Kit 4 of 4 · version 2.0
“We raised. Now the board wants numbers every month, and cash has to last.”
Raise the round, then run it: budget vs actuals, a 13-week cash view, board-ready KPIs, and a licence to use the kit with the companies you advise.
One-time payment · instant download · checkout by Gumroad
No finance background needed. The Launch Plan walks you through it in this order, and the SAMPLE files show what a finished version looks like at every step.
80 files in step-numbered folders, so you always know what to open next. Every workbook comes as a filled-in SAMPLE and a BLANK to build in. Everything in Pro is included.
This list is what our refund policy means by “as described”.
The Launch Plan is the PDF that walks you through the Premium kit. These are its real pages. Swipe, or tap the page edges to turn.
Every tab has a menu on the left, live figures and charts at the top and the detail below. You type in the yellow cells; everything else calculates and checks itself.
One month: budget, actual, variance and a REVIEW flag on the lines to explain.
This calculator is a simplified version of one part of the kit, running live. The full page has the formula and a worked example.
Tradelane (B2B marketplace), Promptly AI (usage-based AI) and Voltwise (hardware + subscription) each go from a first-draft model through the Self-Audit, the raise, the cap table and the first months after closing, with every number in their own workbooks.
Financial Mastery Premium
$997
One-time. 80 files, including everything in Pro.
Checkout by Gumroad · download link by email
No. You type into the yellow cells and everything else calculates. The Premium kit includes a Launch Plan that walks you through your first session, plus a filled-in SAMPLE file so you can see what good looks like before you start.
Yes. The workbooks are built for Excel 2016+ and Microsoft 365 and also open in Google Sheets and LibreOffice. In Google Sheets the clickable side menu doesn't work, so you use the tab bar instead. Every formula still calculates.
Checkout is handled by our payment provider. Right after payment you get an email with your download link. The files are one zip with step-numbered folders, so you always know what to open next.
No. It is an educational planning kit. It can't know your full situation. Have a qualified accountant review figures used in filings, and a startup lawyer review any investment documents before you sign.
Yes, within 14 days, if a file is broken, a feature doesn't work as built, or something listed for your kit is missing. Tell us what's wrong and we'll try to fix it first; if we can't within 3 business days, you get a full refund. Refunds aren't given for a change of mind or because the kit doesn't suit your business, so please use the previews before you buy.
You and up to five people in your firm can use the kit for any number of companies you own or advise, including paid advisory, CFO or accelerator work. Clients keep and update the completed files made for them. You can't resell or share the blank templates or PDFs. The License Agreement has the full terms.
No. It contains everything in Pro for the raise itself. The operating tools and case studies are what Premium adds on top.
Stage: Run the company
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
Run the company · 3 min
Net burn divided by net new ARR. Simple to calculate, hard to fake, and the quickest read on whether your growth is worth what it costs. With worked examples, the usual ranges and what moves it.
May 18, 2026
