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Working files, not lead magnets. Every one opens in Excel or Google Sheets, comes with a guide, and asks nothing of you: no sign-up, no email, nothing stored.

Nine templates

Excel files with a worked example inside, so the formulas show you something the moment you open them.

Investor MISMonthly pack with P&L against plan, cash and runway, KPIs, receivables and statutory dues.Board packAgenda, quarter summary, financials, decisions, risk register, compliance and actions.Annual operating planApril to March plan with targets and owners, headcount, other costs, P&L and cash.13-week cash flow forecastReceipts marked certain, likely or hopeful, the statutory calendar, and a flag on every tight week.Startup financial modelTwenty-four months, driver-based, with headcount at fully loaded cost and a cash view.Unit economicsContribution and payback by segment, acquisition cost by channel, and a cohort grid.KPI dashboardEleven metrics for the month, each against your target and against three months ago.Data room checklistForty-eight documents across eight sections, with status, owners and the questions behind them.Finance calendarThe monthly statutory dates and the April to March cycle, with a sheet to make it yours.Month-end close checklistA day-by-day close plan and 38 checks, so the books shut on a date rather than eventually.Chart of accountsAround 80 accounts for an Indian startup, each mapped to the line it feeds in the MIS.Collections trackerInvoice ageing that updates itself, buckets, DSO, and a chase ladder for what is overdue.Project profitability trackerMargin by project, realisation against your rate card, and utilisation by person.Cap tableBuilt round by round from the terms, with the ESOP pool handled the way term sheets write it.Deferred revenue scheduleBookings, billings, revenue and the deferred balance, reconciled month by month.Hiring planRoles phased by start month at fully loaded cost, and what the plan does to cash.Sales forecastPipeline weighted on how often deals at each stage have actually closed.Expense policy and approval matrixWho approves what, what evidence a claim needs, and a policy ready to edit.

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