Kit 3 of 4 · version 2.0
Financial Mastery Pro
“Our business isn't SaaS, and the raise is more than a spreadsheet.”
A model built for how your business really makes money, the tools to value and size the round, and playbooks for the deck, outreach, term sheet and diligence.
One-time payment · instant download · checkout by Gumroad
- Files
- 54
- PDF books
- 17
- Industry editions
- 7
Is Pro the right kit for you?
It fits if
- Your business is a marketplace, e-commerce, AI usage-based, fintech, services or hardware company
- You want to defend a valuation range, not guess one
- You're about to run outreach and want a pipeline, scripts and a term sheet decoder
- You want every investor question answered before it's asked
Choose another kit if
- You only need a first SaaS model (Lite is enough)
- You've raised and need monthly reporting and cash control (Premium adds them)
What your first week looks like
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.
- Day 1Launch Plan, then open the SAMPLE for your industry edition: Revenue Build and Annual Summary.
- Day 2Build your model to MODEL OK and stress-test with scenarios.
- Day 3Market Sizing bottom-up, then the Valuation Estimator: set your range.
- Day 4Funding Options and Cap Table: choose SAFE or priced, see ownership after each round.
- Day 5Pitch Deck Blueprint: 18 slides. Load 30-50 investors into the Fundraising CRM.
- Day 7Read the Term Sheet Decoder and prepare the data room before the first meeting.
Exactly what's in the download
54 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 Starter is included.
This list is what our refund policy means by “as described”.
Read the first 12 pages of the Launch Plan
The Launch Plan is the PDF that walks you through the Pro kit. These are its real pages. Swipe, or tap the page edges to turn.
The workbooks, tab by tab
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.
Industry engines
The marketplace edition's Revenue Build: buyers, orders, order value and take rate.
Try one piece of it: Liquidation Preference
This calculator is a simplified version of one part of the kit, running live. The full page has the formula and a worked example.
Seven revenue engines, one model
A marketplace counts buyers x orders x order value x take rate; a fintech counts merchants x payment volume x take rate; hardware counts devices sold plus subscribers. Each edition keeps the same 23 investor-ready tabs.
New in version 2.0 (October 2026)
- Seven industry editions with their own revenue engines and health checks
- Eleven redesigned tools with cover dashboards
- Eight new playbooks: deck, outreach, term sheet, negotiation, due diligence and more
Before you buy
- Software
- Excel 2016 or later and Microsoft 365 (Windows or Mac). Also opens in Google Sheets and LibreOffice; in Google Sheets the side menu doesn't click, so you use the tab bar. Not Apple Numbers.
- Licence
- Single-company licence: use it for your own company, and share your filled-in files with investors, your board and your team. Summary
- Refunds
- Within 14 days if a file is broken, a feature doesn't work as built or something listed above is missing, and we can't fix it within 3 business days. Not for a change of mind. Full policy
- Not included
- Personal financial, legal or tax advice, and one-to-one support with your numbers. If something in the kit isn't working, we help.
Financial Mastery Pro
$597
One-time. 54 files, including everything in Starter.
Checkout by Gumroad · download link by email
Questions people ask
Do I need to be good at finance or Excel?
No. You type into the yellow cells and everything else calculates. The Pro 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.
Does it work in Google Sheets?
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.
How do I get the files?
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.
Is this financial or legal advice?
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.
Can I get a refund?
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.
Which industry editions are included?
All seven: SaaS/subscription, marketplace, e-commerce/DTC, AI usage-based, fintech/payments, services/agency and hardware + subscription. Each comes as a SAMPLE (filled in for a fictional company) and a BLANK.
What's the difference between Pro and Premium?
Premium includes everything in Pro, plus five operating tools for after the raise (Budget vs Actuals, 13-Week Cash Flow, KPI Board Dashboard, Fundraising Command Center, Advisor Portfolio Tracker), three full case studies, four more playbooks and an advisor licence.
The next kit up
Financial Mastery Premium · $997
Already raised, or advising several startups? Premium adds the operating tools and an advisor licence.
Free pages built from Pro
Stage: Pitch and close
Startup Valuation Calculator (VC Method)
Work back from a future exit to today's pre-money, then cross-check with a revenue multiple.
Stage 3 · Pitch and closeTAM, SAM, SOM Calculator (Bottom-Up)
Size your market from real customers and prices, segment by segment, with built-in sanity checks.