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Tools & Resources

9 cards
Tools, templates, and calculators to help early-stage startup founders succeed.
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forecastr.co
This investor update template builds trust and engagement

Download the free investor update template Steven has used to raise $15M+. Learn how to build trust and momentum with monthly updates that investors love.

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forecastr.co
How I raised $15M+ in a brutal market

Get a behind-the-scenes tutorial on the founder playbook that has raised $15M+. Emails, calendars, and tools that actually work in today's startup market.

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forecastr.co
Are your finances investor-ready? Get your score in 15 minutes.

Take this free 15-minute quiz to see if your startup's finances meet investor expectations for capture, analysis, forecasting, and reporting.

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forecastr.co
10 Steps to Fundraising Success for Early-Stage Startups

Set yourself up for fundraising success through preparation and execution action plans outlined in this playbook. This guide provides essential steps for early-stage startups to effectively navigate the fundraising process.

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forecastr.co
How To Execute the Perfect Fundraise

Set yourself up for fundraising success through this eleven step comprehensive video series. Learn the essential strategies and techniques to effectively raise funds for your projects or ventures.

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forecastr.co
Valuation & Dilution Calculator

This page provides a Valuation and Dilution Calculator designed for startups. It helps users understand how ownership changes during fundraising stages based on the capital they intend to raise.

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forecastr.co
Prepare To Fundraise Playbook from thoughbot & Forecastr

Set yourself up for fundraising success with clear action plans to get your product strategy and financial metrics on track for a successful raise.

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forecastr.co
Fundraising Metrics Report for Early-Stage Startups

How does your early-stage startup measure up to industry averages and financial metric benchmarks? Learn which metrics matter most to potential investors.

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forecastr.co
Monthly Finance Playbook for SMBs and Startups

Running out of cash is the #1 reason why startups fail. Follow our monthly finance playbook and know your cash balance ahead of time (requires 1 hr/month).