Financial Model Templates

Explore the marketplace to look for the best financial model templates which you can download and utilize to perform various financial calculations and analysis at ease!
Dates and Timelines in Excel Dates and Timelines in Excel
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In this post we will look at: a) Extending or shortening time schedules b) Modelling interest expense c) Planning orders,…
Discounted Cash Flow (DCF) Model Discounted Cash Flow (DCF) Model
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The Macabacus DCF template implements key concepts and best practices related to DCF modeling. It computes the perpetuity growth rate…
Merger Model Merger Model
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The Macabacus merger model implements advanced M&A, accounting, and tax concepts, and is intended for use in modeling live transactions…
Leveraged Buyout (LBO) Model - Long Form Leveraged Buyout (LBO) Model - Long Form
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The Macabacus long form LBO model is derived from actual LBO models used by four bulge bracket investment banks, incorporating…
Leveraged Buyout (LBO) Model - Short Form Leveraged Buyout (LBO) Model - Short Form
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The Macabacus short form LBO model implements key concepts related to LBO modeling, and is an excellent starting point for…
Venture Capital Returns Venture Capital Returns
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The Macabacus capitalization ("cap") table and venture capital returns analysis template identifies how much venture capital a start-up requires and…
Operating Model Operating Model
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The Macabacus operating model implements key accounting and tax concepts, and is a foundational building block for our merger and…
EFFECTIVE NET YIELD TO MATURITY CALCULATOR EFFECTIVE NET YIELD TO MATURITY CALCULATOR
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CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF A BOND, KEEPING PRICE VOLATILITY AND INTEREST RATE RISK UNDER…
Initial Public Offering (IPO) Model Initial Public Offering (IPO) Model
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The Macabacus IPO model implements all concepts related to IPO modeling, including IPO and fully distributed valuation, gross/net proceeds, filing…
Black Scholes Option Pricing Model Black Scholes Option Pricing Model
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This Macabacus model is a Black Scholes calculator that uses the Black-Scholes option pricing method to calculate the fair market…
Severance Pay Calculator
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Severance Pay Calculator
3 Financial Statement Ratio & Analysis (Auto Calculation) 3 Financial Statement Ratio & Analysis (Auto Calculation)
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This excel model allows you to calculate Return on Common Equity (ROCE), Return on Net Operation Assets (RNOA), Financial Leverage (FLEV),…
Merger Model - M&A Excel Template Merger Model - M&A Excel Template
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A complete Mergers and Acquisitions (M&A) model that includes: (1) stand-alone target DCF model, (2) stand-alone acquirer DCF model, (3)…
Research Report
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 Equity research report on Nestle Nigeria 
Profit Distribution and Carried Interest Waterfall Profit Distribution and Carried Interest Waterfall
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This template describes real-world mechanisms of distributing profits between project participants. It starts with modeling a distribution to a preferred…
Waterfall Cashflows Waterfall Cashflows
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Building Waterfalls in Excel is one of the least understood disciplines but is so crucial in any multi-layered business. The…

Beta Templates

Browse the collection of Beta Templates and download the Excel files to start performing your own analysis. Use these examples as a way to perform your own work more quickly, by building on the examples from other professionals.
equity-beta-asset-beta-conversion-template-excel Equity Beta and Asset Beta Conversion Excel Model Template
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Unlevered beta (also referred to as asset beta) is the company’s beta score without taking into account the debt that…
Beta Excel Calculator
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This Beta Excel Calculator template is great tool to measure the volatility of an individual stock/portfolio relative to the volatility…
portfolio beta template preview Portfolio Beta Template
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This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…
ASSETS CORRELATION MODEL
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Achieve greater diversification in your asset allocation by using this tool to calculate the correlation coefficient between any two variables, including…
Spreadsheet File Manager
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So why would anyone want a file manager in Excel, when you already have it as part of your operating…
Scenario Modelling template
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Want to learn what scenario modelling is, and how to build scenario models? Or maybe you just need a working…
Candidate organiser 2022
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 How do you organise classes, assign tutors and book candidates into courses, and then send bills?That is when the XLDB…
Kanban Board
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The Kanban board tool is developed in Excel VBA as an application. The ability to create tasks, projects and add…

