Free Resources
Startup Finance Templates & Resources
Curated tools and resources for startup founders and finance teams. AI-powered spreadsheet tools, free template libraries, and everything you need to build your finance stack.
Claude Tools for Spreadsheets
Official Anthropic tools for generating and working with spreadsheets directly inside Excel, Google Sheets, and claude.ai.
Claude for Excel
Generate and edit Excel spreadsheets with Claude directly inside Microsoft Excel. Available for Pro, Max, Team, and Enterprise plans.
Claude for Sheets — Google Workspace Add-on
Use the =CLAUDE() formula to analyze data, generate content, and automate tasks across thousands of cells in Google Sheets.
Claude for Sheets — Prompting Examples Workbook
Anthropic's official workbook with example prompts and prompt engineering patterns for Claude in Google Sheets.
Build Financial Models — Claude Use Case Guide
Anthropic's guide to building DCF models, scenario analyses, and financial projections with Claude.
Claude Financial Services Skills
Pre-built skills for comp analysis, DCF models, due diligence packs, earnings analysis, and initiating coverage reports.
Popular DIY Resources
Well-known free resources from accelerators, investors, and government programs.
SCORE Templates
Free financial templates from the SBA-backed mentoring network.
Sequoia Capital — Financial & Operational Planning
Growth-stage financial modeling frameworks from Sequoia.
Y Combinator Standard Deal Documents
SAFEs, templates, and standard documents for early-stage fundraising.
Carta — Equity Management Resources
Cap table templates, 409A guides, and equity planning resources.
SBA — Business Plan Templates
Free business planning templates from the U.S. Small Business Administration.
Stripe Atlas — Startup Guides
Guides for incorporation, fundraising, and financial management.
Want automated versions of these templates that update in real time? ClariFi Decision Engine connects to your accounting platform and builds financial models, board packs, and KPI dashboards — no spreadsheets required.
