Document Templates
Startup Document Pack
Every document you need, organized by phase. Free templates + premium extended versions.
💡 Phase 1 — Capture
Documents to articulate your idea and understand your market.
Idea One-Pager
1 sentence idea + 3 motivations + initial assets list. Forces clarity before complexity.
Market Segmentation Worksheet
Brainstorm all possible segments, then narrow to one beachhead. Includes TAM estimation method.
Fill in DE Canvas →End User Profile
Demographics, behaviors, pain points, and a named persona for your beachhead market.
Idea Viability Checklist
10 yes/no questions to quickly assess if your idea has fundamental potential.
Take Readiness Quiz →🧪 Phase 2 — Validate
Documents to test assumptions and learn from real customers.
Customer Interview Script
5 open-ended questions that reveal pain, not just opinions. "Tell me about the last time you..."
Crash Test Protocol
Smallest possible experiment to validate demand: hypothesis, test, success criteria, timeline.
Quantified Value Proposition
How to calculate time/money/effort saved. Turn "we make it better" into numbers.
DE Canvas Box 3 →Validation Sprint Checklist
10 interviews done? Crash test completed? First 10 customers identified? Track your progress.
Roadmap →Competitive Analysis Matrix
Map 5 competitors: features, pricing, moats, weaknesses. Find your unique position.
🏗️ Phase 3 — Build
Documents to build your MVBP and make the business work end-to-end.
MVBP Specification
Minimum Viable Business Product: product features + sales channel + payment method. All three required.
Pricing Framework
Cost-based, value-based, and competitive pricing analysis. Pick your model and justify it.
Unit Economics →Decision-Making Unit Map
Champion, end user, primary influencer, veto person, buyer. Know who says yes and who can say no.
Sales Process Design
Awareness → Interest → Evaluation → Purchase. Map each step with channels and actions.
Business Model Selector
B2B, B2C, SaaS, marketplace, subscription, hardware — which model fits your venture?
Canvases →🚀 Phase 4 — Scale
Documents to grow sustainably and present to investors.
Pitch Deck Recommendations
General structure and best practices — not a rigid template, but a proven narrative flow.
5-Year Financial Model
P&L, cash flow, and key ratios by year. Investors want to see the path to sustainability.
Finance Tools →Follow-on Market Plan
After the beachhead: which markets next, in what order, with what resources?
Fundraising Strategy
How much, from whom, on what terms. Includes equity considerations and timeline.
Scaling Readiness Checklist
Beachhead conquered? Unit economics proven? Team ready? Don't scale prematurely.
Readiness Quiz →💎 Extended Version
The free version above gives you everything essential. The extended version adds:
Fillable PDF templates Financial model spreadsheet Pitch deck template (Google Slides) Co-founder profile template Investor update template Priority support
🤝 Independent Expert
Need hands-on guidance? Oksana Kolisnyk is available as an independent expert for venture strategy, market validation, and startup mentoring. Get in touch →