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!
WACC Calculator3,804
317
The free excel template help the user to calculates the weighted average cost of capital for the long-term funding used…
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Discounted Cash Flow (DCF) Model2,591
208
The Macabacus DCF template implements key concepts and best practices related to DCF modeling. It computes the perpetuity growth rate…
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By Macabacus
EFFECTIVE NET YIELD TO MATURITY CALCULATOR4,484
208
CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF A BOND, KEEPING PRICE VOLATILITY AND INTEREST RATE RISK UNDER…
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Merger Model2,521
162
The Macabacus merger model implements advanced M&A, accounting, and tax concepts, and is intended for use in modeling live transactions…
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By Macabacus
Venture Capital Returns2,113
154
The Macabacus capitalization ("cap") table and venture capital returns analysis template identifies how much venture capital a start-up requires and…
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By Macabacus
Leveraged Buyout (LBO) Model - Short Form2,349
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The Macabacus short form LBO model implements key concepts related to LBO modeling, and is an excellent starting point for…
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By Macabacus
Leveraged Buyout (LBO) Model - Long Form2,320
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The Macabacus long form LBO model is derived from actual LBO models used by four bulge bracket investment banks, incorporating…
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By Macabacus
Operating Model2,386
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The Macabacus operating model implements key accounting and tax concepts, and is a foundational building block for our merger and…
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By Macabacus
Black Scholes Option Pricing Model2,129
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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…
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By Macabacus
Initial Public Offering (IPO) Model2,076
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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…
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By Macabacus
3 Financial Statement Ratio & Analysis (Auto Calculation)8,354
116
This excel model allows you to calculate Return on Common Equity (ROCE), Return on Net Operation Assets (RNOA), Financial Leverage (FLEV),…
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Merger Model - M&A Excel Template17,399
53
A complete Mergers and Acquisitions (M&A) model that includes: (1) stand-alone target DCF model, (2) stand-alone acquirer DCF model, (3)…
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Profit Distribution and Carried Interest Waterfall6,486
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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…
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Actual vs. Last Period and Budget Comparison3,833
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This model enables you to present a comparison between actual results with last period and budgeted figures, either monthly or…
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LBO (Leveraged Buyout) Excel Model Template15,540
15
This LBO Model is a complex model made comprehensible in this Excel template format. A Leveraged Buyout occurs where a…
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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 and Asset Beta Conversion Excel Model Template13,088
1171
Unlevered beta (also referred to as asset beta) is the company’s beta score without taking into account the debt that…
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Beta Excel Calculator10,241
858
This Beta Excel Calculator template is great tool to measure the volatility of an individual stock/portfolio relative to the volatility…
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Portfolio Beta Template9,641
755
This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…
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By Victor Ho
ASSETS CORRELATION MODEL3,687
181
Achieve greater diversification in your asset allocation by using this tool to calculate the correlation coefficient between any two variables, including…
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Simple Sales Orders Solution3,362
0
This is an an Excel template designed to provide sales order management. The template has all the features required to…
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Capital Structure Templates
Use one of our capital structure templates to determine the optimal capital structure for your company and maximize its profitability!
Weighted Average Cost of Capital (WACC) Excel Model Template30,980
8689
Weighted average cost of capital (WACC) is the required return a company should generate for the risk associated with investing…
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Cost of Debt Excel Calculator10,721
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The Cost of Debt Excel Calculator can be useful for debtholders and creditors. The cost of debt is the return…
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Cost of Equity Excel Calculator10,932
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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…
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Series A Preferred Share Analysis11,303
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The template analysis the return profile a Series A Preferred Shares Investment. The comprehensive analysis evaluates the impact of a…
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By Tim Vipond
Cost of Preferred Stock Excel Calculator10,401
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This cost of preferred stock excel calculator lets you calculate the cost of preferred shares, given the stock price and…
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Financial leverage7,392
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The financial leverage is the use of borrowed money (debt) to finance the purchase of assets with the exportation that…
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NPV and IRR Calculator (Automatic)5,388
455
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)…
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Cap Table and Exit Waterfall Tool for Excel and Google Sheets4,219
438
Create a capitalization table through multiple rounds of investments, and forecast how investment rounds impact ownership, dilution, and distribution of…
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By Foresight
Startup Cap Table2,554
206
Most startups are initially financed by their founders. They contribute relatively small amounts of money for the company to make…
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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 Template27,038
5682
This Financial Dashboard Template is an excellent ready-to-use Excel tool for finance professionals who would like to create a clean…
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Option Profit/Loss Graph Maker19,921
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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…
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Financial Charts and Graphs Excel Template14,844
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To be a competent financial analyst, one should have the ability to communicate results from a financial analysis effectively. This…
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Bullet Chart Excel Template10,358
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Bullet chart is one of the most effective ways to visualize the comparison between actual and forecasted financial performance. It…
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Gold Charts Dashboard Template10,186
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This Gold Charts Dashboard Template will help you visualize some of the key metrics for a Gold ETF and how…
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By Tim Vipond
Revenue dashboard8,075
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Strengths of revenue dashboard: Basic information can be set to setup page. Customer payments by recording paid cell and automatically…
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Charts and Dashboards in Excel (short version)7,926
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Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
