Financial modeling tools, cost calculators, startup-friendly banks, fractional bookkeepers and CFOs, cap table management, outsourced payroll/benefits.
An overview of key financial statements
A thread from Clint Murphy, veteran startup CFO, that covers the three key financial statements founders need to know, what they cover, and how to use them to guide your business.
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$0.00
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Founder Guide Financial Model
Mercury Banking
Banking built for startups. FDIC-backed, integrated credit cards, reporting, and more.
Self-Service Tools
Free Tier?
Example financial statements
A reference set of financial statements based on a fictional early-stage tech company.
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Startup cost calculator
A framework for calculating startup costs, provided by the SBA. Mainly targeted at retail businesses but the framework included is adaptable.
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Pilot
SaaS Bookkeeping, Tax, and fractional CFO services. Fees based on monthly expenses.
Self-Service Tools
Free Tier?
10 SaaS key financial metrics
Nimbl
Gusto
TriNet
captable.io
YourCFO.us
Cardconnect's startup cost calculator
A self-service questionnaire to help you figure out how much your startup will cost to build.
Self-Service Tools
Free Tier?
Finmark
A scenario-based financial modeling tool. Cost per month increases based on annual revenue - prices start at $25/month
Self-Service Tools
$300.00
Free Tier?
Pry
Scenario-based financial modeling tool. Annual price has two tiers: $500 for under $100k revenue, $1k for over.
Self-Service Tools
$500.00
Free Tier?
Financial Model template
An Excel-based starter financial model. Offers three versions - a SaaS B2B model, a B2C Ecommerce model, and a blank model that covers other types of startups.
Documents
$99.00
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Quickbooks
The most popular small business accounting tool. Scales well to growth-stage. You can generally find accountants and fractional CFOs with experience specifically in Quickbooks.
Self-Service Tools
$300.00
Free Tier?
Wave Accounting
SaaS accounting and invoicing software similar to Quickbooks but with a free-forever tier.
Self-Service Tools
$0.00
Free Tier?
Justworks
HR, payroll, benefits, compliance as a service. for startups (under 25 people) the basic plan is $49/mo per person. $99/mo includes access to benefits plans.
Self-Service Tools
$588.00
Free Tier?
List of 450+ SaaS company valuations
A public database of over 450 SaaS company valuations, including company name, revenue, type of valuation (funding round, M&A, etc), and revenue at time of valuation. Curated by the team at https://founderpath.com/products/valuations
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12 different SaaS financial models compared
OpenVC did a very thorough comparison of twelve different SaaS financial models (some paid, some free) across a number of categories. Links are provided to each model.
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Casual App for startup financial modeling
A robust tool to help you build out financial models and compare plan vs actual over time. Stick with the free tier until your business is generating enough to cover the paid tier at $250/mo, which includes import from accounting software and other features.
Self-Service Tools
Free Tier?
Forecastr free financial model templates
Google Sheets-based templates for several different types of businesses; SaaS, marketplace, E-commerce, transactional, services, and enterprise sales. Free, but asks for an email address to download them.
Self-Service Tools
$0.00
Free Tier?
Pipe
A service that allows companies to sell their recurring revenue for cash.
Self-Service Tools
Free Tier?