Products

1.5 hour beginning-level class for founders and VCs to understand the fundamentals of cap tables and modeling equity fundraises. Immediate access to a full class recording, instructional slides and spreadsheets, plus an invite to the next live sessions.

9 hour self-paced course for founders, investors, and lawyers to learn the structures and math behind building cap tables and exit waterfalls. Immediate access to watch the course recordings and access slides, instructional spreadsheets. Also available as a cohort-based, live session masterclass.

6 session, 9 hour hybrid masterclass for founders, investors, and lawyers to learn the structures and math behind building cap tables and exit waterfalls. Watch the sessions self-paced or join live for interactive sessions, complete with videos, slides, and practical spreadsheets for learning how to build cap tables.

Free email course to help founders make better decisions by understanding budgeting, forecasting, analysis, and reporting for early-stage businesses.

6 hour self-paced course for angels, syndicate leads, and venture investors to learn how to model venture capital funds. Self-paced course, immediate access to course recordings, slides, instructional spreadsheets and extra videos

A free Google Doc or Notion Page template and checklist to help emerging venture capital managers provide a data room to prospective investors with materials that explain what they are doing, fulfill the needs of the diligent LP, and organize things for an easier process.

A free Google Sheet to help investors identify and track qualified small business stock (QSBS) eligibility and calculate potential tax savings across a portfolio of venture investments.

Custom assistance with cap table and liquidity waterfall scenario modeling for funding rounds and exits. Transparent, auditable forecasts of future funding rounds and distribution waterfalls to forecast ownership, returns, and return metrics for entrepreneurs and investors.

Custom services on a per-hour or per-project basis for complex financial modeling needs. I've built custom models for hundreds of clients since 2005 across a wide range of businesses, from ecommerce, SaaS, advertising, digital media, content, media, retail, gaming, in-app businesses, investment funds, and more, varying from pre-Seed, Seed and Series A funded startups to mature multi-million dollar businesses.

Leverage your Foresight model and be prepared for business planning and investor conversations. Priority onboarding support, customization, and review of your financial model, based on my experience in reviewing thousands of financial models created by startups through Series B companies over the past decade. 1 hour screenshare or call, to review and edit your model.

If you have found value from my free products and support and want to show your appreciation with a tip or a donation, it is unnecessary but appreciated. Thank you for your support.

Financial model template to create a capitalization table through multiple rounds of investments via equity, SAFEs, and convertible notes, and forecast how investment rounds impact ownership, dilution, valuations, and distribution of proceeds to entrepreneurs and investors through a detailed exit waterfall.

Five year financial model template for ecommerce businesses with prebuilt consolidated income statement, balance sheet, and statement of cash flows and key charts, summaries, and key metrics. Identical to the Standard Financial Model, easy to use for direct-to-consumer (DTC) cohort-based revenue forecasting with prebuilt inventory calculations, input any cost of sales structure. Ready to add in third-party, wholesale, and other ecommerce channels.

Financial model template for ecommerce businesses. Operational assumptions - growth rate, repeat transaction rates, average revenues per order, customer acquisition costs - to create a revenue forecast plus key reports, including CAC, LTV, CAC payback period and more.

Forecast an Enterprise SaaS, subscription, services, or consulting business by detailing a specific set of customers and contracts using an sales pipeline approach, to calculate bookings, billings, revenues and more.

Model for forecasting a fund investing in venture funds, to help understand overall fund assumptions and how portfolio construction impacts returns. Creates an annual forecast of the cash flows and return multiples, IRR, and standard fund performance metrics.

Simplified model for forecasting the management company of a venture fund using Angellist's Rolling Fund structure. Creates a quarterly and annual forecast of primary fund cash flows and metrics, as well as overall portfolio details.

Five year financial model template to plan your expenses, create a cash budget and forecast runway. Prebuilt consolidated three statement model - income statement, balance sheet, and statement of cash flows - and key charts and summaries.

Five year financial model template for SaaS businesses with prebuilt three statements - income statement, balance sheet, and statement of cash flows - and key charts, summaries, metrics, and funding forecasts. Identical to the Standard Financial Model, easy to use for consumer, SMB, and enterprise SaaS, with cohort-based revenue forecasting.

