Find Templates You Can Trust

Create financials without crazy formulas. Quicker, more flexible way to figure out what works for your business. A simple process to build your financials and forecasts, and make decisions that drive growth.

Basic Numbers & Budget

Join urBIZassist Founder Round Table

Others have gone through what you might be experiencing right now. Build the right network so you can exchange notes, learn from experience, get
answers. Join our Founder Round Table & Speed Networking
Sessions. Meet other venture builders and be a part of
a supportive community for free!

Struggling with Your Pitch, Projections, Financial
Build & more

Simple P&L

What are Your Current Revenues & Expenses?

Are you tracking day to day costs and overhead for your BIZ?

Get me More Info

Balance Sheet Basics

EeZcl4Sv4YSM4UadT0Pj7Cs15508yaMhLBkI7oV9sMbDvCZ0_SVDNoG-li-bYUwsfZ1QtRWGlHMRhQqVoP8_9hDd_e

Do you Have Funds to Meet your Financial Obligations?

What is your current equity and capital position?

Get me More Info

Cash Flow Statement

Finance section of a newspaper_edited.jp

What is Your Cash Position?

What is Your Current Cash Burnout Rate?

Get me More Info

Business Budget

What are Your Expected Sources and Uses of Funds?

Are you tracking forecasted versus actual revenue and expenses?

Get me More Info

Financial Ratio Analysis

What is Your BIZ Performance & Overall Financial Health?

Have you established the key metrics to monitor?

Get me More Info

Startup Capital_ Basics

How much capital are you injecting and why?

Have you estimated funds needed to achieve early stage objectives?

Get me More Info

Projections & Valuation

Assumption Building_Basic

nsplsh_074b20efbb8744b1be24d63f89f55954~mv2_edited.jpg

Can assumptions be justified based on data?

Are assumptions documented to support the basis of quantification?

Get me More Info

Cash Flow Projections

To you use this picture, link the source

Can you assess expected future cash flow?

Is cash in and out flow broken down over time?

Get me More Info

Scenario Analysis

What is your most likely scenario, looking forward?

Can future performance be estimated based on various assumptions?

Get me More Info

Stress Testing

nsplsh_cbced196fae14d4b9e404ea4c3a825c4~mv2.jpg

Have you considered shocks to your business model?

Can you quantify the potential impact of key risks on your business?

Get me More Info

Valuation Basics

nsplsh_b865cf65df5245b2ab37b87fb3a64c30~

How much is your business worth?

What are the basic methodology used based on maturity of BIZ?

Get me More Info

Discounted Cash Flow Model

Can you quickly assess your BIZ worth?

How do you go about using the DCF model to assess value?

Get me More Info

For entrepreneurs with passion...

urBIZassist Pro-bono

Are you starting a Business? is your business idea ready? Have you factored AI capabilities in your business? Have an initial 1-on-1 chat about licensing, markets, growth, startup funding and everything in between. Filter BIZassist database of world class frameworks, models, "how-to" for entrepreneurs, to help you focus on what matters.

We have a particular soft spot for impact-driven ventures, solving social and environmental challenges. If you are in this space check out our Pro-bono offering.

Pro-bono Me