The files we use,
free on request

The model skeletons, close checklists and board pack structures we run on real engagements. Working files rather than brochures, sent by email the same day you ask.

Get the templates

Email us the name of the file and we send it the same day, with no sequence afterward

Template library

Ask for one by name

Working documents rather than brochures. Spreadsheets you can fill in, checklists you can run against your own file.

Spreadsheets XLSX, ready to fill
XLSX 13-week cashflowThe rolling cash view we keep monthly Request XLSX 3-statement skeletonStatements that tie, error checks wired Request XLSX Model assumption logEvery input, dated and sourced Request XLSX Cap table & dilutionOption pool and a round-by-round waterfall Request XLSX Hiring plan and payrollHeadcount by role, tied to revenue Request XLSX KPI and cohort trackerRetention curves and board metrics Request
Checklists and outlines PDF
PDF Board pack outlineThe 5-minute structure, in order Request PDF Diligence data requestWhat a buyer asks for, in order Request PDF Pre-sale readinessWhat would fail diligence today Request PDF Month-end closeThe day-1 to day-8 sequence we run Request
By email

Read it before
you send your deck

Twice a month, one observation from a real file, with the arithmetic shown.

Used for the newsletter and nothing else. We do not share it and we do not sell it.

What you get
  • 1

    One observation

    Drawn from a real model, board pack or diligence file, anonymized.

  • 2

    The arithmetic

    The numbers behind the claim, so you can test it against your own file.

  • 3

    One thing to check

    Something specific to look at in your own model this week.