The Crimson Bench

515+ Products · Instant Download · From $39

Digital Products

The templates, financial models, and playbooks our Ivy League-educated operators use — packaged for you to download and use today. No calls. No retainers. Buy once, keep forever.

Instant DownloadFully EditableFree Lifetime UpdatesBuilt by Ivy League OperatorsBuy Once, Keep Forever

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Board & Fundraising16View all →

Board & fundraising toolkits used by Ivy League operators to raise capital and run boards.

Popular

001 · Excel Toolkit · 5 models

Seed Pitch Deck Template

$79

The 12-slide narrative investors actually fund.

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002 · Excel Toolkit · 5 models

Series A Pitch Deck Template

$129

The metrics-forward deck that clears a partner meeting.

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003 · Excel Toolkit · 5 models

Investor Data Room Kit

$149

Every folder a diligence team expects — pre-built.

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004 · Excel Toolkit · 5 models

Cap Table Model

$99

Model dilution across every round before you sign.

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005 · Excel Toolkit · 5 models

Monthly Investor Update Template

$49

The update that keeps investors leaning in.

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006 · Excel Toolkit · 5 models

Board Deck Template

$99

Run a board meeting like a public-company CEO.

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007 · Excel Toolkit · 5 models

Board Meeting Minutes Kit

$49

Governance-clean minutes in minutes.

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008 · Excel Toolkit · 5 models

Fundraising CRM Tracker

$59

Run your raise like a sales pipeline.

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009 · Excel Toolkit · 5 models

Valuation & Dilution Explainer

$39

Never get out-negotiated on terms again.

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010 · Excel Toolkit · 5 models

SAFE & Term Sheet Cheat Sheet

$39

Every key term, decoded in plain English.

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011 · Excel Toolkit · 5 models

Fundraising Narrative Workbook

$49

Turn your numbers into a story that funds.

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012 · Excel Toolkit · 5 models

Angel Outreach Email Pack

$39

Cold-to-close investor email sequences.

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013 · Excel Toolkit · 5 models

Board Recruiting Kit

$69

Find, vet, and seat the right directors.

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014 · Excel Toolkit · 5 models

Due Diligence Checklist

$49

Be diligence-ready before investors ask.

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015 · Excel Toolkit · 5 models

Convertible Note Model

$79

See exactly how notes convert at the next round.

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016 · Excel Toolkit · 5 models

Investor FAQ & Objection Bank

$39

A crisp answer to every hard question.

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Finance & Cash16View all →

CFO-grade models and dashboards to run cash, margins, and the numbers that decide survival.

Popular

017 · Excel Toolkit · 5 models

13-Week Cash Flow Model

$99

The model that keeps you from running out of money.

+ 7 industry editions

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018 · Excel Toolkit · 5 models

Annual Operating Budget Model

$129

Build a board-ready budget in an afternoon.

+ 7 industry editions

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019 · Excel Toolkit · 5 models

Startup Financial Model (3-Statement)

$199

Investor-grade P&L, balance sheet & cash flow.

+ 7 industry editions

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020 · Excel Toolkit · 5 models

SaaS Metrics Dashboard

$129

MRR, churn, CAC, LTV — live, in one view.

+ 7 industry editions

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021 · Excel Toolkit · 5 models

Unit Economics Calculator

$79

Know if every sale actually makes money.

+ 7 industry editions

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022 · Excel Toolkit · 5 models

KPI Dashboard Template

$89

The one dashboard your leadership team needs.

+ 7 industry editions

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023 · Excel Toolkit · 5 models

Runway & Burn Tracker

$69

Always know exactly how many months you have.

+ 7 industry editions

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024 · Excel Toolkit · 5 models

Pricing Strategy Toolkit

$79

Price for value and expand margin on purpose.

+ 7 industry editions

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025 · Excel Toolkit · 5 models

Fractional CFO Playbook

$99

The first-90-days finance operating manual.

+ 7 industry editions

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026 · Excel Toolkit · 5 models

Monthly Close Checklist

$49

A clean, fast month-end close, every time.

