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

Pro builds on the Standard workbook by adding a fast-start path: a 2-page PDF guide and a 3-minute video that walk you through setup step by step.

What's Included

1. Excel Workbook — 15 tabs, 2,300+ formulas, 36-month projections, 4 revenue channels, auto-calculating dashboard, funding pipeline, grants tracker, investor CRM, cap table, scenario analysis, and P&L forecast

2. PDF Quick-Start Guide — 2-page guide walking you through 4 steps: Set Your Assumptions (5 min), Enter Revenue Drivers (10 min), Fill Funding Pipeline (10 min), Review Dashboard (5 min)

3. Video Walkthrough — 3-minute narrated HD video showing each step of the process

 

Key Features

• Only edit blue cells — everything else calculates automatically

• Works in Microsoft Excel and Google Sheets

• 36-month forecast horizon across 4 revenue channels

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

• Scenario analysis (Conservative, Base, Stretch)

• Conditional formatting with cash status alerts

• Quick-start guide and video for fast onboarding

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

• PDF reader for the guide

• Video player for the walkthrough (MP4 format)

• Basic Excel knowledge

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.