Toolkit
Practical finance tools for every stage of the founder journey.
Templates, guides and recommendations organised by the decisions you’re facing. Members get every new resource first.
Resources by topic
Start with the question in front of you
New templates and guides are being added. Join the Club and we’ll send each one as it’s released.
Forecasting
Your first 12-month forecast
A founder-friendly forecast template: revenue drivers, costs and cash in one simple model.
Coming soon · members first
Cash & runway
13-week cash flow template
See exactly when cash gets tight, weeks before it happens. The one spreadsheet to open every Monday.
Coming soon · members first
KPIs
The founder KPI scorecard
The 8–10 numbers that matter at your stage, with definitions, targets and how to track them.
Coming soon · members first
Pricing
Pricing & margin calculator
Test what a price change does to margin, cash and runway before you announce it.
Coming soon · members first
Hiring
Can we afford this hire?
The true cost of a hire, and its impact on runway, in a single view.
Coming soon · members first
Fundraising
Investor-ready metrics pack
The metrics investors test at pre-seed to Series A, and how to present them clearly in your deck.
Coming soon · members first
Scenario planning
Every big decision has three futures.
Base, upside and downside. Our tools help you see all three before you commit to a hire, a price change or a raise.
Recommended reading
Six books every founder should read on finance
Hand-picked for founders: practical, readable and worth the time.
Financial Intelligence for Entrepreneurs
Karen Berman & Joe Knight
The clearest introduction to reading a P&L, balance sheet and cash flow statement, written for business owners.
Venture Deals
Brad Feld & Jason Mendelson
Term sheets, valuations and negotiation, demystified. Essential reading before your first raise.
Profit First
Mike Michalowicz
A simple cash management habit that makes profitability a priority, not an afterthought.
Simple Numbers, Straight Talk, Big Profits!
Greg Crabtree
Practical rules of thumb for labour efficiency, profit targets and growing without running out of cash.
Monetizing Innovation
Madhavan Ramanujam & Georg Tacke
How to design products around what customers will pay. The best book on pricing for start-ups.
Scaling Up
Verne Harnish
The people, strategy, execution and cash framework for growing a founder-led business.
Finance software
The founder finance stack
Tools we rate for start-ups and scale-ups. Choose based on your stage and complexity.
Accounting
Xero
Cloud accounting most UK start-ups and their accountants already know. Strong app ecosystem.
Accounting
QuickBooks
A solid alternative with good invoicing and reporting for smaller teams.
Cash flow forecasting
Float
Visual cash flow forecasting and scenarios, built on top of your accounting data.
Reporting
Fathom
Management reporting and KPI dashboards that make monthly packs far quicker.
Spend management
Pleo
Company cards with automatic receipt capture. Stop chasing expenses at month end.
Bookkeeping
Dext
Automated receipt and invoice capture that keeps your books clean and up to date.
Some links may become affiliate links in future. We’ll always say so, and we only recommend tools we’d use ourselves.
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