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Financial Planning & Modeling

The numbers your lender asks for and investors expect to see.

15 deliverables in this category

Quantitative financial frameworks tailored to your business — not generic spreadsheet templates. Each model is populated with assumptions derived from your market, pricing, and growth projections. Covers runway planning, fundraising, valuation, tax strategy, and board-level reporting.

Equivalent value

Replaces $10K–$25K in financial modeling and CFO advisory. Your CPA validates — but starts from a structured, business-specific financial architecture.

Who needs this

Founders raising capital, applying for SBA loans, managing runway, planning hiring, or preparing for board reporting.

All 15 deliverables

RUNWAY-CALCULATOR.md

Monthly burn rate analysis, runway projection under multiple scenarios, and cash flow planning templates

CAP-TABLE-MODEL.md

Capitalization table — founder splits, option pool allocation, and dilution scenarios through multiple rounds

VALUATION-MODEL.md

Pre-money and post-money calculations, comparable company analysis, and DCF framework with discount rate justification

DILUTION-MODEL.md

Multi-round dilution waterfall showing founder ownership percentage from Seed through Series C

THREE-STATEMENT-MODEL.md

Linked financial model — income statement, balance sheet, and cash flow statement with 3-year projections

TERM-SHEET-TEMPLATES.md

Seed and Series A term sheet templates annotated with founder-friendly negotiation guidance

FINANCIAL-CONTROLS.md

Internal financial controls — approval workflows, expense policies, segregation of duties, and audit preparation

REVENUE-RECOGNITION.md

ASC 606 compliance framework — recognition timing, deferred revenue treatment, and financial reporting requirements

TAX-STRATEGY.md

Tax optimization strategy — entity structure implications, R&D tax credits, state nexus analysis, and QSBS eligibility

PRICING-STRATEGY.md

Value-based pricing framework — willingness-to-pay analysis, price sensitivity testing, and experimentation plan

docs/ROBS-CHECKLIST.md

Rollover for Business Startups (401k) compliance checklist — IRS requirements, plan setup, and prohibited transactions

COMPENSATION-BENCHMARKS.md

Salary bands, equity ranges, and benefits benchmarks by role, stage, and geography

INVESTOR-UPDATE-TEMPLATE.md

Monthly investor update template — key metrics, wins, challenges, asks, and runway status

BOARD-DECK-TEMPLATE.md

Quarterly board deck template — financial performance, product updates, pipeline review, and strategic priorities

WEEKLY-METRICS.md

Weekly metrics dashboard design — north star metric, leading indicators, and operational health signals

Get these 15 deliverables — and 135+ more.

This category is part of every Strategy Pack and Foundation build. Every file is generated from your specific business description.

Score free first Strategy Pack — $697 Foundation — $1,997

$697 credited toward Foundation if you upgrade within 30 days.

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