Financial Planning Template
for Startups
by hundreds of successful founders
No-Cost Startup Financial
Planning Template
As seasoned investors and advisors, we’ve created hundreds and analyzed thousands of startup financial models, refining our expertise and establishing best practices along the way
What is your business type?
Maintaining clean financials for CPG companies using Shopify, Amazon, retail, 3PLs, and inventory management systems is an uncommon skill for typical bookkeeping firms. Understanding CAC and cohorts is even rarer. That’s why most CPG founders and startups choose to work with the CPG team at Ledgerive.
Cash is king for eCommerce and CPG, especially in the early stages. Startups must maintain a tight outlook on cash flow, cohorts, retention, CAC vs. LTV, and more to succeed. Be among the best growing startups and utilize Graphite’s startup accounting services.
Get our free financial planning templates for startups,
Complete the form below to unlock our free financial model template!
Save time by skipping the hassle of building models from scratch.
Allow us to manage it for you. Graphite, with roots in a VC fund, conducts in-depth reviews of your startup’s operations, designs personalized financial models, and offers fractional CFO services.
WE’VE COVERED THIS TOPIC IN DEPTH:
The Critical Role of Early-Stage Revenue Projections
A Data-Driven Strategy for Investing in Sales Teams
18 Tips to Make Your Financial Model Attract Investors
Please note that while these articles were originally written under ff Venture Capital (our parent entity), they now reflect the expertise of Graphite, which was formed from ffVC.
NOW, WE’RE SHARING A SIMPLE FINANCIAL MODEL TEMPLATE FOR EVERYONE TO USE
This template is a three-statement model, including an Income Statement, Balance Sheet, and Cash Flow Statement. Without all three, accurately projecting cash burn is impossible.
Here’s why it stands out:
Clarity and Relevance: It delivers clear, concise, and actionable insights in a format ready for board presentations.
Real-World Alignment: It incorporates practical elements like Accounts Receivable and Accounts Payable to bridge the gap between projections and real-life operations.
Error Detection: Built-in checks alert you to mistakes on each page, so you can quickly correct them.
Important Note: This is a template—a starting point, not a one-size-fits-all solution. Every business is unique, and customization is essential. This is where our expertise comes in; we’re here to help tailor it to your specific needs.
Need a hand with CFO or accounting services?
Born from a venture capital fund, Graphite has a deep understanding of the strategic and financial challenges faced by high-growth companies. Whether you need accounting assistance or just have a quick question about your company’s finances, we’re here to help—feel free to reach out!