Finance & Business
Fund factsheets, tearsheets, pitch decks, valuation and actuarial reports, and business proposals with clean data tables and charts.
OKR Planning Sheet
A quarterly OKR planning sheet with progress gauges, objectives on track, a confidence mix of high, medium and low key results, objectives at a glance, and a review cadence.
Due Diligence Checklist
A due diligence checklist on A4 in four workstreams (legal, financial and tax, technical and operational) with a document request tracker and data room status.
Competitive Analysis Report
A competitive analysis report on A4 with a market overview, competitor profiles, a positioning map drawn in TikZ, a SWOT for the company and strategic implications.
Professional Services Invoice
A professional services invoice with an invoice number, the supplier and client blocks, and line items by description, quantity or hours, unit rate and total.
Service Level Agreement
A service level agreement (SLA) on A4 with purpose and scope, availability targets, support and escalation, service credits, governance and review, and execution.
Request for Quotation (RFQ)
A request for quotation (RFQ) set in Lato, with the project overview, instructions to bidders, technical specifications and sizing, and a supplier quotation response form.
Vendor Evaluation Matrix
A vendor evaluation matrix with the evaluation methodology, shortlisted vendors, a category breakdown, a weighted scoring matrix and a recommendation.
Project Risk Register
A project risk register with an assessment methodology, a risk heatmap matrix, the register itself, response strategies, and an escalation workflow.
Project Charter
A project charter on letter paper in Charter with the executive summary, objectives and scope, stakeholders and governance, milestones and budget, and risks and approvals.
Feasibility Study Report
A feasibility study report set in Lato, assessing technical, operational and economic feasibility, with scenario and sensitivity analysis and a project verdict.
Business Case Document
A business case document on A4 with strategic context, an options appraisal, cost-benefit and financial analysis, a risk register, and a recommendation with next steps.
RFP Technical Proposal Response
An RFP technical proposal response set in Lato, with a compliance matrix against the RFP, the technical approach and architecture, staffing, and past performance.
Consulting Proposal
A consulting proposal with an understanding of the client's need, the approach, the engagement team, a fee summary, and terms and conditions in an appendix.
Statement of Work (SOW)
A statement of work (SOW) with the project overview, scope of work, deliverables, milestones and compensation, and governance with assumptions.
Transfer Pricing Report (OECD Compliant)
A transfer pricing documentation report on A4 with document control and approval records, the group overview, controlled transactions and results, and a documentation risk assessment.
Startup Cap Table & Dilution Scenario Report
A startup cap table and dilution report with the funding history, current cap table, Series A dilution scenarios, ESOP pool analysis, the calculation method and a glossary.
Cryptocurrency Fund Performance Report
A cryptocurrency fund performance report with fund strategy, performance and risk-adjusted performance reviews, digital asset exposure, market outlook, and disclosures.
Personal Net Worth Statement
A personal net worth statement on letter paper, laid out as nineteen tables of asset and liability categories that total into a net worth summary.
LBO (Leveraged Buyout) Model Executive Summary
An LBO model executive summary on A4 with deal overview and transaction structure, financial projections with a debt paydown schedule, returns analysis, key risks, and a recommendation.
Real Estate Joint Venture (JV) Proposal
A real estate joint venture proposal in Palatino with the sponsor overview, proposed capital structure, a distribution waterfall, projected returns, timeline and key terms.
Venture Debt Term Sheet Summarizer
A venture debt term sheet summary on letter paper that explains what matters most, the commercial terms, covenants, collateral, events of default and warrant economics.
Annual Corporate Budget Proposal
An annual corporate budget proposal on A4 with a revenue forecast by division, the expenditure budget, capital expenditure and cash flow projections, a risk register and approvals.
Corporate Valuation Report (DCF & Comps)
A corporate valuation report with comparable company analysis, a discounted cash flow model, valuation triangulation to a price target, twenty tables and pgfplots charts.
Mergers & Acquisitions (M&A) Pitch Book
An M&A pitch book in 16:9 Beamer with twenty-seven frames, set in Source Sans and Source Serif, with trading comparables, strategic rationale for an acquirer and nineteen tables.
Modern Freelance Invoice
A modern freelance invoice on A4 with an accent-colour header for a design studio, client and tax ID details, the project phase, billing period and payment status.
Commercial Credit & Loan Application Report
A commercial credit and loan application report with the borrower profile, financial and debt service coverage analysis, collateral, proposed covenants, sources and uses, and approvals.
