Financial Model Templates

Basic VC Method:   www.vcmethod.com/basic  

Venture Capital Method with Sensitivity Analysis  www.vcmethod.com/with-sensitivity-analysis »

Venture Capital Method with Dilution   www.vcmethod.com/with-dilution »

Venture Capital Method with Multiple Rounds  www.vcmethod.com/with-multiple-rounds »

Venture Capital Method Investment Scenarios  www.vcmethod.com/investment-scenarios » 

Berkus Method https://docs.google.com/spreadsheets/d/1l4-VFMwcT-IwYwEUs9iittiARPlIBVVqa1HAGmB1l6o/edit#gid=744097724

Scorecard Method:   https://docs.google.com/spreadsheets/d/1eSOcs_jqtotcIk_V22TA5o5H9NXrBilh259I4gHllfU/edit#gid=582948892

Midnight Venture Partners Return Analysis: https://docs.google.com/spreadsheets/d/1Ai5D3iQf5A4kRf_MVffQDTtQlQfCYtdE/edit?usp=sharing&ouid=100406874017478752483&rtpof=true&sd=true

How to Model Returning The Fund: https://www.youtube.com/watch?v=nKMnlnXUMzw

Massive List of Excel Downloads https://exinfm.com/free_spreadsheets.html

Great intro to Private Equity: https://www.youtube.com/watch?v=zMB8K8j-Pmk&t=518s

DECK: Private Equity Fundamentals https://docs.google.com/presentation/d/1JDn8IWmnNOS260CgqnDTlxBs3o-Eej7JBgmCSjHddhc/edit?usp=sharing

DCF MOdel: https://docs.google.com/spreadsheets/d/1yhlLgO5ltG_arVZIMELmdWt6lV6a8JOz/edit#gid=949620062

LBO DataSheet: https://drive.google.com/file/d/11Uwy_OC_VcTtfyL9wPfRcyhNAEf_F0f0/view?usp=sharing

Multifamily Analysis Tool:

https://drive.google.com/file/d/1kAsxJiUeU2KtghK5O8lou3ZW7DQQmptY/view?usp=sharing

PE/LBO MOdel (advanced): https://drive.google.com/file/d/1Hq3PhxY1CtwJZoWkDAwU12m6x08GiwEa/view?usp=sharing

https://www.sec.gov/edgar/searchedgar/companysearch.html << for public companies

Liquidation Analysis Model: https://avc.com/2011/10/liquidation-analysis-continued

How to Look at P&L

Financial Projections Template

What to look at in the statement of cashflows https://twitter.com/KurtisHanni/status/1555163908624752641?s=20&t=QXlWK4dx3aOu7RAWCwzfYQ

LP Equalization tables https://www.linkedin.com/posts/joelpalathinkal_how-funds-can-look-at-lp-equalization-activity-6892329275731906560-xw2z/?utm_source=linkedin_share&utm_medium=member_desktop_web

 Carry Valuation Model:  https://docs.google.com/spreadsheets/d/1cl9pnlju87caQ7XLmtt-0P4V17bywwMv/htmlview

VC Exit Model:  https://twitter.com/nic_detommaso/status/1486374598908203015?s=20&t=myoHS1Ltupus5OuiCb3t2A

Readings for Breaking into VC

 How to Get a Job in VC:   https://www.linkedin.com/posts/activity-6842132648815554560-f6Vi

Tips to Break into VC https://docs.google.com/presentation/d/1d9y6Gj9nc7qvm48mxH9xkV6MyCsc6OHEjugzenWICBk/edit#slide=id.g152cedbc3ab_10_0

Harlem Capital’s Educational Syllabus: https://harlem.capital/the-harlem-capital-syllabus-a-primer-on-venture-capital/  

Harlem Capital’s Educational Syllabus: https://harlem.capital/the-harlem-capital-syllabus-a-primer-on-venture-capital/

Establishing a Valuation policy https://weaver.com/blog/establishing-valuation-policy

Valuation Policies 

Early Stage Boards https://twitter.com/galeforceVC/status/1466799573666435076?s=20

Investment memo creator tool https://mattmireles.com/dealmemo/

9 things that VCs look at https://www.linkedin.com/posts/joelpalathinkal_9-essential-tips-for-raising-venture-capital-activity-6960442150702497792-PHpZ?utm_source=share&utm_medium=member_desktop

