Templates and Cheat Sheets

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

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

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

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

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

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

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

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

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

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