General Financial Model Bundle

Take advantage of these free, high-quality Excel financial model templates to enhance your financial analysis and decision-making process. Download our templates today and unlock the power of Excel financial modeling for your business or personal use.

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Looking for Free Excel financial modeling tools to download? Here, you’ll find valuable information about financial modeling using MS Excel and gain access to a collection of ready-made Excel financial model templates that are completely free to download.

About Excel Financial Modeling

Excel financial modeling is a powerful tool used by professionals in various fields, including finance, accounting, investment banking, and corporate planning. It involves creating detailed financial models to analyze and forecast the financial performance of businesses, investments, projects, or other financial scenarios.

Financial modeling in Excel allows users to organize and manipulate large sets of financial data, perform complex calculations, and generate dynamic reports and visualizations. Excel’s versatility and familiarity make it a popular choice for financial modeling, enabling professionals to make informed decisions, evaluate risks, and plan for the future.

Ready-Made Excel Financial Model Templates

To support your financial modeling journey, we provide a range of ready-made Excel financial model templates. These templates are designed to save you time and effort by providing a solid foundation for various financial analyses. Whether you’re working on a business valuation, investment analysis, budgeting, or financial projections, our templates have got you covered.

Our collection of ready-made Excel financial model templates covers a wide range of industries and scenarios, including:

  1. Business Valuation: Evaluate the worth of a company based on various valuation methodologies like discounted cash flow (DCF), comparable company analysis (CCA), or precedent transactions.
  2. Financial Projections: Create forecasts for revenue, expenses, cash flow, and key financial metrics to assess the financial performance of a business over a specified period.
  3. Investment Analysis: Assess the financial viability of investment opportunities, calculate return on investment (ROI), and analyze risk using techniques such as net present value (NPV) and internal rate of return (IRR).
  4. Budgeting and Expense Tracking: Plan and manage budgets, track expenses, and analyze variances between actual and projected figures.
  5. Project Financial Analysis: Evaluate the financial feasibility and profitability of projects, considering factors such as costs, revenue streams, cash flows, and timelines.

All of our Excel financial model templates are designed by experts and are customizable to suit your specific needs. They come with detailed instructions and built-in formulas, making it easier for you to input your data and obtain meaningful insights quickly.

Free to Download Templates in a Bundle!

Financial modeling is not an easy task, as it often requires a lot of time, especially when building a financial model from scratch. To help you spend your time more efficiently, here are ready-made, free-to-download Excel tools that will be beneficial for tasks in Excel Modeling.

From a simple calculation of key financial ratios and budget plans to valuation, we compiled these tools to help our users benefit from ready-made financial model templates in Excel.

Enjoy this collection of General Financial Model Templates which you can download for FREE!

Basic Excel Calculators and Tools for Financial Modeling:

  • Simple Cap Table Template – allows entrepreneurs to understand the dilution effect of capital raisings and a simple stock option plan. It is beneficial for raising financing, including employee shares or stock option programs, simple financial modeling, managing and controlling shares, and preparing a cap table for your business is a good practice.
  • Debt Amortization Table – calculates how long it takes for a monthly installment to repay debt via monthly installments. This model allows the user to use different assumptions, such as the interest rate, monthly installment, and the debt amount, to determine of how long it takes to repay the debt.
  • WACC Calculator | Discount Rate Estimation – calculates the WACC, which can be used as the discount rate for any DCF calculation. This calculator is beneficial when building a DCF Model as it helps you easily calculate the discount rate. This calculator is user-friendly and with simple design.
  • Return on Invested Capital Calculator – offers a valuable tool for identifying a company’s true financial performance.`This simple calculator allows users to input 10 years of financial data to study a company’s trend in operating profitability. The design is kept simple, on a one-page only, and includes pre-filled example data, which can be edited according to one’s business.

