Free Download
📋
Financial Health Scorecard
12 diagnostic questions that reveal the state of your financial function — cash flow, margins, reporting, and financial governance. Know exactly where you stand in 10 minutes.
- 12-question diagnostic
- Scored interpretation guide
- Priority action list
Free
Download Free
Template Pack
💶
Cash Flow Template Pack
The 13-week rolling cash flow forecast template used by 28CFO — adapted for SMEs of any stage. Includes instructions, worked examples, and a working capital analysis sheet.
- 13-week rolling forecast template
- Working capital analysis sheet
- Seasonal planning worksheet
- Video walkthrough included
Coming soon Waitlist open
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Assessment
🎯
Pitch Deck Financial Assessment
A structured review of the financial slides in your investor pitch deck — before an investor tears them apart. Covers model logic, unit economics, projection credibility, and narrative alignment.
- Review of all financial slides
- Written assessment with scores
- Specific revision recommendations
- 60-min debrief call included
Coming soon Waitlist open
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Assessment
🔍
Financial Management Assessment
A deeper assessment of your entire financial management function — systems, processes, reporting, and team capability. Identifies the gaps and prioritises the fixes.
- Full financial function audit
- Systems and process review
- Prioritised gap analysis
- 90-day action roadmap
Coming soon Waitlist open
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Evaluation
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Shopify KPI Evaluation
The 9 KPIs every Shopify and DTC brand needs to track — and a structured evaluation of your current performance against each one. Unit economics, gross margin, CAC/LTV, payback period.
- 9-KPI evaluation framework
- Benchmarks by business stage
- Improvement levers per KPI
- Shopify dashboard setup guide
Coming soon Waitlist open
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Guide
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Fundraising Readiness Guide
The 12 financial questions every investor will ask — and exactly how to answer them. Plus: the data room checklist, the model structure investors expect, and the 5 most common financial deal-killers.
- 12 investor Q&A with model answers
- Data room checklist (47 items)
- Financial model structure guide
- Common deal-killer guide
Coming soon Waitlist open
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Courses
🎓
Financial Management for Founders
A series of practical management courses for SME founders — built on 28 years of CFO experience, designed for founders with no finance background. Learn to read your numbers, manage your cash, and make financial decisions with confidence.
- Reading your management accounts
- Cash flow fundamentals for founders
- Financial modelling without an MBA
- Preparing for your first investor conversation
- Understanding your unit economics
Courses launching Q3 2026 Waitlist open
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