Free Download
CFO Toolkit
Free templates, spreadsheets, and calculators used by CFOs at top companies. Download instantly and customize for your business.
Financial Planning
13-Week Cash Flow Forecast
Weekly cash flow projection template
Annual Budget Template
Comprehensive budget planning workbook
3-Year Financial Model
Projection model for strategic planning
Scenario Planning Template
Best/base/worst case modeling
SaaS Metrics
SaaS Metrics Dashboard
ARR, MRR, churn, and LTV tracking
Cohort Analysis Template
Revenue retention by cohort
Unit Economics Calculator
CAC, LTV, and payback period
Board & Investor
Board Deck Template
Professional board presentation
Investor Update Template
Monthly investor communication
Financial Due Diligence Checklist
Fundraising preparation
Operations
Month-End Close Checklist
Streamline your financial close
Vendor Management Tracker
Track contracts and renewals
Expense Policy Template
Company expense guidelines
Need Help Implementing?
Templates are a great start, but expert guidance can accelerate your results. Our CFOs can help you customize and implement these tools.