Great financial modeling resources are added here on a regular basis! Our Excel finance templates are used by many entrepreneurs and finance professionals who appreciate financial modeling Excel templates from experienced financial modelers that save them significant time. Using a financial model template that has already been developed not only is quite helpful, but it’s also educational, as it avoids that you will have to reinvent the wheel with blindfolds. A finance Excel model template provides you with a structure to start with and points your analysis in the right direction.
The following are the latest financial modeling Excel templates recently posted on our platform.
A monitoring workbook for debt funds, bridge lenders and credit teams holding commercial real estate or private credit loans. Enter up to 40 loans onc... read more
Test every loan in a CRE or private credit book against DSCR, LTV and debt-yield covenants on one as-of date, flag maturities and thin interest reserv... read more
Underwrite a single fix-and-flip or bridge-rehab loan from both sides of the table: loan sized on loan-to-cost and a loan-to-ARV cap, monthly rehab dr... read more
Evaluate carbon capture and geological storage project economics with a macro-free Excel model: 11 worksheets, 300 monthly periods, 15 sample emitter ... read more
Evaluate boutique hotel and resort economics with an editable 120-month Excel model. Includes 19 worksheets, 15 illustrative revenue areas, five live ... read more
Project a community association's operating budget, reserve fund, capital projects and loan debt service for 10 years, and see monthly dues and specia... read more
A monthly 3-statement budget and forecast model in Excel for SMEs, finance managers and consultants. Enter every number once and get a fully linked P&... read more
A co-located solar PV + battery storage financial model built on real 2025 hourly day-ahead prices and solar profiles for eight European markets (DE-L... read more
A solar PV project financial model built on real 2025 hourly day-ahead prices and solar generation profiles for eight European markets (DE-LU, NL, BE,... read more
A battery energy storage (BESS) financial model built on real 2025 hourly day-ahead prices for eight European markets (DE-LU, NL, BE, FR, AT, PL, CZ, ... read more
Income & Expense Multiple Accounts Tracker (Dark theme): a simple yet powerful tool for managing personal and business finances across multiple ac... read more
Income & Expense Multiple Accounts Tracker (Bright theme): a simple yet powerful tool for managing personal and business finances across multiple ... read more
Cash Flow Analyzer Pro is a rental property analysis tool that shows your cash flow, ROI, equity and tax effects over 30 years, so you can see a deal'... read more
Excel model for a 5 to 300 unit Canadian rental building, bought or built: CMHC MLI Select points, the July 2025 premium schedule, loan sizing on loan... read more
Personal budget spreadsheet built around paychecks. Plan every dollar, log spending, track savings goals, and compare debt snowball vs avalanche for u... read more
Bookkeeping spreadsheet for freelancers, sole proprietors and small shops. Log income and expenses with dropdowns; monthly and yearly P&L, a quart... read more
Spreadsheet for vacation rental hosts and co-hosts with 1 to 5 properties. Log bookings and expenses once; occupancy %, ADR, per-property P&L and ... read more
Annual Excel model for a tire recycling and crumb rubber plant. Compare whole tire, TDF and mulch feedstock, model tipping fees or stewardship incenti... read more
Underwrite a mobile home park purchase in one workbook: tenant-owned vs park-owned pads, lot rent marked to market and capped at market rent each year... read more
Underwrite a single-tenant net-lease property for purchase and financing in one workbook: price from cap rate, 10-year rent schedule with step or annu... read more
Fixed-price Excel modeling service from Eastwich Advisors, the vendor behind the Debt Fund, CMBS/ABS Securitization and Preferred Equity Fund models. ... read more
Excel model for a 1 to 4 unit rental property in Canada: CMHC insurance, semi-annual mortgage compounding, the stress test, land transfer tax, CCA, re... read more
Annual Excel model for a tire pyrolysis plant: tipping fees, pyrolysis oil, recovered carbon black and steel revenue, debt sized to a target DSCR, thr... read more
A 180-month residential and mixed-use development financial model combining unit sales, residential rentals, retail leases, construction budgeting, de... read more
Self-storage lease-up: unit mix, street versus in-place rates, monthly absorption, loan sized on stabilized NOI, levered IRR, LP/GP promote returns.
