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!
Basic Leveraged Buyout LBO Model Template Basic Leveraged Buyout LBO Model Template
(1)
5,953
1
An LBO model is built to evaluate a leveraged buyout transaction, which is a business acquisition funded with a significant…
Monthly Dynamic 3 Statements & Valuation Monthly Dynamic 3 Statements & Valuation
(0)
84
1
General Overview  The template contains the cash flow statement, the income statement, the balance sheet statement as well as ratios,…
Project Finance Model - Unlimited Scenarios Project Finance Model - Unlimited Scenarios
(0)
697
1
This project finance model is an advance version of the model you can find under the following link:   https://marketplace.corporatefinanceinstitute.com/financial-model-templates/project-finance-model-base/…
3 Statement Model for Bank 3 Statement Model for Bank
(0)
1,693
1
A 3 statement model template connects the income statement, balance sheet, and cash flow statement into one dynamically linked financial model.
Analysing sensitivities with indifference curves (unlocked) Analysing sensitivities with indifference curves (unlocked)
(0)
3,572
1
This is an unlocked version of the same utility published on my page. In this version you can access and…
Convenience Store Gas Station Financial Plan Convenience Store Gas Station Financial Plan
(0)
57
0
This Financial Plan Model is a perfect tool for a financial feasibility study on launching a Convenience Store Gas Station. The model can be used to create 5 years’ projections.   The model…
10 Years Financial Forecast and Valuation Excel Model 10 Years Financial Forecast and Valuation Excel Model
(0)
296
0
Excel Financial Model & Valuation. This is a generic financial model that allows the user to forecast the Company's profit and loss account, balance sheet, cash flow statement, and it…
Hotel Valuation - Real Estate Development Model Hotel Valuation - Real Estate Development Model
(0)
249
0
This template is a very detailed financial model that takes into account the specifics of the real-estate niche that is…
Project Finance Model - Advanced Timeline Project Finance Model - Advanced Timeline
(0)
749
0
This project finance model is an advance version of the model you can find under the following link: https://marketplace.corporatefinanceinstitute.com/financial-model-templates/project-finance-model-base/ It…
Project Finance Model - Base Project Finance Model - Base
(0)
788
0
Project finance model which is not fixed to any particular industry. Easy to incorporate various revenue and cost lines. Particularly…
Loan Amortization calculator Loan Amortization calculator
(0)
1,692
0
Amortization is paying off a debt over time in equal installments. Part of each payment goes toward the loan principal, and…
Rent or Sell financial model Rent or Sell financial model
(0)
1,604
0
Is It Better to Sell a Paid-Off House or Use It as a Rental? Owning a home with no mortgage provides you…

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
8,097
793
Unlevered beta (also referred to as asset beta) is the company’s beta score without taking into account the debt that…
Beta Excel Calculator
6,401
574
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
5,924
510
This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…
ASSETS CORRELATION MODEL
404
28
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
721
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
18,605
4997
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
6,200
923
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
6,412
896
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
7,070
653
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
6,269
478
This cost of preferred stock excel calculator lets you calculate the cost of preferred shares, given the stock price and…
capital-structure Financial leverage
4,054
361
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)
1,730
149
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
921
86
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
7,143
12
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
16,259
3702
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
11,124
2640
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
9,530
1969
To be a competent financial analyst, one should have the ability to communicate results from a financial analysis effectively. This…
Bullet Chart Excel Template
6,682
740
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
6,083
720
This Gold Charts Dashboard Template will help you visualize some of the key metrics for a Gold ETF and how…
Revenue dashboard
4,865
500
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)
3,942
469
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)
3,591
7
Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
Excel Dashboard Template
4,598
4
This is a comprehensive Dashboard Template for typical kinds of Analysis including Sales Analysis, Variance Analysis, etc.
Real Estate Re Investment and Refinancing Modelling Excel Sheet Template
503
0
The model has multiple house analysis database through which you can set the expense, mortgage expense, refinacing expense details and…
Project management Gantt Chart business excel model template
435
0
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
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
13,331
2708
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
7,697
1106
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
8,162
1039
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
7,597
911
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
7,896
831
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
6,529
591
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
7,617
604
The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
Asset Performance Calculator
4,164
355
Asset Performance Calculator For Mutual Fund Industry Written in Visual Basic with Live Data Query.
COFFEE SHOP BUSINESS PLAN TEMPLATE TRIAL
4,023
293
A coffee shop is a small business that belongs to foodservice enterprises but stands out from them because of a…
HOTEL BUSINESS PLAN FINANCIAL MODEL EXCEL TEMPLATE TRIAL
4,380
306
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
4,394
300
Buy Restaurant Business Plan template. Plan Cash Flow with Excel Restaurant. Check how to start a Restaurant and save your…
cable industry comps template preview Cable Industry Comps Template
6,924
277
Use this cable industry comps template as a guideline for a comparable companies universe for Charter Communications Inc. Charter is…
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
7,358
851
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
6,507
832
Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…
Loan Repayment scheduler
3,153
313
This template help you plan your repayment of loan or debt.  
Amortization Schedule (Automatic)
1,616
120
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
261
13
Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Static Amortization Schedule
192
11
Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Tax Depreciation Schedule
1,378
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
21,112
5878
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
10,307
2624
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
8,711
1885
This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
EV/EBITDA Excel Calculator
6,921
1528
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
8,909
1359
A capitalization table is a spreadsheet used by startups or early-stage ventures that details all of the company's securities. For…
Enterprise Value vs Equity Value Excel Calculator
6,913
1335
Enterprise value, also referred to as firm value, is the total value of assets of acompany excluding cash. Financial analysts…
Financial Synergy Valuation Model Template Financial Synergy Valuation Model Template
6,999
1323
This financial synergy valuation model template can be a useful tool for analysts and investors in evaluating a merger and…
Intrinsic Value template Intrinsic Value Excel Template
7,154
1255
This intrinsic value excel template is a useful tool for investment professionals. The intrinsic value of a company or an…
banking industry comps template preview Banking Industry Comps Template
7,697
1106
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
8,207
1158
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
5,223
1139
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
6,572
1154
EBITDA multiple (EV/EBITDA) is a financial ratio used to compare the enterprise value of a company to its annual EBITDA…
See all