“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)5,485 downloads
“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. Inputs are blue, formulas are black, and 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 you make a 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, and preparing for investors.
- Hemrock Skill. A drop-in Claude Agent Skill that loads this model's sheet map, prompts, and checks into any Claude Project. Free, with no connector to set up.
- MCP server. On ChatGPT, Cursor, or another tool? The MCP server feeds the same context to any AI that speaks MCP.
- Verify before you trust. AI introduces subtle errors, so the prompt guide and Skill include sanity-check prompts that 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, and key metrics.
- Revenue forecast. Prebuilt revenue model with operational drivers: acquisition, conversion, retention, pricing, billing cycles, MRR/ARR build, inventory, and more.
- The
Forecastsheet bridges them. Any revenue, expense, or operational metric plugs in here. Bring your own model and connect it without rebuilding everything else. Bring your own model →
Common questions
Why buy this when AI can build a model for me?
AI is good at edits, and also good at producing output that looks right but is silently wrong. Build from a blank sheet and those errors compound with nothing to catch them. Start from a structure 30,000+ founders have already used, and AI does the line-level work on a foundation that holds. That's what "built to edit" means.
Is it too complex to actually use?
You edit inputs, not formulas. Inputs are blue, every row is labeled, and you change assumptions in one place. If you'd rather not set it up yourself, a Get Started session gets it running for your business in an hour.
What businesses does it work for?
SaaS (consumer and B2B), ecommerce, marketplaces, services, hardware, manufacturing, advertising, and media. The prebuilt revenue logic covers most variations, and 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, and the model is built to be modified. See Bring your own model for the integration approach.
What if I get stuck?
Free email support, from me. 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
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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.”
$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