Best Entry Point to Get Started

1. Learn the Framework (Click Below)

This video provides detail instructions on how to complete all templates with important advice on how to execute. Download a pdf of this slide deck below

2. Download the Excel Workbooks (two versions)

Icon representing Microsoft Excel and XLS file format on a blue background.

Download the Excel Workbook and build out a draft plan from the step by step tabs. Two different complete models are available below:

3. Get Expert Eyes on Your Solution (Click Below)

Book a personal quality session to finalize your startup financial plan with Matt Evans. Once Base Year Model is done, then add out years

Download Comprehensive Models

Financial models to plan spending, test assumptions, and map growth - from revenue forecasts to cash flow projections - so you can make confident decisions, avoid cash surprises, and show results to investors

Startup-Financial-Plan-Model-1-Blank-v2 (xlsx)Download

Startup-Financial-Plan-Model-1-Sample-v3 (xlsx)Download

Startup-Financial-Plan-Model-1-Sample-Year-2 (xlsx)Download

Startup-Financial-Plan-Model-2-Sample (xlsx)Download

Startup-Financial-Plan-Model-2-Blank (xlsx)Download

Startup-Financial-Plan-Slide-Deck (pdf)Download

Supplemental Files

Simple easy to use resources to help you nail down your financial management practices - remove guesswork and bring clarity to the finer points that can derail your overall execution

Find Your Gross Margin for Your Respective Industry (pdf)

Download

Stress Test Your Financial Plan Before Submitting it to the Bank (pdf)

Download

Simple-Accounting-Cash-Basis (xlsx)

Download