New Basic Investment Analysis Template:

  • Payback Period Calculator – helps estimate the number of years required to break even from an initial investment. This calculator is best for when analyzing different possibilities to invest and can be utilized by combining with other existing financial tools, such as calculating the NPV and IRR metrics. You can input and calculate the cash flow forecast, investment cost allocation, and cash cost breakdown. This tool also includes a chart to see the trend of cash flows every year.
  • IRR Project Finance Analysis – forecasts the expected financials for a greenfield project and calculates the levered and unlevered IRR. This model includes an Executive Summary with Chars and Key Financials, Assumption Sheet, Yearly Projections, Debt Schedule, Fixed Asset Depreciation Schedule, Forecasted Financial Ratios, Projected Free Cash flows to Firm, Payback Period, Equity IRR Calculation, and a print-friendly layout including charts and graphs. This IRR tool is best for evaluating the IRRs and NPV of a greenfield project.
  • Simple Private Equity Deal Template – tool for an initial analysis of a Private Equity Investment, assuming investment in year 0 and exit within 5 years for a 100% equity stake. This model focuses on the key drivers with which private equity firms generate value, such as Revenue growth, improvements in the Company’s profit margins, multiple arbitrages, and the effects of using financial leverage in the form of debt financing.

New Valuation Models:

  • DCF Valuation Model – allows users to value a company based on the net present value derived from the discounted free cash flows to firm and terminal value. With this template, you can learn how to calculate the Enterprise Value by discounting the forecasted 5-year Free Cash Flows to their present value using the DCF Discount Rate. This Excel template is available in 2 versions:
    • Advanced Version – includes the calculation of Capitalized Earnings, Gordon Growth Rate, H-Model, Exit Multiple – EV/Revenue, EV/EBITDA, EV/EBIT, P/E, and P/B, One Stage Value Driver, and Two-Stage Value Driver
    • Basic Version – only includes the calculation of Gordon Growth Rate and Exit Multiple EV/EBITDA
  • Net Present Value Calculator – calculates the present value of a future free cash flow stream easily. We have two versions which you can download for free. The first version covers a 10-year NPV forecast. The second and current model lets you quickly calculate the net present value of up to 30 years of future free cash flow stream.
  • Brand Valuation Template – brand valuation template in budget allocations, brand reviews, financing, licensing, and mergers & acquisitions. This tool can help you get an accurate and detailed view of a brand’s overall value. It is fully editable and very simple. All you need to do is enter the required input, and this Excel model auto-calculates the output. You can edit the assumptions as you need to compare different brand agreement scenarios and terms. Making a financial decision is simple. You can compare scenarios and similar brands to rank potential tie-ups and get the best investment for your business.
  • Simple VC Valuation Template – designed to help entrepreneurs and venture capitalists assess the potential value of a startup company. Using this tool, you can calculate the Equity Value Today, Investor Cash Flows, IRR, and Cash on Cash Multiple. It also includes inputs such as revenue projections, growth rates, market size, and exit scenarios and outputs a valuation estimate for the company.

New Budget Planner:

  • Simple Budget Planner – helps track a company’s financial performance over the year. This planner includes calculating fundamental metrics such as Gross Profit Margin, EBITDA, Net Income, and Break-Even. With this tool, you can keep track of your business’s finances and control expenses. This model is designed to be user-friendly so that even beginners can utilize it with no problem.

Cheat Sheet for financial modeling:

  • Financial Ratios Cheat Sheet – a financial ratios cheat sheet summarizing the definitions and formulas of the most widely used financial ratios. The purpose of this sheet is to help beginners, students, and individuals that are still learning financial modeling. This sheet is also print-friendly and can be used as material for teaching.

These templates are all FREE to download, so you can take advantage of these tools to help with your financial modeling tasks as well as in learning Excel financial modeling. Don’t hesitate and download this bundle now!

Looking for industry-specific financial model template bundles? Check out our full list of Template Bundles according to Industry, Use Case, and financial modeler.

Reviews

  • Financial modeling

    It’s really useful and simply amazing.
    Ans its easy to use you really saved a lot of mt time
    I

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