Guides & Cheat Sheets

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Guides & Cheat Sheets

August 25, 2026

August 25, 2026

Claude Guide 2.0 for CFOs & Finance Teams

The Weekly Executive Dashboard Guide

AI Data-Readiness Checklist

How To Forecast With Claude: CFO Guide

The 30-60-90 Day Plan for AI-First CFOs

Claude Guide for CFOs & Finance Teams

February 10, 2026

2026 CFO AI stack

February 8, 2026

Should you upgrade your financial setup?

February 8, 2026

Finance Department Structure

February 8, 2026

How to choose a bank for your business

January 8, 2026

Everything we've built for agency finance - in 1 folder

August 12, 2025

2025 GTM agencies benchmarks

August 22, 2025

How Ahrefs bootstrapped to $150M ARR

Lovable's 0 to $17M ARR 3 months post-launch

February 28, 2025

Fuel <> Andrew Yeung fundraising webinar slides

February 20, 2025

SaaS Valuations Cheat Sheet by Dirk Sahlmer & Alyona Mysko

January 30, 2025

Where to get financing for your biz?

November 26, 2024

Founder's Monthly Financial Routine

November 14, 2024

Budgeting Cheat Sheet: Profit-First Budget Sheet PDF

October 10, 2024

Startup Valuation Cheat Sheet

September 26, 2024

Make a Fundraising Plan Template: Free Cheat Sheet

Finance 101 for Product Teams Cheat Sheet

Finance 101 for Marketing Teams

Unit Economics Cheat Sheet

Cash Flow Cheat Sheet: Plan & Manage Cash Like a Pro

How to manage finances at different business stages

Free Finance Cheat Sheet for Agencies

January 25, 2024

7 Steps to Start Managing Business Finances Cheat Sheet

January 18, 2024

Plan vs. Actual Cheat Sheet

November 6, 2023

Financial Model Cheat Sheet

September 28, 2023

Financial planning hacks for founders

Finance Cheat Sheet for SaaS Startups

Triangle of Financial Happiness

How to Sell a Profitable Business: Lessons from a Fresh 9-Figure Deal - Webinar Recording

How Planning Changes by Revenue Stage

Building a data-driven marketing budget that works [Inbound slides]

Cursor’s $300M ARR in 2 years