Beginning Cap Tables

Exchange: I offer exchanges for similar-priced models if we determine that a different model is a better fit based on your needs. Contact me and we can figure out if a different model would be a better fit.

Upgrade: If you find that you need more detail or structure from a more advanced model, you can apply your purchase towards a more advanced model. The structures are fairly consistent so it's usually fairly easy to take any inputs from your existing Foresight model and use it in a more advanced model. Just contact me for details.

Downgrade: I offer downgrades to a less advanced model if the model you purchased is more than you need. Contact me to learn more about downgrades and see if a less advanced model would be a better fit for you.

If you have any questions about the applicability of the models for your business or questions about the models, contact me anytime for a chat or a demo.

Refunds: I accept refunds on a case-by-case basis.

Financial modeling can be a complicated thing; I've worked hard to make the models as easy to use as possible, but this is a fundamentally hard thing, and almost without fail, with a little hand holding and direction I am able to successfully guide people on how to use the model to fit what they need.

If you have an issue, and you reach out within one month from purchase, I will first work to see if an exchange, upgrade, or downgrade to a different model is a better fit for your needs. If a different model is not a fit, and we've discussed how the model is not a fit for your business, then I will process a refund.

If you have any questions about the applicability of the models for your business or questions about the models, contact me before purchase, and you can explain a bit about what you're looking to accomplish and I'll help figure out if the models are a good fit for you. If you're looking for more information not covered online, I am also generally happy to do an online demo or discuss the applicability in more detail.