Templates
- Tools for Startups
- Ecommerce Forecasting Tool
- Standard Financial Model for Ecommerce
- Enterprise SaaS Forecasting Template
- Standard Financial Model for Services
- Unit Economics Tool
- Venture Capital Model, simple fund model
- Venture Capital Model, average cap table
- Venture Investor Model, with actuals tracking
- Fund of Venture Funds Model, for investing in funds
- Tools for Investors, six templates and tools
- Rolling Funds Template, with AngelList
- Token Allocation and Distribution Model
- Venture Valuation Tool, per investment analysis
- Venture Capital Model, quarterly forecast
- Venture Studio Model, studio plus fund
- Cap Table and Exit Waterfall Tool, open cap table and waterfall
- Angel and Venture Fund Portfolio Tracking, venture portfolio reporting
- Standard Financial Model
- Venture Capital Model, manual investment input
- Venture Investor Model, comprehensive fund model
- Runway Budgeting Tool
- Starter Financial Model
- SaaS Forecasting Tool
- Venture Capital Model, simple annual forecast
- Standard Financial Model for SaaS
Courses
Services
Documentation
- Accruals and Payables
- Amortization
- Modeling Anti-Dilution
- Breakdown
- Budget
- Capital Expenditures
- Modeling Capital Budgeting
- Modeling Capital Deployment
- Changelog
- Modeling Cohorts
- Model Formatting
- Modeling Convertibles
- Debt
- Deferred Revenue
- Forecasting Drivers
- Modeling Equity Rounds
- Setting Timescales
- Forecast
- Understanding Fund Waterfalls
- Get Started
- Getting Started
- Hiring Plan
- Using Actual Financials
- Reviewing a Model
- How to integrate any model with a Foresight base model
- Interest Income
- Inventory
- Key Metrics
- Key Reports
- Budgeting the Management Company of a Venture Capital Fund
- Building a Manual Portfolio Model
- Model Checks
- Modeling Reserves and Followons
- Statements
- Modeling Option Pools
- Modeling Portfolio Construction
- Modeling Proceeds and Distributions
- Recycling
- Modeling Residual Value and Changes in Invested Capital
- Revenues
- Scenarios
- Seasonality
- Snapshot
- Sources & Uses
- Statements
- Statements
- Summary
- 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
- Venture Studios
- Modeling Exit Waterfalls
- How to fix a blank revenue forecast
Blog
- Earn CPE credits with Foresight
- Investing in AI
- From raising a fund to building a venture capital firm
- How Section 174 Impacts Corporate Taxes
- Financial Modelling Handbook
- The Cornerstone LPA
- How to define metrics for your business
- Celebrating a business milestone
- How to model Services and Consulting Businesses
- How to Model Hardware Businesses using the Standard Financial Model
- Creating and Managing Investment SPVs
- How I teach cap tables
- 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
- 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
- Bring Your Own Model
- Essentials of Finance and Accounting for Financial Modeling
- Explaining Financial Statements
- How to Model Costs
- How to Model Revenues
- Recommended Software
- When do I need a CFO?
- 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
- Fpa (34)
- Forecasting (20)
- Fund Management (20)
- Accounting (20)
- Bookkeeping (11)
- Cap Tables (18)
- Ai (6)
- Modeling (15)
- Equity Management (9)
- Incorporation (3)
- Tax (2)
- Metrics (6)
- Training (11)
- Treasury Management (3)
- Expense Management (3)
- FinOps (11)
- Venture Capital (45)
- Law (1)
- Spreadsheet (13)
- Data Management (4)
- Personal Finance (3)
- Ecommerce (4)
- SaaS (10)
- Banking (1)
- Erp (3)
- Billing (4)
- CFO (2)
- Headcount Planning (1)
- Modeling Fundamentals (17)
- Finance (3)
- Core Concepts (16)
- Revenues (10)
- Expenses (6)
- Crypto (2)
- Standard Model (33)
- Marketplace (1)
- Hardware (2)
- Taxes (1)
- Cpe (2)
- Graph Advisors (5)
- Changelog (61)
- Startups (21)
- About (13)
- Starter Model (19)
- Management Analysis (5)
- Runway Tool (12)
- Financial Reports (5)
- Legal (4)
- Statements (2)
- Deprecated (13)
- Courses (5)
- Services (4)
- Templates (26)
- Pay What You Want (18)
- Bundles (2)
Financial Modeling Tools
- Causal
- Finmark
- Forecastr
- OnPlan
- Ramp
- Tactyc
- Abacum
- Adaptive Planning
- Affinity
- airCFO
- Altvia
- Anaplan
- Anduin
- Angelcalc
- AngelList
- Arcwise
- Astrella
- Stripe Atlas
- Avalara
- Avise
- Baremetrics
- Basis
- Google Sheets Training
- Bench
- Binery
- Bookkeep
- Brex
- Brownie Venture Solutions
- Leading the Budgeting Process
- Budgeto
- Cake
- Canvas
- Carta
- Cashboard
- CB Insights
- ChartMogul
- Clerky
- Coherent
- Compound
- Crunchbase
- Cube
- DataRails
- Decile Base
- Digits
- Dynamo
- Eloquens
- Emburse
- Equals
- Exceljet
- FAST
- Fathom
- Filine
- Finaloop
- FinOptimal
- Firmbase
- Firstbase
- FISY
- Flight Path Finance
- Float
- Flow
- FlowCog
- Formula Bot
- FP&A Bootcamp
- Fundwave
- Glean
- Graph Advisors
- Graphite Financial
- Grid
- Gridlines
- Causal x Firstbase Hiring and Headcount Planner
- Jedox
- Jirav
- Kubera
- Ledge
- Ledgy
- Liveflow
- LivePlan
- Mercury
- Mosaic
- Netsuite
- Numeric
- OneStream
- Open Source Cap Table Template
- OpenVC
- Opstart
- Ordway
- Pigment
- Pilot
- Pitchbook
- Planful
- Propeller
- 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
- Savvi
- Schematiq
- Shareworks
- Sourcetable
- AngelList Equity
- Stratify
- Subscript
- Subskribe
- Summit
- Supermetrics
- Sydecar
- Syndicate
- TaxCloud
- Telemetry
- AngelList Tie Out Assistant
- Tiller
- TotemVC
- Trace
- Truewind
- Trullion
- Vareto
- VC Lab
- Vestberry
- Visible
- Xero
- Zeni
- Zip