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

Founder takes everything in Pro and adds the planning layer: a Strategy Worksheet to organise your numbers before you start, and an Action Checklist to guide you through every step of raising, right through to presenting to investors.

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 with 4 steps to set up your model in 30 minutes

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

4. Founder Strategy Worksheet — 3-page planning tool to gather your numbers, define your revenue model, list investors, and set goals before entering data into the workbook

5. Self-Guided Funding Action Checklist — 3-page step-by-step checklist covering all 8 steps from preparing your numbers to exporting your model for investor presentations

Why the Founder Bundle? The Standard and Pro tiers give you the tools. The Founder Bundle adds a structured planning framework. The Strategy Worksheet helps you gather and organise your data before touching the spreadsheet. The Action Checklist walks you through every step from start to finish, including tips for presenting your model to investors.

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

• Strategy worksheet for pre-planning

• Action checklist for step-by-step execution

• Investor presentation tips included

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 toolkit — you fill in your own data and work through the steps independently

Technical Requirements

• Microsoft Excel 2016+ or Google Sheets

• PDF reader for the guide, worksheet, and checklist

• 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.