Digital Resource Library
Comprehensive playbooks you can reference anytime. Deep dives into every aspect of financial management for growing companies.
The Financial Modeling Playbook
Essential guide to building financial models from scratch. Includes templates, examples, and best practices used by top CFOs.
- Model architecture
- Revenue drivers
- Expense planning
- Scenario analysis
- Investor presentations
Treasury Management Playbook
Everything you need to manage your company's cash like a pro. From daily operations to strategic planning.
- Cash positioning
- Forecasting methods
- Banking setup
- Payment workflows
- Risk management
Fundraising Financial Preparation Playbook
Step-by-step guide to preparing your financials for fundraising. What investors look for and how to present it.
- Investor metrics
- Due diligence prep
- Data room setup
- Financial storytelling
- Common pitfalls
The Metrics Playbook
Master the metrics that matter for your business. Understand what to track, how to calculate, and how to improve.
- SaaS metrics
- Unit economics
- Cohort analysis
- Benchmarking
- Dashboard design
Building Your Finance Function Playbook
Complete guide to building and scaling your finance team. When to hire, who to hire, and how to structure.
- Hiring roadmap
- Role definitions
- Compensation benchmarks
- Systems selection
- Team development
Capital Efficiency Strategies Playbook
Learn how to do more with less. Strategies for maximizing your runway and achieving profitability faster.
- Burn rate optimization
- Working capital management
- Growth efficiency
- Profitability planning
- Resource allocation
Financial Systems Setup Playbook
Choose and implement the right financial systems for your stage. From accounting software to FP&A tools.
- System selection
- Implementation planning
- Integration strategy
- Process automation
- Best practices
International Expansion Finance Playbook
Navigate the financial complexities of going global. Multi-currency, tax, legal entities, and more.
- Entity structure
- Multi-currency management
- International tax
- Global banking
- Compliance requirements
M&A Preparation Playbook
Prepare your company for acquisition. What buyers look for and how to maximize your valuation.
- Due diligence readiness
- Quality of earnings
- Deal structures
- Negotiation strategies
- Post-close planning
Board Reporting Best Practices Playbook
Create board materials that tell your financial story effectively. Templates and examples included.
- Report structure
- Key metrics
- Narrative development
- Visual design
- Meeting preparation
Complete Playbook Collection
Get all digital playbooks at once. Save over 40% compared to individual purchases.