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48 systems
New
Finance

Budget Planning Template

Build a structured annual budget plan with assumptions, scenarios, and variance tracking.

Intermediate Free
New
Finance

Crowdfunding Campaign Planner

Plan and execute a successful crowdfunding campaign on Kickstarter, Indiegogo, or equity platforms.

Intermediate Free
New
Finance

Investor Update Email

Write a monthly or quarterly investor update that maintains trust, signals momentum, and manages expectations.

Intermediate Free
New
Finance

Invoice Follow-Up Email

Follow up on overdue invoices professionally without damaging the client relationship.

Beginner Free
New
Finance

Monthly Investor Update Email

Write a concise, credible investor update email that keeps stakeholders informed and engaged between funding rounds.

Beginner Free
New
Finance

Unit Economics Calculator Guide

Calculate and improve the unit economics of your business: CAC, LTV, payback period.

Intermediate Free
New
Finance

Annual Report Executive Summary

Write the executive summary section of an annual report that tells a compelling year-in-review story.

Pro
Advanced Pro
New
Finance

Annual Report Executive Summary

Write the executive summary of your annual report in a way that builds confidence, acknowledges challenges honestly, and sets up the year ahead.

Pro
Advanced Pro
New
Finance

Board Meeting Deck Narrative

Structure a compelling board presentation narrative that drives alignment, not just reporting of metrics.

Pro
Advanced Pro
New
Finance

Budget Justification Email

Write an email that gets your budget request approved by framing it as an investment, not a cost.

Pro
Intermediate Pro
New
Finance

Budget Variance Analysis Narrator

Transform raw budget vs. actual numbers into a clear, executive-ready narrative explaining what happened and why.

Pro
Advanced Pro
New
Finance

Budget Variance Explanation Memo

Write a clear, credible memo explaining budget variances to leadership — covering the "why" behind overruns or underspends without sounding defensive or evasive.

Pro
Intermediate Pro
New
Finance

Cash Flow Forecast Model

Build a 12-month cash flow forecast with scenario planning that gives leadership real visibility into liquidity, runway, and financial risk.

Pro
Advanced Pro
New
Finance

Cash Flow Forecast Narrative

Turn raw cash flow figures into a clear, confident narrative that builds trust with investors, lenders, and the board.

Pro
Intermediate Pro
New
Finance

Cash Flow Forecast System

Build a 12-month cash flow forecast with scenario planning for your business.

Pro
Intermediate Pro
New
Finance

Cash Flow Forecast Template

Build a 12-month cash flow forecast to manage runway and plan for growth investments.

Pro
Intermediate Pro
New
Finance

Cash Flow Stress Test

Model your business cash position under 3 scenarios to identify when you need to act before a crisis hits.

Pro
Advanced Pro
New
Finance Editor's Pick

Cash Flow Stress Test and Recovery Plan

Simulate your worst-case cash scenarios and build a concrete plan before a crisis hits.

Pro
Advanced Pro
New
Finance

Competitive Pricing Analysis

Map the competitive pricing landscape, identify your positioning gaps, and build a data-backed pricing recommendation.

Pro
Advanced Pro
New
Finance

Data Room Preparation Checklist

Prepare a comprehensive due diligence data room that impresses investors and speeds up the close.

Pro
Advanced Pro
New
Finance

Due Diligence Preparation Checklist

Prepare your company for investor or acquirer due diligence with a comprehensive checklist.

Pro
Advanced Pro
New
Finance

Exit Strategy Planning Framework

Design a comprehensive business exit strategy covering M&A, IPO, management buyout, and succession options.

Pro
Advanced Pro
New
Finance

Financial Controls and Compliance Guide

Design internal financial controls that prevent fraud, ensure accuracy, and support audit readiness.

Pro
Intermediate Pro
New
Finance

Financial Forecast Narrative

Write the narrative that accompanies your financial model for investors or the board.

