Tools you can use today.
Free templates and calculators we built for our own clients — now available to you. The calculators run entirely in your browser; nothing you type is sent anywhere.
Burn Rate Calculator
Free burn rate calculator for US founders. Enter cash, monthly expenses, and revenue to get gross burn, net burn, and runway in months — instantly, in your browser.
Open calculatorWorking Capital Calculator
Free working capital calculator. Enter revenue, COGS, receivables, inventory, and payables to see your DSO, DIO, DPO, and cash conversion cycle — where cash is really stuck.
Open calculator13-Week Cash Flow Forecast Template
The standard 13-week rolling cash flow forecast template used by lenders and PE firms. Pre-built with reconciliation flags, scenario layers, and a weekly actuals-vs-forecast view.
Download freeCash-Safe Bonus Affordability Calculator
A free Excel bonus calculator that tests whether your proposed bonus pool is affordable in cash — after payroll, taxes, AP, debt service, and a minimum cash reserve — not just on paper. Includes employee allocation and a split-payment schedule.
Download freeWeekly Cash Decision Calculator
The one-screen Excel tool our fractional CFO clients use every Monday. Enter your cash position, categorise bills, rate each customer — get a clear PAY / COLLECT / DELAY / PROTECT plan.
Download freeBudget vs Actual Dashboard
Free budget vs actual dashboard template. Compare planned vs actual on revenue, costs, margin, and cash with auto-calculated variance and traffic-light alerts.
Download freeDCF Valuation Model Template
A discounted cash flow (DCF) valuation model template for US SMEs — projected free cash flows, WACC, terminal value, and sensitivity tables, built to a defensible standard.
Download freeGroup & Portfolio Reporting Dashboard (Sample)
A sample consolidated group reporting dashboard for funds and multi-entity groups — apple-to-apple entity comparison, consolidated plus standalone views, and quarterly health checks.
Download freeMonthly Investor MIS Pack Template
A monthly investor and board MIS pack template — P&L, balance sheet, cash flow, KPI dashboard, and commentary structure that PE sponsors, angels, and lenders expect by the 5th.
Download freeSMB 3-Statement Model
A three-statement financial model template for US SMEs — income statement, balance sheet, and cash flow, fully linked, balanced, and built to lender and PE standards.
Download freeCatch-Up Bookkeeping Cleanup Checklist
A step-by-step catch-up bookkeeping cleanup checklist — bank and credit-card reconciliation, chart-of-accounts cleanup, and audit-ready trial balance, to get years of messy books trustworthy fast.
Download freeQuality of Earnings Review Checklist
A buy-side and sell-side quality of earnings review checklist — add-backs, revenue quality, working capital, net debt, and the items that determine whether a deal closes on its headline number.
Download freeWant these built around your real numbers?
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