Excel financial models and fundraising guides for startup founders
Financial Mastery makes the spreadsheets and playbooks founders use to plan a raise, answer investors and run the company afterwards. Start with the free tools. Get the full workbooks when you need them.
How it works, on one company
Every calculator, guide and kit here comes from the same working financial model. Take a startup with $450,000 in the bank: dividing cash by burn gives one answer, and following it month by month gives the one investors will check.
Cash ÷ burn says ten months. The month-by-month view says 11, and that this company is default dead: it has to raise or cut by month 5.
“I don't know what my numbers should say.”
“How much should we raise, and what will it cost us?”
“Investors will pick my numbers apart.”
“We raised. Now the board wants numbers every month.”
These pages come from the books inside the kits, with numbers from the sample companies. They're free, and they're what to read the night before a meeting.
Four kits, each including everything in the one before it. Buy the smallest one that covers where you are. You can open every kit's previews before you decide.
Best for your first model
A self-checking 3-statement financial model, unit economics and a simple cap table for your first raise.
Best for planning your round
The model plus scenarios, a full cap table from SAFEs to exit, use of funds and the playbooks to present it all.
Best for running the whole raise
Seven industry editions of the model, eleven fundraising tools and fifteen playbooks, from first email to signed term sheet.
Best for raising and running
Everything in Pro, plus the tools to run the company after the raise, three full case studies and an advisor licence.
Run the company · 5 min
Monthly forecasts hide the week your payroll and a tax bill land together. A 13-week cash flow shows it. How to build one, how to roll it every Monday, and how one company found its problem week before it arrived.
July 6, 2026
Yes. Every calculator, checklist, investor question, clause explainer and benchmark page is free, with no sign-up. Calculators run in your browser, so your numbers stay on your device.
Excel workbooks (a self-checking 3-statement financial model, cap table, unit economics and more) plus PDF books that explain how to use and present them. Every workbook comes as a filled-in SAMPLE and a BLANK. Lite is the core model; each kit adds to the one before it.
That's who it's for. You type into the yellow cells, and everything else calculates and checks itself. The free pages explain every term, and each kit has a Launch Plan for your first session.
Yes. Pro and Premium include the model in seven editions: SaaS, marketplace, e-commerce, AI usage-based, fintech, services and hardware. The free benchmark pages cover all seven.
No. It's planning and educational material. Have an accountant review figures used in filings and a startup lawyer review investment documents before you sign anything.
