Fund and startup open-source modeling
+ Fractional head of finance / CFO services. Learn more
Open source for finance teams
Software that runs on your own infrastructure with your own AI provider, beside the spreadsheet models it grew out of. All of it Apache 2.0.
Balsa
AlphaRun your startup's books and forecast in one place.
Prefer a spreadsheet? I've been building these for startups for twenty years, and they're open source too: Standard Financial Model, Runway Tool and SaaS Forecasting Tool. All models for founders
Portfolio
Run your investment firm in one place.
Forecasting a fund before you raise it? The spreadsheet models are open source, and you pay what you want: Venture Capital Model and Fund Economics Tool. All models for investors
AI for judgment. Software for exact math.
Web tools for building models, with AI support for understanding the outputs. Save to the web, share links for users, and export to a spreadsheet.
Cap table
How ownership changes through new equity, options, and conversions of SAFEs and convertible notes.
Exit waterfall
Determing what sharedholders get, dealing with liquidity preferences and structural details.
Fund economics
Forecasting investment returns and performance metrics for venture investors.
Taylor Davidson
Managing Director, Hemrock (formerly Foresight)
See software
Taylor Davidson
Managing Director, Hemrock (formerly Foresight)
Fractional CFO for venture funds and an ex-VC. I’ve built financial models and tools since 2005, used by 56k founders and investors in 116 countries.
I built my first financial model in private equity in 1998, started building them for startups in 2000, and put one online in 2008 because I was tired of rebuilding the same structure for every new company. That template became the Standard Financial Model. 56k founders and investors in 116 countries have used Hemrock models since, and I’m still helping founders and investors use models to understand financial decisions.
I am currently CFO (fractional) at Laconia Capital Group, and I manage financial operations for the firm’s funds and investment vehicles. Before that I was a venture capitalist and consultant, with an MBA in finance and accounting from Carnegie Mellon.
What I believe hasn’t changed much: build the smallest model that answers the question, don’t let detail hide the insight, and focus on the impact, not the artifact. What has changed is that models and tools are no longer the bottleneck. AI is helping us interpret, build, and deploy customized solutions faster than ever. I’m looking forward to helping you get there.
Learn by building
Learn from first principles so you can leverage your AI to build your own models and tools. Workshops are live, online, and recorded.
Cap Table Workshop
RecordingA practical workshop on cap tables, what they are, why they matter, and how they evolve as you raise capital and issue equity. Hands-on format with AI-assisted modeling.
$175
per seat, live or recorded
- Next
- Recording
- Length
- 2 hours
- Format
- Live, hands-on
Exit Waterfall Workshop
RecordingA practical workshop on exit waterfalls. Who gets what, in what order, and why. Ownership, preferences, and dilution in real exit scenarios.
$175
per seat, live or recorded
- Next
- Recording
- Length
- 2 hours
- Format
- Live, hands-on
Fund Infrastructure with AI
RecordingA repeatable framework for building fund operations workflows with AI: identify, design, build, maintain. The tooling, the team setup, and a worksheet to scope your first build.
$75
per seat, live or recorded
- Next
- Recording
- Length
- 1 hour
- Format
- Live, hands-on
Work with me
I work directly with founders and funds on their models and financial tools, and additionally support venture funds as a fractional CFO and head of AI.
Fractional CFO
FundsOngoing finance leadership for venture firms, full or flexible for emerging managers.
Quote
per fund
- Length
- Ongoing
- Covers
- Ops, reporting, compliance
- For
- Funds and SPVs
Working session
An hour on your model, your numbers, or your AI setup, or a review of a model or workflow you built with AI.
$395
per hour
- Length
- 1 hour
- For
- Setup, fixes, or a review
- After
- Recording and notes
Custom model
A revenue model, fund forecast, or cap table built for your business, delivered working and documented.
Quote
typically $0.5K to $10K
- Length
- A few days
- Format
- Scoped after a call
- After
- Support anytime
“I continue to use and recommend the Cap Table + Round + Exit model + other tools that [Taylor] provides. Some are free, all are valuable. (Have paid ~$300 and saved so much time and money over years as a Founder CEO, Angel, VC).”
