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 Calculator WACC Calculator
(0)
2,557
236
The free excel template help the user to calculates the weighted average cost of capital for the long-term funding used…
EFFECTIVE NET YIELD TO MATURITY CALCULATOR EFFECTIVE NET YIELD TO MATURITY CALCULATOR
(0)
3,655
181
CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF A BOND, KEEPING PRICE VOLATILITY AND INTEREST RATE RISK UNDER…
Discounted Cash Flow (DCF) Model Discounted Cash Flow (DCF) Model
(0)
1,502
124
The Macabacus DCF template implements key concepts and best practices related to DCF modeling. It computes the perpetuity growth rate…
Venture Capital Returns Venture Capital Returns
(0)
1,272
101
The Macabacus capitalization ("cap") table and venture capital returns analysis template identifies how much venture capital a start-up requires and…
Merger Model Merger Model
(0)
1,580
102
The Macabacus merger model implements advanced M&A, accounting, and tax concepts, and is intended for use in modeling live transactions…
Operating Model Operating Model
(0)
1,365
95
The Macabacus operating model implements key accounting and tax concepts, and is a foundational building block for our merger and…
Leveraged Buyout (LBO) Model - Long Form Leveraged Buyout (LBO) Model - Long Form
(0)
1,340
106
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
(0)
1,398
99
The Macabacus short form LBO model implements key concepts related to LBO modeling, and is an excellent starting point for…
3 Financial Statement Ratio & Analysis (Auto Calculation) 3 Financial Statement Ratio & Analysis (Auto Calculation)
(2)
6,830
114
This excel model allows you to calculate Return on Common Equity (ROCE), Return on Net Operation Assets (RNOA), Financial Leverage (FLEV),…
Severance Pay Calculator
(0)
2,622
91
Severance Pay Calculator
Black Scholes Option Pricing Model Black Scholes Option Pricing Model
(0)
1,289
73
This Macabacus model is a Black Scholes calculator that uses the Black-Scholes option pricing method to calculate the fair market…
Initial Public Offering (IPO) Model Initial Public Offering (IPO) Model
(0)
1,242
87
The Macabacus IPO model implements all concepts related to IPO modeling, including IPO and fully distributed valuation, gross/net proceeds, filing…
Merger Model - M&A Excel Template Merger Model - M&A Excel Template
(2)
15,610
49
A complete Mergers and Acquisitions (M&A) model that includes: (1) stand-alone target DCF model, (2) stand-alone acquirer DCF model, (3)…
Profit Distribution and Carried Interest Waterfall Profit Distribution and Carried Interest Waterfall
(0)
5,231
25
This template describes real-world mechanisms of distributing profits between project participants. It starts with modeling a distribution to a preferred…
Actual vs. Last Period and Budget Comparison Actual vs. Last Period and Budget Comparison
(0)
3,166
21
This model enables you to present a comparison between actual results with last period and budgeted figures, either monthly or…
LBO (Leveraged Buyout) Excel Model Template LBO (Leveraged Buyout) Excel Model Template
(1)
14,042
14
This LBO Model is a complex model made comprehensible in this Excel template format. A Leveraged Buyout occurs where a…

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
1
11,785
1094
Unlevered beta (also referred to as asset beta) is the company’s beta score without taking into account the debt that…
Beta Excel Calculator
9,074
808
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
8,578
709
This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…
ASSETS CORRELATION MODEL
2,674
154
Achieve greater diversification in your asset allocation by using this tool to calculate the correlation coefficient between any two variables, including…
Simple Sales Orders Solution
2,543
0
This is an an Excel template designed to provide sales order management. The template has all the features required to…
See all

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
3
28,009
7953
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
9,488
1286
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
9,500
1242
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
10,117
883
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
9,239
639
This cost of preferred stock excel calculator lets you calculate the cost of preferred shares, given the stock price and…
capital-structure Financial leverage
6,488
543
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)
4,304
385
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)…
Cap Table and Exit Waterfall Tool for Excel and Google Sheets
3,114
342
Create a capitalization table through multiple rounds of investments, and forecast how investment rounds impact ownership, dilution, and distribution of…
Startup Cap Table
1,515
136
Most startups are initially financed by their founders. They contribute relatively small amounts of money for the company to make…
See all

