Deliverables Library

Templates, samples, and guides from our fractional CFO services

13-Week Cash Flow Template

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Rolling cash forecast model with scenario planning and burn rate analysis

template
Excel
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Board Pack Table of Contents

Standard monthly board presentation structure with KPI dashboard

template
PDF
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SaaS KPI Dictionary

Comprehensive guide to ARR, NRR/GRR, CAC payback, Magic Number and more

guide
PDF
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Forecast Scenario Matrix

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Base/Downside/Fundraise scenario planning template with assumptions

template
Excel
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Weekly Cash Dashboard Sample

Real-time cash monitoring dashboard with burn alerts and forecasts

sample
Screenshot
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Fundraising Due Diligence Checklist

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Complete data room preparation checklist for Series A-C fundraising

guide
PDF

SaaS Revenue Recognition Guide

ASC 606 implementation for SaaS companies with practical examples

guide
PDF
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Customer Cohort Analysis Template

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Retention, churn, and LTV analysis template for SaaS companies

template
Excel
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