Products

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.

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Venture Investor Model

comprehensive fund model

Comprehensive financial model template 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. Used by venture capitalists, accelerators, and angel investors.

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Cap Table & Exit Waterfall Tool

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.

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Cap Table and Exit Waterfall Masterclass

Live masterclass for founders, investors, and laywers to learn the structures and math for building cap tables and exit waterfalls.

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Build a Cap Table from Scratch

Live 3 hour workshop for first-time founders and junior VCs to build a cap table for a startup, modeling equity, SAFEs, convertible notes, and options.

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Venture Capital Model

intermediate portfolio detail

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

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Build an Exit Waterfall from Scratch

$ 329

USD

Coming Soon

Live 3 hour workshop for founders, VCs, and lawyers to learn how to build am exit waterfall or liquidity analysis for an exit event of a venture-funded startup.

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Starter Financial Model

for early-stage companies

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.

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Runway Budgeting Tool

for seed stage companies

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.

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SaaS Forecasting Tool

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.

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Unit Economics Tool

for per-customer analysis

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.

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Ecommerce Forecasting Tool

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.

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Venture Capital Model

basic portfolio detail

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.

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Venture Capital Model

manual investment input

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.

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Angel and Venture Fund Portfolio Tracking

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.

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Venture Investor Model, with Actuals Tracking

Financial model template to forecast investments, proceeds, cash flows, and performance metrics for a venture investment strategy quarterly and annually for up to a twenty year period. Prebuilt fund financial statements, LP and GP economics, IRRs, multiples, and other key metrics. Used by venture capitalists, accelerators, and angel investors. Used by investors using equity, convertibles, revenue sharing. Track your existing investments against your forecast and optionally recast based on your actuals to-date.

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Venture Capital Model

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.

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How to Model Venture Funds

Live 3 hour workshop for angels, syndicate leads, and venture investors to learn how to model venture funds.

Make better decisions by mastering budgeting, forecasting, analysis, storytelling, in partnership with FP&A Prep. Live session masterclass to help founders build a finance capability in their company.

Leverage your Foresight model and be prepared for business planning and investor conversations. I’ve reviewed thousands of financial models created by startups through Series B companies over the past decade and can quickly help you identify and answer the key questions and insights about your business. 1 hour screenshare or call, to review and edit your model.

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How to Model Ecommerce

$ 379

USD

Coming Soon

Live 3 hour workshop for operators and investors to learn how to model ecommerce businesses. Dates currently being scheduled for fall, sign up to get on the waitlist.

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.

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Cap Table and Waterfall Analysis

$ 395

USD

50+

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.

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Venture Valuation Tool

per investment analysis

Analyze venture investment opportunities by modeling potential investment rounds, dilution, exit valuations, and likelihood of exit to analyze valuations, portfolio construction, and more.

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Rolling Funds Template

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.

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Fund of Venture Funds Model

for investing in funds

Model for forecasting a fund invested 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.

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Enterprise SaaS Forecasting Template

pipeline revenue forecast

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.

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Standard Financial Model for Ecommerce

for DTC, Third Party, and more

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. Prebuilt 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.

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Standard Financial Model for SaaS

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. Easy to use for consumer, SMB, and enterprise SaaS, with cohort-based revenue forecasting.

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Services and Consulting Financial Model

$ 149

USD

Coming Soon

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. Prebuilt for project-based and staff-based revenue forecasting.

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