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CFOExcel models, financial model templates and financial planning tools as used by CFO's
Preferred Return Template – Options for Shortfall Recovery and Compounding or Simple
This is a general template that can be used for any sort of join venture that involves the limited partner…
10 Year Multi-family Real Estate Model – Options for Joint Venture and Refi
An easy-to-use real estate model with particular assumptions that come along with multi-family real estate acquisitions.
Port Operator Financial Model
Port Operator Financial Model presents the business case of an already operating port terminal (with planned refurbishments) and an investment…
Shipping Vessel Financial Model
Shipping Vessel’s Financial Model presents the business case of the purchase of two vessels with the intent of chartering them…
Zoo/Aquarium or Park: 5-Year Excel Financial Planner
Comprehensive financial model to plan out the cash requirements of a Zoo, Aquarium, or Park. Includes construction and on-going operations.
Ratio-Based SaaS Model – Smarter Scaling Logic
This model makes it easier to forecast the scaling out of a SaaS model that is dependent on Account Executives…
Commercial Bank Financial Model
Commercial Banking Financial Model presents the case of a commercial bank with regulatory thresholds based on Basel 3. The model…
Depreciation Calculator and Compare Tool
A tool to help see what your monthly and annual depreciation expense will be across time.
General Use 3 Statement Financial Model – With Exit Assumptions
Monthly and annual summaries of the income statement, balance sheet, and statement of cash flows. Easy user entry on schedules.
Alarm and Security Monitoring Services – Includes Expansion MRR and Negative Churn
A 5-year startup financial model template geared toward the revenue and expense logic of a security monitoring and alarm services…
