Kit 2 of 4 · version 2.0
“We know roughly how much we need. We don't know what it will cost us.”
Stress-test the plan, size the round, and see founder ownership after the seed, the Series A and at exit, before you sign anything.
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.
18 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 Lite is included.
This list is what our refund policy means by “as described”.
The Launch Plan is the PDF that walks you through the Starter 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.
Headline results and charts from the model, updating as you type.
This calculator is a simplified version of one part of the kit, running live. The full page has the formula and a worked example.
Founders of the sample company own 85% today. After three SAFEs, a note, the pool top-up and a $1.5M seed at $8.5M pre-money they own about 64%; after a $5M Series A at $30M pre-money, about 52%.
Financial Mastery Starter
$297
One-time. 18 files, including everything in Lite.
Checkout by Gumroad · download link by email
No. You type into the yellow cells and everything else calculates. The Starter 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.
Starter is built around a SaaS model. Pro gives you the same model in seven industry editions (marketplace, e-commerce, AI usage-based, fintech, services, hardware) plus eight more fundraising tools: valuation, funding options, market sizing, competitors, pricing, ESOP offers, a fundraising CRM and an investor update builder, and eight more playbooks.
The next kit up
Not a SaaS business, or need valuation and market-sizing tools? Pro covers seven industries.
Stage: Plan the raise
Founder ownership after each round, from seed to Series B, including option pool top-ups.
Stage 3 · Pitch and closeWho gets what in a sale: 1x non-participating vs participating preferred, at five exit values.
Plan the raise · 4 min
Two SAFEs, a $2M priced round and an option pool top-up: follow every share from 90% founder ownership to about 68%, and see which SAFE term actually decides the price each investor pays.
March 9, 2026
Plan the raise · 4 min
Your round size should come from three numbers: how fast you'll spend after the round, how long you need, and how much you'll burn while you raise. A worked example from $300k in the bank to a $1.25M ask.
February 2, 2026
