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Startup Financial Model
This model will allow you to DIY your financial planning, saving you thousands in consultancy fees.
Key Features:
- Comprehensive Template: Seamlessly create detailed financial plans and projections.
- User Friendly: Easily navigate through intuitive layouts and instructions.
- P&L and Cashflow Reporting: Tailor assumptions and forecasts to fit your unique business model.
- Dynamic Summary Dashboard: Easily visualise the key metrics that drive your business.
£ 390.00 GBP
Free version available
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Highlights
Crafted by a founder, for founders. Whether you're preparing for fundraising, planning your next big move, or simply keeping the financial health of your startup in check, our template is the ONLY thing you need. You can thank us later.
Support
Think of us as your silent business partner. The model comes with a one-hour onboarding call where we'll help you set things up, as well as one week of direct WhatsApp Support for that personal touch. For those needing bespoke solutions, we’ve helped many start-ups customise their models to fit their specific requirements. Please reach out with any specific needs or questions you might have.
Free
What's Included :
- Financial Model Template: Gain instant access to a well-structured and detailed financial model designed to streamline your financial planning.
- Access to Essential Tabs: Use the basic dashboard, P&L, Cash Flow, and Sales & Expense Forecast tabs to start managing your business finances effective.
- Instructions: There are comprehensive instructions and definitions included in the model, to help you customise it to your business.
Professional
What's Included :
- Complete Access to All Tabs: Delve deeper with full access to Valuations, Breakeven Analysis, Cap Table, and more.
- Kickoff Call: This package includes a 1 hour call with an expert financial modeller, who will help you to set up and customise the model to your specific business.
- WhatsApp Support: One week of direct messaging support, ensuring quick and efficient resolution of your queries.
- Free Lifetime Updates: We're always refining our models based on your feedback and financial modelling best practices. You'll get free access to this, for life!
£ 390.00 GBP
/ hour
Getting Started
You'll receive an Excel file directly in your inbox. The colour palette clearly marks which cells are formula-driven and which are inputs. No cells or formulas are locked, ensuring full transparency and allowing you to tweak the model as needed. The model is fully adaptable, serving either as a comprehensive template or a base framework for your own customised model (most customers opt for the latter). Please note, all pre-set assumptions are for illustrative purposes only and should not be considered standard market data.
FAQ
We’re here to answer any questions you may have. If you still need support or have any further questions, don’t hesitate to reach out to us via the Contact page.
Can I customise the financial model to fit my specific business needs?
Absolutely! Our financial models are fully customisable. You can easily adjust inputs, modify formulas, and add new sections to fit your specific business requirements. For those who are less experienced with Excel or prefer to focus on other priorities, we offer personalisation services. This way, the model can be tailored exactly to your business’s branding and operational needs.
What if I'm new to financial modelling? How easy is it to use your template?
Our financial model templates are designed to be user-friendly, whether you're a novice or a seasoned Excel user. There are detailed instructions and a helpful video guide.
All input cells are clearly marked to make navigation easy. Plus, we offer extensive email support to help you along the way. If you need more personalised assistance, you can purchase direct 1:1 consulting with one of our financial experts who can review your work and provide tailored guidance.
All input cells are clearly marked to make navigation easy. Plus, we offer extensive email support to help you along the way. If you need more personalised assistance, you can purchase direct 1:1 consulting with one of our financial experts who can review your work and provide tailored guidance.
Are updates included in the purchase price, and how are they delivered?
Lifetime updates are available exclusively for our paying customers. We'll take care of everything and notify you via email whenever a new update is available. This way, you'll always have the latest tools at your fingertips, without any extra expense.
What kind of support can I expect after purchasing the model?
You can count on us for comprehensive support tailored to your needs. Paying customers enjoy priority email support with responses within 24 hours.
The paid package also includes a half-day training session with a seasoned financial expert, who will walk you through the model in detail and assist with setup and customisation. Additionally, further consultation options are available for purchase if you need ongoing support beyond this.