Risk Management & Compliance Audit
A risk management and compliance audit report (KOMA-Script) with scope and methodology, a risk heat map, compliance testing results, detailed findings and a remediation plan.
Business Restructuring Strategy Proposal
A business restructuring strategy proposal with a situational assessment, a proposed organisational structure, restructuring pillars, a roadmap, financial projections and governance.
Corporate Treasury & Cash Management Plan
A corporate treasury and cash management plan (KOMA-Script report) with cash by entity, a thirteen-week cash forecast, banking facilities, FX and rate risk, and covenant monitoring.
Enterprise SaaS Financial Model Summary
An enterprise SaaS financial model summary with five-year statements, an ARR waterfall, go-to-market efficiency benchmarks, headcount scaling and a valuation sensitivity matrix.
Commercial Real Estate Valuation Memo
A commercial real estate valuation memo (KOMA-Script) in nine numbered parts, from site specifications and rent roll through underwriting and valuation to certification.
Corporate Quarterly Financial Statement
A corporate quarterly financial statement on A4 with management commentary, consolidated operations, balance sheets and cash flows, segment performance, and notes.
Equity Research Analyst Report
An equity research note (KOMA-Script) with an investment rating and target price banner, key market data, catalyst analysis, and a valuation scenario and sensitivity table.
Venture Capital Investment Memo
A venture capital investment memo on A4 in eight numbered parts, from deal terms and market sizing through unit economics and risk to the returns model and recommendation.
M&A Financial Due Diligence Report
An M&A financial due diligence report (KOMA-Script) with quality of earnings and EBITDA adjustments, revenue quality, net debt and working capital peg, and SPA protections.
Pro Forma Invoice
A pro forma invoice on A4 with itemised lines in euros and terms covering validity, acceptance, currency risk, intellectual property, confidentiality, governing law and force majeure.
Startup Business Plan
A startup business plan on A4 with market analysis, product and technology, go-to-market strategy, financial projections, use of funds for a seed round, and the leadership team.
Cryptocurrency Whitepaper
A cryptocurrency whitepaper covering a DAG consensus architecture, state settlement with ZK-rollups, mathematical performance modelling, and tokenomics and governance.
Stock Equity Research Report
A stock equity research report with a title page, the investment thesis in bold-led points, and a key financial estimates table running from FY24 actuals to FY28 estimates.
Corporate Finance Report
A corporate finance report on A4 covering revenue growth, operating margins, balance sheet and liquidity, capital expenditures, and a risk and sensitivity analysis.
Balance Sheet & Income Statement
A balance sheet and income statement on letter paper with key metrics and ratios, consolidated operations, the statement of financial position, cash flows and notes.
Annual Financial Statement
An annual financial statement on A4 with strategic highlights, and consolidated statements of operations, comprehensive income and the balance sheet.
Quant Research Note
A quantitative research note in Lato with a two-column layout, covering signal construction, backtest results with pgfplots charts, and risk and implementation.
One-Pager Strategy Brief
A one-page strategy brief on letter paper in Lato with headline figures, a quarterly financial summary table and a revenue trend chart in pgfplots.
Investment Tearsheet
An investment tearsheet on A4 in Lato with NAV performance against a benchmark, top ten holdings, sector allocation, peer quartile rankings and risk characteristics.
Hedge Fund Pitch Deck
A hedge fund pitch in 16:9 Beamer with an investment thesis, key financials, a catalyst roadmap, a valuation waterfall, a probability-weighted bull, base and bear case, and a risk matrix.
Regulatory Filing (Form S-1)
A mock Form S-1 registration document in Times, with the prospectus summary, the offering, summary financial data and a summary of risk factors.
ETF Factsheet
An ETF factsheet on A4 set in Lato, with the fund objective, top ten holdings, a sector breakdown chart, risk metrics and an ESG profile.
Management Consulting Report
A management consulting report on A4 in Lato with a situation overview, diagnostic findings, financial analysis, recommendations, an implementation roadmap and seventeen tables.
Biotech Pitch Deck
A biotech pitch deck in 16:9 Beamer covering the unmet need, mechanism of action, clinical pipeline, phase Ib response data, competitive landscape and IP estate.
Actuarial Valuation Report
An actuarial valuation report set in Lato, in four numbered parts: executive summary, actuarial assumptions, a reconciliation of the unfunded liability, and the actuarial certification.