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!
Free Accounting Templates
(0)
671
91
5+ Free Accounting Templates in Excel for you to download. Or save time and money by managing your accounting processes in the Excel accounting template.
In Depth Financial Model
(0)
713
85
A complete financial model of a company to understand with visual graph representation. Various ratios used under specific heading so…
EFFECTIVE NET YIELD TO MATURITY CALCULATOR EFFECTIVE NET YIELD TO MATURITY CALCULATOR
(0)
981
60
CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF A BOND, KEEPING PRICE VOLATILITY AND INTEREST RATE RISK UNDER…
Merger Model - M&A Excel Template Merger Model - M&A Excel Template
(2)
9,535
28
A complete Mergers and Acquisitions (M&A) model that includes: (1) stand-alone target DCF model, (2) stand-alone acquirer DCF model, (3)…
Severance Pay Calculator
(0)
366
10
Severance Pay Calculator
Financial Modeling Competition Case Financial Modeling Competition Case
(0)
4,838
8
This is the case from the 2018 Financial Modeling Competition.
LBO (Leveraged Buyout) Excel Model Template LBO (Leveraged Buyout) Excel Model Template
(1)
8,684
7
This LBO Model is a complex model made comprehensible in this Excel template format. A Leveraged Buyout occurs where a…
Actual vs. Last Period and Budget Comparison Actual vs. Last Period and Budget Comparison
(0)
782
5
This model enables you to present a comparison between actual results with last period and budgeted figures, either monthly or…
Profit Distribution and Carried Interest Waterfall Profit Distribution and Carried Interest Waterfall
(0)
1,377
5
This template describes real-world mechanisms of distributing profits between project participants. It starts with modeling a distribution to a preferred…
Monthly Financial Model Monthly Financial Model
(0)
2,592
5
The template has been constructed for monthly financial reporting for general trading industry, It is incredibly simple to use that…
Cash Flow Projection for Rental Heavy Machinery - Excel Template Cash Flow Projection for Rental Heavy Machinery - Excel Template
(0)
3,602
4
Rental machinery business is very critical business therefore the cash flow projection is necessary to keep your business moving This…
Unlocking Full Potential of Excel Data Tables (Part 2) Unlocking Full Potential of Excel Data Tables (Part 2)
(0)
3,305
3
This is the second part of my publication explaining an advanced and little-known method of using data tables for sensitivity…
Startup Construction Business Plan Startup Construction Business Plan
(0)
661
2
General overview   Running a successful construction business isn’t easy. There are so many risks and challenges in the industry…
3 Statement for Bank and Financial Institution with Analysis 3 Statement for Bank and Financial Institution with Analysis
(0)
1,387
2
A 3 statement model template connects the Income statement, Balance sheet (Financial Position), and Cash flow statement into one dynamically…
Heavy Machinery Trading Startup Business Plan Heavy Machinery Trading Startup Business Plan
(0)
2,957
2
This model is startup business plan for heavy machinery trading to support 3 main industries, construction, mining and agricultural. It…
All in One Financial Model - DCF, M&A and LBO All in One Financial Model - DCF, M&A and LBO
(0)
5,489
1
This all in one advanced valuation financial model analyzes a merger. The model integrates both DCF and LBO into 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
1
7,376
732
Unlevered beta (also referred to as asset beta) is the company’s beta score without taking into account the debt that…
Beta Excel Calculator
5,764
526
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
5,258
469
This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…
Simple Sales Orders Solution
151
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
16,434
4268
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
5,487
851
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
5,737
822
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
6,333
612
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
5,575
443
This cost of preferred stock excel calculator lets you calculate the cost of preferred shares, given the stock price and…
capital-structure Financial leverage
3,562
324
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)
1,112
98
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
514
42
Create a capitalization table through multiple rounds of investments, and forecast how investment rounds impact ownership, dilution, and distribution of…
restructuring financial model template preview 1 Restructuring Financial Model Template
6,291
9
This restructuring financial model template is used to demonstrate the financial interactions behind the restructuring process. Adjust this model to…
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
14,328
3388
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
9,894
2311
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
8,631
1861
To be a competent financial analyst, one should have the ability to communicate results from a financial analysis effectively. This…
Bullet Chart Excel Template
6,062
703
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
5,456
675
This Gold Charts Dashboard Template will help you visualize some of the key metrics for a Gold ETF and how…
Revenue dashboard
4,270
457
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)
3,359
433
Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
Charts and Dashboards in Excel (full version)
2,995
7
Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
Excel Dashboard Template
3,921
4
This is a comprehensive Dashboard Template for typical kinds of Analysis including Sales Analysis, Variance Analysis, etc.
Gantt Chart Excel Template
1,191
0
The Gantt chart Excel template is a very useful instrument for project planning. The chart helps to monitor the progress…
Gantt Chart (automated with Macros)
1,027
0
Gantt chart is a very useful instrument for project planning. The chart helps to monitor the progress of each task…
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
11,796
2330
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
6,929
1010
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
7,363
959
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
6,791
842
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
7,118
779
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
5,724
536
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
6,779
543
The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
Asset Performance Calculator
3,579
334
Asset Performance Calculator For Mutual Fund Industry Written in Visual Basic with Live Data Query.
cable industry comps template preview Cable Industry Comps Template
6,259
254
Use this cable industry comps template as a guideline for a comparable companies universe for Charter Communications Inc. Charter is…
HOTEL BUSINESS PLAN FINANCIAL MODEL EXCEL TEMPLATE TRIAL
3,613
267
Build Cash Flow with Business Plan for a Hotel. Check how the Hotel Business Plan template calculates starting a hotel…
COFFEE SHOP BUSINESS PLAN TEMPLATE TRIAL
3,333
258
A coffee shop is a small business that belongs to foodservice enterprises but stands out from them because of a…
RESTAURANT FINANCIAL MODEL BUSINESS PLAN EXCEL TEMPLATE TRIAL
3,780
260
Buy Restaurant Business Plan template. Plan Cash Flow with Excel Restaurant. Check how to start a Restaurant and save your…
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
6,689
799
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
5,714
781
Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…
Loan Repayment scheduler
2,671
287
This template help you plan your repayment of loan or debt.  
Amortization Schedule (Automatic)
1,124
92
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…
Tax Depreciation Schedule
899
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
18,953
5155
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
9,206
2314
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
7,764
1659
This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
EV/EBITDA Excel Calculator
6,160
1354
EV/EBITDA is a financial ratio used to compare the enterprise value of a company to its annual EBITDA figure. It…
Simple Cap Table Template
2
8,069
1235
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
6,312
1193
This financial synergy valuation model template can be a useful tool for analysts and investors in evaluating a merger and…
Enterprise Value vs Equity Value Excel Calculator
6,135
1189
Enterprise value, also referred to as firm value, is the total value of assets of acompany excluding cash. Financial analysts…
banking industry comps template preview Banking Industry Comps Template
6,929
1010
This banking industry comps template is used as a guideline to create a comparable companies universe for the banking industry.…
Intrinsic Value template Intrinsic Value Excel Template
6,331
1114
This intrinsic value excel template is a useful tool for investment professionals. The intrinsic value of a company or an…
ltv-cac-ratio-template-excel LTV CAC Ratio Template
7,371
1061
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
4,546
1032
Adjusted EBITDA is a normalized financial metric which excludes all one-time, irregular and non-recurring items. It is commonly used in…
Economic Value Added (EVA) Excel Template Economic Value Added (EVA) Excel Template
6,400
1032
This economic value added (EVA) excel template can help analysts and investors assess a company's profitability. Economic value added (EVA)…
See all