Cold Outreach Dos and Dont’s https://outlander.vc/fieldguide/cold-outreach-dos-donts

Term Sheet Guide https://www.linkedin.com/feed/update/urn:li:activity:6909413789293498368/

Templates for founder updates https://twitter.com/rahul_j_mathur/status/1345602728643346434?s=21

What is a Board of Directors Agreement ? https://www.contractscounsel.com/t/us/board-of-directors-agreement#toc-what-is-a-board-of-directors-agreement-

Lessons from Making 80 Angel Investments: https://twitter.com/sievakozinsky/status/1563865582725996546?s=21

Huge list of goodies: https://www.occasionallyuseful.com/vc-resources

 What are Earnouts??  https://www.sharevault.com/blog/m-and-a/are-earnouts-good-or-bad

How to do market sizing with the TAM onion strategy: https://medium.com/swlh/the-tam-onion-de1ffc413e07

 The Dark Matter of Software Valuations https://whoisnnamdi.substack.com/p/dark-matter?s=r&utm_campaign=post&utm_medium=web&utm_source=direct

Burn Productivity and How it Impacts Valuation: https://medium.com/eventuresvc-news/4-burn-productivity-a-consistently-better-signaler-of-saas-valuation-33e9d00e02f0

 Sequioa’s Biggest Investing Mistake:   

What I learned interviewing our LPs:  Harlem Capital https://www.linkedin.com/posts/suttoncapital_what-i-learned-interviewing-7-of-our-lps-activity-6953516851721109504-bZDY/?utm_source=linkedin_share&utm_medium=ios_app

Memo Examples:  https://medium.com/lerer-hippeau-ventures/whats-happening-around-the-future-of-food-drivers-trends-and-opportunities-f423cc3addb

https://medium.com/lerer-hippeau-ventures/whats-happening-around-the-future-of-work-drivers-trends-and-opportunities-435e570334ef

Andrew Parker helped with the Liquidation Model at Union Square Ventures. here’s his site: https://andrewparker.net

SPACS by Bill Gurley

Investment Theses By Bessemer

Mental Models for Venture Theses

Not All Revenue Is Created Equal

Not All Gross Margins is the Same

VC and Startup Terms / Glossary

The Pegasus Startup

First Principles Thinking

Ultimate Guide to Liquidation Preferences

Tech Investing / Value Theory

Advisor/Investor Updates – Earnest Capital

VC in the 21st Century

Diversifying Dealflow

4 things for VCs

3 Things for B2B Cos

Best content from VCs

Dream Data Room

B2B Marketplaces Deep Dive

very exhaustive analysis on new / experienced and sector focused vs. generalist VCs: https://onlinelibrary.wiley.com/doi/full/10.1111/j.1755-053X.2009.01044.x

 How to prevent a hostile takeover 

Example of an investment strategy / thesis: https://fabricegrinda.com/fj-labs-investment-strategy

 Tips to Raise a Fund https://www.linkedin.com/posts/joelpalathinkal_share-data-communication-activity-6960751898823905280-PBSo?utm_source=share&utm_medium=member_desktop

Undertanding a Startup’s Burn Multiple

Career Advice

Career Moves for the Right Reasons https://www.linkedin.com/posts/joelpalathinkal_i-left-my-investment-banking-job-at-goldman-activity-6972305242369445888-JkWp?utm_source=share&utm_medium=member_desktop

Pivoting into VC https://www.linkedin.com/posts/drsunnyz_how-to-grow-a-career-in-venture-capital-activity-6842229554522677248-jRIL?utm_source=share&utm_medium=member_desktop

VC Career Prep Guide https://docs.google.com/document/d/1gDBRqa-r_tKs4cxLF_i8JI4MT6LJ_C7W30CWmU9hg3g/mobilebasic

How Megan Loyst Got her job at Lerer: https://www.linkedin.com/posts/meaganloyst_one-week-under-my-belt-at-lerer-hippeau-activity-6710289159791157248-NhLb

Resume Template Example

VC Firms nominate top interview questions

Top 9 Interview Questions

Advice from 45 VCs on Getting a Job in VC

How to get a job in VC , by Brad Feld

Patterns of Getting Into VC

How to Start a Fund 

Fund Model: https://www.youtube.com/watch?v=4xW05-Fg4mQ

How to Build an ILPA Compliant VC firm: https://www.youtube.com/watch?v=JjV0AjjK2S0

