Financial models
Custom Excel financial models by industry and purpose, built on your numbers.
- A custom financial model, built on your numbersA custom Excel financial model built from your own numbers, with live formulas, a low/base/high switch and a Checks sheet. Light $149, Full $349.
- An e-commerce financial model for investors, built on your numbersAn e-commerce financial model in Excel: visits, conversion, AOV, CAC, repeat orders, returns, fulfilment, inventory and cash, with low/base/high scenarios.
- A financial model for investors, with the downside built inWhat investors look for in a startup financial model: bottom-up revenue, unit economics, runway, hiring plan, three statements and a downside case. Built on your numbers.
- Financial projections for your clients, built and checkedFor accountants, bookkeepers and advisers: checked, three-statement Excel projections for clients, built from their numbers. Pack of 5 Full models for $1,250.
- Gym and fitness studio financial projectionsFitness studio financial projections in Excel: members, cancellations, capacity, personal training, instructors, fit-out and cash, with low/base/high scenarios. Built on your numbers.
- Home services and trades financial projectionsFinancial projections for plumbing, HVAC, electrical, cleaning and landscaping businesses: technician capacity, leads, jobs, vans, cash. Low/base/high scenarios. Built on your numbers.
- Professional services financial projections, built on your numbersFinancial projections for a consulting firm or agency: billable hours, utilisation, rate card, retainers vs projects, contractors, receivable days and cash. Built on your numbers.
- Rental property pro forma for lenders, built on your numbersA rental property pro forma in Excel built on your numbers: rent roll, vacancy, NOI, mortgage schedule, DSCR, cash-on-cash, levered and unlevered IRR, with scenarios.
- Restaurant and coffee shop financial projections for a bank loanRestaurant and coffee shop financial projections built on your numbers: traffic ramp, average ticket, food cost, payroll, loan, cash flow and balance sheet.
- Retail store financial projections for a bank loanRetail store financial projections in Excel: sales per sq ft, rent, fit-out, like-for-like growth, seasonality, inventory and cash, with low/base/high scenarios. Built on your numbers.
- A SaaS financial model with scenarios, built on your numbersA SaaS financial model in Excel: customers, MRR waterfall, churn, CAC, LTV, runway and three statements, with a low/base/high switch. Built on your numbers.
- SBA loan financial projections, built on your numbersFinancial projections for an SBA or bank loan: income statement, balance sheet and cash flow with live formulas and a downside case. Built on your numbers.
- Five-year financial projections for E-2 business plansFive-year financial projections for E-2 business plans: P&L, cash flow, balance sheet and hiring plan in Excel, checked before delivery. For plan writers and attorneys.