An integrated startup fundraising and capitalization model covering five financing rounds (Seed–Series D), SAFE and convertible-note conversion, ESO... read more
Value-add multifamily: bridge loan, monthly renovation roll-up, trailing NOI, agency takeout at MIN(LTV, DSCR, DY), cash-out, promote returns.
Lender-grade construction loan model: Sources & Uses with LTC/LTV-constrained sizing, 36-month S-curve draw schedule, equity-first funding, intere... read more
A premium 10-year Excel portfolio investment model for up to 50 properties, including 15 editable fictional examples, rental and NOI projections, debt... read more
Ten-year closed-end debt fund model with deployment pacing, expected credit losses, subscription line and back leverage, management fees, a European w... read more
Paste a unit-level rent roll and get loss-to-lease, physical and economic occupancy, lease expiration exposure by bucket, unit-mix economics, and in-p... read more
LP/GP distribution waterfall with up to four IRR hurdle tiers and a sponsor promote, showing the hypothetical capital account for every tier and retur... read more
Size the maximum loan on a stabilized property under LTV, DSCR and debt-yield constraints, identify the binding constraint, run a 360-month amortizati... read more
An institutional-grade 10-year Excel financial model template for AI GPU-as-a-Service (GPUaaS) and AI compute data center startups. Features dynamic G... read more
10-year commercial property underwriting model with 500-row rent roll, lease rollover, NOI, mortgage financing, DCF valuation, equity IRR, DSCR, 3 sce... read more
An Excel template to assess, score and monitor third-party vendors. Score 40 due diligence questions across 8 weighted risk categories, apply automati... read more
30-year Solar PV + BESS Excel project finance model with annual energy forecasts, PPA and merchant revenue, storage charging economics, CAPEX, debt, D... read more
20-year Excel biotech valuation model for 15 drug candidates with stage-based clinical PoS, asset rNPV, licensing and commercialization revenue, three... read more
12-year private equity fund model with 48 quarterly periods, European and American LP/GP waterfalls, five investor classes, capital calls, NAV, carrie... read more
Standalone BESS Excel project finance model with 240 monthly forecasts, 20-year three-statement reporting, 24-hour representative dispatch, arbitrage/... read more
Analyze rental investments with a 15-year Excel cash flow model, mortgage schedule, cap rate, IRR, DSCR, ROI, sensitivity analysis and KPI dashboard.
Professional 5-year Gym & Fitness Studio Financial Model with 22 Excel worksheets, integrated Income Statement, Balance Sheet and Cash Flow Statem... read more
Professional 5-year Med Spa & Aesthetic Clinic Financial Model for med spa owners, aesthetic clinic operators, founders, investors and financial p... read more
Professional 5-year Dental Practice Financial Model for existing dental clinics, new practices, founders, practice owners and financial planning consu... read more
Professional 5-year Self Storage Facility Financial Model for operators, investors, developers, buyers and consultants. The 24-worksheet Excel workboo... read more
Professional 5-year HVAC contractor financial model featuring 27 Excel worksheets, integrated Income Statement, Balance Sheet and Cash Flow projection... read more
Professional 5-year financial model for property management companies, featuring 26 Excel worksheets, integrated Income Statement, Balance Sheet and C... read more
Professional 5-year restaurant financial model for restaurant owners, founders, hospitality operators, consultants and financial planning professional... read more
Professional 5-year, three-statement hotel financial model for independent hotels, boutique hotels, new hotel projects, operators, consultants and man... read more
Professional 13-week cash flow forecasting and CFO management system for small businesses, agencies, consultants, and service companies. Plan weekly l... read more
Professional 5-year SaaS financial model in Excel for subscription-based businesses, founders, financial analysts, and consultants. The 29-worksheet w... read more
A reusable project finance template for a capex-heavy asset on a long-term contract, worked on a 500 MW offshore wind farm with a 20-year PPA. Generat... read more
A clean, fully unlocked leveraged buyout model of a mid-market business with €25m of entry EBITDA. Sources and uses, senior debt sized off EBITDA wi... read more
Excel financial model designed to evaluate the financial feasibility, profitability, financing structure, and investment returns of a waste-to-energy ... read more
Excel-based financial model designed to value pharmaceutical manufacturing companies.
