Finance & Cash · Excel Toolkit · 5 models
Financial Statement Reading Guide — Fintech
$39
Read any P&L or balance sheet like a CFO. Tuned for fintech and financial-services companies.
＋ Includes The Operator's Kit free — cheat sheet, chart pack, checklist & quick-start guide.
About This Product
Read any P&L or balance sheet like a CFO. 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.
12-Month Cash Flow Forecast.xlsx
A rolling forecast with automatic ending-balance rollforward.
Runway & Burn Tracker.xlsx
Always know how many months of runway you have at current burn.
12-Month P&L Projection.xlsx
Driver-based profit & loss with EBITDA and margins, month by month.
Budget vs. Actual Tracker.xlsx
Plan the budget, log actuals, and see variance by category at a glance.
Unit Economics Calculator.xlsx
Gross margin, CAC, LTV, LTV:CAC, and payback — the survival math.
What's Included
- ✓Fintech-specific benchmarks and assumptions baked into every model
- ✓12-Month Cash Flow Forecast — A rolling forecast with automatic ending-balance rollforward.
- ✓Runway & Burn Tracker — Always know how many months of runway you have at current burn.
- ✓12-Month P&L Projection — Driver-based profit & loss with EBITDA and margins, month by month.
- ✓Budget vs. Actual Tracker — Plan the budget, log actuals, and see variance by category at a glance.
- ✓Unit Economics Calculator — Gross margin, CAC, LTV, LTV:CAC, and payback — the survival math.
- ✓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.
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Get Toolkit Pro →General Edition
Financial Statement Reading Guide →The non-industry-specific version of this product.
Also Available For
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Frequently Asked Questions
What do I get with the Financial Statement Reading Guide (Fintech)?
The Financial Statement Reading Guide — Fintech is an instant-download excel toolkit · 5 models. It includes: Fintech-specific benchmarks and assumptions baked into every model; 12-Month Cash Flow Forecast — A rolling forecast with automatic ending-balance rollforward.; Runway & Burn Tracker — Always know how many months of runway you have at current burn.; 12-Month P&L Projection — Driver-based profit & loss with EBITDA and margins, month by month.; Budget vs. Actual Tracker — Plan the budget, log actuals, and see variance by category at a glance.; Unit Economics Calculator — Gross margin, CAC, LTV, LTV:CAC, and payback — the survival math.; 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 Financial Statement Reading Guide (Fintech) editable?
Yes. The Financial Statement Reading Guide — 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 Financial Statement Reading Guide (Fintech), you get the new version at no extra cost.
Who built the Financial Statement Reading Guide (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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