35-slide PowerPoint
$39.00
$39.00, 35-slides, Best for: C-level and strategy teams mapping the fintech value chain to optimize operations and guide transformation.
EDITOR'S REVIEW
This deck distinguishes itself by presenting a clearly segmented Fintech Industry Value Chain with explicit primary and support activities, tying each step to competitive advantage rather than a generic map. It enumerates eight primary activities (for example, Market Research and Consumer Insights, Product Development and Innovation, Platform Development and Maintenance, Digital Marketing and Customer Acquisition, Transaction Management, Customer Support and Services, Risk Management and Compliance, Data Security and Fraud Prevention) and eight support functions (IT, HR, Financial Management, Legal and Regulatory Compliance, Data Analytics and BI, Cybersecurity, Partnership and Vendor Management, Branding and PR), offering a concrete, industry-specific framework. It will be most useful for executive and strategy teams leading transformation efforts who need to align operations and techno [Learn more]
$59.00, Excel workbook, Best for: FinTech founders, product and growth leads launching or scaling revenue-driven products with regulatory needs
EDITOR'S REVIEW
This deck stands out as a structured FinTech GTM operating system rather than a mere checklist, pairing an Excel-based template with 150 execution-ready SOPs organized into 15 integrated clusters. Built with insights from Tier-1 consulting and hypergrowth FinTech frameworks, it weaves regulatory and compliance considerations into the go-to-market workflow rather than treating them as afterthoughts. It's particularly suited for founders, growth teams, and product and sales leaders who need to deploy a scalable, compliant GTM backbone across multiple markets. [Learn more]
$59.00, Excel workbook, Best for: FinTech founders, compliance and ops leaders preparing for regulatory audits, SOC2, KYC/AML, and investor diligence
EDITOR'S REVIEW
This deck stands out as an operating-system style FinTech SOP library, packaged as an Excel template and curated by McKinsey-trained executives to support rapid scaling while staying audit-ready. Every SOP is fully documented with core elements—Purpose, Scope, Owner, Inputs, Process Steps, Outputs, KPIs, Risks, and Review Frequency—across more than 100 procedures designed for ISO, SOC 2, AML, and KYC compliance. The resource is particularly valuable for founders and compliance or operations leaders preparing for regulatory audits and investor due diligence who need standardized, auditable processes you can customize and scale. [Learn more]
13-slide PowerPoint
$39.00
$39.00, 13-slides, Best for: FinTech founders and growth marketing leaders preparing investor-ready, compliance-conscious go-to-market and demand-generation plans
EDITOR'S REVIEW
This deck distinguishes itself by delivering a compliance-forward marketing blueprint tailored to FinTech, designed to convert strategy into investor-ready slides. It includes a FinTech-specific KPI and measurement framework to quantify growth and align stakeholder expectations. This makes it especially useful for FinTech founders pitching to investors and growth teams executing cross-channel campaigns under regulatory scrutiny. [Learn more]
$90.00, Excel workbook, Best for: Founders and finance leads building investor-ready 3-statement forecasts for subscription-based fintech mobile apps
EDITOR'S REVIEW
This deck stands out by pairing a six-tier subscription ladder with a full three-statement financial model, giving explicit visibility into how tiered pricing translates into revenue and liquidity for a fintech mobile app. The model codifies multiple revenue streams—from subscriptions and ads to partnerships and data monetization—into an investor-ready forecasting structure rather than a simple template. It’s particularly well suited for founders and finance teams assembling detailed projections and fundraising narratives, especially when planning feature differentiation across tiers. [Learn more]
Excel template, Excel template
$79.00
$79.00, Excel workbook + supplemental tools, Best for: CFOs and founders forecasting monthly 5-year financials, KPIs and valuation for PSP businesses
EDITOR'S REVIEW
This deck pairs a five-year rolling three-statement financial model with monthly granularity and an embedded discounted cash flow valuation, providing a practical planning tool for PSP businesses. A concrete detail from the description is that it models 12 merchant types with distinct volumes, fees, and uptake across 5 additional services, enabling nuanced scenario analysis. Its KPI dashboard surfaces metrics such as ARPU, MRR, ARR, churn, and customer lifetime value, and a checks dashboard helps ensure input integrity, making it especially useful for CFOs and founders shaping projections for lenders or investors and guiding pricing and service mix decisions. [Learn more]
Excel template, PDF
$110.00
$110.00, Excel workbook + supplemental tools, Best for: BNPL founders and financial analysts building investor-ready forecasts, valuations, and KPI dashboards
EDITOR'S REVIEW
This deck stands out for its 100+ input drivers and an integrated BNPL-focused revenue engine, delivering a practical, end-to-end forecasting framework for fintech startups. It bundles complete financial statements with an advanced valuation toolkit, including a DCF analysis, all accessible through an interactive dashboard for quick scenario planning. It's particularly helpful for BNPL founders and analysts who need investor-ready projections to support fundraising or strategic decisions, whether launching a new venture or refining an existing model. [Learn more]
$99.00, Excel workbook, Best for: Fintech founders and financial analysts building 5-year forecasts, valuations, and dilution scenarios for payments platforms
EDITOR'S REVIEW
This deck stands out by pairing a five-year, multi-stream revenue model with an interactive dashboard and built-in scenario testing, making it hands-on and actionable for fintech budgeting. It models 4 revenue streams—interchange, forex, virtual cards, and subscriptions—and includes sensitivity analyses plus multiple valuation methods to gauge profitability under different futures. It's especially valuable for fintech founders and analysts preparing investor-ready projections and dilution scenarios during fundraising. [Learn more]
$49.00, Excel workbook, Best for: FinTech founders and startup CFOs modeling 12-month liquidity, runway, and scenario-based cash planning
EDITOR'S REVIEW
This Excel-based forecast is distinguished by being curated by McKinsey-trained executives and tailored to FinTech startups, pairing month-by-month planning with built-in liquidity safeguards. It includes an automatic minimum-cash alert and dynamic updates of beginning and ending cash balances as inflows and outflows are entered, so users can spot shortfalls without manual reconciliation. The template is well-suited for founders and startup CFOs needing scenario-based planning to guide funding decisions and runway management. [Learn more]
$139.00, Excel workbook, Best for: Founders, CFOs, and analysts building 5-year forecasts, valuation, and investor materials for BNPL startups
EDITOR'S REVIEW
This BNPL 5-year financial model distinguishes itself by pairing a monthly forecast framework with an embedded valuation toolkit, making it practical for scenario planning beyond a static spreadsheet. It includes concrete components such as a dedicated Investors Returns Waterfall Model and a Dupont analysis, plus outputs like a 5-year monthly budget analysis and a full 3-statement model. Founders, CFOs, and analysts modeling growth and fundraising will benefit most, using it to build investor-ready forecasts and assess financing or exit scenarios. [Learn more]
PowerPoint (7)
Excel (20)
PDF (3)
