All Templates

Financial Projection Template Financial Projection Template
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This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…
Financial Ratios Calculator Financial Ratios Calculator
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Simple calculation & Visual representations of the different financial liquidity, solvency, price, return & cash flow ratios. Just feed in…
Monthly Finance Report (Pivot Table) Monthly Finance Report (Pivot Table)
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The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
Waterfall Chart for Pre-2016 Excel users (Excel 2013 and below) Waterfall Chart for Pre-2016 Excel users (Excel 2013 and below)
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Making a waterfall chart is a powerful yet simple, visually attractive and compact way of visualizing the cost structure of…
Balance Sheet Excel Template Balance Sheet Excel Template
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This Balance Sheet Excel Template provides an example of what a balanced statement in excel looks like and is a…
Merger Model - M&A Excel Template Merger Model - M&A Excel Template
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A complete Mergers and Acquisitions (M&A) model that includes: (1) stand-alone target DCF model, (2) stand-alone acquirer DCF model, (3)…
Letter of Intent Template (LOI) Letter of Intent Template (LOI)
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This is a Letter of Intent template, provided by CFI, to help you create a professional and effective letter of…
Free Term Sheet Template Free Term Sheet Template
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This Term Sheet Template from CFI is a free example of a fundamental legal document used in private capital raising…
Simple Cap Table Template 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…
Competitive Forces (Porter's Five Forces Template) Competitive Forces (Porter's Five Forces Template)
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Download a free Porter's five forces template to analyze the competitive dynamics in an industry. In the strategic planning process,…
Dynamic Profit & Loss Comparison Dynamic Profit & Loss Comparison
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General overview   This is most important tool to understand and identify the variance.   It will help the business…
Practical View of Cash flow Practical View of Cash flow
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Cash is King - Sale is vanity, Profit is sanity, cash is a reality   It is difficult to overstate…
Actual vs. Budget by Department (Fully Dynamic) Actual vs. Budget by Department (Fully Dynamic)
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This template is used to compare budget with actual results per department, per month, monthly or YTD. BY choosing among…
Beneish M Score Calculator Beneish M Score Calculator
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The Beneish M Score calculator is used to determine if a company has manipulated its reported earnings in its financial…
Assessing Your Team - Cheat Sheet Assessing Your Team - Cheat Sheet
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The Assessing Your Team Cheat Sheet is the perfect resource for objectively assessing your team, and putting them in the…