Free Resources
Startup Finance Templates & Resources
Curated tools and resources for startup founders and finance teams. AI-powered spreadsheet tools, free template libraries, and everything you need to build your finance stack.
Free Downloadable Excel Templates
Properly formatted .xlsx files with live formulas, color-coded sections, freeze panes, conditional formatting (red on negative cash + unhealthy KPIs), and built-in benchmarks. Yellow cells are editable inputs — everything else recalculates automatically. Opens in Excel, Google Sheets, and Numbers.
13-Week Cash Forecast
Weekly cash in / cash out / running balance for 13 weeks. Editable yellow inputs, formula-driven totals, data bar on ending cash, auto-red when below $100K. Update each Monday in ~30 min.
Best for: Every startup. Especially critical when cash is tight.
Download .xlsxMetrics Dashboard (12-Month)
12 KPIs every board wants: MRR / NRR / churn / gross margin / CAC payback / burn multiple / customer concentration. Color scales auto-flag unhealthy ranges (red→amber→green). Benchmarks in right column.
Best for: Founders preparing for board meetings or Series A diligence.
Download .xlsxCap Table Starter (Pre-Series A)
Track founder shares + employee options + SAFEs across 4 sheets (Common / Options / SAFEs / Summary). Dropdown validation on Type/MFN/Pro Rata fields. Formula-driven summary aggregates from source sheets.
Best for: Pre-seed and seed founders who haven't moved to Carta/Pulley yet.
Download .xlsx24-Month Operating Model
Bottom-up revenue + headcount + OpEx + runway. Edit yellow inputs (new customers, ACV, churn, opex); MRR + ending cash + net burn all formula-driven. Data bars on MRR, customers, ending cash show trajectory.
Best for: Seed and Series A founders building their first investor-ready model.
Download .xlsxMonthly Investor Update
Structured 1-page template: metric scorecard, 3-5 wins, 2-3 lowlights, 2-3 asks, hiring update. Built-in coaching on what to include + what to skip. The single most-correlated practice with successful follow-on rounds.
Best for: Any founder who's raised + needs to send monthly updates to investors.
Download .xlsxBoard Pack Template (Quarterly)
Multi-sheet board pack: Financial Summary (actuals vs plan + variance), KPI Deep-Dive (with benchmarks + status), Strategic Narrative prompts, Forward Look (next quarter goals + raise timing).
Best for: Founders preparing quarterly board packs — typically Series A+.
Download .xlsxUnit Economics Calculator
CAC, LTV, payback, LTV:CAC ratio computed by acquisition channel. Edit yellow inputs (spend, customers, ACV, GM, churn) per channel; metrics calculate automatically. Color scales flag healthy vs unhealthy.
Best for: Founders evaluating channel mix or preparing for VC unit-economics questions.
Download .xlsxClaude Tools for Spreadsheets
Official Anthropic tools for generating and working with spreadsheets directly inside Excel, Google Sheets, and claude.ai.
Claude for Excel
Generate and edit Excel spreadsheets with Claude directly inside Microsoft Excel. Available for Pro, Max, Team, and Enterprise plans.
Claude for Sheets — Google Workspace Add-on
Use the =CLAUDE() formula to analyze data, generate content, and automate tasks across thousands of cells in Google Sheets.
Claude for Sheets — Prompting Examples Workbook
Anthropic's official workbook with example prompts and prompt engineering patterns for Claude in Google Sheets.
Build Financial Models — Claude Use Case Guide
Anthropic's guide to building DCF models, scenario analyses, and financial projections with Claude.
Claude Financial Services Skills
Pre-built skills for comp analysis, DCF models, due diligence packs, earnings analysis, and initiating coverage reports.
Popular DIY Resources
Well-known free resources from accelerators, investors, and government programs.
SCORE Templates
Free financial templates from the SBA-backed mentoring network.
Sequoia Capital — Financial & Operational Planning
Growth-stage financial modeling frameworks from Sequoia.
Y Combinator Standard Deal Documents
SAFEs, templates, and standard documents for early-stage fundraising.
Carta — Equity Management Resources
Cap table templates, 409A guides, and equity planning resources.
SBA — Business Plan Templates
Free business planning templates from the U.S. Small Business Administration.
Stripe Atlas — Startup Guides
Guides for incorporation, fundraising, and financial management.
Want automated versions of these templates that update in real time? ClariFi Decision Engine connects to your accounting platform and builds financial models, board packs, and KPI dashboards — no spreadsheets required.
Keep learning
Cap Table
A record of all ownership interests in your company.
Glossary13-Week Cash Forecast
A direct-method weekly forecast of cash inflows and outflows.
GlossarySales Cycle Length
Average time from first opportunity creation to closed-won, used for forecasting and pipeline planning.
GlossaryCap Table Cleanup
Pre-Series A reconciliation of all equity instruments, vesting, and ownership.
InsightSecondary Sales and Tender Offers: A Founder's Guide to Pre-IPO Liquidity
Secondaries let founders and employees sell shares before an IPO or acquisition. Here is how tender offers and individual secondaries work, how they are taxed, and how they affect your 409A, cap table, and the people you lead.
Insight7 Red Flags Investors Find in Your Data Room (and What to Do Before They Do)
The seven signals that make an investor's diligence team lose confidence -- stale cap tables, inconsistent ARR definitions, missing IP assignments, late 83(b) filings, and more. All fixable before the term sheet, fatal after it.