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
3
23,951
5192
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
17,802
4423
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
2
13,377
2546
To be a competent financial analyst, one should have the ability to communicate results from a financial analysis effectively. This…
Bullet Chart Excel Template
9,239
985
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
8,973
965
This Gold Charts Dashboard Template will help you visualize some of the key metrics for a Gold ETF and how…
Revenue dashboard
7,176
755
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)
6,756
726
Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
Sales Analytics Dashboard in Microsoft Excel
1,686
191
A sales dashboard is a tool that enables c-level executives and managers to effectively control sales KPIs and monitor them…
CryptoCurrency Portfolio Dashboard in Microsoft Excel
2,051
187
 CryptoCurrency Portfolio Dashboard in Microsoft Excel
Gantt Chart in Microsoft Excel
769
61
 Gantt Chart in Microsoft ExcelMany people have never heard of a Gantt chart. Simply put, a Gantt chart is a bar…
Churn Dashboard & Customer Risk Analysis in Microsoft POWER BI
666
62
 Churn Dashboard & Customer Risk Analysis in Microsoft POWER BI
See all

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
1
20,626
4394
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
11,136
1653
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
11,790
1481
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
11,141
1332
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
11,344
1152
CFI's airline industry comps template provides a comparable companies universe for American Airlines Group Inc., a company in the airline…
telecom industry comps template preview Telecom Industry Comps Template
9,905
839
This telecom industry comps template provides a guideline and example of what a comparables universe would look like for a…
Financial Institution Dividend Discount Model
11,159
925
The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
HOTEL BUSINESS PLAN FINANCIAL MODEL EXCEL TEMPLATE TRIAL
7,474
542
Build Cash Flow with Business Plan for a Hotel. Check how the Hotel Business Plan template calculates starting a hotel…
Asset Performance Calculator
6,395
504
Asset Performance Calculator For Mutual Fund Industry Written in Visual Basic with Live Data Query.
RESTAURANT FINANCIAL MODEL BUSINESS PLAN EXCEL TEMPLATE TRIAL
6,783
500
Buy Restaurant Business Plan template. Plan Cash Flow with Excel Restaurant. Check how to start a Restaurant and save your…
COFFEE SHOP BUSINESS PLAN TEMPLATE TRIAL
6,984
483
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 TRIAL
7,217
464
Buy Cafe Financial Model. Start Cafe Business with Cash Flow Projection. Check how to open a Cafe business!   Video…
See all

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
10,645
1109
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
9,551
1099
Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…
Loan Repayment scheduler
5,356
483
This template help you plan your repayment of loan or debt.  
Amortization Schedule (Automatic)
3,762
291
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
2,750
156
Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Static Amortization Schedule
1,921
123
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
2,103
57
 Loan Amortization Schedule in Microsoft Excel
Project Timeplan - Excel Gantt Chart
1,140
1
- This sheet can create Gantt Chart time schedule easily.- This sheet is very good for small kinds of projects.-…
Tax Depreciation Schedule
3,138
1
Tax depreciation schedule will help in the calculation of depreciation based tax basis in the Indian Income Tax Act and…
See all

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
7
30,703
8964
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
15,254
3930
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
13,359
2941
This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
EV/EBITDA Excel Calculator
10,161
2378
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
9,970
2077
Enterprise value, also referred to as firm value, is the total value of assets of acompany excluding cash. Financial analysts…
Simple Cap Table Template
2
12,774
1953
A capitalization table is a spreadsheet used by startups or early-stage ventures that details all of the company's securities. For…
Intrinsic Value template Intrinsic Value Excel Template
10,747
1945
This intrinsic value excel template is a useful tool for investment professionals. The intrinsic value of a company or an…
Financial Synergy Valuation Model Template Financial Synergy Valuation Model Template
10,154
1899
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
11,136
1653
This banking industry comps template is used as a guideline to create a comparable companies universe for the banking industry.…
ltv-cac-ratio-template-excel LTV CAC Ratio Template
11,435
1696
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
7,931
1675
Adjusted EBITDA is a normalized financial metric which excludes all one-time, irregular and non-recurring items. It is commonly used in…
EBITDA Multiple Excel Template
9,333
1705
EBITDA multiple (EV/EBITDA) is a financial ratio used to compare the enterprise value of a company to its annual EBITDA…
See all