“Very impressive. Incredibly comprehensive. Taylor is quick to respond to any queries.”
Standard Financial Model
Five 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.
4.7(141)
“Taylor helped us with our financial model when we were planning to go raise capital. He was fast to respond and even walked us through all the dependencies of the model. When it came time to update the model a year later, he was very responsive to help and adjust it based off of our product updates. It was a great experience and am super thankful for the assistance.”
$149USD
Instant Access
Download to Excel or Copy to Google Sheets
Free updates to your major version
Easy to customize with your AI
Free email support
What you'll do with it
Plan a business, build a budget, forecast cash, and pressure-test fundraising scenarios. Five years of monthly financials with prebuilt revenue logic for SaaS, subscription, ecommerce, marketplaces, hardware, services, and most variations in between. Used by 30,000+ founders since 2015.
Take it from idea-stage planning to a Series B board meeting without rebuilding the model. The financial core stays the same, you change inputs, swap revenue logic, and bolt on what your business actually does.
Edit with AI
Built so you and your AI can read, edit, and extend the model without breaking it. Every input is blue. Every formula is black. Every row is documented. Sheet names, cell references, and naming conventions follow patterns that AI tools (Claude, ChatGPT) can navigate accurately.
Get the most out of AI:
- Context primer, paste this into Claude or ChatGPT before any change. It orients the AI to the model's structure so it edits the right cells.
- Prompt guide, ready-made prompts for setup, customizing for your business, building scenarios, preparing for investors.
- Connect the MCP server, Claude Desktop or Claude.ai pulls model context automatically into every conversation.
- Verify before you trust, AI introduces subtle errors. The prompt guide includes sanity-check prompts to catch hallucinated formulas, hard-coded values, and confused metrics.
This is a tool you'll edit, not run unchanged. Start from a structure that works, customize for your business, and let AI do the line-level work.
How it's structured
Two integrated halves, joined by one bridge sheet:
- Financial core, consolidated financial statements (income statement, balance sheet, cash flow), operating costs, hiring plan, cash forecast, valuation, actuals reporting, key metrics
- Revenue forecast, prebuilt revenue model with operational drivers (acquisition, conversion, retention, pricing, billing cycles, MRR/ARR build, inventory, more)
Forecastsheet bridges them. Any revenue, expense, or operational metric can plug in here, bring your own model and connect it without rebuilding everything else. Bring your own model →
Common questions
What businesses does it work for?
SaaS (consumer + B2B), ecommerce, marketplaces, services, hardware, manufacturing, advertising, media. The prebuilt revenue logic covers most variations; anything missing plugs into the Forecast sheet.
Excel or Google Sheets?
Both. Download to Excel or copy to Google Drive. All formulas open, no macros, no locked cells.
What does lifetime access mean?
One-time purchase. Free updates to your major version. Re-download the latest version anytime through your account.
Can I customize it heavily?
Yes. That's the point. Every cell is editable. The model is built to be modified, see Bring your own model for the integration approach.
What if I get stuck?
Free email support included. Or book a Get Started session for a working call to set it up for your business. For deeper customization, see Custom Models.
Documentation
Ratings
4.7(141 ratings)
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Reviews
“Rebuilding our financial model starting with a Foresight template — and layering in Taylor's consulting — saved me a considerable amount of time and resulted in a far more sophisticated model. Working with Taylor allowed me more time to focus on my business and my fundraising. I would recommend a Foresight template to any business owner.”
“Taylor's expertise in his field is evident, and he couples it with an exceedingly amicable manner. Taylor's work speaks for itself (the models are stunning!), and his insightful questions, lively discussion and ongoing support make working with him a pleasure.”
“Very logically laid out and very flexible. Easy to "bring your own model". Lines can be inserted to expand the number of attributes, for example different operational metrics. And the support is great. Highly recommend.”
“Foresight's model is very professionally constructed, thorough and flexible. It gave us the clarity we needed as an early stage startup to pitch investors with a solid understanding of our financial needs and possibilities. Thanks to Taylor's help and the model we were able to successfully raise capital for our business.”
