Automated Excel Models

Startup Financial Model & Valuation Suite

Get your investor-ready Excel financial model instantly. Fully dynamic 3-statement linking, DCF valuation, and automated 60-month forecasting.

⚡ Instant .xlsx Download
🔓 100% Unlocked Formulas
📊 3-Statement Dynamic Linking
💼 Board & Investor Ready
★ MOST POPULAR & BEST VALUE ★
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Founder Suite 5 Years

The institutional-grade model built specifically for pitch decks, fundraising, and board reporting.

$49 $99 One-time payment
  • ✓ 5-Year Full Monthly Projections (60 Months)
  • ✓ Dynamic 3-Statement Model (P&L, Balance Sheet, Cash Flow)
  • ✓ Executive KPI Dashboards & Auto-Chart Engines
  • ✓ Comprehensive Onboarding Guide & Formula Map
  • ⚡
    INCLUDED BONUS: Complete DCF Valuation Engine (IRR, NPV, Payback Period)
Get 5-Year Suite ($49) ➔
🔒 Instant Secure Download • Excel (.xlsx) Ready
Starter Planning

Standard Edition

Essential 3-year model for operational budgeting and internal team projections.

$39 one-time payment
  • ✓ 3-Year Projection Framework
  • ✓ P&L, Balance Sheet & Cash Flow
  • ✓ Core KPI & Return Ratios
  • ✓ PDF Quickstart User Guide
  • ✓ Instant .xlsx File Access
Get 3-Year Standard ($39)
Instant .xlsx Delivery

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Browse screenshots of the Dashboard, Revenue Model, Income Statement, Expenses, and Assumptions sheets.

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Built for Founders, Consultants & Students

Verified feedback from models deployed in production and classrooms.

★★★★★ 4.9 / 5.0 Rating • Trusted by Founders, MBA Candidates & Financial Consultants
1,450+
Templates Downloaded
Global instant deliveries
420+
Startups & SMEs
Used in investor pitch decks
850+
University Students
MBA & finance assignments
35+
Countries Represented
Multi-currency ready

Built for Founders, Consultants & Students

Verified feedback from models deployed in production and classrooms.

★★★★★ 4.9 / 5.0 Rating • Trusted by Founders, MBA Candidates & Financial Consultants
1,450+
Templates Downloaded
Global instant deliveries
420+
Startups & SMEs
Used in investor pitch decks
850+
University Students
MBA & finance assignments
35+
Countries Represented
Multi-currency ready
● Live Model Preview

5-Year Financial Model & Valuation Suite

Click through the sheet tabs below to inspect live formulas, schedules, and dynamic calculations.

XLS
5-Year Financial Model & Valuation Suite.xlsx
Ready • 10 Connected Worksheets
C15
fx
=EBITDA - Depreciation_Schedule
# Financial Metric / KPI Year 1 (2026) Year 2 (2027) Year 3 (2028) Year 4 (2029) Year 5 (2030) 5-Year Total
9 Gross Revenue $1,935,400 $3,743,400 $4,276,200 $4,809,000 $5,341,800 $20,105,800
11 Gross Profit $1,935,400 $3,743,400 $4,276,200 $4,809,000 $5,341,800 $20,105,800
13 Operating Profit (EBIT) -$197,750 $508,700 $775,100 $1,041,500 $1,307,900 $3,435,450
14 Net Income (Profit) -$249,535 $356,090 $542,570 $729,050 $915,530 $2,293,705
16 Free Cash Flow (FCF) -$1,289,385 $3,590,790 $4,043,670 $4,496,550 $4,949,430 $15,791,055
# Revenue Driver / Unit Schedule Unit Price Year 1 Units Year 2 Units Year 3 Units Year 5 Units 5-Year Revenue
7 Product Line 1 (Core Tier) $150.00 10,980 21,120 24,000 29,760 $16,911,000
12 Product Line 2 (Entry Tier) $70.00 4,120 8,220 9,660 12,540 $3,194,800
16 Consolidated Gross Revenue — 15,100 29,340 33,660 42,300 $20,105,800
# Valuation & Cash Flow Metric Source Year 1 Year 2 Year 3 Year 5 5-Year Total
6 Capex Startup Investments Assumptions -$3,173,000 $0 $0 $0 -$3,173,000
10 Unlevered Free Cash Flow (FCF) Calculated -$1,289,385 $3,590,790 $4,043,670 $4,949,430 $15,791,055
12 FCF + Terminal Value (6.0x P/E) Formula -$1,289,385 $3,590,790 $4,043,670 $10,442,610 $21,284,235
16 Net Present Value (NPV @ 10% WACC) XNPV Integrated 60-Month Cash Flow Discounting $14,827,056
# Financial Ratio / Benchmark Year 1 (2026) Year 2 (2027) Year 3 (2028) Year 5 (2030) Target
8 Operating Margin (EBIT Margin) -10.2% 13.6% 18.1% 24.5% > 15.0%
9 Net Profit Margin % -12.9% 9.5% 12.7% 17.1% > 10.0%
12 Return on Equity (ROE) -8.5% 10.9% 14.2% 16.7% > 15.0%
5-Year Total Revenue
$20,105,800
5-Year Net Income
$2,293,705
Project IRR (XIRR)
133.0%
Net Present Value (NPV)
$14,827,056

5-Year Revenue & Net Income Trajectory

100% Risk-Free Guarantee

If this spreadsheet template does not save you hours of work and provide clear financial forecasting, reach out within 7 days for a full refund.

⚡ Digital Delivery Policy

Files (.xlsx & documentation) are available for immediate download upon payment confirmation, with an automated backup download link sent to your email.

🔒 Unlocked Software Assets

Compatible with Microsoft Excel, Google Sheets, Apple Numbers, and LibreOffice. All formulas are 100% editable without locked password protections.

📬 Customer Support

Need setup assistance or formula guidance? Contact our support desk at contact@financialplan.tools for prompt technical help.

Financial & Legal Disclaimer The tools, spreadsheets, calculations, and financial templates provided on this website are for educational, operational, and informational purposes only. We are not a registered investment advisor, certified financial planner, broker-dealer, or tax professional. None of the content, templates, or spreadsheet calculations constitute professional financial, investment, legal, or tax advice. You should consult with a licensed professional before making any significant financial decisions.
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