Business templates that actually work
Stop building from scratch. Financial models, SOPs, AI workflows, consulting kits, IB & M&A documents, and VC & startup tools — each one built by operators, tested in the real world, and ready to deploy.
Operators waste hundreds of hours reinventing the wheel
Starting from a blank page
Whether it's a financial model, an SOP, or an automation workflow, building from scratch means weeks of trial and error before it even works.
Scattered, inconsistent templates online
Free templates are missing steps, use wrong formats, and fall apart when you try to use them in a real business.
Consultants charge $2K–$10K
Expert help is great, but sometimes you just need the template, not a six-week engagement.
Choose your category
Professional templates for financial modeling, operations, AI automation, consulting, investment banking, and venture capital. Each one built to production quality.
Restaurant Financial Model
5-year restaurant 3-statement model: revenue build with same-store growth, food/labor/occupancy operating economics, corporate G&A, and capex, with reconciled income statement, balance sheet, and cash flow.
SaaS Financial Projection Template
Full 3-statement SaaS model: ARR-based revenue build with MRR waterfall, a 60-month customer cohort engine, and unit economics, feeding a linked income statement, balance sheet, and cash flow, plus a Rule of 40 KPI dashboard.
Startup Pitch Deck Financial Model
5-year 3-statement model for a fundraising pitch: conservative assumptions, runway and burn dynamics, and reconciled income statement, balance sheet, and cash flow. The financial exhibits investors ask for.
Freelancer Profitability Tracker
Hourly rate analysis, capacity utilization, tax provisions, and actual take-home pay. Month-by-month tracking.
E-Commerce Unit Economics Calculator
Per-order unit economics: contribution margin, full cost stack (COGS, shipping, returns), and per-channel CAC/LTV and payback across 5 acquisition channels.
Employee Onboarding SOP
Step-by-step onboarding playbook covering Day 1 through Day 90. Checklists, role templates, and manager scripts included.
Customer Support Escalation SOP
Defines escalation tiers, response time SLAs, handoff procedures, and resolution tracking. Stops tickets from falling through the cracks.
Inventory Management SOP
End-to-end inventory procedures from receiving to cycle counting. Par levels, reorder triggers, and variance investigation steps.
Quality Assurance SOP
QA inspection checklists, defect classification, CAPA procedures, and supplier qualification steps. ISO-aligned structure.
Monthly Financial Close SOP
The complete month-end close checklist with day-by-day task assignments, reconciliation steps, and sign-off gates.
AI Customer Service Automation
Complete automation workflow for triaging, responding to, and escalating customer tickets using AI. Includes prompt templates and integration guide.
AI Content Pipeline
End-to-end content workflow: blog draft to social posts to newsletter. AI prompt chains, editorial calendar, and distribution checklist.
AI Lead Qualification & Scoring
AI-powered lead scoring model with qualification criteria, enrichment workflows, and CRM integration guide. Plug into any sales stack.
AI Financial Report Generator
Automate monthly financial reporting: data extraction prompts, narrative generation templates, and variance analysis frameworks.
AI Document Processing & Extraction
Workflow for processing invoices, contracts, and forms using AI. Classification rules, extraction templates, and validation checks.
Client Proposal & SOW Template Kit
Proposal template, Statement of Work, and pricing appendix. Designed for independent consultants and small firms closing $10K–$500K engagements.
Consulting Rate Calculator
Excel model to calculate your consulting rate based on target income, utilization, expenses, and market positioning. Includes engagement P&L.
Project Status Dashboard
Weekly/monthly status dashboard for client-facing reporting. Tracks milestones, budget burn, risks, and action items.
Client Discovery Questionnaire
Structured discovery questionnaire for scoping consulting engagements. Covers business context, pain points, success criteria, and constraints.
Consulting Business Plan Template
Business plan template tailored for consulting firms. Revenue projections, service line planning, hiring model, and go-to-market strategy.
M&A Due Diligence Checklist
Buy-side M&A diligence checklist: 62 line items across eight workstreams (Quality of Earnings, Working Capital, Commercial, Tech, HCM, Legal, Tax, Integration), each tagged HIGH/MED/LOW. Used by PE firms and strategic acquirers.
Investment Committee Memorandum
IC memo template for PE/VC firms: executive summary, investment thesis, market analysis, financial overview, risk factors, deal structure, and exit scenarios with recommendation.