+ 7 industry editions

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027 · Excel Toolkit · 5 models

Expense Policy & Approval Kit

$39

Control spend without slowing the team.

+ 7 industry editions

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028 · Excel Toolkit · 5 models

Revenue Forecast Model

$99

Bottoms-up revenue you can defend to a board.

+ 7 industry editions

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029 · Excel Toolkit · 5 models

Fundable Metrics Explainer

$39

The numbers investors judge you on.

+ 7 industry editions

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030 · Excel Toolkit · 5 models

Financial Statement Reading Guide

$39

Read any P&L or balance sheet like a CFO.

+ 7 industry editions

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031 · Excel Toolkit · 5 models

Cost-Cutting Triage Playbook

$59

Where to cut first when cash gets tight.

+ 7 industry editions

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032 · Excel Toolkit · 5 models

Investor Reporting Pack

$69

Monthly numbers that build investor trust.

+ 7 industry editions

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Strategy & Turnaround15View all →

Operating playbooks for planning, focus, and pulling a company back from the edge.

Popular

033 · Excel Toolkit · 5 models

100-Day CEO Plan

$99

Your first 100 days, sequenced for wins.

+ 7 industry editions

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034 · Excel Toolkit · 5 models

Turnaround Playbook

$129

Stop the bleeding and rebuild in 100 days.

+ 7 industry editions

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035 · Excel Toolkit · 5 models

OKR System Template

$69

Goals that actually cascade and get done.

+ 7 industry editions

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036 · Excel Toolkit · 5 models

Annual Strategic Plan Kit

$99

A one-page strategy your whole team follows.

+ 7 industry editions

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037 · Excel Toolkit · 5 models

Decision-Making Frameworks Pack

$59

The mental models operators decide with.

+ 7 industry editions

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038 · Excel Toolkit · 5 models

Business Model Canvas Kit

$49

Map and pressure-test your whole model.

+ 7 industry editions

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039 · Excel Toolkit · 5 models

Competitive Analysis Template

$59

See your market the way an analyst does.

+ 7 industry editions

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040 · Excel Toolkit · 5 models

Pre-Mortem & Risk Register

$49

Kill failure modes before they happen.

+ 7 industry editions

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041 · Excel Toolkit · 5 models

Scenario Planning Model

$89

Plan for three futures, not one guess.

+ 7 industry editions

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042 · Excel Toolkit · 5 models

Weekly Operating Rhythm Kit

$59

The meeting cadence that keeps focus.

+ 7 industry editions

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043 · Excel Toolkit · 5 models

Prioritization Toolkit

$39

Say no to good ideas, on purpose.

+ 7 industry editions

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044 · Excel Toolkit · 5 models

Company Vision & Values Kit

$49

Put words to what you are building.

+ 7 industry editions

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045 · Excel Toolkit · 5 models

Bottleneck-Finder Playbook

$49

Find the one constraint holding you back.

+ 7 industry editions

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046 · Excel Toolkit · 5 models

Pivot Decision Kit

$59

Decide to pivot with data, not fear.

+ 7 industry editions

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047 · Excel Toolkit · 5 models

Quarterly Business Review Deck

$79

The QBR that impresses any board.

+ 7 industry editions

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Revenue & GTM15View all →

Sales, pricing, and go-to-market systems that turn strategy into pipeline.

Popular

048 · Excel Toolkit · 5 models

Go-to-Market Playbook

$99

Launch into a market without guessing.

+ 7 industry editions

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049 · Excel Toolkit · 5 models

Sales Playbook Template

$89

A repeatable sales motion your reps can run.

+ 7 industry editions

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050 · Excel Toolkit · 5 models

Cold Outbound Sequence Pack

$59

Email + LinkedIn sequences that book meetings.

+ 7 industry editions

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051 · Excel Toolkit · 5 models

Sales Pipeline Tracker

$49

Forecast revenue you can actually trust.

