Startup Operations Kit — Business Plan, Financial Model & Cap Table

The Startup Operations Kit covers the documents a young company is asked for again and again. The business plan walks through twelve sections with guidance lines and a complete worked example. The financial model is a real Excel model: change the price, growth, churn, team and costs on the Assumptions sheet and the 12-month forecast, cash position and summary recalculate.

The cap table models the next round — pre-money, investment, price per share and dilution — and the OKR tracker calculates progress and status from start, target and current values. An investor update and a board meeting agenda complete the set, every file supplied as an editable Office document with a PDF copy.

• Founders preparing to raise
• Accelerator and incubator cohorts
• Small businesses writing a plan for a bank or grant
• Operators running monthly investor updates and board meetings

• 12-section business plan with guidance and a worked example
• 12-month financial model driven by one Assumptions sheet
• Cash runway, first profitable month and burn calculated automatically
• Cap table with next-round dilution modelling
• OKR tracker with automatic progress and status
• Investor update and board agenda templates

• Business_Plan.docx, Investor_Update.docx and Board_Meeting_Agenda.docx
• Financial_Model.xlsx, Cap_Table.xlsx and OKR_Tracker.xlsx
• PDF copies of every file
• README and licence

• Microsoft Word, Excel and PowerPoint 2016 or later, and Microsoft 365
• Google Docs, Sheets and Slides (upload and open)
• Apple Pages, Numbers and Keynote (open the Office files)
• LibreOffice

• An app that opens DOCX, XLSX or PPTX files, or a PDF reader for the PDF versions

1. Unzip the download

2. Open the file you need — DOCX, XLSX or PPTX, with a PDF copy alongside

3. Replace the fictional sample content with your own

4. Save a copy under your own name before sharing

All company names, people and figures in the samples are fictional.

• Personal — For your own business, job search or personal planning.
• Commercial — For one company or one client, including customising the files for them.
• Agency — For multiple clients and client work, up to the limits stated on this page.

No tier permits reselling or redistributing the files themselves.

Questions about Startup Operations Kit are handled through your DistroSource account — open a support ticket from the order and include your order number.