Decision-support tools for the finance leader doing board prep alone in a spreadsheet — built to the standard you'd expect from a fractional CFO, not a generic template.
Each one is a real working model: open it, change the inputs, hand the output to your board. No login. No trial. No catch.
Run a 1,000-trial Monte Carlo on your spending policy. See the probability your endowment goes underwater, the chance of depletion, and the full range of outcomes over 20 years — before the board approves the draw.
Open toolBuild next year's budget bottom-up. Department heads fill one simple tab each; the workbook rolls every department into one board-ready picture — program ratio, reserves, restricted vs. unrestricted, and a conservative scenario, all automatic.
Open toolSee the week your annual budget can't. Track restricted and unrestricted cash on separate lines, with reimbursement lag built into every revenue stream — a 13-week trajectory and a 12-month view from one calculation engine, with the lowest-cash point called out.
Open toolA board dashboard, a 13-week cash-flow forecast, and an operating reserve calculator are already on the list. Tell us which would save you the most time — or name one we haven't thought of.