Financial Planning for Founders

Know your number before you raise or exit

Model capital raise and exit scenarios with your real numbers. See exactly what you'll walk away with — personally — before you sign anything.

Book Your Free Scenario Session

30 minutes. Your real numbers. No commitment.

Your Exit Goal
$60,000,000
Personal founder payout target
71.9% of goal based on current scenario
Scenario Enterprise Value
$196.8M
Scenario Founder Proceeds
$43.1M
Enterprise Value Gap
$75.3M
Revenue Gap
$9.5M

Founders are making million-dollar decisions without a model

You only get one shot. One bad raise, one miscalculated exit, and a decade of work doesn't translate into the wealth it should have.

Raising creates an exit floor you never calculated

Every raise sets a minimum exit value — the number your company must sell for just to put you ahead of where you are today. Most founders never see that number until it's too late.

Your cap table is silently working against you

Dilution compounds across rounds. Liquidation preferences, pro-rata rights, and participation terms determine who actually gets paid at exit. Revenue growth doesn't equal founder wealth.

You're paying thousands for one static model

Founders spend $5,000–$10,000 on advisors to build a single pro forma cap table. Change one term in the deal and the model is useless. Start over. Pay again.

Information asymmetry is costing you money

Investors walk into every deal having modeled every scenario. Founders walk in with a number they got from Google. Every term in a term sheet has a financial consequence most founders can't see.

Raising too much too soon at too high a valuation

A higher valuation sounds great until you see the terms that come with it. Over-raise and you can finance your company into a wall — on a growth treadmill you can't get off.

The exit timing trap

Waiting too long because you think the company will be worth more later — not realizing the market window closed. Or selling early because you couldn't see the upside in your own numbers.

Before you raise, know your number

You raise $2M at a $10M valuation, give up 20%, and take on a preference stack. What does your company need to exit for just to put you in the same position you're in today?

Example: Raise Impact on Founder Exit

Before the Raise

$4.2M
Your current exit proceeds

After the Raise

$3.1M
At the same exit valuation

New Minimum Exit Required

$31.5M
Just to get back to where you were before you raised. This is the number most founders never calculate.

From your financials to your personal exit target

Four connected modules that build on each other. Change any input and see how it flows through to your personal outcome — instantly.

1

Financials

Enter historical and projected performance — ARR, revenue mix, growth, margins. This is the foundation everything builds on.

2

Funding & Ownership

Model SAFEs, notes, rounds, and cap tables. See how each funding event impacts dilution and your ownership position.

3

Valuation

Estimate enterprise value using financial drivers — with downside, base, and upside cases. Multiple methodologies, fully transparent calculations.

4

Exit

See your personal proceeds after expenses and preferences. Set an exit goal and see exactly what it takes to get there — and how long.

Your financial roadmap, in one dashboard

Track your exit goal progress, model scenarios, and see exactly where you stand — updated instantly as your numbers change.

Founder Model Dashboard — exit goal tracking, founder proceeds, valuation benchmarks, and key metrics
Before Founder Model, I was making decisions about my raise based on gut feel and a spreadsheet I barely trusted. After one session with Greg, I could see exactly what every scenario meant for my personal outcome. It completely changed how I approached the negotiation.
[Client Name]
Founder & CEO, [Company] — Series A

Everything you need to model your path from startup to exit

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Unlimited Scenario Modeling

Run as many raise, valuation, and exit scenarios as you need. Change a term, see the impact instantly. No more paying for one-off models that go stale.

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Quarterly Strategy Sessions

One-on-one sessions with a fractional CFO who's navigated exits firsthand. Review your scenarios, stress test assumptions, and plan your next move.

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Direct Access via Slack

Quick questions, clarifications, "what if we model it this way" — get answers when you need them between scheduled sessions.

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Built-in AI Advisor

An always-available guide built into the app. Get help navigating any feature, understanding any term, or figuring out which scenario to run next.

Built by a former SaaS founder and fractional CFO who's navigated the fundraising and exit process firsthand — so founders don't have to figure it out alone.

See your numbers in 30 minutes

Book a free scenario session. We'll model your raise or exit using your real numbers — so you can see exactly what you'd walk away with under different outcomes.

Book Your Free Scenario Session

No pitch. No pressure. Just your numbers, modeled.