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Templates and Cheat Sheets

Download informative cheat sheets, infographics and templates compiled by our Strategic Finance experts to help you in your decision-making as you scale your business.

TEMPLATE

14 essential ChatGPT prompts for finance

A curation of the best ChatGPT prompts to speed up investor update emails and decks, financial dashboarding, custom GPTs for Excel assistance, bank transaction categorisation, and more.

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An Excel cover for 3-statement model template

3-Statement Model Excel Template for SaaS

Download this tailor-made template for SaaS businesses to quickly and easily build a three-statement model to support your core reporting.

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Investor Update Email Template

Download our free, fully customizable investor update email template – one your investors will always look forward to receiving

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Get the best source of information on strategic finance with blogs, guides, templates, and industry best practices.

Board Deck Template

Download this plug-and-play board presentation deck for early-stage and growth-stage SaaS companies with important tips and best practices

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Cash Flow Projection Model Excel Template

Use this flexible template to model your company's cash flow using the indirect method at the customer-level

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SaaS Financial Model Template

Download this SaaS financial model template in Google Sheets to quickly forecast your company’s future performance

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The Ultimate Subscription Gross Margin Cheat Sheet

Everything you need to know about this important SaaS metric, including why it matters and how to calculate it for your business

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SaaS Metrics Based Planning Template

Download this proven template that fast-growing SaaS companies use to model their revenue forecast

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Cover Image of a cheatsheet for finance and RevOps teams on the 3 KPIs to improve revenue efficiency

3 KPIs to track to improve revenue efficiency in FY25

Download this cheat sheet to learn about the top three key metrics for an efficient growth engine.

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Cost of Goods Sold (COGS) Formula Excel Template for SaaS

Download this tailor-made template for B2B SaaS businesses to learn out how to categorize expenses & compute COGS.

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Headcount Planning Excel Template

Download this template for a comprehensive framework for forecasting headcount needs and calculating payroll expenses.

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Revenue Forecasting Cheat Sheet

This cheat sheet will break down five revenue forecasting methods, who they’re best suited for, their benefits, and assumptions, so you can choose the best one for your business.

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Balance sheet reconciliation checklist

This checklist will give you the foundation you need to build a repeatable, streamlined process for your balance sheet reconciliation.

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Cover Image for Revenue Forecast Template (PLG Business)

Revenue Projection Model Excel Template

Download this flexible template purpose-built to forecast revenue for PLG-led businesses accurately. Just plug in your actuals to get started.

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