+ 7 industry editions

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052 · Excel Toolkit · 5 models

Pricing & Packaging Toolkit

$79

Tiers and prices that lift ARPU.

+ 7 industry editions

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053 · Excel Toolkit · 5 models

Discovery Call Framework

$39

Run calls that surface real buying pain.

+ 7 industry editions

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054 · Excel Toolkit · 5 models

Proposal & SOW Template

$59

Send proposals that close faster.

+ 7 industry editions

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055 · Excel Toolkit · 5 models

Sales Comp Plan Builder

$89

Design quotas and commissions that motivate.

+ 7 industry editions

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056 · Excel Toolkit · 5 models

Customer Onboarding Kit

$59

Turn new customers into retained revenue.

+ 7 industry editions

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057 · Excel Toolkit · 5 models

Churn Reduction Playbook

$69

Find and fix the leaks in your revenue.

+ 7 industry editions

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058 · Excel Toolkit · 5 models

Partnerships & Channel Kit

$69

Build a channel that compounds pipeline.

+ 7 industry editions

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059 · Excel Toolkit · 5 models

GTM Metrics Dashboard

$89

CAC, pipeline, and coverage in one view.

+ 7 industry editions

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060 · Excel Toolkit · 5 models

Account-Based Playbook

$79

Land named accounts with a team play.

+ 7 industry editions

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061 · Excel Toolkit · 5 models

Sales Forecast Model

$79

A forecast your board won\u2019t poke holes in.

+ 7 industry editions

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062 · Excel Toolkit · 5 models

Win-Loss Analysis Kit

$49

Learn exactly why deals are won and lost.

+ 7 industry editions

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Operations & Scaling14View all →

Systems that let a company run without the founder in every decision.

063 · Excel Toolkit · 5 models

SOP Library Starter Kit

$79

Document your business so it runs itself.

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064 · Excel Toolkit · 5 models

Hiring & Interview Kit

$79

Hire A-players with a repeatable process.

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065 · Excel Toolkit · 5 models

Org Design & Headcount Model

$99

Plan your org and payroll before you grow.

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066 · Excel Toolkit · 5 models

Employee Onboarding Kit

$59

First-week clarity for every new hire.

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067 · Excel Toolkit · 5 models

Project Management System

$59

One system to run every initiative.

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068 · Excel Toolkit · 5 models

Vendor & Contract Tracker

$39

Never miss a renewal or overpay again.

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069 · Excel Toolkit · 5 models

Standard Operating Cadence Kit

$49

The meeting rhythm that scales.

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070 · Excel Toolkit · 5 models

Delegation & RACI Toolkit

$49

Get out of the critical path for good.

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071 · Excel Toolkit · 5 models

Incident Response Runbook

$59

Handle outages and crises calmly.

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072 · Excel Toolkit · 5 models

Quality & Process Audit Kit

$49

Find the broken steps before customers do.

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073 · Excel Toolkit · 5 models

Remote Team Operating Manual

$49

Run a tight ship across time zones.

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074 · Excel Toolkit · 5 models

Capacity Planning Model

$79

Match team capacity to the roadmap.

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075 · Excel Toolkit · 5 models

Supply Chain / Inventory Tracker

$79

Keep stock and cash in balance.

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076 · Excel Toolkit · 5 models

Business Continuity Plan Kit

$59

Be ready when something breaks.

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Leadership & People14View all →

The people systems that turn a group of hires into a high-performing team.

077 · Excel Toolkit · 5 models

1:1 Meeting System

$49

The 1:1s that build trust and momentum.

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078 · Excel Toolkit · 5 models

Performance Review Kit

$69

Fair, fast reviews people actually value.

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079 · Excel Toolkit · 5 models

Compensation Bands Model

$89

Pay fairly and defensibly at every level.

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080 · Excel Toolkit · 5 models

Hiring Scorecard Pack

$49

Interview for signal, not vibes.

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081 · Excel Toolkit · 5 models

Culture & Values Playbook

$59

Make culture a system, not a poster.

