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Hand-picked13-Week Cash Flow Forecast Template
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Get the resourceAI-Bookkeeping Readiness Checklist
30 questions to vet whether your books are ready to move to an AI-Enabled, Human-Led bookkeeping operating model.
Get the resourceBoard Reporting Framework
The one-page board pack template Catalyst delivers monthly to PE-backed and VC-backed clients.
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The complete library of templates, calculators, and frameworks.
13-Week Cash Flow Forecast Template
Use the exact rolling cash forecast framework Catalyst deploys in CFO engagements.
Open interactive tool →AI-Bookkeeping Readiness Checklist
A 30-question, six-dimension diagnostic that scores whether a $5M to $75M company's books are ready for AI-enabled bookkeeping, or need remediation first.
Download free →Board Reporting Framework
The one-page monthly board report template Catalyst builds for founder-led, sponsor-backed companies from $5M in revenue: metrics, commentary, and cadence.
Download free →CFO Readiness Assessment
Identify finance maturity gaps and get prioritized recommendations with Catalyst's guided assessment.
Open interactive tool →KPI Framework Guide
A practical framework for selecting and operationalizing finance KPIs with an on-site calculator.
Open interactive tool →Lower-Middle-Market Exit Readiness Checklist
An exit-readiness checklist for sponsor-backed and founder-led lower-middle-market companies preparing for sale, recapitalization, or lender diligence.
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