5 professional templates — instant download

Financial models that actually work

Stop guessing your numbers. Plug in your assumptions, get investor-ready projections. Built with 260+ formulas per template, color-coded inputs, and clear instructions.

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Excel & Google Sheets
Color-Coded Inputs
Instant Download
Step-by-Step Instructions
The problem

Most financial models are garbage — and the good ones cost $500+

😤

Blank spreadsheet paralysis

You open Excel, stare at cell A1, and wonder where to even start. Three hours later, you've formatted headers.

🧮

Hidden formula errors

One broken reference and your entire 5-year projection is fiction. You won't find it until an investor does.

💸

Consultants charge $2K–$10K

FP&A consultants build great models, but you're paying for their time, not the template. You just need the template.

Templates

Choose your industry

Each model is built to professional standards with color-coded inputs, instructions tab, and zero formula errors.

Food & Beverage

Restaurant Financial Model

Full P&L with seasonality, prime cost tracking, break-even analysis, and debt service coverage. From lease signing to Year 5.

6 tabs
260 formulas
5-year projection
Startup costs & cash flow
Monthly seasonality adjustments
EBITDA margin dashboard
$97 one-time
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SaaS & Software

SaaS Financial Projection Template

MRR waterfall, net revenue retention, Rule of 40, LTV:CAC, CAC payback period. What VCs actually want to see.

5 tabs
320 formulas
5-year projection
Monthly MRR build waterfall
Net Revenue Retention calc
Rule of 40 + investor KPIs
$147 one-time
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Startups & Fundraising

Startup Pitch Deck Financial Model

TAM/SAM/SOM sizing, pre-money/post-money calculator, runway analysis. The pitch deck appendix investors ask for.

4 tabs
180+ formulas
3-year projection
TAM/SAM/SOM market sizing
Dilution & cap table math
Use of funds breakdown
$127 one-time
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Freelancers & Agencies

Freelancer Profitability Tracker

Hourly rate analysis, capacity utilization, tax provisions, and actual take-home pay. Month-by-month tracking.

3 tabs
139 formulas
12-month tracker
Effective hourly rate calculator
Capacity utilization tracking
Tax provision estimates
$67 one-time
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E-Commerce & DTC

E-Commerce Unit Economics Calculator

Per-unit contribution margin, full cost stack (COGS, shipping, fees), CAC/LTV, and ROAS tracking across 5 SKUs.

3 tabs
58 formulas
5 SKU slots
Full per-unit cost breakdown
Marketplace fee modeling
ROAS & CAC payback analysis
$97 one-time
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⚡ Complete Bundle

Get all 5 templates. Save $135.

One purchase. Every industry model. Whether you're pivoting, consulting, or building a portfolio — this gives you the full arsenal.

  • Restaurant Financial Model ($97)
  • SaaS Financial Projection ($147)
  • Startup Pitch Deck Model ($127)
  • Freelancer Profitability Tracker ($67)
  • E-Commerce Unit Economics ($97)
$535
$399
You save $136 (25%)
Get the Complete Bundle →
Instant delivery · Secure checkout via Stripe
What you get

Every template follows the same standard

📘

Instructions Tab

Every template opens with a clear walkthrough. No guessing where to start — just follow the steps.

🎨

Color-Coded System

Blue cells on yellow = your inputs. Black text = formulas (don't touch). Green = cross-sheet references. No ambiguity.

✅

Zero Formula Errors

Every template is validated formula-by-formula. No #REF!, no circular references, no hidden errors.

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Built-In Dashboards

Key metrics at a glance. EBITDA margins, break-even points, LTV:CAC — the numbers that matter, visualized.

FAQ

Common questions

Yes. All templates are built in .xlsx format which works in both Microsoft Excel and Google Sheets. Some advanced formatting may render slightly differently in Google Sheets, but all formulas work perfectly.
Absolutely — that's the whole point. Every template has a dedicated Assumptions tab with clearly marked blue input cells. Change your revenue assumptions, cost structure, growth rates — everything recalculates automatically.
Yes. The SaaS and Startup Pitch templates are specifically designed for investor meetings. They include the metrics VCs expect (MRR waterfall, Rule of 40, LTV:CAC, TAM/SAM/SOM, dilution analysis) and follow the structure that institutional investors are used to reviewing.
Instantly. After your Stripe checkout completes, you'll be redirected to a download page and also receive an email with download links. No waiting, no approval process.
Reach out within 7 days and we'll issue a full refund — no questions asked. We'd rather you buy with confidence than hesitate over $97.

Your numbers should work as hard as you do

Pick a template, plug in your assumptions, and get a financial model you'd trust enough to show an investor.

Browse Templates → Get the Bundle — Save 25%