Financial model template for a SaaS or subscription business for consumer, SMB, midmarket, or Enterprise SaaS. Operational assumptions - growth rates, churn rates, average subscription, and more - and creates a revenue forecast plus SaaS reports such as MRR and ARR.

Five year financial model template for services and consulting businesses with three statements - consolidated income statement, balance sheet, and statement of cash flows - and key charts, summaries, metrics, and funding forecasts. Identical to the Standard Financial Model, easy to use for project-based and staff-based revenue forecasting.

Five year financial model template for Excel or Google Sheets with prebuilt three statements - consolidated income statement, balance sheet, and statement of cash flows - and key charts, summaries, metrics, and funding forecasts.

Five year financial model template with prebuilt consolidated three statements - income statement, balance sheet, and statement of cash flows - and key charts, summaries, and metrics. No prebuilt revenue model, easy to build in your own custom revenue forecasts.

Simple model to help translate tokenomics into a forecast of token allocations and supply over time.

A bundle of six templates and tools to help angel and venture fund investors forecast ownership, dilution, and returns from individual investments, track a portfolio of investments, and forecast a venture portfolio, created for funds, syndicates, angel investments, and more.

A bundle of six templates and tools to help startups forecast their business, unit economics, and capitalization tables to forecast returns to investors.

Analyze fundamental unit economics by calculating margins, breakeven, and LTV (lifetime value, or customer lifetime value) based on inputs of recurring and transaction (one-time) revenues and cost of sales, churn rates, customer lifetime, and more.

Simplified model for forecasting a venture fund, to help understand overall fund assumptions and how portfolio construction impacts returns. Creates an annual forecast of primary fund cash flows and metrics, as well as overall portfolio details.

Detailed model for forecasting a venture fund, to help understand overall fund assumptions and how portfolio construction impacts returns. Creates an annual forecast of primary fund cash flows and metrics using a portfolio construction approach that models an average cap table to forecast future funding rounds, dilution, and exits with graduation, exit, and failure rates.

Simple model for forecasting overall returns of a venture fund, to help understand overall fund assumptions and returns. Creates a forecast of overall returns, no forecast of cash flows, investments or proceeds over time.

Portfolio construction created by manual input of each investment, follow-on, and proceeds expectations. Simplified model for forecasting a venture fund, to help understand overall fund assumptions and returns. Creates an annual forecast of primary fund cash flows and metrics, as well as overall portfolio details.

Comprehensive financial model template for venture investors to forecast investments, proceeds, cash flows, and performance metrics for a venture investment strategy quarterly for up to a twenty year period. Prebuilt fund financial statements, LP and GP economics, IRRs, multiples, and other key metrics. Track your existing investments against your forecast and optionally recast based on your actuals to-date, or downgrade to the without actuals tracking option.

Comprehensive financial model template for venture investors to forecast investments, proceeds, cash flows, and performance metrics for a venture investment strategy quarterly for up to a twenty year period. Prebuilt fund financial statements, LP and GP economics, IRRs, multiples, and other key metrics. Select the with actuals tracking option to track your existing investments against your forecast and optionally recast based on your actuals to-date.

Model to track investments, proceeds, unrealized gains and losses, and exits, of a portfolio of investments, automatically calculating IRRs, ROIs, multiples, and all fund performance metrics.

Analyze venture investment opportunities by modeling potential investment rounds (via equity, convertible notes, premoney and postmoney SAFEs), dilution, graduation rates, exit valuations, and likelihood of exit at multiple exit prices to analyze valuations, portfolio construction, investor returns, and more.

A free Google Doc or Notion Page template and checklist to help emerging venture capital managers prepare for the year-end and coming first quarter of the new fund year, with a list of information to collect and organize for compliance, investment strategy review, and communication with LPs.

Airtable base for tracking venture investment pipeline, due diligence, and portfolio company information. LP Quarterly Update Writer helps you easily create and edit portfolio company updates and quarterly letters to Limited Partners.