Training Resources

Training & Resource Library

Reference documents and frameworks to help you build a stronger financial plan.

Short Videos

Estimate Your Total Startup Costs

Calculate Your Contingency Reserve

Develop a Funding Plan

Estimating Sales Volume

Determining Sales Price

Constructing the Cost Model

πŸ“˜ Detailed Instruction Guides

Screen-by-screen user guides for each app β€” read these before going online to move through each step quickly and confidently.

πŸ“„ Reference Documents

Practical assessments and frameworks to help small business owners execute at a higher level of maturity.

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Customer Connection Effectiveness Assessment

Scored assessment across 6 sections β€” customer definition, research, value proposition, acquisition, experience, and economics β€” with a final alignment rating.

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Business Idea Validation & Investment Readiness Checklist

8-category scored checklist covering market opportunity, customer validation, competitive landscape, product feasibility, business model, operations, financial viability, and founder capability.

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Investor Readiness Checklist

10-category checklist for founders preparing to raise angel or venture capital β€” covering business model, financial readiness, growth strategy, management team, legal structure, and investor materials.

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Simple Market Validation Criteria & Scoring Worksheet

5-section weighted scoring worksheet (customer demand, founder fit, competitive position, financial potential, ease of execution) to determine if a startup idea has enough validation to move forward.

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Pricing Power Self-Scoring Worksheet

80-point self-scoring worksheet across 10 dimensions β€” customer focus, differentiation, value communication, offer packaging, switching costs, trust, comparison control, scarcity, revenue model, and customer quality.

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Setting Up a Cap Table β€” C Corp Guide

Step-by-step beginner's guide covering cap table creation, dilution tracking, balance sheet integration, convertible notes, SAFE agreements, pre/post-money valuation, and pro forma cap table modeling.

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Sources for Cost Estimation in a Startup Business

Structured guide to 9 categories of cost data sources β€” government resources, trade associations, vendor quotes, real estate, payroll, professional services, marketing, and comparable businesses.

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πŸ”¬ Profit Clarity Lab

Supporting documents for the Unit Cost Calculator and Sales Price Calculator.

Unit Cost Calculator

Sales Price Calculator

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Year 2 & Year 3 Forecast Adjustment Guide

Common adjustments for a three-year financial forecast β€” conservative defaults & benchmarks

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Financial Plan Β· Model Architecture v3 β€” Multi-Year

Design of record β€” adopted 2026-08-20 Β· supersedes v2

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