Kit 1 · best for your first model
Lite
$99
A self-checking 3-statement financial model, unit economics and a simple cap table for your first raise.
- Files
- 11
- PDF books
- 4
- Model
- SaaS
Buy the smallest kit that fits
Each kit includes everything in the one before it, as step-numbered folders with SAMPLE and BLANK files. Every kit page shows its full contents and real preview pages.
Kit 2 · best for planning your round
Starter
$297
The model plus scenarios, a full cap table from SAFEs to exit, use of funds and the playbooks to present it all.
- Files
- 18
- PDF books
- 9
- Model
- SaaS
Kit 3 · best for running the whole raise
Pro
$597
Seven industry editions of the model, eleven fundraising tools and fifteen playbooks, from first email to signed term sheet.
- Files
- 54
- PDF books
- 17
- Model
- 7 industries
Kit 4 · best for raising and running
Premium
$997
Everything in Pro, plus the tools to run the company after the raise, three full case studies and an advisor licence.
- Files
- 80
- PDF books
- 24
- Model
- 7 industries
One-time payment · checkout by Gumroad · instant download · prices in USD
Line by line
| What's included | Lite $99 | Starter $297 | Pro $597 | Premium $997 |
|---|---|---|---|---|
| 3-statement financial model (60 months)Model | 20 tabs | 23 tabs | 23 tabs | 23 tabs |
| Industry editionsModel | SaaS | SaaS | 7 | 7 |
| Base / Best / Worst scenarios + sensitivityModel | — | ✓ | ✓ | ✓ |
| Unit economics dashboardModel | ✓ | ✓ | ✓ | ✓ |
| Cap tableRaise | SAFEs + 1 round | SAFEs, notes, 3 rounds, exit | Full | Full |
| Use of Funds plannerRaise | — | ✓ | ✓ | ✓ |
| Valuation, funding options, market sizing, competitors, pricing, ESOPRaise | — | — | ✓ | ✓ |
| Fundraising CRM + investor update builderRaise | — | — | ✓ | ✓ |
| Fundraising Command CenterRaise | — | — | — | ✓ |
| Budget vs Actuals, 13-Week Cash Flow, KPI Board DashboardRun | — | — | — | ✓ |
| Advisor Portfolio TrackerRun | — | — | — | ✓ |
| PDF booksLearn | 4 | 9 | 17 | 24 |
| Investor Q&A Playbook (50 questions)Learn | — | ✓ | ✓ | ✓ |
| Term Sheet Decoder + Negotiation PlaybookLearn | — | — | ✓ | ✓ |
| Pitch Deck Blueprint (18 slides)Learn | — | — | ✓ | ✓ |
| Case studies with workbooksLearn | — | — | — | 3 |
| LicenceLicence | 1 company | 1 company | 1 company | Advisor (many companies) |
| FilesLicence | 11 | 18 | 54 | 80 |
| Free pages built from each kit are linked in the rows above. | Details | Details | Details | Details |
Questions people ask
Which kit should I start with?
The smallest one that covers where you are. If an investor has asked for a model, Lite is enough. If you're planning the round itself (scenarios, SAFEs, ownership after each round), Starter. If your business isn't SaaS or you want valuation, market-sizing and CRM tools, Pro. If you've raised and report to a board, or advise several startups, Premium.
Can I upgrade later?
Each tier includes everything in the tier before it, so the files you've already filled in keep working. Contact us after buying if you'd like to move up a tier.
Is it a subscription?
No. It's a one-time purchase and the files are yours to keep.
Do the files work on a Mac or in Google Sheets?
Yes. They're built for Excel 2016+ and Microsoft 365 on Windows and Mac, and open in Google Sheets and LibreOffice too. In Google Sheets the clickable side menu doesn't work, so you use the tab bar.