SecondPen.aiTemplates · Finance, investing & fundraising
Financial model assumptions book template
Origin: Investment banking and FP&A modeling standards (FAST standard).
Sections
- Model purpose
- Structure map
- Key drivers
- Assumption register
- Scenarios
- Checks
- Change log
How a tough reader scores it
When you score a draft against this format, the Critic evaluates this assumptions book. The weights add up to 100; the fixes for the weakest criteria arrive as cards in the editor.
| Criterion | Weight |
|---|---|
| Every driver is sourced with a confidence level | 30 |
| Scenarios differ in meaningful, explained ways | 20 |
| Key sensitivities identified | 15 |
| Integrity checks defined | 15 |
| Clear ownership and change log | 10 |
| Purpose tied to decisions | 10 |
How it works in SecondPen.ai
Open the template and the editor writes the blank once, with a line of guidance under each heading that you delete as you fill it in. Write your abstract and the editor names the format it reads like. Ask for a document with a slash command and it offers to start from the matching format. When the draft is ready, the Critic scores it against the criteria above, the way this format's toughest reader would, and the three highest-leverage fixes become Editor cards.
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