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6 session, 9 hour masterclass for founders, investors, and lawyers to learn the structures and math behind building cap tables and exit waterfalls. Join live for interactive sessions or watch the recordings on your own time, all students will receive videos, slides, and practical spreadsheets for learning how to build cap tables.

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Standard Financial Model

for all revenue types

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.

1 session, 1.5 hour beginning-level course for founders and VCs to understand the fundamentals of cap tables and modeling equity fundraises. Register to join the next live session or watch the recording, and get immediate access to course instructional spreadsheets and extra videos.

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Venture Investor Model

comprehensive fund model

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.

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Cap Table and 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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Intermediate Cap Tables

modeling convertibles

$ 479

USD

New

2 session, 3 hour intermediate-level course for founders, VCs and lawyers to build cap tables modeling SAFEs, convertible notes, options, and warrants. Register to join the live sessions or watch recordings, and get immediate access to course instructional spreadsheets and extra videos.

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Intermediate Exit Waterfalls

2 session, 3 hour intermediate-level course for founders, VCs and lawyers to build exit waterfalls for liquidity distributions. Register to join the live sessions or watch recordings, and get immediate access to course instructional spreadsheets and extra videos.

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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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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

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.

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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

3 session workshop for angels, syndicate leads, and venture investors to learn how to model venture funds. Join live for interactive sessions or watch the recordings on your own time, all students will receive videos, slides, practical spreadsheets, and case study for learning how to build fund models.

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. 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.

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How to Model Ecommerce

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

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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Standard Financial Model for Services

for Consulting and Services

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

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