Pricing
How much everything costs and what I charge, in one place: the two paid models, the free pay-what-you-want tools, services, and workshops.
Here is what everything costs, in one place.
The paid models
Two models are paid, and both are one-time purchases with lifetime access to their major version. You buy once, download to Excel or copy to Google Sheets, and re-download updates from your account whenever a new version ships.
- Standard Financial Model: $149
- Venture Capital Model: $349
The tools are free, pay what you want
You can download any of the tools for nothing. There is a suggested price of about $20 if you want to chip in, and it genuinely helps, but the tool is the same either way.
- Cap Table & Exit Waterfall Tool
- Runway Tool
- Fund Economics Tool
- SaaS Forecasting Tool
- Ecommerce Forecasting Tool
- Unit Economics Tool
- Venture Valuation Tool
- Venture Capital Model, Quarterly Forecast
Services
This is where I work with you directly, rather than hand you a template.
- Get Started session: $395. A one-hour working call where you drive and I help set a model up for your business. See Get started.
- Audit and custom work: from $395. I review a model you built with AI, or build a custom one. See Audit and custom work.
- Fractional CFO: priced by scope. For VC firms, sized to your fund and the work involved, with a full engagement and a lighter flexible tier for emerging managers. Book a discovery call from Fractional CFO.
Workshops
Live, single-session workshops, run through Luma.
- Cap Table, Exit Waterfall, and Portfolio Construction workshops: $175 each.
- How to build fund infrastructure with AI: $75.
See all workshops for what's on the calendar.
If you are not sure which model fits, the founders and investors pages sort the lineup by who it is for, or you can just ask.