We’ve got resources?
Yes, and they’re renewable. Put financial planning in your own hands.
Financial models for non-financials
We’ve taken our most frequently used tools and trimmed them down to be more user-friendly. We’re sharing them to get a head start. Go ahead and take a look. They’re free!
Simple SAAS Financial Model
We’ve built a lot of financial projections - literally hundreds. So we’re sharing that experience in a simple way. Use the sheets template to create operating projections and build a financial forecast for a SAAS startup.
Financial Statement Template
Banks, investors, and counterparties are typically asking for financials. This template allows you to create clean and organized financial statements for internal or external use.
Cash Flow Projection Tool
In any business, cash is king. So projecting cash flow accurately is instrumental to financial health. Take this template, populate the ‘cash in’ and ‘cash out’ sheets, and start being more proactive about cash management.
Amortization &
Revenue Reconciliation Tool
Need to recognize a big contract over time or depreciate an asset according to a timeline? Handle multi-year expense and revenue recognition in just a few clicks.
Inventory Planning Spreadsheet
If you sell products as a CPG, eCommerce, or retail business, it’s likely that your most frequent question is how much inventory you need on hand. This tool allows you to answer that.