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User guide

How to use Caiflo, one step at a time, and why each step matters. Pick the part that fits what you're doing. If a word is unfamiliar, the glossary explains it.

Everyone Getting started Create your account, pick the right account type and find your way around.

Choose your account type
Create your account
The plan screen on your first sign-in
If someone invited you
Find your way around

Founders, consultants and teams Build your model Three ways to start, then the eleven sections of the editor, one at a time.

Pick how to start
1. Company and timeline
2. Tax and opening position
3. Products and pricing
4. Demand and market
5. Scenarios
and 8 more

Founders, consultants and teams Read your model What each page of a model shows, and what investors will look at first.

Executive summary and the ask
Milestones
Investor readiness
Pre-investor check
Statements, schedules and the formulas behind them
Scenarios and what-if
and 1 more

Founders, consultants and teams Share with investors Send your model safely, keep track of versions, and answer questions.

Share a model
Locked versions
Comments and questions

Investors and angels For investors Open shared models, check them, and keep your deal flow in one place.

Open a model a founder shared
Read and question the model
X-ray a model
X-ray a founder's own spreadsheet
Your deal room and portfolio

Accountants, finance firms, funds and freelancers For teams Run client work, colleagues and client logins from one workspace.

Set up your team
Add clients and build their models
Give clients their own login
Collect models with an intake link
Your branding and sign-in

Everyone Your account and plan Plans, payment, company settings and your data.

Plans and what they include
Change plan or update payment details
Company settings
Download or delete your account

Can't find what you need? Get in touch and we'll answer, and add it here.