Start-up Funding Tracker & Financial Model — Excel Template (Standard)

The complete startup funding tracker and financial model in one Excel workbook. 15 tabs, 2,300+ formulas, and 36 months of projections — ready to use immediately.

What's Inside

• Dashboard — Auto-calculating KPIs (burn rate, runway, break-even, funding gap) with 4 live charts

• Revenue Model — 36-month projections across 4 channels (B2C, B2B, marketplace, consulting)

• Cost Model — Monthly operating costs with growth assumptions

• Cash Flow Forecast — Month-by-month cash position with runway alerts

• Funding Pipeline — Investor tracker with weighted probability, stage progression, and deadline alerts

• Grants Tracker — UK-specific grant opportunities (Innovate UK, KTP, SEIS/EIS)

• Investor CRM — Contact management with follow-up tracking

• Cap Table — Equity dilution modelling for your funding round

• Scenario Analysis — Conservative, Base, and Stretch comparison

• P&L Forecast — 36-month profit and loss

• Use of Funds — Breakdown of how raised capital will be deployed

• Headcount — Team roster and payroll modelling

 

Key Features

• Only edit blue cells — everything else calculates automatically

• Works in Microsoft Excel and Google Sheets

• 36-month forecast horizon

• 4 revenue channels with growth, churn, and conversion modelling

• UK-specific grants tracker (Innovate UK, KTP, SEIS/EIS)

• Scenario dropdown (Conservative / Base / Stretch)

• Conditional formatting with cash status alerts (green/yellow / red)

• Professional finance colour scheme

What's NOT Included

• No support, consultation, or coaching

• No customisation or branding service

• No 1-on-1 calls or strategy sessions

• This is a self-guided template — you fill in your own data

Technical Requirements

• Microsoft Excel 2016+ or Google Sheets

• Basic Excel knowledge (enter data in blue cells only)

• File size: 76 KB (.xlsx)

Licence

Personal / single-business use. Not for resale or redistribution. This template is for planning and educational purposes only. It is not financial, legal, or tax advice. Consult a qualified professional before making financial decisions.

CREATION NOTE

The seller designed and developed this spreadsheet with AI assistance. The seller provided the product concept and instructions, reviewed and edited the generated content, built and refined the formulas, tested the workbook, and prepared the final files for customers.