Templates
- Standard Financial Model 3,937
- Venture Investor Model, comprehensive fund model 955
- Cap Table and Exit Waterfall Tool 26,002
- Venture Capital Model, intermediate portfolio detail 357
- Starter Financial Model 598
- Runway Budgeting Tool 8,249
- SaaS Forecasting Tool 4,380
- Unit Economics Tool 3,599
- Ecommerce Forecasting Tool 1,368
- Venture Capital Model, basic portfolio detail 1,579
- Venture Capital Model, manual investment input 1,100
- Angel and Venture Fund Portfolio Tracking 1,244
- Venture Investor Model, with actuals tracking 955
- Venture Capital Model, simple fund model 936
- Venture Valuation Tool, per investment analysis 262
- Rolling Funds Template, with AngelList 712
- Fund of Venture Funds Model, for investing in funds 498
- Enterprise SaaS Forecasting Template 947
- Standard Financial Model for Ecommerce 3,937
- Standard Financial Model for SaaS 3,937
- Services and Consulting Financial Model
Courses
Services
- Get Started Services 163+
- Custom Models 50-100 per year
- Cap Table and Waterfall Analysis 50+
- Thank you for your support 100+
Documentation
- Modeling Anti-Dilution
- Breakdown
- Budget
- Modeling Capital Budgeting
- Modeling Capital Deployment
- Changelog
- Modeling Cohorts
- Model Formatting
- Modeling Convertibles
- Forecasting Drivers
- Modeling Equity Rounds
- Setting Timescales
- Forecast
- Get Started
- Getting Started
- Hiring Plan
- Using Actual Financials
- Reviewing a Model
- Key Reports
- Budgeting the Management Company of a Venture Capital Fund
- Management Fee Recycling
- Building a Manual Portfolio Model
- Modeling Reserves and Followons
- Modeling Option Pools
- Modeling Portfolio Construction
- Modeling Proceeds and Distributions
- Modeling Residual Value and Changes in Invested Capital
- Revenues
- Scenarios
- Sources & Uses
- Statements
- Summary
- Understanding Taxes
- Tracking an Angel Investment Portfolio
- Unit Economics
- The Standard Financial Model v3 Revenue Model v3x
- Forecasting Drivers v4x
- Forecast v4x
- Fundraising v4x
- Using Actual Financials v4x
- Integrating Models v4x
- Outline v4x
- Pipeline v4x
- Pricing v4x
- Printable v4x
- Revenue Model v4x
- Scenarios v4x
- Variances v4x
- Valuation
- Modeling Exit Waterfalls
- How to fix a blank revenue forecast
Blog
- How to Model Hardware Businesses using the Standard Financial Model
- Creating and Managing Investment SPVs
- Why I teach
- Understanding Circular References
- Understanding FP&A roles at growing companies
- Cap Table Hygiene
- How to Build a 13 Week Cashflow Model
- How will we use AI to build spreadsheet forecast models?
- Year-End Planning and Forecasting
- How to Model Marketplaces using the Standard Financial Model
- How to Model Ecommerce using the Standard Financial Model
- How to Model SaaS using the Standard Financial Model
- New Courses on Financial Modeling
- Benchmarks for Early-Stage Financial Projections
- New Standard Financial Model
- Cap Table Scenario Modeling for Fundraising and Exits
- How to model proratas
- Upcoming and Past Workshops
- How to model token allocations and distributions
- How to Model a Venture Capital Fund
- Building an Early-Stage SaaS Financial Model
- Foundations of a VC Fund Model
- How to Make a Budget for a Rolling Fund
- Metrics for Venture Capital Funds
- Templates and Resources for Modeling Venture Funds
- Lambda functions, and why they matter
- How to re-evaluate your financial plan in a recession or downturn
- Five key Excel functions to master
- Combining operational and financial forecasting
- When do I need a CFO?
- Recommended Software
- Music for Modeling
- How to Model Revenues
- How to Model Costs
- Explaining Financial Statements
- Essentials of Finance and Accounting for Financial Modeling
- Bring Your Own Model
- The FAST Standard
- How to Choose a Startup Accelerator
- How to Pitch your Financial Projections
- How to give - and get - good advice
- How to Create Assumptions
- Basics of Employee Equity
Categories
- Changelog (25)
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- Marketplace (1)
- Crypto (1)
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- Revenue Modeling (1)
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- About (10)
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- Templates (21)
- Pay What You Want (13)
Financial Modeling Tools
- Causal
- Finmark
- Forecastr
- Genius Sheets
- OnPlan
- Ramp
- Shiny
- Summit
- Tactyc
- Abacum
- Adaptive Planning
- Affinity
- Altvia
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- Anduin
- Angelcalc
- AngelList
- Anrok
- Assure
- Stripe Atlas
- Avalara
- Avise
- Baremetrics
- Basis
- Google Sheets Training
- Bench
- Binery
- Bookkeep
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- Cake
- Canvas
- Capital
- Carta
- Cashboard
- ChartMogul
- Clerky
- Compound
- Cube
- DataRails
- Digits
- Eloquens
- Emburse
- Equals
- Exceljet
- Fathom
- Filine
- Finaloop
- FinOptimal
- Firstbase
- FISY
- Flight Path Finance
- Float
- Flow
- FlowCog
- FP&A Bootcamp
- Glean
- Graphite Financial
- Grid
- Gridlines
- Jedox
- Jirav
- Kubera
- Ledgy
- Liveflow
- LivePlan
- LTSE Equity
- Maybe
- Mercury
- Mosaic
- Netsuite
- Numeric
- Octane
- OneStream
- OpenVC
- Opstart
- Ordway
- Pigment
- Pilot
- Planful
- Prophet
- Pry
- Pulley
- Punch
- Puzzle
- Quickbooks
- Recharge
- Rho
- Rillet
- Rows
- Runway
- SaaS Academy
- SaaS CFO
- SaaS Financial Model
- SaaS Financial Plan 2.0
- SAFEs by Carta
- Sage
- Shareworks
- AngelList Stack
- Startup Runway
- Stratify
- Subscript
- Subskribe
- Supermetrics
- Sydecar
- Syndicate
- TaxCloud
- Telemetry
- Tiller
- TotemVC
- Trace
- Truewind
- Prophet Models
- Vareto
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- VC Lab
- Visible
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- Zeni
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