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.
SaaS Forecasting Tool
Aggregate or pipeline.Forecast subscription growth, MRR/ARR, churn, and expansion. Switch between aggregate and pipeline modes for self-serve or sales-led.
Ecommerce Forecasting Tool
Cohorts and historicals.Cohort-based forecast with historical data import. New vs. repeat AOV, CAC, payment terms, inventory.
Unit Economics Tool
LTV, CAC, payback.Single-sheet LTV/CAC/payback model with three revenue types. Sanity-check the math before building a five-year forecast.
Work with me
Upcoming workshops
All workshopsWhat 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 →