Collection

Venture Capital

Templates and best practices for modeling venture capital funds, syndicates, and angel investments.

Templates and Resources for Modeling Venture Funds
Links to posts, resources, and Microsoft Excel, Google Sheets, and Causal template models.
Learn more >
Metrics for Venture Capital Funds
Key metrics for performance reporting for venture capital funds.
Learn more >
How to Make a Budget for a Rolling Fund
Best practices for effective budgeting for a rolling fund.
Learn more >
Foundations of a VC Fund Model
The foundations to building a forecast model for a venture capital fund.
Learn more >
How to Model a Venture Capital Fund
What it means to create a financial model for a venture capital fund, the various ways you can create a portfolio construction and operating cash flow model, and templates and examples that you can use for modeling your fund.
Learn more >
Creating and Managing Investment SPVs
An overview of the tools, processes, and expectations around investment Special Purpose Vehicles (SPVs)
Learn more >
Venture Investor Model
comprehensive fund model
$ 349
USD
4.7
(28)
926
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.
Learn more >
Cap Table & Exit Waterfall Tool
Free
4.8
(273)
22,473
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.
Learn more >
Venture Capital Model
intermediate portfolio detail
$ 74
USD
5.0
(5)
271
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.
Learn more >
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.
Learn more >
Venture Capital Model
basic portfolio detail
Free
5.0
(7)
1,361
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.
Learn more >
Venture Capital Model
manual investment input
Free
5.0
(4)
966
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.
Learn more >
Angel and Venture Fund Portfolio Tracking
Free
5.0
(8)
1,018
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.
Learn more >
Venture Investor Model, with Actuals Tracking
$ 479
USD
4.7
(27)
926
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.
Learn more >
Venture Capital Model
simple fund model
Free
5.0
(3)
799
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.
Learn more >
How to Model Venture Funds
$ 379
USD
9.5
(9)
47
Live 3 hour workshop for angels, syndicate leads, and venture investors to learn how to model venture funds.
Learn more >
Venture Valuation Tool
per investment analysis
Free
5.0
(5)
183
Analyze venture investment opportunities by modeling potential investment rounds, dilution, exit valuations, and likelihood of exit to analyze valuations, portfolio construction, and more.
Learn more >
Rolling Funds Template
with AngelList
Free
5.0
(2)
648
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.
Learn more >
Fund of Venture Funds Model
for investing in funds
Free
5.0
(4)
424
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.
Learn more >
Tactyc
How to use Tactyc to build, manage and strategize venture portfolio models.
Learn more >
OpenVC
Tools to find investors for your company.
Visit website >
Modeling Capital Budgeting
How to budget for invested capital and fees in the venture fund models
Learn more >
Modeling Capital Deployment
How to budget for deploying capital into investments in the venture fund models
Learn more >
Budgeting the Management Company of a Venture Capital Fund
How to budget the revenues and expenses for the management company of a fund
Learn more >
Management Fee Recycling
What management fee recycling means, how it works, and common misconceptions.
Learn more >
Building a Manual Portfolio Model
How to create a specific investment portfolio construction in the venture fund models
Learn more >
Modeling Reserves and Followons
How to model reserves and followons in the venture fund models
Learn more >
Modeling Portfolio Construction
How to model portfolio construction in the venture fund models
Learn more >
Modeling Proceeds and Distributions
How to model proceeds, distributions, and carried interest waterfall in the venture fund models
Learn more >
Modeling Residual Value and Changes in Invested Capital
How to model unrealized gains and losses, residual value, changes in invested capital in the venture fund models
Learn more >
Tracking an Angel Investment Portfolio
How to model reserves and followons in the venture fund models
Learn more >

Sign up for new posts and products

You'll be redirected to my email provider to confirm. Unsubscribe anytime. Here's how I use your data.