The Startup Financial Plan

We have developed an exciting new comprehensive financial model designed specifically for startup ventures, incorporating key financial metrics and terminology essential for structuring a new enterprise and positioning it for the rapid growth demanded by venture capital funding sources.

This full-featured model contains 47 pages of financial schedules of interest to start-up funded enterprises and not only ensures startups present a well-structured financial plan but also equips entrepreneurs with a deep understanding of every financial element—eliminating surprises and uncertainty. With this tool, founders can confidently articulate their financials, providing clear, data-driven responses to investor inquiries without hesitation.

CONTENTS

 HEADCOUNT - Headcount units, contractor units, employee salaries, contractor fees, total salaries & contractor fees

DEPARTMENTAL EXPENSES - Corporate expense budget, heacount related expenses, business development expenes, facilities expensives, administrative expenses ( this section is fully customizable to your specific department structure).

EQUIPMENT - Computer equipment purchased, office fixtures and furnishings

SALES/COS - Unit sales, sales price per unit, total sales dollars, cost of sales %, total cost of sales

24 MONTH FINANCIALS - Income statement, balance sheet, cash flow, cash balance, cash balance graph, runway indicator, burn rate graph, expense allocation pie chart

5-YEAR FINANCIALS - Income statement, balance sheet, cash flow,

EQUITY - Stock distribution, return on equity, staged valuation, valuation by market comparables, CAC, LTV, Churn

STRATEGIC ISSUES - Drivers of stock value, monetization strategy, value chain considerations, advisory board considerations, insurance checklist, IPO checklist, pitch deck outline, SAFE financing and a term sheet example

THIS IS A FREE DOWNLOAD FOR STUDENTS AND EDUCATIONAL INSTITUTIONS. Click here to download.

Please contact us for further information.

Corporate Planning, LLC | 916-524-3999 | ron@corporateplanningllc.com