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!
Financial Modeling Competition Case Financial Modeling Competition Case
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This is the case from the 2018 Financial Modeling Competition.
Monthly Financial Model Monthly Financial Model
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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
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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)
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This is the second part of my publication explaining an advanced and little-known method of using data tables for sensitivity…
Financial Analysis - 5 Years Plan & Valuation Financial Analysis - 5 Years Plan & Valuation
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General overview  The main idea of the model is to provide professional and successful financial presentation for the management showing…
Monthly Dynamic 3 Statements & Valuation Monthly Dynamic 3 Statements & Valuation
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General Overview  The template contains the cash flow statement, the income statement, the balance sheet statement as well as ratios,…
All in One Financial Model - DCF, M&A and LBO All in One Financial Model - DCF, M&A and LBO
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This all in one advanced valuation financial model analyzes a merger. The model integrates both DCF and LBO into the…
3 Statement Model for Bank 3 Statement Model for Bank
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A 3 statement model template connects the income statement, balance sheet, and cash flow statement into one dynamically linked financial model.
3 Statement for Bank and Financial Institution with Analysis 3 Statement for Bank and Financial Institution with Analysis
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A 3 statement model template connects the Income statement, Balance sheet (Financial Position), and Cash flow statement into one dynamically…
Basic Leveraged Buyout LBO Model Template Basic Leveraged Buyout LBO Model Template
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An LBO model is built to evaluate a leveraged buyout transaction, which is a business acquisition funded with a significant…
Hotel Valuation - Real Estate Development Model Hotel Valuation - Real Estate Development Model
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This template is a very detailed financial model that takes into account the specifics of the real-estate niche that is…
Startup Construction Business Plan Startup Construction Business Plan
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General overview   Running a successful construction business isn’t easy. There are so many risks and challenges in the industry…
10 Years Financial Forecast and Valuation Excel Model 10 Years Financial Forecast and Valuation Excel Model
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This unique generic financial model allows the user to forecast a Company's profit and loss account, balance sheet, cash flow statement, and company valuation using the DCF method. This financial model starts with a company’s…
Heavy Machinery Trading Startup Business Plan Heavy Machinery Trading Startup Business Plan
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This model is startup business plan for heavy machinery trading to support 3 main industries, construction, mining and agricultural. It…
Project Finance Model - Unlimited Scenarios Project Finance Model - Unlimited Scenarios
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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/ The…
Project Finance Model - Base Project Finance Model - Base
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Project finance model which is not fixed to any particular industry. Easy to incorporate various revenue and cost lines. Particularly…

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
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Unlevered beta (also referred to as asset beta) is the company’s beta score without taking into account the debt that…
Beta Excel Calculator
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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…
portfolio beta template preview Portfolio Beta Template
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This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…
ASSETS CORRELATION MODEL
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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
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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!
wacc-calculator-template-excel Weighted Average Cost of Capital (WACC) Excel Model Template
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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
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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
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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…
Series A Preferred Share Analysis
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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
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This cost of preferred stock excel calculator lets you calculate the cost of preferred shares, given the stock price and…
capital-structure Financial leverage
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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)
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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
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Create a capitalization table through multiple rounds of investments, and forecast how investment rounds impact ownership, dilution, and distribution of…
Startup Cap Table
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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 template Financial Dashboard Template
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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…
Synthetic Call Chart Option Profit/Loss Graph Maker
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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…
Financial Charts and Graphs Excel Template
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To be a competent financial analyst, one should have the ability to communicate results from a financial analysis effectively. This…
Bullet Chart Excel Template
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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
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This Gold Charts Dashboard Template will help you visualize some of the key metrics for a Gold ETF and how…
Revenue dashboard
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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)
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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
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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…
CryptoCurrency Portfolio Dashboard in Microsoft Excel
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 CryptoCurrency Portfolio Dashboard in Microsoft Excel
Gantt Chart in Microsoft Excel
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 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
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 Churn Dashboard & Customer Risk Analysis 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) Template Levelized Cost of Energy (LCOE) Template
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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
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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
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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…
pharmaceuticals industry comps template preview Pharmaceutical Industry Comps Template
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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
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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…
telecom industry comps template preview Telecom Industry Comps Template
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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
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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
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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 Calculator
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Asset Performance Calculator For Mutual Fund Industry Written in Visual Basic with Live Data Query.
RESTAURANT FINANCIAL MODEL BUSINESS PLAN EXCEL TEMPLATE TRIAL
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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
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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 TRIAL
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Buy Cafe Financial Model. Start Cafe Business with Cash Flow Projection. Check how to open a Cafe business!   Video…
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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
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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…
Capital Expenditure (CapEx) Excel Calculator
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Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…
Loan Repayment scheduler
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This template help you plan your repayment of loan or debt.  
Amortization Schedule (Automatic)
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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…
Dynamic Amortization Schedule
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Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Static Amortization Schedule
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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
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 Loan Amortization Schedule in Microsoft Excel
Project Timeplan - Excel Gantt Chart
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- This sheet can create Gantt Chart time schedule easily.- This sheet is very good for small kinds of projects.-…
Tax Depreciation Schedule
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Tax depreciation schedule will help in the calculation of depreciation based tax basis in the Indian Income Tax Act and…
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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-template-excel DCF Model Excel Template
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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
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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
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This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
EV/EBITDA Excel Calculator
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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…
Enterprise Value vs Equity Value Excel Calculator
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Enterprise value, also referred to as firm value, is the total value of assets of acompany excluding cash. Financial analysts…
Simple Cap Table Template
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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…
Intrinsic Value template Intrinsic Value Excel Template
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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
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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
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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
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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…
Adjusted EBITDA Excel Template
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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…
EBITDA Multiple Excel Template
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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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