firstYes · Startup Financial Projections

Numbers that get you to yes.

Investors and lenders say yes to founders who know their numbers. firstYes turns your plan into a 5-year forecast, a clear raise amount, and an investor-ready summary.

One-time purchase · Google Sheets and Excel · Instant download
The firstYes dashboard
Google Sheets and Excel
One-time price
Instant download
Your data stays yours
Why We Built It

Your idea deserves a plan people believe in.

Good founders get turned down every day, not because the idea is weak, but because the numbers are hard to trust. A missing cost, a hopeful growth rate, or a raise that runs out too soon is all it takes.

We believe every founder should walk into the room with a plan that's clear, honest, and ready for hard questions. firstYes does the complex math for you, so you can spend your time on the part only you can do.

What You Get

Everything you need to decide.

Built like an app, delivered as a spreadsheet you own.

How much to raise

See your runway today, the smallest raise that works, and how long it keeps you above your cash buffer.

How much to raise in firstYes

A built-in reality check

firstYes flags what an investor or lender will ask about, before they do.

A built-in reality check in firstYes

Worst, Base, and Best

One click switches the whole plan, so you can show you've thought through every outcome.

Worst, Base, and Best in firstYes

Five years, month by month

Two years monthly, then yearly to Year 5, with revenue, costs, and cash all in one view.

Five years, month by month in firstYes

Statements that balance

Profit and loss, cash flow, and balance sheet, checked for you.

Unit economics

LTV to CAC, payback, churn, and margin in plain English.

Investor Summary

A one-page PDF you can send today.

Lender ready

Loan coverage and use of funds for bank and SBA conversations.

Plan vs actuals

Track real months against the plan as you grow.

Light and dark

Six color themes that make it feel like yours.

How It Works

Up and running in minutes.

1

Make your copy

Open your Google Sheets link or the Excel file. No sign-ups and no installs.

2

Add your plan

Revenue, team, and costs, with a checklist of the costs founders often miss.

3

Share it

Send your Investor Summary, or walk through the Dashboard live.

A founder planning at a wall of notes in a bright office
Who It's For

Made for people who want to be sure.

First-time founders

Raising a pre-seed or seed round and needing numbers that hold up.

Small business owners

Applying for a bank or SBA loan with a real forecast behind it.

Side-project builders

Deciding when the numbers say it's time to go full time.

$39one time
Startup Financial Projections
  • Google Sheets version with one-click buttons
  • Excel version
  • 5-year forecast with 3 revenue streams
  • Worst, Base, and Best scenarios
  • P&L, cash flow, and balance sheet
  • Investor Summary PDF
  • Step-by-step How To tab
Get firstYes · $39
Sold and delivered through our Etsy shop
Questions

Good to know.

Does it work in Google Sheets and Excel?

Yes. You get a Google Sheets copy with one-click buttons and charts, plus an Excel version of the same plan.

Is there a subscription?

No. It's a one-time purchase, and it's yours to keep.

How do I get it?

Buy it on Etsy and download the START HERE file. It has your Google Sheets link, your Excel file, and a one-minute setup guide.

Do I need a finance background?

No. You enter what you know about your business, and firstYes builds the statements and the math around it.

Will it work for my kind of business?

It fits subscription, product, and service businesses, with up to 3 revenue streams you can name yourself.

Walk in knowing your numbers.

Give your idea the plan it deserves.

Get firstYes · $39