Tools You Need for Smarter Finances

Create financials without crazy formulas. Quicker, more flexible way to figure out what works for your business. A simple process to build your financials and forecasts, and make decisions that drive growth.

Basic Numbers & Budget

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Struggling with Your Pitch, Projections, Financial
Build & more

Simple P&L

What are Your Current Revenues & Expenses?

Are you tracking day to day costs and overhead for your BIZ?

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Startup Capital_ Basics

How much capital are you injecting and why?

Have you estimated funds needed to achieve early stage objectives?

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Balance Sheet Basics

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Do you Have Funds to Meet your Financial Obligations?

What is your current equity and capital position?

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Cash Flow Statement

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What is Your Cash Position?

What is Your Current Cash Burnout Rate?

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Business Budget

What are Your Expected Sources and Uses of Funds?

Are you tracking forecasted versus actual revenue and expenses?

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Financial Ratio Analysis

What is Your BIZ Performance & Overall Financial Health?

Have you established the key metrics to monitor?

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Projections & Valuation

Assumption Building_Basic

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Can assumptions be justified based on data?

Are assumptions documented to support the basis of quantification?

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Cash Flow Projections

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Can you assess expected future cash flow?

Is cash in and out flow broken down over time?

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Scenario Analysis

What is your most likely scenario, looking forward?

Can future performance be estimated based on various assumptions?

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Stress Testing

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Have you considered shocks to your business model?

Can you quantify the potential impact of key risks on your business?

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Valuation Basics

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How much is your business worth?

What are the basic methodology used based on maturity of BIZ?

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Discounted Cash Flow Model

Can you quickly assess your BIZ worth?

How do you go about using the DCF model to assess value?

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Ready for that Investor Chat?

Seed Term Sheet

What do you Need to Look Out For in a Term Sheet?

Do you understand the terms of what you will sign?

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Founder Service Agreement

Before You Sign, Did you Get Comfortable with terms?

Do you need help with due diligence and term review?

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Board Composition

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Does Your Board posses skills required for your BIZ?

Is your corporate governance and Board of Directors' functions set up?

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Articles of Association_Complex

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Structure and control of your BIZ, before & after funding

Do you understand your BIZ internal functioning, rights, responsibilities?

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Capitalization Table

Who Controls Your BIZ, Now? Post Funding?

Did you define stock option, vesting schedule and ownership structure?

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Memorandum of Understanding

What Legal Document to Use to Outline Intent, Agreement?

Do you have the legal template to govern the understanding?

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Stay on track—with AI tools and final investor-readiness checklist!

Your Investor Readiness

What you need to become investor-ready depends on several things: nature and stage of your business, amount and type of equity investment you're seeking and more. Have an initial 1-on-1 chat with your CEO mentor about valuations, cap tables, risk appetite, funding and everything in between.

We help you with how to nail your legal structure, understand valuation and how to decide how much equity to give away, the power of assumptions and more. Don't walk alone!

Let's get you Funded