Board & Fundraising · Excel Toolkit · 5 models
Fundraising CRM Tracker
$59
Run your raise like a sales pipeline.
＋ Includes The Operator's Kit free — cheat sheet, chart pack, checklist & quick-start guide.
About This Product
Run your raise like a sales pipeline. A ready-to-use toolkit from The Crimson Bench, built by Ivy League-educated operators — 5 formula-driven Excel models you open, plug your numbers into, and use forever. Buy once, download instantly. No calls, no retainers.
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 P&L Projection.xlsx
Driver-based profit & loss with EBITDA and margins, month by month.
Cap Table & Dilution.xlsx
Model ownership and post-round dilution before you sign a term sheet.
Budget vs. Actual Tracker.xlsx
Plan the budget, log actuals, and see variance by category at a glance.
Hiring Plan & Payroll Model.xlsx
Roles, fully-loaded salaries, and cumulative payroll by start month.
KPI Dashboard.xlsx
Track your metrics against targets with red/amber/green status.
What's Included
- ✓12-Month P&L Projection — Driver-based profit & loss with EBITDA and margins, month by month.
- ✓Cap Table & Dilution — Model ownership and post-round dilution before you sign a term sheet.
- ✓Budget vs. Actual Tracker — Plan the budget, log actuals, and see variance by category at a glance.
- ✓Hiring Plan & Payroll Model — Roles, fully-loaded salaries, and cumulative payroll by start month.
- ✓KPI Dashboard — Track your metrics against targets with red/amber/green status.
- ✓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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Unlock any 3 simulators for $20, or go unlimited with Toolkit Pro ($180/mo · $1,728/yr).
Best Value · All-Access
Toolkit Pro
$180/mo · or $1,728/yr (save 20%)
Skip buying one at a time. Get all 515 Excel toolkits (2,500+ models) and all 500 premium simulators — with exports and AI analysis — for one membership.
Get Toolkit Pro →Frequently Asked Questions
What do I get with the Fundraising CRM Tracker?
The Fundraising CRM Tracker is an instant-download excel toolkit · 5 models. It includes: 12-Month P&L Projection — Driver-based profit & loss with EBITDA and margins, month by month.; Cap Table & Dilution — Model ownership and post-round dilution before you sign a term sheet.; Budget vs. Actual Tracker — Plan the budget, log actuals, and see variance by category at a glance.; Hiring Plan & Payroll Model — Roles, fully-loaded salaries, and cumulative payroll by start month.; KPI Dashboard — Track your metrics against targets with red/amber/green status.; 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 Fundraising CRM Tracker editable?
Yes. The Fundraising CRM Tracker 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 Fundraising CRM Tracker, you get the new version at no extra cost.
Who built the Fundraising CRM Tracker?
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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Verified corporate accounts only. Ivy League-educated. Flat-rate pricing. 14-day no-cause cancellation.
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