Custom Template
Get a custom template tailored specifically to your company!
Get a fully personalized, investor-ready financial plan built on the Business Model DNA (BMDNA) framework. This isn’t a one-size-fits-all spreadsheet — it’s a custom model that translates your unique business strategy (B2C, B2B, B2G, B2B2C etc.) into a clear, credible financial narrative. The template will show exactly how your business drives leads, conversions, customers, and revenue — in a format investors understand and trust. This template includes:
- Map customer segments, acquistion channels & different subscription tiers.
- Auto-calculate P&L, cash‑flow & funding‑needs, charts, plan‑vs‑actual etc.
- Financial metrics like customers, revenues, expenses, FTEs, MRR, ARR etc.
- The template structure is easy to adapt whenever your business pivots.
- Fully editable Excel Sheet / Google Sheets compatible, no macros.
Exactly modeled to fit your business — and flexible enough to evolve with it.
| Template Tables | Table Content |
|---|---|
| About | Template Info |
| Planning (monthly) |
Master timeline Roadmaps Target Groups Marketing & Sales Channels Conversion Funnels Relationships Revenue Models Human Resources (HR) Operational Expenses (OPEX) Capital Expenses (CAPEX) Financing |
| Financials (years & months) |
Profit + Loss Cash Flows Financing Needs Financial Metrics |
| Actuals (years & months) |
Profit + Loss Cash Flows Financing Needs Financial Metrics |
| Charts (plan & actuals) |
Profit + Loss Cash Flows Relationships Revenues Full-time Employees MRR & ARR |
| Reporting (years & months) | Comparison planned vs. actual financial data (percentage & absolute) |
| BMDNA Dashboard (monthly) | Comparison planned vs. actual metric data (percentage & absolute) |
| BMM Canvas | Visual Business Model Mechanism (BMM) Canvas |
| Target Groups | Custom - tailored to your business model |
| Marketing & Sales Channels | Custom - tailored to your business model |
| Conversion Funnels | Custom - tailored to your business model |
| Relationships | Custom - tailored to your business model |
| Revenue Models | Custom - tailored to your business model |
| Human Resources (HR) | Custom - tailored to your business model |
| Operating Expenses (OPEX) | Custom - tailored to your business model |
| Capital Expenses (CAPEX) | Custom - tailored to your business model |
| Financing | Custom - tailored to your business model |
We start with a free intro call to understand your business model, goals, and any special requirements. After that, I use my proven template builder to quickly create a tailored financial plan that matches your strategy — including the structure, metrics, and outputs you actually need. It's fast, accurate, and ready to evolve with your startup.
The file opens natively in Microsoft Excel and is Google Sheets compatible. All formulas are fully visible: no macros, add‑ins, or third‑party plugins required.
The template is fully modular—once you grasp the underlying logic you can edit everything — customer segments, acquisition channels, revenue models, pricing, head‑count plans, operational expenses, funding rounds — while its backbone keeps all P&L, cash‑flow and KPI calculations intact. Need help? Join a live AMA session or book 1‑on‑1 support.
Absolutely. It auto‑calculates customers, revenues, MRR, ARR, funding needs, and rolls everything into linked P&L, cash‑flows, financing needs, charts, reporting, plan vs. actuals, and dashboard views — the exact data points VCs and angels expect to see.
Get individual support
You Need Help With Your Financial Plan?
Live Group Sessions Ask Me Anything
Stuck on your financial plan? Join my weekly founder AMA and get live answers from me and the community.
Individual Reviews & Coaching
Need tailored guidance? Schedule your free intro call for 1‑on‑1 coaching and a full financial‑plan review.
A Selection of
Teams Using my BMDNA-based Templates
