Templates (business planning)

Archive for ‘Templates (business planning)’

Free Business plan template … available in Google Docs for real-time collaboration

May 15, 2013
Created By:
Marcus Cake
Categories:
Network building blocks, Open letters, Templates (business planning), Ventures
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We have created a business plan template. We will share it and you can use it as the basis of your own plan. It is a simple document in Google Docs that colleagues can work together on in real-time. You can select “File / Save as” and share with your community to create your own.…

Free Financial forecast model template … now available in Google Docs for real-time collaboration

May 3, 2013
Created By:
Marcus Cake
Categories:
Equity Market, Private equity and venture capital, Templates (business planning), Ventures
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Original 2006 financial model In 2006, I published “Financial forecast model: A Microsoft Excel template could become an ‘Open source’ project”. Upgraded to Google Docs I recently upgraded the financial forecast by converting it to Google Docs (or Google Drive). This means multiple team members can work on this simple financial forecast in real time.…

January 4, 2007
Created By:
Marcus Cake
Categories:
Network building blocks, Private equity and venture capital, Templates (business planning)
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A brief overview of the type of information required by a due diligence process can be downloaded here (word document). The document lists the necessary information in escalating stages of due diligence. I would encourage anyone going through a due diligence process to get the third party to qualify their interest in an opportunity as quickly as possible. This should be done by sending them a quality set of quality initial information. The due diligence process could easier if the business stored key business information in a single online platform. Please review the Online business and accounting system and the Templates Category for more information.

Cashflow forecast template

January 4, 2007
Created By:
Marcus Cake
Categories:
Network building blocks, Private equity and venture capital, Templates (business planning)
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The cashflow forecast template may be downloaded by clicking here . This is one of a series of templates provided to assist with business planning. Please read all posts in the Templates category . This template could be dynamically linked with the complex financial forecast template .…

Business plan template

January 4, 2007
Created By:
Marcus Cake
Categories:
Network building blocks, Private equity and venture capital, Templates (business planning)
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I have provided some other templates to assist with preparing a business. The available templates are listed in the Templates category. I have always been reluctant to provide these templates. They are many years old and are a start to a four to six week process. Business plans are more art than science. It is difficult to provide a generic guide which successfully satisfies the specific needs of a company. I offer these templates as something that can provide an insight and may save you some time.

The transaction process (template)

August 4, 2006
Created By:
Marcus Cake
Categories:
Free software and Open source, Network building blocks, Private equity and venture capital, Templates (business planning), Wisdom Network assembly
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Over many years, I have developed a simple Microsoft Excel template to support a transaction process. Transaction types included a merger or aquisition, IPO’s or private equity capital raising. This template is a starting point and needs to be customised to meet the unique requirements of each company and the specific transaction being pursued.…

Financial forecast model: A Microsoft Excel template could become an ‘Open source’ project

June 12, 2006
Created By:
Marcus Cake
Categories:
Individual Wisdom Network, Private equity and venture capital, Templates (business planning), Wisdom Network assembly
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Financial modelling is highly specialised. A template is useless unless the skills are available to customise it for a specific need. The skills required include Microsoft Excel, a knowledge of accounting standards and being able to communicate the business model by using a financial model. I was reluctant to provide this model, but it does represent a "start" for many people. If you improve the spreadsheet, I would also welcome the opportunity to include those improvements here. Perhaps, we will create an "Open source" financial forecast model for the world. Maybe, the world only needs one and this can be our contribution to the world.