Finance and sustainability workbooks that show their working.
Eleven Excel workbooks for the regulations and analyses that land on finance teams with a deadline: CSRD, GHG Protocol, EU Taxonomy, PCAF, SFDR, green bonds, CBAM, IFRS S2, plus DCF and SaaS models. Live formulas you can audit, every figure traced to a public source, each one recalculated end to end before it was listed.
CSRD and ESRS
CSRD Double Materiality Assessment Workbook
Run the ESRS double materiality assessment, score every impact, risk and opportunity, and get told which topical standards you must report.Details and preview, $39
GHG Protocol Scope 1, 2 and 3 Inventory Workbook
A GHG Protocol inventory with 35 official DESNZ 2025 factors, each cited by ID. The inventory ESRS E1 asks for.Details and preview, $29
ESRS E1 Transition Plan Workbook
ESRS E1-1, E1-3 and E1-4 in one workbook: gross targets per scope, decarbonisation levers with CapEx, a 2050 trajectory, locked-in emissions and the ten transition plan elements.Details and preview, $39
EU Taxonomy Alignment Screen and Article 8 KPI Workbook
Screen activities against Article 3 with 16 Climate Delegated Act criteria, then produce the turnover, CapEx and OpEx KPIs in the Annex II template.Details and preview, $39Financial institutions
PCAF Financed Emissions Calculator
Attribute investee emissions to your portfolio to the PCAF Standard: eight asset classes, data quality scoring, intensity.Details and preview, $39
SFDR PAI Statement Workbook
Compute all 14 mandatory SFDR principal adverse impact indicators for investee companies, in the Annex I Table 1 format.Details and preview, $39
Green Bond Allocation and Impact Report Workbook
Annual green bond allocation and impact report to the ICMA Green Bond Principles and Harmonised Framework, computed from a bond and project register.Details and preview, $39Trade and carbon pricing
EU CBAM Cost Calculator 2026-2034
Work out what CBAM costs your imports every year to 2034, with every rule sourced.Details and preview, $29IFRS S2 and UK SRS
IFRS S2 / UK SRS S2 Climate Disclosure Workbook
The seven IFRS S2 / UK SRS S2 cross-industry metrics and the paragraph 33 to 36 target disclosures as a computed workbook, with an AR6 GWP converter and checklist.Details and preview, $29Corporate finance
Integrated 3-Statement DCF Valuation Model
Income statement, balance sheet and cash flow that actually tie, feeding a DCF with both terminal methods and the cross-checks analysts use.Details and preview, $29
SaaS Financial Model, 36 Months
Monthly MRR build, churn, CAC, LTV, burn and runway, with the summary an investor asks for first.Details and preview, $19Need something that is not on the shelf?
Bespoke workbook build, fixed price $499
A workbook built to your brief to the same standard: sources cited, live formulas, verified against a worked example. Written scope within 2 working days or a full refund; build within 5 working days; one revision round.How it works, $499How every workbook is built
Live formulas, nothing hiddenNo macros, no locked cells. Every cell is a yellow input or a blue formula you can follow.
Every figure has a sourceRegulation articles, ETS Directive schedules, DESNZ factor IDs, the PCAF and ICMA tables. Where a number cannot be verified, the cell is left for you rather than guessed.
Recalculated before listingEach workbook is run through a formula engine and checked against hand-worked examples.
The complete set
Every workbook together, at a discount, on Gumroad.
Get the setEvery workbook together, at a discount, on Gumroad.