Capital Structure Templates

Use one of our capital structure templates to determine the optimal capital structure for your company and maximize its profitability!
wacc-calculator-template-excel Weighted Average Cost of Capital (WACC) Excel Model Template
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Weighted average cost of capital (WACC) is the required return a company should generate for the risk associated with investing…
Cost of Debt Excel Calculator Cost of Debt Excel Calculator
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The Cost of Debt Excel Calculator can be useful for debtholders and creditors. The cost of debt is the return…
Cost of Equity Excel Calculator Cost of Equity Excel Calculator
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This Cost of Equity Excel Calculator can be a useful tool for prospective investors. The cost of equity is the required…
Series A Preferred Share Analysis
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The template analysis the return profile a Series A Preferred Shares Investment. The comprehensive analysis evaluates the impact of a…
Cost of Preferred Stock Excel Calculator Cost of Preferred Stock Excel Calculator
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This cost of preferred stock excel calculator lets you calculate the cost of preferred shares, given the stock price and…
Cap Table and Exit Waterfall Tool for Excel and Google Sheets
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Create a capitalization table through multiple rounds of investments, and forecast how investment rounds impact ownership, dilution, and distribution of…
capital-structure Financial leverage
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The financial leverage is the use of borrowed money (debt) to finance the purchase of assets  with the exportation that…
NPV and IRR Calculator (Automatic)
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After the cash flow for each period is calculated, the present value (PV) of each one is achieved by discounting its future value (see Formula)…
Startup Cap Table
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Most startups are initially financed by their founders. They contribute relatively small amounts of money for the company to make…

Graphs & Dashboards Templates

Browse the CFI marketplace for beautifully built charts, graphs and dashboards templates and create your own financial presentations in a professional manner!
financial dashboard template Financial Dashboard Template
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This Financial Dashboard Template is an excellent ready-to-use Excel tool for finance professionals who would like to create a clean…
Synthetic Call Chart Option Profit/Loss Graph Maker
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This free Option Profit/Loss Graph Maker allows the user to combine up to ten different types of options as well…
Financial Charts and Graphs Excel Template
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To be a competent financial analyst, one should have the ability to communicate results from a financial analysis effectively. This…
Bullet Chart Excel Template
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Bullet chart is one of the most effective ways to visualize the comparison between actual and forecasted financial performance. It…
Gold Charts Dashboard Excel Template Gold Charts Dashboard Template
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This Gold Charts Dashboard Template will help you visualize some of the key metrics for a Gold ETF and how…
Revenue dashboard
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Strengths of revenue dashboard: Basic information can be set to setup page. Customer payments by recording paid cell and automatically…
Charts and Dashboards in Excel (short version)
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Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
CryptoCurrency Portfolio Dashboard in Microsoft Excel
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 CryptoCurrency Portfolio Dashboard in Microsoft Excel
SWOT Analysis Template TRIAL
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Editable SWOT analysis template that can be used in Business Plan or Pitch Deck.A SWOT analysis is a simple and…
Sales Analytics Dashboard in Microsoft Excel
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A sales dashboard is a tool that enables c-level executives and managers to effectively control sales KPIs and monitor them…
Excel Budget Template
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Household Budgeting - Download a Excel Budget Template and for Excel.This Excel Budget Template helps you create a very simple…

Industry Specific Financial Models

In this marketplace you will find industry specific templates such as financial models and other excel tools. Browse through our catalog of excel models and tools created by industry professionals. Use these to save you time.
Levelized Cost of Energy (LCOE) Template Levelized Cost of Energy (LCOE) Template
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The levelized cost of energy (LCOE), also referred to as the levelized energy cost (LEC) or the levelized cost of…
banking industry comps template preview Banking Industry Comps Template
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This banking industry comps template is used as a guideline to create a comparable companies universe for the banking industry.…
retail industry comps template preview Retail Industry Comps Template
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CFI's retail industry comps template is an example of a comparable companies universe for a company in the retail industry…
pharmaceuticals industry comps template preview Pharmaceutical Industry Comps Template
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This pharmaceutical industry comps template provides a look at a comps table would look like for a company in the…
airline industry comps template preview Airline Industry Comps Template
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CFI's airline industry comps template provides a comparable companies universe for American Airlines Group Inc., a company in the airline…
Financial Institution Dividend Discount Model
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The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
telecom industry comps template preview Telecom Industry Comps Template
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This telecom industry comps template provides a guideline and example of what a comparables universe would look like for a…
CAFE FINANCIAL MODEL BUSINESS PLAN EXCEL TEMPLATE TRIAL
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Buy Cafe Financial Model. Start Cafe Business with Cash Flow Projection. Check how to open a Cafe business!   Video…
HOTEL BUSINESS PLAN FINANCIAL MODEL EXCEL TEMPLATE TRIAL
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Build Cash Flow with Business Plan for a Hotel. Check how the Hotel Business Plan template calculates starting a hotel…
RESTAURANT FINANCIAL MODEL BUSINESS PLAN EXCEL TEMPLATE TRIAL
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Buy Restaurant Business Plan template. Plan Cash Flow with Excel Restaurant. Check how to start a Restaurant and save your…
Asset Performance Calculator
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Asset Performance Calculator For Mutual Fund Industry Written in Visual Basic with Live Data Query.
COFFEE SHOP BUSINESS PLAN TEMPLATE TRIAL
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A coffee shop is a small business that belongs to foodservice enterprises but stands out from them because of a…