The paid package also includes a half-day training session with a seasoned financial expert, who will walk you through the model in detail and assist with setup and customisation. Additionally, further consultation options are available for purchase if you need ongoing support beyond this.
Is there a refund policy if I'm not satisfied with the model?
Absolutely! We offer a 30-day money-back guarantee if you're not completely happy with your purchase. Just keep in mind that refunds only apply if you haven't had any training sessions or customisation requests with our team.
Our experts don’t work for free, so once they've put in that one-on-one time with you, we can't offer a refund. We hope you understand and appreciate your cooperation!
Our experts don’t work for free, so once they've put in that one-on-one time with you, we can't offer a refund. We hope you understand and appreciate your cooperation!
Can the model handle different currencies and regional financial regulations?
Yes, our models are built to support multiple currencies and can be adapted to meet various regional financial reporting standards. There is currently a drop-down list in the model where you can select between £, $, €.
How secure is my data with your financial model?
Your data's security is our top priority. Our financial models are designed to run offline on your local machine, ensuring that your sensitive financial information stays secure and private.
Can I use the model for investor presentations?
Absolutely! Our models are designed to generate professional-quality reports and visuals that you can confidently present to investors. This includes automated charts, graphs, and summaries that highlight your business’s financial health and projections.
Is training available for using the financial model?
Yes, paying customers get a half day of training with their purchase, to help you get the most out of our financial models. These sessions can be customised to your needs, covering everything from basic usage to advanced financial modelling techniques.
What industries are your financial models suitable for?
While our models are highly adaptable and can be customised for any industry, they are particularly well-suited for startups in technology, SaaS, e-commerce, and service-based industries. We can also provide tailored adjustments for any other sectors upon request.
Help! I don’t know how many hours I need?
No problem! If you’re unsure how many hours to book, just get in touch with us. We can help you estimate based on your specific needs and the scope of your project.
What if I need more consulting time than I booked?
No worries! You can always book extra hours if you need more help. When you book, we’ll send you a guide on what we can usually cover in the time you picked. If it turns out you need more time during the call, we’ll let you know and sort out booking extra hours. Better to book a bit more if you have a lot to cover!
How soon will I get feedback?
We aim to get back to you within a few days so you can keep things moving.
Can you help with specific parts of my model?
Absolutely! Just tell us which bits you want us to focus on, and we’ll tailor our review to that.
Is my data secure?
Yes, your data is safe with us. We handle everything with strict confidentiality. We can also sign NDAs if needed.
How do you ensure the quality of your consultations?
We have a set process to make sure every review is top-notch, and our team is always up-to-date with the latest info.
What happens if I don’t provide all the necessary information?
To get the best advice, make sure you send us all the info we need. If we’re missing anything, we’ll get in touch before the consultation to make sure we have everything.
Can I see examples of your previous work?
Yes, we can share case studies or examples of previous projects (with client permission) to give you an idea of what to expect.
What makes your consulting service different from others?
Yes, paying customers get a half day of training with their purchase, to help you get the most out of our financial models. These sessions can be customised to your needs, covering everything from basic usage to advanced financial modelling techniques.
What industries are your financial models suitable for?
We offer personalised, detailed feedback tailored to your specific needs. Our team has extensive experience in various industries, and we’re dedicated to helping you achieve your financial goals.
Do you offer any discounts for bulk bookings?
Yes, we offer discounts for booking multiple hours upfront. Contact us for more details on our bulk booking rates.
What if I’m not satisfied with the consultation?
Your satisfaction is important to us. If you’re not happy with the service, please let us know and we’ll do our best to address your concerns.
How do I prepare for the consultation?
To get the most out of your consultation, please fill out our pre-call questionnaire and upload any relevant documents ahead of time. This helps us understand your needs and provide the best advice.
Can you help me implement your recommendations?
Yes, we can provide ongoing support and help you implement the recommendations. Just book additional hours as needed.
