Taylor Davidson · Financial Models and Courses for Startups and Investors
I created the financial models behind Foresight as a resource for entrepreneurs and early-stage startups to spend less time on finance and more time on their products. I care about financial modeling because I believe that financial models can help us make critical business decisions even if the models themselves are not “always right”, and that’s why the templates are built to be the best starting point for entrepreneurs and investors to build financial projections for their businesses.
They have been used by entrepreneurs to raise seed rounds through B rounds from market-leading venture capital funds, and by emerging managers to raise venture capital investment funds from $5mm to $100mm.
Below are a selection of the most popular financial model templates, for more details on how to choose and use a template, see how the models compare ›.
Standard Financial Model · $149 USD
Five year financial model template for Excel or Google Sheets with prebuilt three statements - consolidated income statement, balance sheet, and statement of cash flows - and key charts, summaries, metrics, and funding forecasts. Used by pre-seed, Seed, A, B, and post-funding stage companies. Works with subscription and transaction businesses, marketplaces, physical products, and more. Unlocked, download, use in Excel or Google Sheets, and edit anything.
Starter Financial Model · $74 USD
Three year financial model template for Excel or Google Sheets with prebuilt three statements - consolidated income statement, balance sheet, and statement of cash flows - and key charts, summaries, and metrics. Used by idea-stage, pre-seed, and seed stage companies. Add in your own revenue forecasts. Unlocked, download, use in Excel or Google Sheets, and edit anything
Runway and Cash Budget Tool · Free
Three year financial model template for Excel or Google Sheets to plan your expenses, create a cash budget and forecast runway. Prebuilt with key charts and summaries of cashflows, operating costs, and runway. Used by pre-seed and Seed stage companies. Unlocked, download, use in Excel or Google Sheets, and edit anything
Venture Investor Model · $349 USD
Financial model template to forecast investments, proceeds, cash flows, and performance metrics for a venture investment strategy up to a twenty year period. Prebuilt fund financial statements, LP and GP economics, IRRs, multiples, and other key metrics. Used by venture capitalists, accelerators, and angel investors. Unlocked, download, use in Excel or Google Sheets, and edit anything.
Cap Table & Exit Waterfall · Free
Downloaded over 6,000 times, a free tool that models a single company through multiple rounds of investment (equity, convertible instruments, SAFE) and shows how valuations, option pools, and raising money impact dilution and share ownership. Then, creates a full waterfall showing what the distribution of proceeds would be to all shareholders at exit. Additionally includes standalone instructional sheets detailing the mechanics behind new fundraising rounds, converting convertible notes, and distributing proceeds. Used by entrepreneurs to evaluate their funding strategy and their dilution, used by investors to forecast their proceeds based on current round valuation and potential future rounds. Unlocked, download, use in Excel or Google Sheets, and edit anything.
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"Rebuilding our financial model starting with a Foresight template — and layering in Taylor's consulting — saved me a considerable amount of time and resulted in a far more sophisticated model. Working with Taylor allowed me more time to focus on my business and my fundraising. I would recommend a Foresight template to any business owner."
— Eliza Blank, CEO, The Sill
"A very well constructed and complete model, it has all the options you need to acheive a workable forcast. Taylor was also a great help, he was fast to reply on any questions that I had."
— Dan Etxe, CEO, VineHub
"These templates are worth their weight in gold. Hired Foresight for a few hours to customize the template and we moved mountains. Best money spent!"
— Michael Margolis, CEO, Choco Libre
"Taylor worked with us to create a custom model perfect for our unique business that helped us start off on the right foot and quickly plan for growth. I couldn't recommend it more!"
— Ali Greenberg, CEO, The Broad
See all financial model templates