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3-year P&L, cash flow, and profitability projections.
Use conservative revenue projections—investors respect realism. Model three scenarios: conservative, base case, and optimistic. Include customer acquisition cost (CAC) and lifetime value (LTV) in your assumptions.
Calculate pricing based on costs and profit margins.
Test pricing with customers before launch—run a few paid pilots at different price points. Raising prices later is harder than getting the unit economics right from the start. Track customer acquisition cost vs. lifetime value ruthlessly.
50+ business deductions checklist to maximize tax efficiency.
Set up separate accounting from day one—use QuickBooks or Wave. Keep receipts for everything. Home office deductions, software subscriptions, and meals with clients all count. Talk to a CPA before year-end to optimize structure.
Centralized tracking for marketing experiments and results.
Log experiments consistently: what you tested, expected outcome, actual result, and what you learned. Review monthly to spot patterns. Kill underperforming channels early instead of throwing more money at them.
Congratulations! You have completed all the steps in the Finance & Pricing for Founders playbook.