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Financial Model Templates – Partner Program
Equip your startup clients with strategy-ready financial models in hours, not weeks.
Startups in 36 countries already rely on these templates
Startups in 36 countries already rely on these templates
Supporting Startups with Financial Advice Is Different
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Plans change fastStartups tweak prices, channels, even whole products every few weeks, so their numbers must update just as quickly. -
Founders arrive with no model—or ten messy onesYou waste hours rebuilding the basics before real advice can start. -
You’re coach and analyst at onceIt’s not enough to show the figures; you must teach founders what the figures mean so they can act.
Anastasia Nikolaeva
“I created startup-specific financial models to help founders with forecasting, commercial strategy, and fundraising. Teams in 36 countries already use these templates. Now I’m opening them up to partners—companies and organizations that guide startups on strategy and finance. My job is to provide the tools and tech support so you can spend more time on insights and client strategy.”
You can download PDF previews of my financial-model templates to see exactly what’s inside.
Introducing the Partner-Program Pilot
I’m launching a pilot Partner Program for advisors, accelerators, and other startup-support organizations. You’ll receive plug-and-play financial templates built for early-stage companies — already wired with the right formulas — and, if you need it, dedicated customization and ongoing support. Stop spending hours building spreadsheets and focus on what really matters: insights, strategy, scenarios, benchmarking, and stronger client relationships.
What’s inside the Financial Model Templates
Finance Linked to Product Roadmap
Map product milestones directly to revenue start-dates and cost ramps, so founders see how timing affects cash.
Acquisition & Sales Funnel
Model leads, conversions, and retention by channel to spot weak links and plan commercial strategy.
Capital Needs & Valuation by Rounds
Size each funding round automatically, track dilution, and show valuation ranges based on common methods.
Guided Projections
In-cell comments walk you through every assumption, making it easy to adjust numbers without breaking formulas. This is your work space, results are automated.
Unit Economics Breakdown
Live CAC, LTV, churn, and payback calculations help teams test pricing or channel changes in seconds.
Financial Statements & Investor Metrics
Auto-generated 5-year P&L, cash-flow, balance sheet, and KPI dashboard—ready for board decks or investor updates.
Key Modeling Features & Benefits
Who Can Be a Partner
Business Advisors & Consultants
Fractional CFOs, growth consultants, and boutique advisory firms can deliver investor-grade forecasts in hours and keep every client on one clear financial framework.
Startup Support Organizations
Accelerators, incubators, and venture studios use the bundle as a standard toolkit for each cohort—saving staff time, teaching founders finance fundamentals, and simplifying portfolio benchmarking.
Business Angels & Serial Entrepreneurs
Active angels or founders-turned-mentors equip portfolio companies with plug-and-play models, speeding due diligence, follow-on funding decisions, and ongoing performance tracking.
How You Can Use the Templates
Financial-model templates do far more than generate forecasts
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Financial Modelling & ForecastingDuplicate the template, plug in assumptions, and hand founders a 5-year forecast—complete with runway, unit economics, and funding-round sizing—in a single working session. -
Strategic Consulting & WorkshopsRun live strategy days: toggle scenarios on screen to show how pricing, channels, or hiring plans change cash flow, then lock in the roadmap your client will follow. -
Commercial & Go-to-Market PlanningBreak down CAC, LTV, and churn by acquisition source; test channel mixes and price points so founders leave with a concrete marketing and sales plan. -
Education ProgramsUse the step-by-step comments and built-in examples as teaching material for cohort classes or internal training—turning every template into an interactive lesson.
Cooperation Options in the Partner Program
I’m launching a pilot Partner Program and offer several ways to collaborate — while staying open to your own ideas.
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Financial Model Templates Bundle
Purchase the same startup financial-model templates I use with my clients. A single one-time payment grants lifetime access to the files “as is,” ready for immediate use in your advisory work.
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Subscription Pre-Sale
Limited early-bird offer: join the first cohort and help shape new features and decide which industries we tackle next.
Annual Partner Subscription
299 $
pre-sale price
Request Early-Bird Access to the Partner Subscription
Leave your details and I’ll email you the full offer and next-step instructions.
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Custom Template Set (White-Label or Co-Branded)
Need my financial logic under your own brand? I’ll build a private bundle of templates tailored to your client types or internal workflow.
- Tailored logicSheets, metrics, and comments match the business models you serve.
- Your look & feelLogo, colours, and tone of voice applied throughout.
- Team-ready guidesStep-by-step instructions so your staff can use and adapt the templates with confidence.
- Exclusive rightsUnlimited use with your clients; the files remain unique to your firm in the white-label option.
Book Your Discovery Call
Tell me how to reach you and I’ll contact you to pick a convenient time. In this quick call we’ll explore your goals, answer questions, and outline the best next steps for a custom template set.
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Additional Services
Available with every Partner-Program option
Team Support
On-call help to adapt the template to a client’s specific case—troubleshooting calls, annotated videos, or quick chat replies—so your team never gets stuck.
Client-Level Customization
Need extra sheets or industry-specific metrics for a project? I’ll extend the core logic—add cohorts, pricing tiers, or new revenue streams—so the file fits a particular client perfectly while your team focuses on consulting and strategy.
Staff Education
Live or recorded workshops on startup financial modelling, plus step-by-step guides and FAQs, giving your team the confidence to use and explain the templates.
Explore More: Insights on Startup Financial Modeling
Want to dive deeper into startup financial strategies, unit economics, and investment planning? Explore my latest blog articles packed with expert insights and practical guides.