Term Sheet Template
Standard M&A term sheet / Letter of Intent: purchase price, deal structure, reps & warranties, indemnification, escrow, earnout, and closing conditions.
Private Placement Memorandum (PPM)
Full PPM template for private securities offerings: offering summary, risk factors, use of proceeds, business description, management team, and subscription procedures. SEC Reg D compliant structure.
Purchase & Sale Agreement (SPA) Outline
Comprehensive SPA template outline with key clauses: definitions, purchase price adjustments, reps & warranties, covenants, indemnification, and dispute resolution.
M&A Valuation Model
3-statement integrated model, DCF (WACC), comparable companies analysis, precedent transactions, and football field valuation summary.
LBO Model
Full leveraged buyout model: sources & uses, three-tranche debt schedule (revolver, senior, sub) with cash flow sweep, real cash-flow IRR/MOIC returns, and sensitivity tables.
Merger Model (Accretion/Dilution)
Buyer + target combined model: standalone projections, synergies phasing, transaction structure (cash/stock/mixed), and pro forma EPS impact analysis.
Startup Pitch Deck Template
13-slide pitch deck framework covering problem, solution, market size (TAM/SAM/SOM), business model, traction, team, competition, financials, ask, and use of funds, with the one question each slide must answer.
Investor Data Room Checklist
Complete data room organization template: corporate docs, financials, cap table, legal, IP, customer contracts, team info, and product roadmap. Organized by Series A/B/C stage.
SAFE Agreement Template Kit
All 4 YC SAFE variants explained with fill-in templates: post-money SAFE (cap only, MFN, cap + discount, discount only). Includes conversion mechanics explainer.
VC Fund Returns Model
LP/GP economics: fund size, management fees, European carry waterfall (hurdle + catch-up), a 12-company portfolio with mixed outcomes, and DPI/TVPI/RVPI metrics.
Startup Cap Table Model
Cap table modeler: founding split, ESOP option pool, five priced rounds (Seed through Series D) with pre/post-money math, pro forma ownership, and a liquidation-preference exit waterfall.
SaaS Startup Financial Model (Fundraising)
Investor-grade SaaS 3-statement model with a Cap Table tab: 5-year income statement, balance sheet and cash flow, runway and burn, and round-size × valuation dilution math for a Series A/B raise.
Startup Valuation Calculator
Four early-stage valuation methods — DCF (light), VC Method, Berkus, and Scorecard — synthesized into a pre-money football field for founders and angels.
Save more with bundles
Each bundle gives you every template in the category. Or go all-in with the Complete Collection.
All 5 Financial Models
Restaurant, SaaS, Startup, Freelancer & E-Commerce models
All 5 SOP Templates
Onboarding, Escalation, Inventory, QA & Financial Close
All 5 AI Workflow Guides
Customer Service, Content, Lead Scoring, Finance & Document Processing
All 5 Consulting Templates
Proposal Kit, Rate Calculator, Dashboard, Discovery & Business Plan
VC & Startup Toolkit
Pitch Deck, Data Room, SAFE Kit, Fund Returns, Cap Table, SaaS Model & Valuation
Every template. Every category. One price.
All 35 professional templates across financial models, SOPs, AI workflows, consulting, IB & M&A, and VC & startup. Whether you're building, operating, advising, or dealmaking — this is the full arsenal.
- 5 Financial Models
- 5 SOP Templates
- 5 AI Workflow Guides
- 5 Consulting Templates
- 8 IB & M&A Templates
- 7 VC & Startup Templates
Every template follows the same standard
Instructions Included
Every template opens with a clear walkthrough. No guessing where to start — just follow the steps.
Production Quality
Color-coded inputs in spreadsheets. Properly formatted documents. No broken formulas, no placeholder text.
Works With Your Stack
Excel, Google Sheets, Word, Google Docs, PDF. Compatible with the tools you already use.
Instant Download
Purchase, receive download links by email, start using in minutes. No waiting, no approval.
Free resources, no spam
Get a free cash flow cheat sheet + occasional tips on financial modeling.
Common questions
Your business deserves templates that actually work
Pick a template, plug in your details, and start operating at a higher level. Financial models, SOPs, AI workflows, and consulting kits — all built by operators.