Resources
The Formulate Blog
Practical guides on financial modeling, startup metrics, and building businesses that last.
Financial Literacy
How to Read Your Own P&L if You are Not a Finance Person
Most founders and small business owners I talk to can't actually read their own P&L past the top line.
Formulate Team·5 min
May 20
Financial Planning
How to Use Scenario Planning in Your Financial Forecast
Scenario planning isn't just for enterprises. Here's how early-stage founders can use it to make better decisions under uncertainty.
Formulate Team·5 min
Mar 24
Financial Literacy
Understanding the Three Financial Statements
The income statement, balance sheet, and cash flow statement each tell a different part of your company's financial story. Here's how to read them.
Formulate Team·8 min
Mar 18
Financial Literacy
Top Metrics Every Startup Founder Should Track
From MRR to burn rate, these are the numbers that matter most for early-stage companies — and how to calculate them.
Formulate Team·6 min
Mar 10
Financial Planning
How to Build a Financial Forecast for Your Startup
A step-by-step guide to creating a credible financial model that investors will trust — even if you've never done it before.
Formulate Team·7 min
Mar 1