Tool Kit - Finances
Pro Formas

Product and Company Pivot

Presentation from Jeff Gamble.

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Telling Your Financial Story to Banks and Investors

Best viewed in conjunction with PowerPoint presentation from Jack Sciatizzi.

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Financial Projections and Pro Formas

Best viewed in conjunction with the  Powerpoint presentation by Ryan Bretsch.

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Tomasz Tunguz Blog


Tomasz is a partner at Redpoint. He invests in Series A and Series B SaaS companies. He writes daily, data-driven blog posts about key questions facing startups including how to fund raise, startup benchmarks, management best practices and team building.

MaRS Discovery District – Financial Statements

Note: MaRS is based in Canada and not all references are applicable to US businesses.

SCORE – Business Planning

Writing a business plan

SCORE – Templates

MOSBDC – Financial Statements

Financial statement Excel templates

Kauffman Foundation Founder’s School – Finance

Nine modules on startup finances.

Financial Statement Basics

Best viewed in conjunction with the PowerPoint presentation by Jennifer Bohnert.

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