Finance
December 11, 2025

Financial planning template

Early and mid-stage startups of any sophistication can use this templated planning model to create intelligent pro forma financial projections.

Author
Mark Gustaferro
M.G. Thibaut
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Early and mid-stage startups of any sophistication can use this templated planning model to create intelligent pro forma financial projections.  The template allows you to forecast subscription revenue, non-subscription revenue, cost of sales, and operating expenses at various levels of complexity so that you can select the options that best suit your organization's needs and capabilities.  Additionally, it includes various tools to help you manage the planning process, sense-check your assumptions, and present your final projections to the board.

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