Pro
Advanced Pro
New
Finance

Financial Forecast Narrative

Turn a spreadsheet of financial projections into a compelling narrative that explains the story behind the numbers.

Pro
Advanced Pro
New
Finance

Financial Model Assumptions Audit

Stress-test every assumption in your financial model and identify the 3 that could make or break your plan.

Pro
Advanced Pro
New
Finance

Financial Model Narrative

Write the narrative and assumptions behind a financial model to present to investors or leadership.

Pro
Advanced Pro
New
Finance

Financial Runway Modelling System

Model your cash runway, stress-test your assumptions, and understand exactly when you need to raise or cut costs.

Pro
Advanced Pro
New
Finance

Grant Writing Framework

Write compelling grant applications that secure funding for non-profits, research, and social enterprises.

Pro
Advanced Pro
New
Finance

Grant Writing System

Write compelling grant applications that stand out and secure funding for your project or organisation.

Pro
Advanced Pro
New
Finance

Investment Thesis Builder

Construct a clear, compelling investment thesis for a startup, fund, or corporate investment decision.

Pro
Advanced Pro
New
Finance

Investor Update Email

Write a concise, confidence-building monthly or quarterly investor update that keeps your investors informed, engaged, and ready to help — without taking 4 hours to write.

Pro
Intermediate Pro
New
Finance

Investor Update Email System

Write monthly investor updates that build confidence, maintain relationships, and open doors.

Pro
Intermediate Pro
New
Finance

Investor Update Email Template

Write a compelling monthly or quarterly investor update that keeps investors informed and engaged.

Pro
Intermediate Pro
New
Finance

Investor Update Email Template

Write a compelling monthly investor update that builds confidence and keeps your cap table engaged.

Pro
Intermediate Pro
New
Finance

Investor Update System

Write monthly or quarterly investor updates that maintain confidence, demonstrate progress, and ask for what you need — without overselling or underselling.

Pro
Intermediate Pro
New
Finance

M&A Due Diligence Checklist

Prepare a buyer-side due diligence framework for evaluating an acquisition target across commercial, financial, and legal dimensions.

Pro
Advanced Pro
New
Finance

M&A Target Screening Framework

Build a systematic M&A target screening process to identify and evaluate acquisition candidates.

Pro
Advanced Pro
New
Finance

Nonprofit Grant Strategy

Build a multi-source grant strategy for nonprofit organisations seeking sustainable, diversified funding.

Pro
Advanced Pro
New
Finance

Pricing Impact Analysis

Model the revenue and customer impact of a pricing change before you commit to it.

Pro
Advanced Pro
New
Finance

Pricing Strategy Redesign System

Rethink your pricing model from first principles — identify the right model, tiers, anchors, and positioning to maximise revenue.

Pro
Advanced Pro
New
Finance

Pricing Strategy System

Develop a data-driven pricing strategy that maximises revenue without losing customers.

Pro
Advanced Pro
New
Finance

Quarterly Business Narrative

Write a compelling quarterly business narrative that turns numbers into a story stakeholders actually remember.

Pro
Intermediate Pro
New
Finance

Revenue Forecast Model Narrative

Write the story behind your revenue numbers for a board, investor, or team presentation.

Pro
Advanced Pro
New
Finance

SaaS Metrics Deep Dive

Master the key SaaS metrics that investors and operators use to evaluate business health.

Pro
Intermediate Pro
New
Finance

SaaS Revenue Metrics Deep Dive

Build a complete SaaS revenue analysis that shows the real health of your business beyond surface-level MRR.

Pro
Advanced Pro
New
Finance

Venture Debt vs Equity Analysis

Model the dilution and cost trade-offs between raising equity and taking venture debt — and know exactly when each is right.

Pro
Advanced Pro
New
Finance

Zero-Based Budgeting Guide

Apply zero-based budgeting to any department or company to eliminate waste and align every dollar to strategic priorities.

Pro
Advanced Pro
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