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Product TypeAudiencePriceRatingUsers
Beginning Cap Tables
modeling equity
CourseStartups Investors$19
5.0
150
Cap Table and Exit Waterfall Masterclass
comprehensive course
CourseStartups Investors$949
4.6
276
Cap Table and Waterfall Analysis
custom services
ServiceStartups Investors$495
n/a
75 +
Cap Table and Exit Waterfall Tool
open cap table and waterfall
TemplateStartups InvestorsFree
4.8
27,989
Custom Models
Project or Retainer
ServiceInvestors StartupsContact
n/a
500 +
Data Room Checklist
for emerging managers
TemplateInvestorsFree
5.0
New
Standard Financial Model for Ecommerce
for DTC, Third Party, and more
TemplateStartups$149
4.7
4,140
Ecommerce Forecasting Tool
revenue model only
TemplateStartupsFree
5.0
1,753
Enterprise SaaS Forecasting Template
pipeline revenue forecast
TemplateStartupsFree
4.6
1,334
Intermediate Exit Waterfalls
modeling exits
CourseStartups Investors$129
n/a
Coming Soon
Finance for Founders
with FP&A Prep
CourseStartups$379
n/a
Coming Soon
Fund of Venture Funds Model
for investing in funds
TemplateInvestorsFree
5.0
897
Get Started Services
1 Hour Onboarding
ServiceStartups Investors$395
n/a
175 +
How to Model Ecommerce
learn ecommerce
CourseStartups$379
n/a
Coming Soon
How to Model Venture Funds
learn fund models
CourseInvestors$199
4.7
144
Intermediate Cap Tables
modeling convertibles
CourseStartups Investors$129
n/a
Coming Soon
QSBS Eligibility Tracker and Calculator
for venture investors
TemplateInvestorsFree
n/a
New
Rolling Funds Template
with AngelList
TemplateInvestorsFree
5.0
997
Runway Budgeting Tool
for seed stage companies
TemplateStartups$0
4.8
8,997
Standard Financial Model for SaaS
for B2C and B2B
TemplateStartups$149
4.7
4,140
SaaS Forecasting Tool
revenue model only
TemplateStartupsFree
4.9
5,016
Standard Financial Model for Services
for Consulting and Services
TemplateStartups$149
4.7
4,140
Standard Financial Model
for all revenue types
TemplateStartups$149
4.7
4,140
Starter Financial Model
for early-stage companies
TemplateStartups$74
4.7
620
Unit Economics Tool
for per-customer analysis
TemplateStartupsFree
4.9
4,383
Venture Fund Health and Performance Checklist
for emerging managers
TemplateInvestorsFree
n/a
New
Venture Capital Model
basic portfolio detail
TemplateInvestorsFree
5.0
2,483
Venture Capital Model
average cap table
TemplateInvestors$74
5.0
848
Venture Capital Model
simple fund model
TemplateInvestorsFree
4.8
1,681
Venture Capital Model
manual investment input
TemplateInvestorsFree
4.9
1,625
Venture Investor Model
with actuals tracking
TemplateInvestors$479
4.7
1,028
Venture Investor Model
comprehensive fund model
TemplateInvestors$349
4.7
1,028
Venture Investment Tracker
airtable CRM
TemplateInvestorsFree
5.0
New
Angel and Venture Fund Portfolio Tracking
venture portfolio reporting
TemplateInvestorsFree
5.0
1,743
Venture Valuation Tool
per investment analysis
TemplateInvestorsFree
5.0
622

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.