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 Excel7,786
512
In this post we will look at: a) Extending or shortening time schedules b) Modelling interest expense c) Planning orders,…
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Discounted Cash Flow (DCF) Model5,058
408
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
Merger Model4,733
336
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
Leveraged Buyout (LBO) Model - Long Form4,396
329
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
Leveraged Buyout (LBO) Model - Short Form4,853
308
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
Venture Capital Returns4,227
292
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
Operating Model4,707
290
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
EFFECTIVE NET YIELD TO MATURITY CALCULATOR6,357
293
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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Initial Public Offering (IPO) Model4,225
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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
Black Scholes Option Pricing Model4,109
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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
3 Financial Statement Ratio & Analysis (Auto Calculation)11,861
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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 Template22,058
74
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 Waterfall9,425
40
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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Waterfall Cashflows432
33
Building Waterfalls in Excel is one of the least understood disciplines but is so crucial in any multi-layered business. The…
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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 Template16,323
1420
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 Calculator13,150
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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…
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Portfolio Beta Template12,338
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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 MODEL6,256
280
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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Spreadsheet File Manager533
0
So why would anyone want a file manager in Excel, when you already have it as part of your operating…
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Scenario Modelling template567
0
Want to learn what scenario modelling is, and how to build scenario models? Or maybe you just need a working…
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Candidate organiser 20221,523
0
How do you organise classes, assign tutors and book candidates into courses, and then send bills?That is when the XLDB…
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Kanban Board1,301
0
The Kanban board tool is developed in Excel VBA as an application. The ability to create tasks, projects and add…
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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 Template38,587
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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 Calculator13,897
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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 Calculator14,249
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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 Analysis14,406
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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 Calculator13,516
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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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Cap Table and Exit Waterfall Tool for Excel and Google Sheets7,604
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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
Financial leverage10,023
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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)8,182
662
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 Table5,286
375
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 Template35,021
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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…
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Option Profit/Loss Graph Maker25,664
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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 Template18,766
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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 Template13,253
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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 Template13,432
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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 dashboard10,598
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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)11,025
1006
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 Excel8,491
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CryptoCurrency Portfolio Dashboard in Microsoft Excel
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SWOT Analysis Template TRIAL3,020
212
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 Excel5,116
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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…
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Excel Budget Template2,599
165
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) Template30,362
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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 Template16,077
2238
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 Template17,008
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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 Template16,415
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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 Template16,419
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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 Model17,341
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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 Template14,996
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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
CAFE FINANCIAL MODEL BUSINESS PLAN EXCEL TEMPLATE TRIAL12,851
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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 TRIAL12,125
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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 TRIAL10,897
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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 Calculator9,601
665
Asset Performance Calculator For Mutual Fund Industry Written in Visual Basic with Live Data Query.
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COFFEE SHOP BUSINESS PLAN TEMPLATE TRIAL11,312
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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!
Property Plant and Equipment Schedule Template16,039
1396
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 Calculator14,336
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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 scheduler8,447
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This template help you plan your repayment of loan or debt.
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Amortization Schedule (Automatic)7,850
453
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 Schedule6,856
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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 Schedule5,397
224
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 Excel6,177
58
Loan Amortization Schedule in Microsoft Excel
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Daily Raw Material Consumption Report1,628
49
This template can track the daily consumption of the raw materials on two plants. The template shows the opening stock, raw…
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Gantt Scheduling: Man Hours Budgeting Included3,293
1
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
Project Timeplan - Excel Gantt Chart4,029
1
- 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
Excel Calendar Template546
0
An easy way to view the Calender in Months or in Years. You can also add the Holidays to be…
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By Ahmed Genidy
Scheduler1,488
0
The XLDB Scheduler is just that. An easy to use but robust and comprehensive schedule manager all in Excel. You…
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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 Template44,975
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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 Template22,159
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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 Template20,261
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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 Calculator14,763
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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 Calculator14,583
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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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Intrinsic Value Excel Template15,910
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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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Simple Cap Table Template18,204
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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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Financial Synergy Valuation Model Template14,737
2573
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 Template16,077
2238
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
EBITDA Multiple Excel Template13,673
2464
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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LTV CAC Ratio Template16,574
2340
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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Adjusted EBITDA Excel Template12,434
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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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