Tools You Need for Smarter Finances

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

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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?

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Startup Capital_ Basics

How much capital are you injecting and why?

Have you estimated funds needed to achieve early stage objectives?

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Balance Sheet Basics

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Do you Have Funds to Meet your Financial Obligations?

What is your current equity and capital position?

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Cash Flow Statement

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What is Your Cash Position?

What is Your Current Cash Burnout Rate?

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Business Budget

What are Your Expected Sources and Uses of Funds?

Are you tracking forecasted versus actual revenue and expenses?

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Financial Ratio Analysis

What is Your BIZ Performance & Overall Financial Health?

Have you established the key metrics to monitor?

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Projections & Valuation

Assumption Building_Basic

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Can assumptions be justified based on data?

Are assumptions documented to support the basis of quantification?

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Cash Flow Projections

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Can you assess expected future cash flow?

Is cash in and out flow broken down over time?

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Scenario Analysis

What is your most likely scenario, looking forward?

Can future performance be estimated based on various assumptions?

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Stress Testing

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Have you considered shocks to your business model?

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

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Valuation Basics

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How much is your business worth?

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

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Discounted Cash Flow Model

Can you quickly assess your BIZ worth?

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

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