Category: Financial Services

The Excel financial model templates related to financial services businesses such as banks, insurance companies, wealth management firms, loan providers, peer to peer lending platforms etc.

A forecast that has revenue and expense assumptions directly related to a pawn shop business.

Includes all the assumptions you need to project the gross revenues and profits of a LaaS platform (Lending as a Service).

A general set of models that come with explainers on how you derive various financial ratios from a given asset that changes in price over time.

Compare fixed and variable legs of an interest rate swap.

A tool to compare the NPV (net present value) of mining bitcoin in-house for a certain amount of months and then switching over to cloud mining afterwards.

A useful projection tool to use within the Peer to Peer (P2P) or Peer to Business (P2B) lending space. These platforms have popped up everywhere and retail customers have great opportunity.

Compare two loans with varying criteria and compounding periods.

See how different investment books look like with a database like approach that feeds into 10 year summaries. Report individually or consolidated.

Ever wondered how much you need to charge in order to offer insurance on a given product or service? You will know how much after using this tool.