Know whether every job is making money while there is still time to fix it. This all-in-one Excel workbook helps contractors, builders and specialty t... read more
Complaint log with 25 fields, SLA tracking, cost of complaints, decision matrix and ready-made reply templates for e-commerce customer care. CareDesk ... read more
Track every claim against your carriers (lost, damaged, late parcels): amounts claimed, refunded, days open, deadlines and results per carrier. Carrie... read more
Operational log of held and unfulfilled orders: delays, deadlines, priority, real cost of every service failure, alerts and executive dashboard. Every... read more
Monthly tracking of Google Ads spend, clicks, CPC, conversions and ROAS per country, with a dashboard to decide where to scale budget. Most store owne... read more
Log every return with reason, responsibility and quality check; get return rate, real cost per return, handling times and the reasons to fix first. A ... read more
One log for the reviews received on Trustpilot, Trusted Shops, Google, Amazon, Etsy, Facebook and your website: ratings, replies, response time, trend... read more
List one-off and monthly costs, enter your unit margin and expected sales, and see the break-even point with three scenarios and a 12-month projection... read more
Enter your carrier rate table by weight tier and country; the file returns cost, price and margin per shipment and simulates free-shipping thresholds.... read more
Plan newsletter and social content by monthly theme, track every piece by channel and status, measure each newsletter's opens, clicks, orders and ROI.... read more
Keep every supplier price, discount and commercial term in one file: savings per negotiation, bonus thresholds, price history and the next deadline. A... read more
Know exactly where your cash is heading – 13 weeks ahead. This rolling 13-Week Cash Flow Forecast puts your actuals and forecast on one timeline, wa... read more
A complete monthly financial planning system for SMEs and finance teams: driver-based budget, actuals import, budget vs actual variance, rolling forec... read more
A board-ready Excel dashboard that turns key financial statement figures into a one-page view for directors and investors. How it works: You enter fiv... read more
An Excel template that turns a trial balance into a complete set of IFRS financial statements, fully linked. You paste your trial balance and map each... read more
A detailed 5-year Excel financial model for a calf fattening (beef feedlot) business. The business buys young male calves, raises them to a target liv... read more
A complete, fully linked Excel financial model for dairy farms, whether you are starting a new farm or expanding an existing one. Projections are driv... read more
Ten-tab Excel model that appraises an AI investment using the metrics Finance and investment committees require: NPV, IRR, payback period, 3- and 5-ye... read more
15-year financial model for a sustainable aviation fuel plant providing forecasts, valuation, and profitability insights to assess project viability a... read more
10-year financial model for a Wave Energy plant providing forecasts, valuation, and profitability insights to assess project viability and investment ... read more
15-year financial model for a tea farm providing forecasts, profitability analysis, and insights to support investment planning and sustainable growth... read more
Review supplier invoice price, quantity and surcharge candidates, duplicate payments and open credits with an Excel control tower and documented claim... read more
Three-scenario operating model for a vertically integrated cannabis operator: cultivation sites, nursery, clone and tissue culture lab, packaging, dis... read more
Export-based Excel merchant settlement, payment clearing and GL reconciliation control tower. No live Xero, QBO or NetSuite connector.
