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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.

Cover of the SaaS board deck template
TEMPLATE

SaaS Board Deck Template + Tips to Create Your Own

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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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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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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Cover image of the Board Deck template

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

Download now

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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3 KPIs to track to improve revenue efficiency in FY24

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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The only financial model template you'll ever need—just plug in your actuals to see projections
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