Resources
Tools we use with clients — some free to download, some to view
We've spent years building the financial and operational infrastructure that venture-backed companies actually need. Here are a few of those tools, stripped of anything client-specific.
The infrastructure a startup actually needs after closing an A round — finance, reporting, systems, people, legal, and security — sequenced by what matters in the first 60 days versus what can wait.
Read the checklist →
A department-level operating budget for Series A–C startups: a per-person payroll & headcount engine, monthly bonus accrual, non-staff detail by department, budget-vs-actuals tracking, and a matching chart of accounts — rolling up staff and non-staff spend to total OpEx. Sample data throughout — view-only, so you can see exactly how it's built.
View the template →A five-year SaaS financial model — full P&L and cash flow, with base / upside / downside scenario planning. Viewable read-only in the browser, with sample data throughout so you can see exactly how it's built.
Coming soonA template gets you half way there. The other half — reshaping the structure to fit your business and building it around your actual numbers — is where we can help.
Schedule a ConsultationTell us your stage and what you're trying to build. We'll tell you honestly if we can help.