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Calculators and templates for founders and growing teams

Interactive calculators across finance and operations, plus downloadable spreadsheets to run your back office.

Calculators

Calculators

Interactive calculators across finance and operations.

Templates

Free spreadsheet templates

Ready-to-use spreadsheets for finance and operations. Direct download, no email required.

Interactive · Free Build a custom financial model Pick a model, set your drivers, and download a ready-to-use Excel workbook. Runs in your browser, no email required. Build a model

Finance & accounting

Monthly Close Checklist

XLSX40+ tasks

Step-by-step checklist covering reconciliation, adjustments, review, and reporting. Never miss a close task.

Budget vs Actuals

XLSX12-month

Track planned vs actual spending by category with automatic variance calculations and monthly trending.

Cash Flow Forecast

XLSX13-week

13-week rolling cash flow projection. Track inflows, outflows, and ending balances by week.

Chart of Accounts

XLSX80+ accounts

Starter chart of accounts organized by assets, liabilities, equity, revenue, and expenses. Ready for QBO or Xero import.

AP/AR Aging Tracker

XLSXAP + AR

Track outstanding invoices and bills by aging bucket: current, 30, 60, 90+ days with totals and alerts.

Revenue Recognition Schedule

XLSXASC 606

Track deferred revenue, recognize over time, and maintain ASC 606 compliance with automatic amortization.

Startup Financial Model

XLSX36-mo · multi-industry

3-year monthly model with a dynamic industry switch, pick SaaS, E-commerce, or Services and the revenue build, COGS, and KPI dashboard reconfigure automatically. Investor-ready output.

Runway Calculator

XLSXcash ÷ burn

Quick standalone tool: enter cash position and monthly burn, get runway in months, cash-out date, and 5 burn scenarios. Single-purpose, board-ready.

Hiring Plan Model

XLSX24-mo · fully-loaded

Role-by-role 24-month headcount roadmap with fully-loaded comp by function. S&M / R&D / G&A groupings flow into your financial model. Defends every comp line to investors.

Investor / Board Update

XLSXmonthly KPI pack

Monthly board update template with KPI scorecard, MoM deltas, target variance, and four commentary sections. Enter data once, the report auto-populates. PDF-ready.

SaaS Metrics Dashboard

XLSXCAC · LTV · NRR · R40

Auto-calculates the 12 SaaS metrics investors expect: CAC, LTV, Payback, NRR, GRR, Magic Number, Rule of 40, Burn Multiple, Quick Ratio. Includes a16z / OpenView benchmarks.

Cap Table & Dilution Model

XLSX5 rounds · waterfall

Founders, option pool, and up to 5 funding rounds with automatic dilution tracking. Pre/post-money math, option pool refresh logic, and exit waterfall with participating preferred toggle.

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