Strategy & Turnaround · Excel Toolkit · 5 models
100-Day CEO Plan — Fintech
$99
Your first 100 days, sequenced for wins. Tuned for fintech and financial-services companies.
＋ Includes The Operator's Kit free — cheat sheet, chart pack, checklist & quick-start guide.
About This Product
Your first 100 days, sequenced for wins. A 5-model Excel toolkit specialized for fintech and financial-services companies — with the benchmarks, assumptions, and language that fit your industry. Built by Ivy League-educated operators. Buy once, download instantly, keep forever.
What's Inside — 5 Excel Models
Every model is formula-driven: the pale-gold cells are your inputs, everything else calculates automatically. Works in Microsoft Excel and Google Sheets.
Scenario & Sensitivity Model.xlsx
Stress-test profit under bear, base, and bull assumptions.
12-Month P&L Projection.xlsx
Driver-based profit & loss with EBITDA and margins, month by month.
Break-Even Analysis.xlsx
The units and revenue you need just to cover your costs.
KPI Dashboard.xlsx
Track your metrics against targets with red/amber/green status.
Budget vs. Actual Tracker.xlsx
Plan the budget, log actuals, and see variance by category at a glance.
What's Included
- ✓Fintech-specific benchmarks and assumptions baked into every model
- ✓Scenario & Sensitivity Model — Stress-test profit under bear, base, and bull assumptions.
- ✓12-Month P&L Projection — Driver-based profit & loss with EBITDA and margins, month by month.
- ✓Break-Even Analysis — The units and revenue you need just to cover your costs.
- ✓KPI Dashboard — Track your metrics against targets with red/amber/green status.
- ✓Budget vs. Actual Tracker — Plan the budget, log actuals, and see variance by category at a glance.
- ✓Works in Microsoft Excel & Google Sheets — fully editable
- ✓Instant download · free lifetime updates
Included Free With Every Toolkit
The Operator's Kit
Every toolkit ships with a free bonus pack — the extras that turn a spreadsheet into a board-ready deliverable.
✓Operator's Cheat Sheet
One page: every key formula, metric, and benchmark in the toolkit, ready to reference.
✓Investor-Grade Chart Pack
Pre-styled chart templates so your outputs look board-ready in a click.
✓The Assumptions Checklist
The questions to pressure-test before you trust any model’s output.
✓Quick-Start Guide
Open it, plug in your numbers, and get an answer in under 10 minutes.
✓Excel + Google Sheets versions
Every file works in both — nothing new to buy or install.
Pairs With These Simulators
Pressure-test the assumptions behind this toolkit with our live simulators.
Unlock any 3 simulators for $20, or go unlimited with Toolkit Pro ($180/mo · $1,728/yr).
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$180/mo · or $1,728/yr (save 20%)
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Frequently Asked Questions
What do I get with the 100-Day CEO Plan (Fintech)?
The 100-Day CEO Plan — Fintech is an instant-download excel toolkit · 5 models. It includes: Fintech-specific benchmarks and assumptions baked into every model; Scenario & Sensitivity Model — Stress-test profit under bear, base, and bull assumptions.; 12-Month P&L Projection — Driver-based profit & loss with EBITDA and margins, month by month.; Break-Even Analysis — The units and revenue you need just to cover your costs.; KPI Dashboard — Track your metrics against targets with red/amber/green status.; Budget vs. Actual Tracker — Plan the budget, log actuals, and see variance by category at a glance.; Works in Microsoft Excel & Google Sheets — fully editable; Instant download · free lifetime updates. You download it immediately after purchase and keep it forever.
Is the 100-Day CEO Plan (Fintech) editable?
Yes. The 100-Day CEO Plan — Fintech is fully editable — rebrand it, adjust it, and make it your own. Nothing is locked.
Do I get updates?
Yes. Your purchase includes free lifetime updates. When we improve the 100-Day CEO Plan (Fintech), you get the new version at no extra cost.
Who built the 100-Day CEO Plan (Fintech)?
It was built by The Crimson Bench's Ivy League-educated operators — the same people we deploy into C-suites. This is the self-serve version of that expertise.
The Crimson Bench · Est. 2002 · Founded in New York City
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