If you develop, advise on or finance utility-scale onshore wind projects, you know the problem: every new deal means rebuilding the same financial mod... read more
If you develop, advise on or finance utility-scale solar PV projects, you know the problem: every new deal requires rebuilding the same financial mode... read more
Excel workbook that estimates AI project cost and effort as P50, P80 and P90 ranges using three-point PERT, instead of a single figure. It adds a non-... read more
A clean, fully formula-driven acquisition model for an income-producing property. Enter the price, a rent roll of up to 8 tenants and the loan terms; ... read more
A fully formula-driven monthly NOI budget vs actual model for an income-producing property. Enter the budget and the actuals by line and month: the mo... read more
A fully formula-driven cash flow and returns model for a closed-end real estate fund over a 10-year life. Enter commitments, the deployment schedule, ... read more
A clean, fully formula-driven European (whole-fund) distribution waterfall for real estate private equity funds. Enter your fund terms and yearly capi... read more
Revenue is growing. GP% looks healthy. So why isn’t Operating Profit? A strong top line can hide a very different profit story. Higher volume, prici... read more
Costs are rising. How much pricing do you need to protect profitability? This COGS decomposition and scenario model shows what is really driving unit ... read more
Revenue is growing — but where is your margin going? Find exactly what is creating or destroying your GP% — without an artificial “Math Differen... read more
Revenue is growing. GP% looks healthy. So why isn’t Operating Profit? This 3-model FP&A toolkit connects COGS → GP% → Operating Profit to re... read more
The B2B Client Health Score Engine is a proactive, Excel-based diagnostic tool designed to predict and prevent client churn before it happens. Built f... read more
A quarterly land subdivision and lot development model. Three phases, twenty-four quarters, a construction facility that capitalises its own interest,... read more
An Excel control tower connecting approved contractor work, payout batches, bank clearing and project margin review. Two exact-value reconciliation le... read more
Value a company three ways and reconcile them on a football field. The DCF is driven off three years of the company’s own actuals, the cost of capit... read more
A checklist you run against a financial model - somebody else’s before you rely on it, or your own before you send it. 61 tests in 8 categories, eac... read more
Plan estimates, track job expenses and approved changes, review projected job profit, and forecast cash over eight weeks. Includes two Excel workbooks... read more
Underwrite an apartment value-add deal end to end. The loan is sized by all three lender tests and the binding one is named, the renovation programme ... read more
A ready-to-use, multi-format rental property tracking workbook for landlords and small property portfolios. Organize rent, expenses, tenants, leases, ... read more
A ready-to-use, multi-format cash flow forecasting workbook for small businesses. Track expected receipts and expenses, identify timing gaps, and revi... read more
Build a 60-month operating and financial plan for an ABA therapy center platform that may grow across multiple sites. This Excel model connects referr... read more
MSP / MSSP Financial Model - 60-Month Forecast, MRR, Capacity, 3-Statement, DCF & Dashboards 🛡️ Connect managed-services commercial... read more
Connect census, payer economics, staffing, revenue cycle, and cash flow in one operating model Behavioral health Intensive Outpatient Program (IOP) an... read more
A practical Excel-based acquisition underwriting model designed for European SME transactions. Normalize EBITDA, bridge enterprise value to equity val... read more
Model the entire drug development lifecycle, from preclinical research through Phase I-III trials, regulatory approval, commercial launch, and patent ... read more
A commercial-grade P&L and expense management system built natively for Excel. Designed for business owners and consultants, Balancely features an... read more
Model the economics, reserve architecture, liquidity resilience, regulatory capital, financial statements, and enterprise value of a payment-stablecoi... read more
Build a complete 60-month operating and financial plan for a mobile car detailing business that may grow from one van to a multi-van fleet. This Excel... read more
⚖️ Litigation Finance Portfolio Model Build a portfolio-level underwriting and risk view for litigation finance in one integrated Excel ... read more
⚡ Model the grid-connection decision before delay, network upgrades, deposits, and queue attrition consume the project economics. This premium ... read more
🚚☕ Build a five-year operating and financial plan for a phased mobile food-and-coffee fleet in one integrated Excel workbook. This mode... read more
EU Battery Passport, Recycled Content & Compliance Economics Model 🔋 Turn EU battery-compliance requirements into a quantified 10-year ope... read more
AI Data Center Power Procurement & Behind-the-Meter Generation Model ⚡ Choose a power strategy for an AI / GPU campus on a like-for-like, f... read more
A detailed, institutional-grade urea plant financial model for a natural gas-to-urea project, covering construction, operation and financing across a ... read more
A ten-year three-statement operating model whose revolver, cash sweep and interest charge resolve left to right with no circular reference and no iter... read more
Driver-based 12-month budget, monthly actuals, YTD variance split into price, volume and mix, rolling forecast with scenarios, and a one-page KPI dash... read more
The e-Methanol 300 ktpa Integrated Financial Model is a fully built, formula-driven, 30-year project finance model for a green e-methanol production f... read more
The workbook is designed for external audit, internal audit, forensic accounting, controllership review, and audit consulting teams that want a transp... read more
A decision-focused payment-fraud economics model for banks, fintechs, payment processors, credit unions, merchant acquirers and advisory teams that ne... read more
IFRS Group Consolidation & Consolidated Financial Statements Model 🧾 Turn separate legal-entity trial balances into a traceable group clos... read more
🏥 Skilled Nursing Facility Acquisition & Turnaround Decision Model Underwriting a skilled nursing facility requires more than a simple occ... read more
Build a decision-ready business plan for a roller skating rink with a fully linked 10-year monthly financial and operating model. This workbook is des... read more
ESRS E1-1, E1-3 and E1-4 in one workbook: gross targets per scope, decarbonisation levers with CapEx, a 2050 trajectory, locked-in emissions and the t... read more
The seven IFRS S2 / UK SRS S2 cross-industry metrics and the paragraph 33 to 36 target disclosures as a computed workbook, with an AR6 GWP converter a... read more
Screen activities against Article 3 with 16 Climate Delegated Act criteria, then produce the turnover, CapEx and OpEx KPIs in the Annex II template.
