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Our templates

How it helps

Quickly organize your financial data and make informed decisions about spending and growth.

Includes

  • Revenue projections

  • Expense tracking

  • Basic profit & loss overview

  • Simple budget tracking

  • Basic cash flow forecast

Start managing your startup’s finances today with this easy-to-use, customizable financial model template. Perfect for early-stage founders looking to plan their budget and forecast future financials.

Startup financial model template (Light)

Startup financial model template (Advanced)

Need more robust financial planning? Our dynamic financial model integrates actual data, tracks budget vs. actuals in real-time and includes investor-ready reporting. It’s customized to your startup’s unique needs, helping you scale efficiently.

HOW IT HELPS

​Stay on top of your finances with an integrated system that adapts to your growth. Ideal for fundraising, strategic planning and scaling.

INCLUDES

  • Fully integrated financial model (Revenue, expenses, profit & loss)

  • Real-time syncing of actual financials vs. budget

  • Advanced cash flow analysis

  • Investor-ready reports (runway, burn rate and growth projections)

  • Customizable to your business needs

Why Choose the Advanced Version?

1
Dynamic & Up-to-Date

Keep track of actual vs. budget performance in real-time.

2
Investor-Ready Reports

Built-in investor reporting to save you hours of work every month.

3
Customizable

Tailored to fit your startup's financial model and growth strategy.

4
Expert Guidance

Ensure your model is set up and maintained to keep you on track.

How to Get the Advanced Version

Ready for more than just basic budgeting? Contact us to receive your customized, dynamic financial model that will keep your startup’s finances on track and ready for the next phase of growth. We’ll work with you to ensure the model fits your business perfectly.

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