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October 27, 2008 / Danny Robinson

FREE Financial Template for Startups

To get an investor to agree to that first round of financing, usually all you need is three documents:

  1. Slide Deck
  2. Executive Summary
  3. Financial Projections
You’ll notice that I didn’t put a business plan on that list.  Most investors don’t have the time to read a full blown business plan.  They would much rather spend face time with you because they know that a startup is very dynamic, and a business plan is very static.
You’ll need more documents in the due diligence phase, like your captable, articles, employee agreements, past financials (if any), etc.
I came accross Martin Bliemel’s free financial templates and think it’s great template to work with.


  1. Parveen Kaler / Oct 27 2008 6:06 pm

    I have a “First 30 Days” document that is helpful to only me at this point. I have it setup for the next time I need to start up a business. It is very Vancouver-centric. It lists a ton of mundane IT and biz stuff like:

    How to incorporate in BC. Sign up for Dreamhost. Sign up for Google Apps. Setup source code. Setup bank accounts. Setup WordPress. Get logo. Setup accounting spreadsheets. Etc, etc, etc.

    I’ll release it to the community if I ever get around to cleaning it up. No promises, though.

    I’m considering dumping this stuff into a wiki and letting the community clean it up.

  2. Boris Mann / Oct 28 2008 9:50 am

    Yes, we were definitely thinking of a wiki as well. Vancouver-centric is fine — that’s where we are, after all. It would, of course, overlap into more generic Canadian items, but we’ll leave it up to the other regions to fill out their parts.

  3. John Davis / Oct 29 2008 8:59 am

    Great template, how about PR for startups? Its clear to me that if I am going to do what I do best, then I better leave the PR to someone who knows what it is and is not…any suggestions for startups or comments would be greatly appreciated!

    Thanks guys and really enjoying the Bootup Blog!

  4. Ted Dickert / Mar 18 2011 4:49 am

    Great aggregation of templates ! The latest is good and I will utilize now in my fresh wordpress blog without css amendment.

  5. Aphex 454 Headpod / May 28 2011 7:31 am

    Hello there. I only want to emphasize that what you post here is really the best sharing so I will post on my Hi5 profile so all can have the freedom to enjoy. I was glad when I saw this tittle, FREE Financial Template for Startups | Bootup Labs Blog, on google search, and the reason is that at last I found what I was looking for. All the best

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