Bundles & Vaults · Bundle · every toolkit in the category · Bundle
The CFO Toolkit
$249
Every finance model and playbook in one download.
＋ Includes The Operator's Kit free — cheat sheet, chart pack, checklist & quick-start guide.
About This Bundle
Every finance model and playbook in one download. A bundle from The Crimson Bench — every Excel toolkit in the category, buy once, download instantly, keep forever. The best value for operators who want the whole system, not one piece.
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.
12-Month Cash Flow Forecast.xlsx
A rolling forecast with automatic ending-balance rollforward.
Cap Table & Dilution.xlsx
Model ownership and post-round dilution before you sign a term sheet.
Sales Pipeline & Forecast.xlsx
Stage-weighted pipeline that forecasts bookings you can defend.
KPI Dashboard.xlsx
Track your metrics against targets with red/amber/green status.
What's Included
- ✓Every toolkit in this category — each 5 formula-driven Excel models
- ✓All Finance & Cash products
- ✓Free lifetime updates
- ✓Works in Excel & Google Sheets
- ✓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).
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 CFO?
The The CFO Toolkit is an instant-download bundle · every toolkit in the category. It includes: Every toolkit in this category — each 5 formula-driven Excel models; All Finance & Cash products; Free lifetime updates; Works in Excel & Google Sheets; Instant download · free lifetime updates. You download it immediately after purchase and keep it forever.
Is the CFO editable?
Yes. The The CFO Toolkit 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 CFO, you get the new version at no extra cost.
Who built the CFO?
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
Get the CFO Now
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