Annual green bond allocation and impact report to the ICMA Green Bond Principles and Harmonised Framework, computed from a bond and project register.
Compute all 14 mandatory SFDR principal adverse impact indicators for investee companies, in the Annex I Table 1 format.
An institutional Excel model for government receivables eligibility, collateral analysis, reconciliation, and approval control.
Integrated Three-Statement Financial Model - 10-Year Forecast 📊 What this model is built to solve This Excel model is designed for an operatin... read more
Turn an existing non-powered dam opportunity into a structured investment decision. This premium Excel model is built for developers, utilities, dam o... read more
This is a 5.0 million barrel crude and refined products storage terminal model. Its engine comprises of well linked worksheets arranged in seven depen... read more
Enterprise Excel controls for corporate card matching, policy exceptions, tax staging, and balanced journal preparation.
134 editable PowerPoint slides, a reconciled 24-slide business review, a seven-sheet KPI workbook, print PDFs and practical guidance.
Enterprise Excel controls for WIP roll-forward, cost variances, overhead, and GL reconciliation.
Plan team capacity, test project fees and track delivery margin in one connected Excel workbook.
A financial model built specifically for whole-body cryotherapy and recovery studios, and structured around the decision that actually determines your... read more
Reconcile fund NAV, investor capital movements and commitments through seven Excel worksheets and twelve business controls.
A feasibility study exists to answer two questions, and most templates answer only the first. Is the project worth doing, and can it be financed? This... read more
Build a complete five-year operating and financial view of a coworking or flexible-office business from space allocation and member acquisition throug... read more
🏨 Extended-Stay Hotel Development, Conversion, Length-of-Stay & Debt Financial Model - 10-Year Forecast This premium Excel model is built ... read more
Airbnb / Short-Term Rental Property Management Financial Model - 5-Year Forecast 🏡 Build a property-management business around the economics t... read more
🧭 Investment Holding Company NAV, Liquidity, Capital Allocation & Distribution Financial Model - 5-Year Forecast Managing an investment ho... read more
Turn manuscript, print-run and rights decisions into a connected 60-month publishing forecast. This premium Excel model is built for independent and s... read more
An Excel-based migration control suite for reconciling the QuickBooks closing position to the NetSuite opening position with traceable AP, AR, PO and ... read more
An institutional, lender grade Excel model for a temperature controlled warehouse over a long hold. Revenue is built from renting pallet positions (st... read more
An institutional, lender grade Excel model for a concrete block and paver factory over the life of the plant. It builds output from the moulding line ... read more
An institutional, lender grade Excel model for an urban bus operator or concession over the concession life. It builds the network (fleet, peak vehicl... read more
An institutional, lender grade Excel model for a seawater reverse osmosis (SWRO) desalination plant over its full operating life. It builds specific e... read more
Review Oracle Fusion Cloud OTC carve-out rehearsals through customer mappings, open receivables and invoice-level cash allocation. Seven Excel workshe... read more
Build a complete five-year view of a street-front mobile phone business where new-device sales, refurbished-device sales, repair services and accessor... read more
🎓 Private Tutoring Center Financial & Operating Model - 5-Year Forecast Running a tutoring business is not only an enrollment problem. A c... read more
We are constantly looking forward to adding great resources to our inventory of financial model templates and also finding new industries the financial models can be applied. We work in partnership with our Vendors and give them a platform where they can showcase and market their skills.
If you are skilled in financial modeling in Excel and would like to share your financial modeling resources with others, please don’t hesitate to register as a vendor with us and start uploading your own finance Excel models.