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Who it’s for
Owners who need a complete plan and the numbers behind it—cash flow, break-even, and scenario testing for lenders, landlords, and investors.
What you get
Everything in Basic, plus:
Full Excel financial model (36 months) — revenue by line of business, COGS, OpEx, payroll, lease (incl. % rent), debt, capex & depreciation, working capital.
Linked statements & KPIs — Income Statement, Cash Flow, Balance Sheet, KPI dashboard with break-even chart, unit economics; lender/landlord ratios included.
Expanded Column Help inside the workbook (plain-English “what this means”).
Financial Model Start-Here Guide (PDF) — order of operations + common pitfalls.
Detailed Risk Register Template.
Scenario-specific submission checklists (bank, investor, landlord) + formatting tips.
Benefits
Quantify your story: See break-even month, runway, and profitability at a glance.
Scenario smart: Toggle Base/Conservative/Aggressive to sanity-check outcomes.
Submission-ready: Export clean KPI charts and statements lenders/landlords expect.
Confidence in the math: Guardrails and Column Help keep non-experts on track.
Terms of Use (short)
Single-business license. Share exports (PDFs) externally; keep the model workbook internal. Digital purchases are final after delivery. See full Terms & Conditions.
Who it’s for
Owners who need a complete plan and the numbers behind it—cash flow, break-even, and scenario testing for lenders, landlords, and investors.
What you get
Everything in Basic, plus:
Full Excel financial model (36 months) — revenue by line of business, COGS, OpEx, payroll, lease (incl. % rent), debt, capex & depreciation, working capital.
Linked statements & KPIs — Income Statement, Cash Flow, Balance Sheet, KPI dashboard with break-even chart, unit economics; lender/landlord ratios included.
Expanded Column Help inside the workbook (plain-English “what this means”).
Financial Model Start-Here Guide (PDF) — order of operations + common pitfalls.
Detailed Risk Register Template.
Scenario-specific submission checklists (bank, investor, landlord) + formatting tips.
Benefits
Quantify your story: See break-even month, runway, and profitability at a glance.
Scenario smart: Toggle Base/Conservative/Aggressive to sanity-check outcomes.
Submission-ready: Export clean KPI charts and statements lenders/landlords expect.
Confidence in the math: Guardrails and Column Help keep non-experts on track.
Terms of Use (short)
Single-business license. Share exports (PDFs) externally; keep the model workbook internal. Digital purchases are final after delivery. See full Terms & Conditions.
