Resources put together by the team at Visible to help your businesses capture and share key performance data.
Customer Lifetime Value TemplateCreated by Visible
A robust template that will allow you to plug in your unique numbers to calculate both your Customer Lifetime Value (LTV) and Customer Acquisition Costs (CAC).
Corresponding Post: Why does LTV matter?
SDR Metrics TemplateCreated by Visible
An simple Inside Sales KPIs template for sales teams in Google Sheets. It is flexible so you can remove any irrelevant info, manipulate it or add anything missing that fits your process.
Corresponding Post: Sales Development Rep (SDR) - KPIs Template
TAM, Market Sizing, and Sensitivity AnalysisCreated by Visible
A template to model your Market Size and Total Addressable Market. It helps paint the picture of how big the opportunity is and if the business deserves to be venture backed.
Corresponding Post: Modeling Total Addressable Market
SaaS PacingCreated by Visible
In this template we help you “pace” for a period of time. Pacing is a great way to apply weights to different periods throughout a range. E.g. You may close 40% of your deals in the last month of the quarter as reps have more urgency.
SaaS Financial Forecast Template
An in-depth SaaS model that will help you track everything from headcount and salary to your P&L and balance sheet.
E-Commerce Google Sheet TemplateCreated by Dave Ambrose (resource by Visible)
Dave Ambrose of Steadfast Capital breaks down the e-commerce KPIs they look for when investing (with a focus on customer acquisition channels).
Corresponding Post: Ecommerce Google Sheet Template
Cap Table & Exit WaterfallCreated by Foresight.is
From Taylor Davidson of Foresight.is, “Forecast how investment rounds impact ownership, dilution, valuations, and distribution of proceeds to entrepreneurs and investors”
Runway and Cash Forecasting ToolCreated by Foresight.is
From Taylor Davidson of Foresight.is, “Forecast your cash and runway by inputting your revenues, costs, and funding (optional).”
Modeling Your Startups FutureCreated by Credsimple
From Mike Simmons of CredSimple, “A lot of entrepreneurs/founders don’t start out as a ‘finance guy/gal’. To do the job right we need to build and maintain an operating model that explains how the company will grow (and spend).”
Founder Collective: Fill-in-the-Blank Investor UpdateCreated by Founder Collective
An investor Update template for busy founders put together by the team at Founder Collective. Simply fill out the bolded sections and have your investor Updates out the door in no time.
Corresponding Post: A “Fill-In-The-Blank” Investor Update Template for Busy Founders
The Visible "Standard" Investor Update TemplateCreated by Visible
Our Standard Monthly Investor Update template put together from best practices and tips from Visible users.
Potential Investors Update TemplateCreated by Visible
Often regarded as a periodical duty, fundraising can often get buried behind day to day tasks of a CEO. By treating fundraising as a recurring task, you’ll be able to stay on top of your fundraising at all times while keeping potential investors engaged
Corresponding Post: How to Keep Potential Investors Engaged
Pre-Board Meeting Update TemplateCreated by Visible
A Pre-Board Meeting Update Template that you can share with your board to help you make the most of your meeting time. By sending over a quick packet before your next meeting it will allow everyone to have time to prepare and come ready to discuss the topics that truly matter to the business.
Corresponding Post: How to Get the Most Out of Your Next Board Meeting
Weekly Marketing UpdateCreated by Visible
An Update template intended for marketers to “report up”. Whether that be a marketing representative to manager or manager to executive, our Marketing template is intended to be standardized across the team to keep everyone moving in the same direction.
Corresponding Post: An Update Template for Marketing Teams
Sales + Marketing Alignment TemplateCreated by Visible
An Update template for marketers to share with their team, managers, etc. and most importantly the sales team. The template is intended to be shared on a regular basis and lead to conversation to improve different aspects of your pipeline.
Corresponding Post: An Update Template to Align Sales + Marketing
A 5 Minute Weekly Sales TemplateCreated by Visible
An inside sales template geared towards sales professionals to give the team an overview of their performance from the previous week.
Corresponding Post: A 5 Minute Weekly Sales Update Template
Techstars' Minimum Viable Investor Update TemplateCreated by Techstars
In the “Minimum Viable Investor Update”, Jens Lapinski, Managing Director of Techstars METRO, lays out 3 items that he finds most useful in his portfolio company updates. Intended to get the most important information to your investors in just a few minutes.
Corresponding Post: How to Write an Investor Update Email
DCG Investor Update TemplateCreated by DCG + Visible
A monthly investor update template recommended by the team at Digital Currency Group.
Jason Calacanis Investor Update TemplateCreated by Jason Calacanis
A 10 part monthly Investor template put together by famous angel investor, Jason Calacanis.
Corresponding Post: What Should I Include in My Monthly Investment Update?
Quarterly Business Review (QBR) Update TemplateCreated by Visible
Intended to share with clients on a quarterly basis. The template is intended to show your company’s value, start a conversation, and get in front of potential issues.
Kima Ventures Update TemplateCreated by Kima Ventures - Jean de la Rochebrochard
An Update template put together by Jean and the team at Kima. Quickly fill in and distribute the quantitative and qualitative data Kima finds most useful.
Corresponding Post: Yet Another Monthly Investor Report Template. That Works. Super Well.