Finance packs
For finance teams in any business: analysts, controllers, treasurers and finance leaders.
Ready to download
Finance
FP&A pack
Build budgets and forecasts, write variance commentary and explain results to business leaders
202 blocks, 77 prompts in 16 topics. Version 2.
Coming soon
Tell us which ones you want; the packs people ask for come first.
- I want this pack: Controllership pack
Controllership pack
Run the month-end close, review reconciliations and write close memos, accounting policies and position papers
- I want this pack: Board and investor reporting pack
Board and investor reporting pack
Write board finance papers, investor updates and answers to lender and investor questions
- I want this pack: Treasury pack
Treasury pack
Forecast cash, manage banks and debt, and write liquidity, covenant and currency updates
- I want this pack: Fundraising pack
Fundraising pack
Prepare pitch materials and data rooms, answer investor due diligence and compare term sheets
- I want this pack: M&A and due diligence pack
M&A and due diligence pack
Screen targets, run financial due diligence, write deal memos and plan post-deal integration