Resources

Guides, checklists and templates for founders, investors and business owners

Templates, checklists and guides we use in our own work with founders, investors and business buyers — free, without registration, in English and Russian.

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Oct 2026last update
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Template New

Pitch deck template

14 slides · PowerPoint

Article: Pitch deck for investors
Founders
  • 12 slides in the order investors think
  • An illustrative example: conclusion headlines, charts, a competitor table
  • Notes on each slide: what investors look for and the typical mistake
XLSX

Template New

Cap table template

4 sheets · Excel

Article: Cap table and dilution
FoundersInvestors
  • Pre-seed, seed and Series A with a SAFE and an option pool
  • The founders’ effective pre-money
  • Exit proceeds with a liquidation preference and a Spanish SL log
XLSX

Checklist New

Financial due diligence checklist for buying a business in Spain

40 items · 12 sections · Excel, PDF

Service: Due diligence when buying a company
Owners and buyersInvestors
  • What to request from the seller, with Spanish document names
  • What to look for and the red flag for each item
  • Status column and a summary sheet
PDF

Guide

Financial model: 20 practical steps

25 pages · PDF

Article: Financial model
FoundersOwners and buyers
  • From the model’s purpose and constraints to scenarios
  • Testing, sign-off and keeping the model up to date
  • Based on the Finetic webinar and article series
XLSX

Checklist

MVP investor readiness checklist

10 items + hypothesis log · Excel

Article: MVP readiness checklist
Founders
  • Segment, success threshold, conversion, CAC, payback
  • A hypothesis tracking template with an example
  • A self-check before meeting an investor
DOCX

Questionnaire

Project questionnaire

14 questions · Word

Fill in the questionnaire online
FoundersOwners and buyers
  • Idea, product, documents, team
  • Investment need and the help you are looking for
  • Fill it in offline and send it to hello@finetic.consulting

How to use the materials

Download

Pick a file and download it — no form, no e-mail.

Fill in your data

Replace the illustrative example; in Excel change the yellow cells, everything else recalculates.

Check it with us

Want a second pair of eyes on the model, deck or deal? The first call is free.

Rather have it done for you?

We build financial models, investor decks and cap tables, and review businesses before purchase. Start with a free 15–30 minute call.

Get new materials

Leave your e-mail — we will send new templates and guides when they come out. A few letters a year, no spam.

Frequently asked questions

Are the materials really free?

Yes. All templates, checklists and guides download without registration or payment. You can subscribe to hear about new materials, but you do not have to.

Can I use the templates for my own project and show them to investors?

Yes. The templates are made to be filled in with your own data: replace the illustrative example, keep or remove the Finetic mention as you wish.

Which programs open the files?

Excel templates open in Microsoft Excel, Google Sheets and Numbers; the pitch deck in PowerPoint, Google Slides and Keynote; the guide and checklist versions in any PDF reader.

Can you help me fill in a template or review the result?

Yes. The first 15–30 minute introductory call is free: we look at your task and say where to start. After it we send a proposal with stages and price.

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