Resources

Free resources for founders.

Templates and checklists to get you started on your next strategic finance move. Free with your email.

Template

13-week cash flow forecast

Nine tabs. Twenty minutes to fill in, five a week after. Includes a worked example that runs out of cash in week 9.

Checklist

The Raise-Ready Check

Twelve questions, ten minutes, in a Google Sheet. Mark each one Not yet, Partly or Yes, and it counts each section as you go.

Checklist

Hire Readiness Check

Eight questions on whether the role is real, seven numbers on whether the runway carries it, and a verdict that reads both.

Checklist

Data room checklist

Sixty-two items across three waves, with a status on every row and the test that tells you each one is genuinely finished.

Template

Investor update template

One page. Fill it in, send it, repeat monthly. Short enough that you will actually do it twelve times.

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