Most financial projection templates are either too basic or way too complicated.
This Excel template includes everything you need to build investor-ready projections — without the usual complexity.
Built for clarity. Designed for founders
Just fill in the green cells — everything else runs automatically.
Summary tables give you instant insights, so you can focus on decisions, not spreadsheets.
Clear and transparent assumptions
Only the green cells require input — these represent your core assumptions.
This makes it easy for investors to understand and adjust the model, helping them engage with your vision rather than second-guess your math.
Ready for your team, or your pitch
Summary tables update automatically to reflect your inputs.
That means you’re always a click away from a clean overview — perfect for internal reviews, board decks, or investor calls.
Explained inputs
You need to insert inputs only in the cells marked in green. In case you have any doubts, you will find notes and explanations on the right side. Everything else is already set!
Summary tables
They are automatically updated based on your inputs on other sheets. In this way, you can have a complete overview on your financials with minimal effort.
Explained inputs
You need to insert inputs only in the cells marked in green. In case you have any doubts, you will find notes and explanations on the right side. Everything else is already set!
Summary tables
They are automatically updated based on your inputs on other sheets. In this way, you can have a complete overview on your financials with minimal effort.
Choose the right template for your goal
Whether you’re raising capital or managing your cash runway, we’ve got you covered.
FUNDRAISING TEMPLATE
Built for investors, simple by design.
This yearly model focuses on high-level assumptions and clean outputs — perfect for fundraising, M&A, or sharing with stakeholders.
BUDGETING TEMPLATE
Get granular with your finances.
This monthly template helps you forecast burn, spot cash gaps early, and stay on top of your operating performance with precision.
Hand-picked articles on finacial projections
Get investor-ready in minutes