Resources
Tools for founders who want to know their numbers.
Practical checklists, templates and frameworks you can download and put to work this week. Free, and built from real advisory engagements.
- ChecklistPDF · 3 KB
SME Financial Health Checklist
A quick diagnostic across cash, books, reporting, margins and compliance. Tick what is already true; the unticked boxes are your priorities for the quarter.
- ChecklistPDF · 3 KB
Investor Readiness Checklist
Everything serious investors expect to see before they write a cheque, from the three-statement model to a clean cap table and a ready data room.
- FrameworkPDF · 3 KB
The Three Numbers Framework
A one-page working companion to our analysis: burn and runway, gross margin, and the unit that repeats. Know these three cold before any raise.