Fund Manager Reporting: https://www.youtube.com/watch?v=XxFUbAV1m8w

How Emerging Managers Can Raise from LPs: https://www.youtube.com/watch?v=3SHZwJYNZUQ

 Fund Quarterly Letter Example

The Most important metric for Fund I https://twitter.com/jcorsello/status/1453367437240508419?s=20

Break Into VC Guide:  https://elpha.com/resources/breaking-into-venture-capital

Investor portal templates https://www.softr.io/templates/investor-portal

Tips to Close LPs https://www.linkedin.com/posts/alex-th-dam_investment-limitedpartners-twitter-activity-6948385282320670721-MPAB/?utm_source=linkedin_share&utm_medium=ios_app

Common questions that LPs ask VCs https://twitter.com/ryliejennings/status/1545169590476451840?s=21

 10 Learnings about starting a fund https://twitter.com/paigefinnn/status/1391109329286094853?s=20

How to run an annual meeting https://www.linkedin.com/posts/hpierrejacques_what-do-vcs-share-during-their-annual-meetings-activity-6947954772939333632-vGRh/?utm_source=linkedin_share&utm_medium=ios_app

 LPs who Allocate to Emerging Funds https://twitter.com/clangfordvc/status/1511325948007882754?s=20&t=l7ryk0Lfmv45Amw8O-V8SA

 Considerations for the 1st fund and beyond https://twitter.com/hadley/status/1504832297157099521?s=21

 post about how to calculate thinking through returning the fund!  https://thefundcfo.substack.com/p/17-rtf-return-the-fund-math  and here’s the model:  https://docs.google.com/spreadsheets/d/13xAtiOhyGMwe5gdNqLfpODvYwL3r0_YVJ5DX-lkc3i8/edit?usp=sharing

How Harlem Capital Raised $174 Million https://twitter.com/jarridvtingle/status/1491810797227499528?s=20&t=H6XpwlwHkPmNGTCSC37mIw

Learnings from Tons of Funds:  https://www.linkedin.com/posts/joelpalathinkal_funding-venturecapital-lp-activity-6960941272542937088-DrhJ?utm_source=share&utm_medium=member_desktop

 How to Standout to LPs https://www.linkedin.com/posts/joelpalathinkal_sapphire-partners-on-how-emerging-vc-funds-activity-6972822624892555265-J4_D?utm_source=share&utm_medium=member_desktop

VC fund decks https://www.linkedin.com/posts/joelpalathinkal_vc-fund-decks-that-close-lps-activity-6964358802255056896-7I5s?utm_source=share&utm_medium=member_desktop

How to vet LPs https://www.linkedin.com/posts/joelpalathinkal_when-talking-to-lps-make-sure-you-ask-the-activity-6961068678368899072-eEMq?utm_source=share&utm_medium=member_desktop

Fund Portfolio Construction https://twitter.com/hpierrejacques/status/1488892919029407746?s=20&t=e-dMtjHOYZBysNJv9cZjGw

 Emerging Fund Manager Benchmarks https://mobile.twitter.com/beezer232/status/1455578162713137153

Institutional LPs who work with emerging managers https://twitter.com/mariogabriele/status/1466178617650696194?s=21

Enjoy this collection of decks from VCs who raised: https://www.alexanderjarvis.com/venture-capital-pitch-decks-what-vcs-raised-with

How LPs conduct VC Diligence: https://www.thebusinessofvc.com/blog/how-limited-partners-conduct-fund-diligence

Aggregator list for POC, and LGBTQ+ emerging managers https://airtable.com/shrazPOuD0xHOBjup

Another Collection of helpful readings https://teten.com/blog/2017/05/16/fundraising-hacks-venture-capital-private-equity-funds

carta template: https://carta.com/blog/vc-pitch-deck-fundraising-template/#template

How to Be an LP

GP Stakes https://www.linkedin.com/posts/joelpalathinkal_academic-paper-on-gp-stakes-activity-6982935947491319808-EzpP?utm_source=share&utm_medium=member_desktop

 Fund evaluation metrics https://www.linkedin.com/posts/fazlurshah_startups-entrepreneurship-entrepreneurs-activity-6981847133859532800-Bq68?utm_source=share&utm_medium=member_ios

Emerging LP Playbook
https://cupofzhou.com/the-non-obvious-emerging-lp-playbook/