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CryptoCurrency Portfolio Dashboard in Microsoft Excel3,633
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CryptoCurrency Portfolio Dashboard in Microsoft Excel
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Sales Analytics Dashboard in Microsoft Excel2,452
191
A sales dashboard is a tool that enables c-level executives and managers to effectively control sales KPIs and monitor them…
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Churn Dashboard & Customer Risk Analysis in Microsoft POWER BI1,920
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Churn Dashboard & Customer Risk Analysis in Microsoft POWER BI
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Call Center / Contact Center Solution in Microsoft POWER BI2,445
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Call Center / Contact Center Solution in Microsoft POWER BI
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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) Template23,329
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The levelized cost of energy (LCOE), also referred to as the levelized energy cost (LEC) or the levelized cost of…
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Banking Industry Comps Template12,558
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This banking industry comps template is used as a guideline to create a comparable companies universe for the banking industry.…
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By Victor Ho
Retail Industry Comps Template13,265
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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…
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By Victor Ho
Pharmaceutical Industry Comps Template12,608
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This pharmaceutical industry comps template provides a look at a comps table would look like for a company in the…
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By Victor Ho
Airline Industry Comps Template12,681
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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…
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By Victor Ho
Financial Institution Dividend Discount Model12,870
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The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
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Telecom Industry Comps Template11,285
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This telecom industry comps template provides a guideline and example of what a comparables universe would look like for a…
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By Victor Ho
HOTEL BUSINESS PLAN FINANCIAL MODEL EXCEL TEMPLATE TRIAL8,736
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Build Cash Flow with Business Plan for a Hotel. Check how the Hotel Business Plan template calculates starting a hotel…
Asset Performance Calculator7,232
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Asset Performance Calculator For Mutual Fund Industry Written in Visual Basic with Live Data Query.
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COFFEE SHOP BUSINESS PLAN TEMPLATE TRIAL8,159
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A coffee shop is a small business that belongs to foodservice enterprises but stands out from them because of a…
CAFE FINANCIAL MODEL BUSINESS PLAN EXCEL TEMPLATE TRIAL8,651
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Buy Cafe Financial Model. Start Cafe Business with Cash Flow Projection. Check how to open a Cafe business! Video…
RESTAURANT FINANCIAL MODEL BUSINESS PLAN EXCEL TEMPLATE TRIAL7,843
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Buy Restaurant Business Plan template. Plan Cash Flow with Excel Restaurant. Check how to start a Restaurant and save your…
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!
Property Plant and Equipment Schedule Template12,008
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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…
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Capital Expenditure (CapEx) Excel Calculator10,868
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Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…
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Loan Repayment scheduler6,176
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This template help you plan your repayment of loan or debt.
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Amortization Schedule (Automatic)4,724
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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…
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Dynamic Amortization Schedule3,765
194
Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
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Static Amortization Schedule2,681
151
Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
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Loan Amortization Schedule in Microsoft Excel3,200
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Loan Amortization Schedule in Microsoft Excel
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Project Timeplan - Excel Gantt Chart1,853
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- This sheet can create Gantt Chart time schedule easily.- This sheet is very good for small kinds of projects.-…
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By Ahmed Genidy
Tax Depreciation Schedule3,784
1
Tax depreciation schedule will help in the calculation of depreciation based tax basis in the Indian Income Tax Act and…
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Gantt Scheduling: Man Hours Budgeting Included732
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This purchase comes with two separate and unique gantt schedules. Both are built in Google Sheets and the file you…
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By smarthelping
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 Excel Template34,516
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A simple and effective Discounted Cash Flow (DCF) template that allows you to build on your own cash flow model…
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Free Cash Flow (FCF) Excel Template17,214
4365
This Free Cash Flow (FCF) Excel Template can be a useful tool for investors. FCF measures the amount of cash…
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Comparable Company Analysis Template15,064
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This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
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EV/EBITDA Excel Calculator11,383
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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…
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Enterprise Value vs Equity Value Excel Calculator11,199
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Enterprise value, also referred to as firm value, is the total value of assets of acompany excluding cash. Financial analysts…
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Simple Cap Table Template14,341
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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…
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Intrinsic Value Excel Template12,188
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This intrinsic value excel template is a useful tool for investment professionals. The intrinsic value of a company or an…
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Financial Synergy Valuation Model Template11,520
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This financial synergy valuation model template can be a useful tool for analysts and investors in evaluating a merger and…
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Banking Industry Comps Template12,558
1815
This banking industry comps template is used as a guideline to create a comparable companies universe for the banking industry.…
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By Victor Ho
LTV CAC Ratio Template12,883
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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…
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EBITDA Multiple Excel Template10,424
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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…
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Adjusted EBITDA Excel Template9,143
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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…
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