VC & Startup Templates for 2026

Fund models, cap tables, pitch decks, and SAFE agreements built by operators who have actually raised capital — not consultants who charge $10K to build what you could customize in an afternoon.

Quick Comparison

Template Best For Format Price
VC Fund Returns Model Fund managers, LPs Excel · 7 Tabs $147 View →
Startup Cap Table Model Founders, CFOs Excel · 10 Tabs $97 View →
SaaS Fundraising Model SaaS founders raising Excel · 8 Tabs $127 View →
Startup Valuation Calculator Founders, angels Excel · 8 Tabs $97 View →
Startup Pitch Deck Template Fundraising founders PPTX · 13 Slides $67 View →
Investor Data Room Checklist Seed to Series B+ Excel · 7 Categories $47 View →
SAFE Agreement Template Kit Pre-seed / seed founders DOCX · 4 Variants $67 View →

Detailed Breakdown

VC Fund Returns Model

Best for: Fund managers modeling portfolio returns for LPs

Model a 25-company portfolio with realistic entry valuations, follow-on reserves, and exit timing. Includes J-curve cash flow modeling and full waterfall distribution with GP carry calculations. Built for emerging managers raising Fund I or II who need LP-ready materials.

  • 25-company portfolio with entry/exit assumptions
  • J-curve cash flow and net IRR modeling
  • Waterfall distribution with GP carry and clawback
  • LP returns dashboard with TVPI, DPI, and RVPI

Startup Cap Table Model

Best for: Founders managing equity from incorporation through Series B

Track ownership from founding shares through multiple priced rounds with SAFE conversions, option pool expansion, and liquidation preference stacking. See exactly how dilution hits each stakeholder before you sign the term sheet.

  • SAFE and convertible note conversion modeling
  • Option pool creation and expansion scenarios
  • Liquidation preference waterfall (1x, 2x, participating)
  • Round-by-round dilution impact visualization

SaaS Fundraising Model

Best for: SaaS founders preparing investor-ready projections

36-month projection model with 14 KPIs that VCs actually care about. MRR waterfall with cohort-level retention, CAC payback by channel, and burn multiple tracking. The model that gets you past the first partner meeting.

  • MRR waterfall with new, expansion, and churned revenue
  • 14 KPI dashboard including Rule of 40 and burn multiple
  • Cohort retention analysis with net revenue retention
  • Fundraising scenario builder with dilution impact

Startup Valuation Calculator

Best for: Founders and angels negotiating pre-money valuation

Five valuation methods in one workbook — VC Method, Scorecard, Berkus, Comparable Transactions, and Risk-Adjusted NPV. Run all five, compare the outputs, and walk into negotiations with data instead of vibes.

  • VC Method with target return and exit multiple inputs
  • Scorecard method benchmarked against regional medians
  • Berkus method for pre-revenue startups
  • Comparable transactions with adjustable multiples

Startup Pitch Deck Template

Best for: Founders raising pre-seed through Series A

13 slides with proven frameworks and speaker notes for each. Covers problem, solution, market size, traction, business model, competition, team, financials, and the ask. Designed to match what top-tier VCs expect to see.

  • 13 slides with frameworks and speaker notes
  • TAM/SAM/SOM sizing slide with methodology
  • Competitive landscape positioning matrix
  • Financial summary slide with key metrics

Investor Data Room Checklist

Best for: Founders organizing due diligence materials from Seed to Series B+

Seven categories covering everything investors request during diligence — corporate docs, financials, IP, team, customers, legal, and product. Stage-gated so you know exactly what is expected at Seed vs. Series A vs. Series B and beyond.

  • 7 categories with stage-specific requirements
  • Seed, Series A, and Series B+ checklists
  • Status tracking with completion percentage
  • Notes field for links and follow-up items

SAFE Agreement Template Kit

Best for: Pre-seed and seed founders closing angel or institutional checks

Four SAFE variants — valuation cap only, discount only, cap + discount, and MFN — plus a pro rata side letter. Based on the YC standard with plain-English annotations explaining each clause. Ready to send to counsel for final review.

  • 4 SAFE variants (cap, discount, cap + discount, MFN)
  • Pro rata side letter included
  • Plain-English annotations on key clauses
  • Conversion mechanics summary sheet

Save with the VC & Startup Toolkit

Get all 7 templates for $449 — save over $200 compared to buying individually.

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