All Products
Financial model templates, software tools, courses, and advisory services for investors and startups.
Fund Portfolio Reporting
portfolio reporting platformFrom founder emails to LP reports automatically. Forward investor updates in any format. AI extracts metrics, builds dashboards, and generates institutional-grade reports.
Standard Financial Model
for all revenue typesFive year financial model template for Excel or Google Sheets with prebuilt three statements - consolidated income statement, balance sheet, and statement of cash flows - and key charts, summaries, and metrics.
Venture Capital Model
comprehensive modelComprehensive financial model template to forecast investments, proceeds, cash flows, and performance metrics for a venture investment strategy.
Cap Table and Exit Waterfall Tool
open cap table and waterfallFinancial model template to create a capitalization table through multiple rounds of investments via equity, SAFEs, and convertible notes.
Audit your AI
Review of AI-created modelsReview business logic and formula construction in your AI-created and edited models.
Get Started Services
1 Hour OnboardingLeverage your Foresight model and be prepared for business planning and investor conversations.
Runway Tool
for seed stage companiesThree year financial model template to plan your expenses, create a cash budget and forecast runway.
SaaS Forecasting Tool
revenue model onlyFinancial model template for a SaaS or subscription business for consumer, SMB, midmarket, or Enterprise SaaS.
Ecommerce Forecasting Tool
revenue model onlyFinancial model template for ecommerce businesses, using a cohort-based approach to model new and repeat customers and calculate revenues.
Unit Economics Tool
per-customer forecastingCalculate unit economics for a single customer. LTV, contribution margin, payback period, and breakeven from your pricing, churn, and cost of sales.
Fund Economics Tool
overall forecastSimple model for forecasting overall returns of a venture fund, to help understand overall fund assumptions and returns.
Venture Valuation Tool
per investment analysisAnalyze venture investment opportunities by modeling potential investment rounds (via equity, convertible notes, premoney and postmoney SAFEs), dilution, graduation rates, exit valuations, and likelihood of exit at multiple exit prices.
Venture Capital Model, Quarterly Forecast
quarterly forecastSimplified model for forecasting a venture fund, to help understand overall fund assumptions and how portfolio construction impacts returns.
Fractional CFO
for Venture InvestorsFractional Chief Financial Officer services providing financial leadership, compliance oversight, and operational support for venture capital funds.
SendK1s
K-1 distribution toolAuto-redact SSNs, encrypt PDFs, and send K-1s securely from Gmail without exposing investor data.
Share your Fund Economics Tool
Advanced add-on for the hosted Fund Economics Tool. Unlocks multi-user editing on Fund Economics models you already own (so a co-GP, analyst, or fractional CFO can edit alongside you, up to 5 collaborators per model) and model export to Excel for data rooms.
Save your cap table
Unlock saving the interactive cap table builder to your account. Pay what you want above the minimum.
How to build fund infrastructure with AI
Lessons from building an AI-powered portfolio reporting product. Where AI fits in fund operations, what breaks, and what actually saves time.
Cap Table Workshop
A 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.
Exit Waterfall Workshop
A practical workshop on exit waterfalls. Who gets what, in what order, and why. Ownership, preferences, and dilution in real exit scenarios.
Portfolio Construction Workshop
How to model fund portfolio construction. Check sizes, ownership targets, reserves, recycling, and the trade-offs every fund manager has to make.
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