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082 · Excel Toolkit · 5 models

Feedback & Difficult Conversations Kit

$49

Say the hard thing, keep the person.

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083 · Excel Toolkit · 5 models

Leadership Development Toolkit

$69

Grow the leaders under you.

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084 · Excel Toolkit · 5 models

Employee Handbook Starter

$59

A clean handbook without the legal bill.

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085 · Excel Toolkit · 5 models

Team Operating Manual (You)

$39

Help your team work with you faster.

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086 · Excel Toolkit · 5 models

Org Health Survey Kit

$49

Measure engagement before it drops.

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087 · Excel Toolkit · 5 models

Manager Onboarding Kit

$59

Turn great ICs into great managers.

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088 · Excel Toolkit · 5 models

Layoffs Done Right Playbook

$59

Handle the hardest day with dignity.

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089 · Excel Toolkit · 5 models

Recognition & Retention Kit

$39

Keep your best people longer.

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090 · Excel Toolkit · 5 models

Hiring Plan & Budget Model

$79

Plan every hire against the budget.

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Marketing & Brand12View all →

Positioning, content, and demand systems to make the market pay attention.

091 · Excel Toolkit · 5 models

Brand Positioning Kit

$79

Own a clear position in your market.

+ 7 industry editions

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092 · Excel Toolkit · 5 models

Content Strategy & Calendar

$59

A content engine that compounds.

+ 7 industry editions

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093 · Excel Toolkit · 5 models

Marketing Metrics Dashboard

$79

Prove marketing drives pipeline.

+ 7 industry editions

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094 · Excel Toolkit · 5 models

Launch Playbook

$69

Launch products and features that land.

+ 7 industry editions

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095 · Excel Toolkit · 5 models

Messaging & Copy Framework

$49

Copy that converts, on every page.

+ 7 industry editions

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096 · Excel Toolkit · 5 models

SEO Content Toolkit

$59

Rank for what your buyers search.

+ 7 industry editions

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097 · Excel Toolkit · 5 models

Social Media Playbook

$49

A faceless, repeatable social system.

+ 7 industry editions

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098 · Excel Toolkit · 5 models

Executive LinkedIn Kit

$59

Build authority as a founder or exec.

+ 7 industry editions

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099 · Excel Toolkit · 5 models

Email Marketing Kit

$59

Turn a list into recurring revenue.

+ 7 industry editions

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100 · Excel Toolkit · 5 models

Case Study & Testimonial Kit

$39

Turn happy customers into proof.

+ 7 industry editions

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101 · Excel Toolkit · 5 models

Webinar & Event Playbook

$49

Fill and convert live events.

+ 7 industry editions

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102 · Excel Toolkit · 5 models

Brand Style Guide Template

$49

Keep every asset on-brand.

+ 7 industry editions

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Digital Product FAQs

What exactly do I receive when I buy a digital product?

An instant download. Every digital product is a ready-to-use file — an editable spreadsheet model, slide template, Notion template, or PDF playbook. There is no call, no waiting, and no retainer. You download it immediately after checkout and keep it forever.

How are these different from your executive engagements?

Our engagements deploy a live Ivy League-educated executive into your company. Digital products are the self-serve version of that expertise — the same frameworks and models our operators use, packaged so you can use them yourself for a fraction of the cost.

Can I edit the templates and models?

Yes. Every product is fully editable. Spreadsheets are unlocked, slide templates are yours to rebrand, and Notion templates are duplicated straight into your workspace.

Do I get future updates?

Yes. Every purchase includes free lifetime updates to that product. When we improve a model or playbook, you get the new version at no additional cost.

Is there a bundle if I want everything?

Yes. The Crimson Bench Vault includes every digital product we make — 100+ files across every category — plus every future product, for one flat price. Individual category bundles are also available.

The Crimson Bench · Est. 2002 · Founded in New York City

Deploy an Executive in 48 Hours

Verified corporate accounts only. Ivy League-educated. Flat-rate pricing. 14-day no-cause cancellation.

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