Schedules Templates

Take advantage and use our library of pre-built finance schedules templates to simplify your financing modeling process and produce a detailed supporting schedule!
ppe-schedule-template-excel Property Plant and Equipment Schedule Template
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This Property Plant and Equipment Schedule Template is a simple and easy to use, one-sheet worksheet that will allow you…
Capital Expenditure (CapEx) Excel Calculator
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Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…
Loan Repayment scheduler
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This template help you plan your repayment of loan or debt.  
Amortization Schedule (Automatic)
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An amortization calculator is used to determine the periodic payment amount due on a loan (typically a mortgage), based on the amortization process. The amortization repayment…
Dynamic Amortization Schedule
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Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Static Amortization Schedule
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Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Loan Amortization Schedule in Microsoft Excel
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 Loan Amortization Schedule in Microsoft Excel
Daily Raw Material Consumption Report
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 This template can track the daily consumption of the raw materials on two plants. The template shows the opening stock, raw…
Gantt Scheduling: Man Hours Budgeting Included
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This purchase comes with two separate and unique gantt schedules. Both are built in Google Sheets and the file you…
Project Timeplan - Excel Gantt Chart
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- This sheet can create Gantt Chart time schedule easily.- This sheet is very good for small kinds of projects.-…
Excel Calendar Template
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An easy way to view the Calender in Months or in Years. You can also add the Holidays to be…
Scheduler
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 The XLDB Scheduler is just that. An easy to use but robust and comprehensive schedule manager all in Excel. You…

Valuation Templates

View our collection of valuation templates which incorporate the various valuation techniques and use them to create your own version of valuation models!
dcf-model-template-excel DCF Model Excel Template
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A simple and effective Discounted Cash Flow (DCF) template that allows you to build on your own cash flow model…
Free Cash Flow (FCF) Excel Template Free Cash Flow (FCF) Excel Template
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This Free Cash Flow (FCF) Excel Template can be a useful tool for investors. FCF measures the amount of cash…
Comparable Company Analysis Template Comparable Company Analysis Template
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This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
EV/EBITDA Excel Calculator
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EV/EBITDA is a financial ratio used to compare the enterprise value of a company to its annual EBITDA figure. It…
Enterprise Value vs Equity Value Excel Calculator
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Enterprise value, also referred to as firm value, is the total value of assets of acompany excluding cash. Financial analysts…
Intrinsic Value template Intrinsic Value Excel Template
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This intrinsic value excel template is a useful tool for investment professionals. The intrinsic value of a company or an…
Simple Cap Table Template
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A capitalization table is a spreadsheet used by startups or early-stage ventures that details all of the company's securities. For…
Financial Synergy Valuation Model Template Financial Synergy Valuation Model Template
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This financial synergy valuation model template can be a useful tool for analysts and investors in evaluating a merger and…
banking industry comps template preview Banking Industry Comps Template
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This banking industry comps template is used as a guideline to create a comparable companies universe for the banking industry.…
EBITDA Multiple Excel Template
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EBITDA multiple (EV/EBITDA) is a financial ratio used to compare the enterprise value of a company to its annual EBITDA…
ltv-cac-ratio-template-excel LTV CAC Ratio Template
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This is a LTV/CAC (Lifetime value / customer acquisition cost) ratio template that is ready-to-use, and instantly downloadable for the…
Adjusted EBITDA Excel Template
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Adjusted EBITDA is a normalized financial metric which excludes all one-time, irregular and non-recurring items. It is commonly used in…