Invoice / Quote Template
A branded, calculation-ready invoice and quote template with your terms baked in.
PDFTax Season Prep Checklist
Everything to gather and reconcile before handing your accountant the books.
PDFBreak-Even Analysis
Exactly how many units, customers or months until you're in the black.
XLSXMargin & Pricing Calculator
A working calculator linking costs, target margin and competitor prices.
PDFBurn Rate & Runway Report
Current burn, runway to zero, and three levers to extend it — visualized.
DOCXMonthly Investor Update
The metrics-first update format investors forward to other investors.
DOCXAccounts Receivable Policy
Payment terms, dunning sequence and escalation rules that get invoices paid.
PDFPersonal Comp Planning (Founders)
How much to pay yourself, structured tax-aware, without starving the company.
DOCXExpense Policy
Categories, limits and approval flows that prevent awkward conversations.
XLSXBudget Template (Dept / Project)
A structured budget with line items, actual-vs-plan tracking and variance flags.
XLSXPayroll Budget Plan
Headcount costs modeled with raises, taxes and benefits — by month and team.
PDFSubscription Metrics Report
MRR, ARR, churn, LTV, CAC — computed, benchmarked and explained in English.
PDFFinancial Dashboard Spec
The 10 financial numbers to watch weekly, with formulas and alert thresholds.
PDFFundraising Use-of-Funds
A credible allocation of the round: hires, runway math and milestone mapping.
PDFCap Table Explainer
Your cap table modeled and explained — dilution now and after the next round.
PDFEquipment Lease vs Buy Analysis
Total cost of ownership compared over time, with a clear recommendation.
DOCXFinancial Policy Handbook Chapter
Spending authority, reimbursements, procurement — one chapter, airtight.
PDFBudget vs Actuals Review
Where the money actually went: variances explained and next-quarter fixes.
PDFCost Reduction Plan
A line-by-line cost review with savings ranked by impact and pain.
PDFFinancial Statements Analysis
Your P&L and balance sheet decoded: trends, red flags, and questions answered.
PDFInvestor Financial Highlights
The financial one-pager for your data room — metrics framed to strengths.
XLSXSales Forecast (12 Months)
Bottom-up forecast from pipeline and capacity — with best/base/worst bands.
XLSXStartup Budget (First Year)
Every startup cost you'll hit in year one, month by month, with buffers.
XLSXGrant Application Financials
Budget tables and justifications formatted for grant reviewers.
PDFPricing Sensitivity Analysis
What happens to revenue and churn at ±20% price — modeled, not guessed.
XLSX12-Month Cash-Flow Forecast
Monthly projections from your revenue streams, cost structure and assumptions.
XLSXUnit Economics Model
CAC, LTV, payback and margins — the numbers investors ask about first.
PDFLoan Application Package
The financial narrative and documents banks want to see, assembled and framed.
XLSXScenario Analysis (Best/Base/Worst)
Three futures modeled from your key drivers — with trigger points for each.
PDFValuation Estimate Brief
A defensible valuation range via multiple methods — with the story behind each.