Startup Templates

Find the best startup templates to save time on financial planning & analysis, financial projections, and valuation on early stage companies.
Cohort Analysis Excel Template Cohort Analysis Excel Template
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This cohort analysis Excel model is the perfect tool for performing cohort analysis and analyzing the behavioral tendencies of your…
Customer Lifetime Value (LTV) Analysis Template Customer Lifetime Value (LTV) Analysis Template
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This Lifetime Value (LTV) Template is a great tool to calculate the Present Value of the LTV of a customer.…
Purchase Order Template (Excel) Purchase Order Template (Excel)
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This purchase order template (excel) is a document that you can use to request a purchase from a vendor. Use…
Excel Invoice Template Excel Invoice Template
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This excel invoice template will help you create a sales invoice to keep record of your company's transactions. Use this…
Invoice Template (Word) Invoice Template (Word)
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This invoice template (word) can be used to help your company create a sales invoice to record your company's transactions.…
Purchase Order Template (Word) Purchase Order Template (Word)
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This purchase order template (word) is a document that you can use to request a purchase from a vendor. Use…
5-Year Plan Projection (Franchisee Store Opening) 5-Year Plan Projection (Franchisee Store Opening)
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With this template, when you get the sales representation rights of any company abroad in your own country, you can…
Credit/Investment Calculation Excel Template Credit/Investment Calculation Excel Template
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Hi there, With this Excel Template, you will be able to easily calculate the interest amounts you will pay or…
Comprehensive VLOOKUP Guide Comprehensive VLOOKUP Guide
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A comprehensive VLOOKUP guide including a simple explanation of the syntax of the function. To be used for training purposes…
Financial Model for Startup in Microsoft Excel | Entrepreneurship Financial Model for Startup in Microsoft Excel | Entrepreneurship
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Financial Model for Startup | EntrepreneurshipNUMBERS THAT EXPLAIN YOUR STARTUP’S POTENTIALThis template includes the following worksheets:1. Capital Structure and Details2.…
Spare Parts Ordering Policy Spare Parts Ordering Policy
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Download spare parts ordering policy for machinery trading industry
Startup/ E-Commerce Financial Model Excel Template Startup/ E-Commerce Financial Model Excel Template
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This Startup/ E-Commerce Financial Model Excel Template has a variety of components, enabling the user to model their business with…
Startup Analysis and Presentation Templates Bundle Startup Analysis and Presentation Templates Bundle
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This Startup Analysis and Presentation Templates Bundle incorporates a number of templates that can be employed for any startup company…
Cap Table with Investor Returns, Derivative Instruments and Charts Cap Table with Investor Returns, Derivative Instruments and Charts
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Most startups are initially financed by their founders. They contribute relatively small amounts of money for the company to make…

Essential Startup Templates

If you are an entrepreneur who has recently founded a company, or if you are trying to level up your team, in this marketplace, you can find all of the essential Startup Templates. Here you will find Excel, PowerPoint, and Word templates to track your internal KPIs, to save you time with Financial Planning & Analysis, projecting revenues and expenses, and have it all in an organized and presentable format for investors.

Typically, early-stage companies will use the following types of Startup Templates:

  • Three-Statement Financial Model
  • KPI Dashboard
  • Financial Projections
  • Investor Pitchdeck
  • Cap Table
  • DCF Model

How to Use the Startup Templates

To get the most out of these startup templates you’ll want to download multiples version of each type of template you’re looking for. For example, if you need a pitch deck then download 2 or 3 free ones and compare them and take pieces of each. By combining parts of different templates you can easily build one that’s custom suited to your business and your situation.

Some of the tools come with instructions on how to use them and how to update them. If that’s the case with the file you download, then be sure to follow the author’s guidelines.

Startup Templates and Tools

Additional Resources

If you want to take your startup game to the next level you may also wish to consider courses and training that give you the skills you need to build your own tools from scratch. CFI’s financial analyst courses are a great place to get started learning financial modeling, valuation, budgeting, and strategy.