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Resources

Resources for Fintechs & Startups

Practical, ready-to-use tools built from real experience scaling digital products. Templates, checklists and systems that save you weeks of work and help you operate with the discipline of a growing company — without starting from scratch.

Created by AM Digital Group — 20+ years leading technology, product and operations in fintech and SaaS.

Free

Start here, free

OKR Starter cover: free 1-page OKR template, PDF and Excel

OKR Starter — Free download

Set goals that actually move your startup — a 1-page template + mini-guide.

  • Objective vs key result, explained simply
  • The 4 mistakes that kill OKRs
  • Ready-to-fill template (PDF + Excel)

Get the resource instantly, plus occasional useful tools by email. No spam; unsubscribe anytime.

Startup Launch Checklist cover: free checklist, PDF and Excel

Startup Launch Checklist — Free download

Everything to check before and during launch, in one clear list.

  • 7 key areas from idea to compliance
  • 30+ actionable items
  • Printable PDF + editable Excel

Get the resource instantly, plus occasional useful tools by email. No spam; unsubscribe anytime.

Kits

Complete kits, ready to use

OKR & Product Roadmap Kit cover: Excel and Notion

OKR & Product Roadmap Kit

Set goals, measure key results and plan your product in one system. Excel + Notion, with automatic progress and status. Ideal for founders and teams who want clarity and focus.

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KYC & Onboarding Compliance Kit cover: Excel and Notion

KYC & Onboarding Compliance Kit

Onboard customers the right way from day one: KYC/KYB, sanctions, PEP, risk scoring and follow-up. Excel + Notion, bilingual. For fintech, compliance and operations teams.

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Need something tailored to your operation?

Beyond these resources, AM Digital Group helps startups build and scale their technology. Let's talk.