Every workbook in the kit, tab by tab
18 workbooks and 131 tabs, shown as they look in the SAMPLE files. Each workbook is marked with the first tier that includes it. Screenshots are from the Premium edition.
Build · from Lite · 23 tabs
3-Statement Financial Model
60 months of P&L, balance sheet and cash flow, runway, raise planner, health score and checks. Lite has 20 tabs; Starter and up add scenarios and sensitivity.
Start Here1 / 23
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Build · from Lite · 9 tabs
Unit Economics Dashboard
CAC by channel, LTV and payback, cohorts, NRR and GRR, efficiency and an investor snapshot from 12 months of actuals.
Start Here1 / 9
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Raise · from Starter · 11 tabs
Cap Table, Dilution & Exit
Founders, ESOP, SAFEs, notes, three priced rounds, round simulator, pro-rata and exit waterfall. (Lite has a simpler cap table.)
Start Here1 / 11
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Raise · from Starter · 5 tabs
Use of Funds Planner
Allocation, milestones, Gantt timeline and a slide-ready chart.
Start Here1 / 5
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Raise · from Pro · 4 tabs
Industry editions (marketplace shown)
The same 23 tabs with a revenue engine for marketplace, e-commerce, AI, fintech, services or hardware.
Revenue Build1 / 4
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Pitch · from Pro · 6 tabs
Valuation Estimator
Revenue multiple, scorecard, Berkus and VC method, weighted into a range.
Start Here1 / 6
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Pitch · from Pro · 7 tabs
Funding Options Calculator
SAFE vs priced, revenue-based financing, venture debt, grants and cost of capital.
Start Here1 / 7
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Pitch · from Pro · 5 tabs
Market Sizing Builder
Top-down and bottom-up TAM, SAM and SOM with a comparison and slide chart.
Start Here1 / 5
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Pitch · from Pro · 4 tabs
Competitor Benchmarking
Weighted grid, funding comparison and positioning map.
Start Here1 / 4
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Pitch · from Pro · 5 tabs
Pricing Strategy Calculator
Price scenarios with churn, LTV and 12-month MRR impact.
Start Here1 / 5
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Pitch · from Pro · 5 tabs
ESOP Grant Offer Calculator
Option grant, vesting, value scenarios and an offer summary.
Start Here1 / 5
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Pitch · from Pro · 6 tabs
Fundraising CRM
Pipeline, meetings, follow-ups, commitments and a dashboard.
Start Here1 / 6
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Pitch · from Pro · 4 tabs
Investor Update Builder
Monthly KPIs in, a ready-to-send investor update out.
Start Here1 / 4
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Run · from Premium · 8 tabs
Fundraising Command Center
Round plan, readiness, investor targets, data room, Q&A log and closing tracker.
Start Here1 / 8
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Run · from Premium · 8 tabs
Budget vs Actuals
Monthly variance, YTD and full year, a live reforecast and department view.
Start Here1 / 8
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Run · from Premium · 8 tabs
13-Week Cash Flow
AR & AP, receipts, payments, levers, the weekly forecast and actual vs forecast.
Start Here1 / 8
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Run · from Premium · 7 tabs
KPI Board Dashboard
24 months of KPIs, targets, RAG dashboard and a quarterly board pack.
Start Here1 / 7
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Run · from Premium · 6 tabs
Advisor Portfolio Tracker
Up to 25 clients: KPIs, rounds, deliverables and a weekly attention list.
Start Here1 / 6
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When you want the full workbooks
Every free page here comes from one of four kits. Each kit includes everything in the one before it.