
six session course
CourseStartups Investors$949
4.6
301
Build a Cap Table from Scratch
one session class
CourseStartups Investors$279
4.6
78
Build an Exit Waterfall from Scratch
one session class
CourseStartups Investors$279
n/a
5
Finance for Founders
free email course
CourseStartupsFree
n/a
Coming Soon
How to Model Venture Funds
self-paced course
CourseInvestors$149
4.7
167
Data Room Checklist
for emerging managers
TemplateInvestorsFree
5.0
New
$
n/a
New
$
n/a
New
$
n/a
New
$
n/a
New
$
n/a
New
$
n/a
New
$
n/a
New
$
n/a
New
$
n/a
New
$
n/a
New
$
n/a
New
$
n/a
New
QSBS Eligibility Tracker and Calculator
for venture investors
TemplateInvestorsFree
n/a
New
Proforma Cap Tables and Waterfalls
custom services
ServiceStartups Investors$395
n/a
75 +
Custom Models
for fundraising and budgeting
ServiceInvestors Startups$0
n/a
500 +
Get Started Services
1 Hour Onboarding
ServiceStartups Investors$395
n/a
175 +
Cap Table and Exit Waterfall Tool
open cap table and waterfall
TemplateStartups Investors$0
4.8
28,877
Standard Financial Model for Ecommerce
for DTC, Third Party, and more
TemplateStartups$149
4.7
4,249
Ecommerce Forecasting Tool
revenue model only
TemplateStartups$0
5.0
2,090
Enterprise SaaS Forecasting Template
pipeline revenue forecast
TemplateStartups$0
4.7
1,691
Fund of Venture Funds Model
for investing in funds
TemplateInvestors$0
5.0
1,168
Rolling Funds Template
with AngelList
TemplateInvestors$0
5.0
1,084
Runway Budgeting Tool
for seed stage companies
TemplateStartups$0
4.8
9,439
Standard Financial Model for SaaS
for B2C and B2B
TemplateStartups$149
4.7
4,249
SaaS Forecasting Tool
revenue model only
TemplateStartups$0
4.9
5,406
Standard Financial Model for Services
for Consulting and Services
TemplateStartups$149
4.7
4,249
Standard Financial Model
for all revenue types
TemplateStartups$149
4.7
4,249
Starter Financial Model
for early-stage companies
TemplateStartups$74
4.7
622
Token Allocation and Distribution Model
simple token analysis
TemplateInvestors Startups$0
4.9
315
Tools for Investors
six templates and tools
TemplateInvestors$0
4.9
99
Tools for Startups
six templates and tools
TemplateStartups$0
4.8
216
Unit Economics Tool
for per-customer analysis
TemplateStartups$0
4.9
4,801
Venture Capital Model
simple annual forecast
TemplateInvestors$0
5.0
2,925
Venture Capital Model
average cap table
TemplateInvestors$74
5.0
911
Venture Capital Model
simple fund model
TemplateInvestors$0
4.8
2,025
Venture Capital Model
manual investment input
TemplateInvestors$0
4.9
1,909
Venture Investor Model
with actuals tracking
TemplateInvestors$479
4.7
1,053
Venture Investor Model
comprehensive fund model
TemplateInvestors$349
4.7
1,053
Angel and Venture Fund Portfolio Tracking
venture portfolio reporting
TemplateInvestors$0
5.0
1,995
Venture Valuation Tool
per investment analysis
TemplateInvestors$0
5.0
830
Venture Fund Health and Performance Checklist
for emerging managers
TemplateInvestorsFree
n/a
New
Venture Investment Tracker
airtable CRM
TemplateInvestorsFree
5.0
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.