What is Investment Consulting?

An investment consulting is a financial
professional who provides investors with investment products, advice and planning.
Investment consulting do in depth work on formulating investment strategies for
clients, helping them fulfill their needs and reach their financial goals


General overview

It is not secret that starting any
business plan from scratch is not easy.


If you dream to start a Consulting Firm
Business, the template is the first step in making your dream into reality, it
is constructed based on solid experience and highly analytical skills that will
lead to guaranteed your success


The model clearly shows the profit and
loss result, the required capital for startup, the fixed assets needed to start,
the use of the funds, the operating expenses description needed to run the operation,


This plan is also essential document to
the bank when applying for a loan, or to investor when applying for equity
funding, having a well thought out business plan shows you have analyzed your
idea and help give investors an overview of the risk and potential rewards of


Very simple to use, the user only needs
to fill the green cells in the green tabs and the outputs are updated instantly

So, a quick overview of the model, in the contents sheet you can
see the structure of the model and by clicking on any of the headlines will automatically
redirected to the relevant sheet


Erase all the data in the green cells

Update the general info in the Front

Fill the green cells only in the green



The data will dynamically flow in to
the following below


-Profit and loss statement by month
including 3 major component, gross profit, EBITDA and net profit

-Balance sheet by month including total
assets, total liability and owners’ equity

-Cash flow by month with 3 outputs such
as operating cash flow, investing cash flow and financing cash flow

-Ratios with 4 main components, such as
profitability ratio, efficiency ratio, liquidity ratio and solvency ratio

-Break-even point including value as
well as margin of safety

-Profit and loss statement for 10 years
including 3 major component, gross profit, EBITDA and net profit

-Business valuation using discounted
cash flow, with 2 main outputs such as intrinsic value and market capitalization

-Calculation for the WACC and capital

-Regular and discounted payback period

-Financial summary

-Dashboard summary



Conclusion and customization

Highly versatile, very sophisticated
financial template and friendly user 

If you have any
inquiry, please contact us 

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