Plan, fundraise, build.
Financial models for people building companies. Forecast revenue, manage runway, present to investors, and customize with AI as your business evolves.
Tools
Standard Financial Model
Plan, forecast, fundraise.Five-year model for SaaS, subscription, ecommerce, services, marketplaces, and more. Revenue, costs, hiring, financial statements, cap table, valuation.
Runway Tool
Cash and runway, monthly.Simple cash forecast for teams tracking runway. Know when to cut, when to raise, and when to hire.
Cap Table & Exit Waterfall
Ownership and exit scenarios.Build your cap table, model option grants, and run exit waterfall scenarios for different valuations.
Work with me
Upcoming workshops
All workshopsCap Table Workshop
Tuesday, May 12, 2026A 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
Tuesday, May 19, 2026A practical workshop on exit waterfalls. Who gets what, in what order, and why. Ownership, preferences, and dilution in real exit scenarios.
What you'll do with them
Raising a round
Five-year forecasts, scenarios, and sources & uses for your pitch deck.
Running the business
Budgets, monthly rolling forecasts, actuals vs. plan, and cash runway.
Board updates
Consolidated financial statements and key metrics, ready to present.
“Very impressive. Incredibly comprehensive. Taylor is quick to respond to any queries.”
Also for investors
Running a fund or investing as an angel? There's a pillar for that too.
For investors →