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.
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Board & Fundraising16View all →
Board & fundraising toolkits used by Ivy League operators to raise capital and run boards.
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.
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.
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.
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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Bundles & Vaults7View all →
Save big — get an entire category, or the whole store, in one download.
509 · Bundle · every toolkit in the category
The CFO Toolkit
$249
Every finance model and playbook in one download.
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510 · Bundle · every toolkit in the category
The Fundraising War Chest
$249
Everything you need to run a raise, end to end.
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511 · Bundle · every toolkit in the category
The Founder Operating System
$299
The systems to run and scale the whole company.
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512 · Bundle · every toolkit in the category
The Revenue Engine Bundle
$249
Turn strategy into pipeline and closed revenue.
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513 · Bundle · every toolkit in the category
The People & Leadership Bundle
$199
Build a team that performs without you.
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514 · Bundle · every toolkit in the category
The Marketing Growth Bundle
$199
A full demand and brand system.
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Best Value515 · All-Access Membership
The Crimson Bench Vault
$180/mo
Every toolkit and every simulator — one membership.
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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.
25,000+ Ivy League Executives · 150,000+ Global Consultants · 48-Hour Deployment